Purchases and Sales Made in Q2 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 2024. The information is specifically focused on institutions that hold shares of UNITED PARCEL SERVICE INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-811- 21.68% |
$109K - $123K
|
2.93K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-816- 6.47% |
$110K - $124K
|
11.8K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-824- 1.97% |
$111K - $125K
|
40.9K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-826- 4.59% |
$111K - $126K
|
17.2K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-842- 16.04% |
$113K - $128K
|
4.41K
$388K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-850- 5.22% |
$114K - $129K
|
15.4K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-859- 76.49% |
$115K - $131K
|
264
$23.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-861- 1.93% |
$116K - $131K
|
43.7K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-867- 8.09% |
$116K - $132K
|
9.85K
$868K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-869- 9.33% |
$117K - $132K
|
8.44K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-869- 2.19% |
$117K - $132K
|
38.8K
$3.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-873- 3.67% |
$117K - $133K
|
22.9K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-875- 4.53% |
$117K - $133K
|
18.4K
$1.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-877- 3.86% |
$118K - $134K
|
21.9K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-884- 9.61% |
$119K - $135K
|
8.32K
$732K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-891- 15.43% |
$120K - $136K
|
4.88K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-891- 27.21% |
$120K - $136K
|
2.38K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-896- 11.57% |
$120K - $136K
|
6.85K
$603K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 22.91% |
$121K - $137K
|
3.03K
$267K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-902- 6.4% |
$121K - $137K
|
13.2K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-905- 4.64% |
$121K - $138K
|
18.6K
$1.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-913- 29.43% |
$123K - $139K
|
2.19K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-917- 30.8% |
$123K - $140K
|
2.06K
$181K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-928- 27.92% |
$125K - $141K
|
2.4K
$211K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-929- 8.38% |
$125K - $141K
|
10.2K
$895K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-936- 18.29% |
$126K - $143K
|
4.18K
$368K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-943- 2.35% |
$127K - $144K
|
39.2K
$3.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-946- 1.69% |
$127K - $144K
|
55.2K
$4.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-946- 14.81% |
$127K - $144K
|
5.44K
$479K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-949- 30.47% |
$127K - $145K
|
2.17K
$191K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-962- 16.46% |
$129K - $146K
|
4.88K
$430K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-967- 1.55% |
$130K - $147K
|
61.4K
$5.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-972- 7.93% |
$130K - $148K
|
11.3K
$994K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-983- 0.31% |
$132K - $150K
|
321K
$28.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-983- 47.67% |
$132K - $150K
|
1.08K
$95K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-992- 7.01% |
$133K - $151K
|
13.2K
$1.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1K- 2.77% |
$134K - $152K
|
35.2K
$3.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.01K- 15.19% |
$135K - $153K
|
5.62K
$495K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 17.95% |
$138K - $157K
|
4.7K
$414K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.05K- 3.18% |
$141K - $160K
|
31.9K
$2.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.05K- 0.12% |
$141K - $160K
|
864K
$76.1M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.06K- 2.39% |
$142K - $161K
|
43.2K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.06K- 6.81% |
$142K - $161K
|
14.5K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.07K- 23.82% |
$143K - $162K
|
3.41K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 9.23% |
$146K - $166K
|
10.7K
$943K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.09K- 4.45% |
$147K - $166K
|
23.4K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.09K- 0.6% |
$147K - $166K
|
180K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.09K- 0.8% |
$147K - $166K
|
136K
$11.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.1K- 11.99% |
$147K - $167K
|
8.05K
$709K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.1K- 3.31% |
$148K - $167K
|
32.1K
$2.83M
|