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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.15K- 7.82% |
$154K - $175K
|
13.5K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.15K- 5.1% |
$154K - $175K
|
21.3K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.16K- 1.69% |
$155K - $176K
|
67.2K
$6.5M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.16K- 36.58% |
$155K - $176K
|
2.01K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.16K- 5.5% |
$156K - $177K
|
19.9K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.16K- 28.37% |
$156K - $177K
|
2.94K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.17K- 33.25% |
$157K - $178K
|
2.35K
$227K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.19K- 6.07% |
$160K - $181K
|
18.4K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 18.5% |
$162K - $184K
|
5.32K
$515K
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.22K- 1.9% |
$163K - $185K
|
62.8K
$6.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.22K- 6.82% |
$164K - $186K
|
16.7K
$1.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.23K- 4.16% |
$165K - $188K
|
28.4K
$2.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.25K- 4.57% |
$167K - $190K
|
26K
$2.52M
|
|
|
Jul 11, 2024
Q2 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.25K- 13.26% |
$168K - $190K
|
8.18K
$791K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.25K- 19.96% |
$168K - $191K
|
5.02K
$486K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.26K- 29.01% |
$169K - $192K
|
3.08K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.27K- 7.65% |
$170K - $193K
|
15.3K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 41.22% |
$173K - $196K
|
1.84K
$178K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.29K- 10.53% |
$173K - $196K
|
11K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.29K- 9.94% |
$173K - $196K
|
11.7K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.3K- 1.97% |
$175K - $198K
|
64.8K
$6.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.3K- 2.12% |
$175K - $199K
|
60.1K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.31K- 0.66% |
$175K - $199K
|
198K
$19.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.32K- 2.29% |
$177K - $201K
|
56.1K
$5.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.33K- 31.96% |
$178K - $203K
|
2.83K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.36KClosed |
$183K - $207K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.37K- 59.06% |
$184K - $209K
|
951
$92K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 8.48% |
$184K - $209K
|
14.8K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.39K- 21.57% |
$186K - $211K
|
5.04K
$488K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-1.39K- 1.83% |
$186K - $211K
|
74.5K
$7.21M
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.41KClosed |
$189K - $214K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-1.44K- 10.0% |
$193K - $219K
|
13K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-1.45K- 34.15% |
$195K - $221K
|
2.8K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.45K- 1.44% |
$195K - $221K
|
99.6K
$9.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.45K- 3.87% |
$195K - $221K
|
36.1K
$3.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.46K- 1.56% |
$196K - $222K
|
92.2K
$8.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 14.99% |
$196K - $222K
|
8.27K
$800K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.46K- 43.85% |
$196K - $222K
|
1.87K
$181K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.47K- 3.29% |
$197K - $224K
|
43.1K
$4.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.49K- 18.78% |
$199K - $226K
|
6.42K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.49K- 8.93% |
$199K - $226K
|
15.1K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.49K- 1.07% |
$200K - $227K
|
138K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.49K- 1.47% |
$200K - $227K
|
100K
$9.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.5K- 10.64% |
$201K - $228K
|
12.6K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.5K- 1.67% |
$202K - $229K
|
88.6K
$8.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-1.51K- 66.74% |
$202K - $229K
|
750
$72.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.51K- 46.97% |
$203K - $231K
|
1.71K
$165K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.52K- 2.56% |
$203K - $231K
|
57.7K
$5.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.52K- 11.35% |
$204K - $232K
|
11.9K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 49.03% |
$207K - $235K
|
1.6K
$155K
|