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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.62K- 4.54% |
$352K - $400K
|
55.1K
$6.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-2.64K- 15.38% |
$354K - $402K
|
14.5K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.64K- 45.8% |
$355K - $402K
|
3.13K
$393K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.65K- 0.41% |
$356K - $404K
|
646K
$81.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.72K- 12.12% |
$365K - $414K
|
19.7K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 46.54% |
$366K - $415K
|
3.13K
$394K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-2.75K- 0.99% |
$369K - $418K
|
274K
$34.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.79K- 47.49% |
$374K - $424K
|
3.08K
$387K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-2.8K- 7.42% |
$376K - $426K
|
34.9K
$4.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.8K- 51.17% |
$376K - $427K
|
2.67K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.81K- 7.38% |
$377K - $428K
|
35.3K
$4.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.82K- 12.54% |
$378K - $429K
|
19.6K
$2.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.82K- 9.38% |
$378K - $429K
|
27.2K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.84K- 2.99% |
$381K - $432K
|
92K
$11.6M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-2.85K- 13.36% |
$382K - $434K
|
18.5K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.85K- 84.91% |
$383K - $434K
|
507
$63.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-2.87K- 68.82% |
$385K - $437K
|
1.3K
$163K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.88K- 59.52% |
$386K - $438K
|
1.96K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.9K- 49.59% |
$390K - $442K
|
2.95K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.92K- 4.01% |
$392K - $445K
|
69.9K
$8.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.93K- 4.09% |
$394K - $447K
|
68.7K
$8.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3K- 48.08% |
$402K - $457K
|
3.24K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3K- 13.16% |
$403K - $457K
|
19.8K
$2.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.04K- 24.84% |
$408K - $463K
|
9.2K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.09K- 6.52% |
$415K - $470K
|
44.3K
$5.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.1K- 0.42% |
$416K - $472K
|
742K
$93.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-3.1K- 2.35% |
$416K - $472K
|
129K
$16.2M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.14K- 49.87% |
$421K - $478K
|
3.16K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.2K- 34.39% |
$430K - $487K
|
6.11K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.3K- 2.72% |
$443K - $502K
|
118K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.3K- 27.97% |
$443K - $502K
|
8.5K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 28.26% |
$451K - $512K
|
8.53K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.38K- 8.43% |
$453K - $514K
|
36.6K
$4.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.38K- 17.59% |
$454K - $515K
|
15.8K
$1.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3.39K- 95.77% |
$455K - $516K
|
150
$18.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.41K- 25.42% |
$458K - $519K
|
10K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.45K- 1.41% |
$463K - $525K
|
241K
$30.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.47K- 3.02% |
$465K - $528K
|
111K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.47K- 24.78% |
$466K - $529K
|
10.5K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.52K- 1.46% |
$472K - $535K
|
237K
$29.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.52K- 1.89% |
$473K - $537K
|
182K
$22.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.67K- 4.01% |
$493K - $559K
|
88K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.7K- 42.03% |
$497K - $564K
|
5.1K
$641K
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.72K- 3.02% |
$499K - $567K
|
119K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.82K- 44.84% |
$513K - $582K
|
4.7K
$590K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.86K- 43.55% |
$518K - $588K
|
5K
$629K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.88K- 1.4% |
$521K - $591K
|
274K
$34.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-4.01K- 38.36% |
$538K - $611K
|
6.45K
$810K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.05K- 3.13% |
$544K - $617K
|
125K
$15.8M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.19K- 55.66% |
$562K - $638K
|
3.34K
$420K
|