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 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-4.21K- 16.71% |
$566K - $642K
|
21K
$2.64M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.27K- 60.4% |
$573K - $651K
|
2.8K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.29K- 2.64% |
$575K - $653K
|
158K
$19.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.32K- 4.22% |
$580K - $658K
|
98.1K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.35K- 14.27% |
$584K - $662K
|
26.1K
$3.28M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.36K- 8.19% |
$584K - $663K
|
48.8K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.38K- 48.5% |
$587K - $666K
|
4.65K
$584K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.45K- 3.52% |
$597K - $678K
|
122K
$15.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.5K- 3.45% |
$604K - $685K
|
126K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.52K- 6.27% |
$607K - $689K
|
67.6K
$8.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4.6K- 3.2% |
$617K - $700K
|
139K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.62K- 8.57% |
$621K - $704K
|
49.4K
$6.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.67K- 6.87% |
$627K - $711K
|
63.3K
$7.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4.7K- 78.53% |
$631K - $716K
|
1.29K
$161K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.71K- 6.72% |
$632K - $717K
|
65.4K
$8.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.85K- 30.06% |
$651K - $739K
|
11.3K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.91K- 16.96% |
$659K - $747K
|
24K
$3.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.92K- 17.24% |
$661K - $749K
|
23.6K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.94K- 4.61% |
$662K - $752K
|
102K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.99K- 15.53% |
$669K - $759K
|
27.1K
$3.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.08K- 15.2% |
$681K - $773K
|
28.3K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.12K- 68.26% |
$688K - $780K
|
2.38K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.13K- 3.34% |
$689K - $781K
|
149K
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.14K- 14.59% |
$690K - $783K
|
30.1K
$3.78M
|
|
|
Jul 03, 2024
Q2 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-5.15K- 19.6% |
$691K - $784K
|
21.1K
$2.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.19K- 1.7% |
$697K - $791K
|
300K
$37.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-5.2K- 5.53% |
$697K - $791K
|
88.7K
$11.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.22K- 3.48% |
$700K - $795K
|
145K
$18.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.27K- 50.61% |
$707K - $802K
|
5.14K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.3K- 1.24% |
$711K - $807K
|
420K
$52.8M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.3K- 25.16% |
$712K - $807K
|
15.8K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-5.31K- 8.03% |
$712K - $808K
|
60.8K
$7.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.35K- 30.25% |
$718K - $814K
|
12.3K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-5.4K- 4.3% |
$725K - $822K
|
120K
$15.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.4K- 1.98% |
$725K - $823K
|
267K
$33.6M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.45K- 2.29% |
$731K - $829K
|
232K
$29.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-5.49K- 33.78% |
$737K - $836K
|
10.8K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.64K- 6.88% |
$757K - $859K
|
76.3K
$9.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.71K- 3.74% |
$766K - $869K
|
147K
$18.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.75K- 4.28% |
$771K - $875K
|
129K
$16.2M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.8K- 4.61% |
$778K - $883K
|
120K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.82K- 36.95% |
$781K - $886K
|
9.93K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.88K- 18.62% |
$789K - $895K
|
25.7K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.89K- 10.31% |
$790K - $897K
|
51.3K
$6.44M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.94K- 1.91% |
$798K - $905K
|
305K
$38.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.04K- 55.23% |
$810K - $920K
|
4.9K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.1K- 34.27% |
$819K - $929K
|
11.7K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-6.25K- 40.92% |
$839K - $952K
|
9.03K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.3K- 5.76% |
$845K - $959K
|
103K
$13M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.4K- 10.75% |
$859K - $975K
|
53.2K
$6.68M
|