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
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.45K- 2.29% |
$731K - $829K
|
232K
$22.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-5.49K- 33.78% |
$737K - $836K
|
10.8K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.64K- 6.88% |
$757K - $859K
|
76.3K
$7.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.71K- 3.74% |
$766K - $869K
|
147K
$14.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.75K- 4.28% |
$771K - $875K
|
129K
$12.4M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5.8K- 4.61% |
$778K - $883K
|
120K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.82K- 36.95% |
$781K - $886K
|
9.93K
$960K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.88K- 18.62% |
$789K - $895K
|
25.7K
$2.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.89K- 10.31% |
$790K - $897K
|
51.3K
$4.96M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.94K- 1.91% |
$798K - $905K
|
305K
$29.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.04K- 55.23% |
$810K - $920K
|
4.9K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.1K- 34.27% |
$819K - $929K
|
11.7K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-6.25K- 40.92% |
$839K - $952K
|
9.03K
$873K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.3K- 5.76% |
$845K - $959K
|
103K
$9.97M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.34K- 51.45% |
$850K - $965K
|
5.98K
$578K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.4K- 10.75% |
$859K - $975K
|
53.2K
$5.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.43K- 0.37% |
$863K - $979K
|
1.73M
$167M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-6.48K- 1.95% |
$870K - $987K
|
326K
$31.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-6.5K- 2.22% |
$872K - $990K
|
286K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.5K- 13.87% |
$873K - $990K
|
40.4K
$3.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.55K- 28.91% |
$880K - $998K
|
16.1K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.65K- 7.77% |
$892K - $1.01M
|
79K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-6.69K- 80.16% |
$897K - $1.02M
|
1.66K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.96K- 7.09% |
$934K - $1.06M
|
91.3K
$8.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.2K- 0.53% |
$966K - $1.1M
|
1.36M
$132M
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-7.28K- 17.52% |
$977K - $1.11M
|
34.3K
$3.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7.28K- 1.46% |
$977K - $1.11M
|
492K
$47.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.38K- 6.4% |
$990K - $1.12M
|
108K
$10.4M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-7.39K- 28.03% |
$991K - $1.12M
|
19K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7.75K- 42.45% |
$1.04M - $1.18M
|
10.5K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.84K- 32.96% |
$1.05M - $1.19M
|
15.9K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-7.9K- 70.73% |
$1.06M - $1.2M
|
3.27K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.91K- 12.21% |
$1.06M - $1.2M
|
56.9K
$5.5M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7.94K- 8.39% |
$1.07M - $1.21M
|
86.8K
$8.39M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.34K- 15.15% |
$1.12M - $1.27M
|
46.7K
$4.52M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.69K- 1.59% |
$1.17M - $1.32M
|
537K
$51.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-8.7K- 5.38% |
$1.17M - $1.32M
|
153K
$14.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.81KClosed |
$1.18M - $1.34M
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-8.99K- 0.31% |
$1.21M - $1.37M
|
2.89M
$280M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.07K- 18.18% |
$1.22M - $1.38M
|
40.8K
$3.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-9.08K- 76.14% |
$1.22M - $1.38M
|
2.85K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9.18K- 25.36% |
$1.23M - $1.4M
|
27K
$2.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.19K- 11.21% |
$1.23M - $1.4M
|
72.8K
$7.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9.22K- 2.78% |
$1.24M - $1.4M
|
323K
$31.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.32K- 26.6% |
$1.25M - $1.42M
|
25.7K
$2.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-9.52K- 33.06% |
$1.28M - $1.45M
|
19.3K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.7K- 81.52% |
$1.3M - $1.48M
|
2.2K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.75K- 0.64% |
$1.31M - $1.48M
|
1.51M
$146M
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-9.75K- 1.89% |
$1.31M - $1.49M
|
505K
$48.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.87K- 17.2% |
$1.32M - $1.5M
|
47.5K
$4.6M
|