Purchases and Sales Made in Q3 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.84K+ 239.27% |
$227K - $271K
|
2.61K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.83KNew |
$226K - $270K
|
1.83K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.83K+ 0.91% |
$226K - $270K
|
203K
$27.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.82K+ 6.86% |
$224K - $267K
|
28.3K
$3.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.81KNew |
$223K - $267K
|
1.81K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.8KNew |
$222K - $265K
|
1.8K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.79K+ 99.72% |
$221K - $264K
|
3.59K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.77K+ 3608.16% |
$218K - $261K
|
1.82K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 13.01% |
$215K - $257K
|
15.1K
$2.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.74K+ 15.44% |
$215K - $257K
|
13K
$1.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.74KNew |
$214K - $256K
|
1.74K
$232K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.73K+ 46.42% |
$214K - $255K
|
5.46K
$730K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.72K+ 5.4% |
$212K - $253K
|
33.6K
$4.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 61.82% |
$210K - $251K
|
4.45K
$595K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.69KNew |
$208K - $249K
|
1.69K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.68K+ 4.35% |
$207K - $248K
|
40.3K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.68K+ 1.02% |
$207K - $247K
|
166K
$22.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.67K+ 70.61% |
$206K - $246K
|
4.04K
$539K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.67KNew |
$206K - $246K
|
1.67K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.65K+ 23.24% |
$204K - $243K
|
8.76K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.65K+ 4.12% |
$203K - $243K
|
41.7K
$5.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.65K+ 9.4% |
$203K - $243K
|
19.2K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 11.6% |
$203K - $243K
|
15.9K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.64KNew |
$202K - $242K
|
1.64K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.61K+ 1.06% |
$198K - $237K
|
153K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.61K+ 16.55% |
$198K - $237K
|
11.3K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.59K+ 67.22% |
$196K - $235K
|
3.96K
$529K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.58K+ 11.55% |
$195K - $233K
|
15.3K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57KNew |
$193K - $231K
|
1.57K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.55KNew |
$191K - $228K
|
1.55K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.55K+ 5.66% |
$191K - $228K
|
28.9K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
1.54KNew |
$190K - $227K
|
1.54K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.54K+ 0.47% |
$190K - $227K
|
328K
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.53KNew |
$189K - $225K
|
1.53K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.53K+ 24.69% |
$188K - $225K
|
7.72K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.51K+ 3.34% |
$186K - $222K
|
46.6K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
1.5K+ 1.33% |
$185K - $221K
|
114K
$15.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$183K - $219K
|
1.48K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.48KNew |
$183K - $218K
|
1.48K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 12.23% |
$182K - $217K
|
13.5K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.47KNew |
$182K - $217K
|
1.47K
$197K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.47K+ 12.28% |
$181K - $217K
|
13.4K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.45K+ 89.96% |
$179K - $214K
|
3.07K
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.44K+ 34.01% |
$177K - $212K
|
5.66K
$756K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 2.37% |
$176K - $211K
|
61.7K
$8.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.41K+ 15.71% |
$174K - $208K
|
10.4K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.4K+ 61.6% |
$172K - $206K
|
3.67K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 1.98% |
$171K - $204K
|
71.3K
$9.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.38K+ 5.08% |
$170K - $204K
|
28.6K
$3.82M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.38K+ 1.59% |
$170K - $203K
|
88.1K
$11.8M
|