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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.38K+ 1.64% |
$170K - $203K
|
85.5K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.38K+ 81.99% |
$170K - $203K
|
3.05K
$408K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.37K+ 53.78% |
$169K - $201K
|
3.91K
$522K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.34K+ 0.8% |
$166K - $198K
|
170K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.34K+ 7.14% |
$166K - $198K
|
20.2K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
1.34K+ 6.17% |
$165K - $197K
|
23K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.34K+ 12.36% |
$165K - $197K
|
12.2K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.33K+ 26.88% |
$164K - $195K
|
6.26K
$836K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 17.88% |
$163K - $194K
|
8.69K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.32K+ 5.06% |
$162K - $194K
|
27.3K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.3K+ 55.99% |
$161K - $192K
|
3.63K
$485K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 37.93% |
$159K - $190K
|
4.68K
$626K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.27K+ 0.12% |
$157K - $188K
|
1.08M
$145M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.27K+ 7.37% |
$156K - $187K
|
18.5K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.27K+ 3.32% |
$156K - $187K
|
39.4K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.26K+ 7.67% |
$156K - $186K
|
17.7K
$2.37M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.26K+ 11.68% |
$155K - $186K
|
12K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 55.79% |
$155K - $185K
|
3.51K
$469K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 35.96% |
$155K - $185K
|
4.75K
$635K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.26K+ 4.25% |
$155K - $185K
|
30.8K
$4.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.25KNew |
$154K - $184K
|
1.25K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.24K+ 3.04% |
$152K - $182K
|
41.9K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 4.98% |
$152K - $181K
|
26K
$3.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.23K+ 10.54% |
$151K - $181K
|
12.9K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.22K+ 7.46% |
$150K - $179K
|
17.5K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.21K+ 7.58% |
$149K - $178K
|
17.1K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$148K - $177K
|
1.2K
$160K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.2K+ 59.64% |
$148K - $176K
|
3.2K
$428K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.16K+ 51.03% |
$144K - $172K
|
3.45K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.16K+ 5.82% |
$143K - $171K
|
21.1K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.15K+ 7.13% |
$142K - $169K
|
17.3K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.13K+ 2.4% |
$139K - $166K
|
48K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.11K+ 3.08% |
$137K - $164K
|
37.2K
$4.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.1K+ 5.56% |
$136K - $162K
|
20.9K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1K+ 60.31% |
$136K - $162K
|
2.92K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.1K+ 11.92% |
$136K - $162K
|
10.3K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.1K+ 18.82% |
$135K - $162K
|
6.93K
$925K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.08KNew |
$134K - $160K
|
1.08K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 29.47% |
$133K - $159K
|
4.75K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.08K+ 1.24% |
$133K - $159K
|
88.2K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.07K+ 9.53% |
$132K - $158K
|
12.3K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.07K+ 1.32% |
$131K - $157K
|
81.9K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.07K+ 4.46% |
$131K - $157K
|
24.9K
$3.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 5.97% |
$130K - $155K
|
18.7K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.05K+ 30.63% |
$129K - $155K
|
4.48K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 12.98% |
$126K - $151K
|
8.89K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 17.56% |
$124K - $148K
|
6.74K
$901K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 16.62% |
$124K - $148K
|
7.07K
$944K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.01K+ 1.81% |
$124K - $148K
|
56.6K
$7.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
999+ 2.01% |
$123K - $147K
|
50.8K
$6.78M
|