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 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
984+ 1.45% |
$121K - $145K
|
69K
$9.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
977+ 26.65% |
$120K - $144K
|
4.64K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
949+ 4.66% |
$117K - $140K
|
21.3K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
931+ 27.13% |
$115K - $137K
|
4.36K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
931+ 26.81% |
$115K - $137K
|
4.4K
$588K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
918+ 3.78% |
$113K - $135K
|
25.2K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
911+ 8.76% |
$112K - $134K
|
11.3K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
903+ 2.64% |
$111K - $133K
|
35.1K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
888+ 29.94% |
$110K - $131K
|
3.85K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
887+ 58.78% |
$109K - $131K
|
2.4K
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
885+ 2.18% |
$109K - $130K
|
41.5K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
885+ 49.47% |
$109K - $130K
|
2.67K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
867+ 4.62% |
$107K - $128K
|
19.6K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
866New |
$107K - $128K
|
866
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
865+ 41.53% |
$107K - $127K
|
2.95K
$394K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
862+ 5.18% |
$106K - $127K
|
17.5K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
860+ 10.83% |
$106K - $127K
|
8.8K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
833+ 10.55% |
$103K - $123K
|
8.73K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
831+ 3.02% |
$102K - $122K
|
28.4K
$3.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
810+ 6.79% |
$99.9K - $119K
|
12.7K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
798+ 17.44% |
$98.4K - $118K
|
5.38K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
792+ 0.07% |
$97.7K - $117K
|
1.2M
$161M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
759+ 6.44% |
$93.6K - $112K
|
12.5K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
757+ 7.45% |
$93.4K - $112K
|
10.9K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
755+ 48.77% |
$93.1K - $111K
|
2.3K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
754+ 0.28% |
$93K - $111K
|
269K
$35.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
749+ 13.33% |
$92.4K - $110K
|
6.37K
$851K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
745+ 2.55% |
$91.9K - $110K
|
30K
$4.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
743+ 1.89% |
$91.6K - $110K
|
40K
$5.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
730+ 3.08% |
$90K - $108K
|
24.5K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
729+ 16.05% |
$89.9K - $107K
|
5.27K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
725+ 11.04% |
$89.4K - $107K
|
7.3K
$975K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
713+ 3.9% |
$87.9K - $105K
|
19K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
711+ 30.52% |
$87.7K - $105K
|
3.04K
$406K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
710+ 12.57% |
$87.6K - $105K
|
6.36K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
701+ 0.54% |
$86.4K - $103K
|
130K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
696+ 5.63% |
$85.8K - $103K
|
13.1K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
686New |
$84.6K - $101K
|
686
$91.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
682+ 0.7% |
$84.1K - $101K
|
98.8K
$13.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
680+ 28.35% |
$83.9K - $100K
|
3.08K
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
678+ 32.63% |
$83.6K - $99.9K
|
2.76K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
676+ 3.1% |
$83.4K - $99.6K
|
22.5K
$3.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
675+ 2.99% |
$83.2K - $99.5K
|
23.2K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
673+ 5.95% |
$83K - $99.2K
|
12K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
663+ 27.81% |
$81.8K - $97.7K
|
3.05K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
662+ 1.39% |
$81.6K - $97.6K
|
48.2K
$6.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
656+ 5.68% |
$80.9K - $96.7K
|
12.2K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
650+ 16.34% |
$80.2K - $95.8K
|
4.63K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
649New |
$80K - $95.6K
|
649
$86.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
646+ 29.03% |
$79.7K - $95.2K
|
2.87K
$384K
|