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 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
649New |
$80K - $95.6K
|
649
$74.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
646+ 29.03% |
$79.7K - $95.2K
|
2.87K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
644+ 6.04% |
$79.4K - $94.9K
|
11.3K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 53.19% |
$78.1K - $93.3K
|
1.82K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
620+ 18.47% |
$76.5K - $91.4K
|
3.98K
$454K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
620+ 6.52% |
$76.5K - $91.4K
|
10.1K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
615+ 30.8% |
$75.8K - $90.6K
|
2.61K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
601+ 11.67% |
$74.1K - $88.6K
|
5.75K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
600+ 7.79% |
$74K - $88.4K
|
8.3K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
597+ 3.74% |
$73.6K - $88K
|
16.6K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
595+ 15.96% |
$73.4K - $87.7K
|
4.32K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
589+ 5.31% |
$72.6K - $86.8K
|
11.7K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
582+ 3.14% |
$71.8K - $85.8K
|
19.1K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
575+ 4.36% |
$70.9K - $84.7K
|
13.7K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
572+ 1.33% |
$70.5K - $84.3K
|
43.6K
$4.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
566+ 2.3% |
$69.8K - $83.4K
|
25.2K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
566+ 22.25% |
$69.8K - $83.4K
|
3.11K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
564+ 3.42% |
$69.6K - $83.1K
|
17.1K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
563+ 3.77% |
$69.4K - $83K
|
15.5K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
559+ 4.71% |
$68.9K - $82.4K
|
12.4K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
552New |
$68.1K - $81.4K
|
552
$63.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
548+ 7.8% |
$67.6K - $80.8K
|
7.58K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
543+ 4.36% |
$67K - $80K
|
13K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
535+ 1.96% |
$66K - $78.8K
|
27.8K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
525+ 2.15% |
$64.7K - $77.4K
|
25K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 19.9% |
$64.5K - $77.1K
|
3.15K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
523+ 6.16% |
$64.5K - $77.1K
|
9.01K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
516New |
$63.6K - $76K
|
516
$58.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
513+ 28.77% |
$63.3K - $75.6K
|
2.3K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
509+ 7.57% |
$62.8K - $75K
|
7.24K
$827K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
509+ 26.9% |
$62.8K - $75K
|
2.4K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
507+ 16.39% |
$62.5K - $74.7K
|
3.6K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
507+ 3.29% |
$62.5K - $74.7K
|
15.9K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$61.7K - $73.7K
|
500
$57.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.42% |
$61.7K - $73.7K
|
121K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
498+ 27.56% |
$61.4K - $73.4K
|
2.31K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497New |
$61.3K - $73.2K
|
497
$56.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
492+ 9.86% |
$60.7K - $72.5K
|
5.48K
$626K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
485+ 9.19% |
$59.8K - $71.5K
|
5.76K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
483+ 8.88% |
$59.6K - $71.2K
|
5.92K
$677K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
474+ 5.45% |
$58.5K - $69.9K
|
9.16K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
469+ 1.83% |
$57.8K - $69.1K
|
26K
$2.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
466+ 0.45% |
$57.5K - $68.7K
|
105K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
441+ 16.92% |
$54.4K - $65K
|
3.05K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
432+ 1.7% |
$53.3K - $63.7K
|
25.9K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
425+ 5.08% |
$52.4K - $62.6K
|
8.79K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
424+ 2.12% |
$52.3K - $62.5K
|
20.4K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
424New |
$52.3K - $62.5K
|
424
$48.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
424+ 13.22% |
$52.3K - $62.5K
|
3.63K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
422+ 26.08% |
$52K - $62.2K
|
2.04K
$233K
|