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 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
412+ 10.12% |
$50.8K - $60.7K
|
4.49K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
405+ 6.68% |
$49.9K - $59.7K
|
6.47K
$864K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
400+ 1.72% |
$49.3K - $59K
|
23.7K
$3.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
393New |
$48.5K - $57.9K
|
393
$52.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
392+ 0.37% |
$48.3K - $57.8K
|
106K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
385+ 19.08% |
$47.5K - $56.7K
|
2.4K
$321K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
383+ 23.69% |
$47.2K - $56.4K
|
2K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
380New |
$46.9K - $56K
|
380
$50.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
379+ 4.71% |
$46.7K - $55.9K
|
8.42K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
378+ 0.94% |
$46.6K - $55.7K
|
40.7K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
377+ 2.44% |
$46.5K - $55.6K
|
15.9K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
376+ 1.14% |
$46.4K - $55.4K
|
33.4K
$4.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
375+ 14.09% |
$46.2K - $55.3K
|
3.04K
$406K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
374+ 12.66% |
$46.1K - $55.1K
|
3.33K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
373+ 2.17% |
$46K - $55K
|
17.6K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
370New |
$45.6K - $54.5K
|
370
$49.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
365+ 3.79% |
$45K - $53.8K
|
10K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
364+ 8.93% |
$44.9K - $53.6K
|
4.44K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
364+ 7.66% |
$44.9K - $53.6K
|
5.11K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
360+ 8.73% |
$44.4K - $53.1K
|
4.49K
$599K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 8.84% |
$44.3K - $52.9K
|
4.42K
$591K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
355+ 8.48% |
$43.8K - $52.3K
|
4.54K
$607K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
355+ 15.39% |
$43.8K - $52.3K
|
2.66K
$356K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
354+ 3.04% |
$43.7K - $52.2K
|
12K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
354+ 5.92% |
$43.7K - $52.2K
|
6.33K
$846K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
353+ 0.77% |
$43.5K - $52K
|
46.2K
$6.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
349+ 23.19% |
$43K - $51.4K
|
1.85K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
346+ 4.48% |
$42.7K - $51K
|
8.06K
$1.08M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
345+ 2.32% |
$42.5K - $50.8K
|
15.2K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 3.95% |
$42.5K - $50.8K
|
9.08K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
342+ 1.84% |
$42.2K - $50.4K
|
19K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
338+ 16.34% |
$41.7K - $49.8K
|
2.41K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
333+ 4.6% |
$41.1K - $49.1K
|
7.57K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
333+ 16.98% |
$41.1K - $49.1K
|
2.29K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
331+ 0.77% |
$40.8K - $48.8K
|
43.4K
$5.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
321+ 16.67% |
$39.6K - $47.3K
|
2.25K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
320+ 4.73% |
$39.5K - $47.2K
|
7.09K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
315+ 2.65% |
$38.8K - $46.4K
|
12.2K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
304+ 25.44% |
$37.5K - $44.8K
|
1.5K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
303+ 10.26% |
$37.4K - $44.7K
|
3.26K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
303+ 0.54% |
$37.4K - $44.7K
|
56.4K
$7.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
300+ 17.69% |
$37K - $44.2K
|
2K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$37K - $44.2K
|
300
$40.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
300+ 0.77% |
$37K - $44.2K
|
39.1K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
300+ 2.33% |
$37K - $44.2K
|
13.2K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
297+ 0.02% |
$36.6K - $43.8K
|
1.38M
$184M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
293+ 19.65% |
$36.1K - $43.2K
|
1.78K
$238K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
292+ 7.54% |
$36K - $43K
|
4.16K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
288+ 0.1% |
$35.5K - $42.4K
|
275K
$36.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286+ 5.3% |
$35.3K - $42.2K
|
5.68K
$759K
|