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 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
165+ 5.12% |
$20.3K - $24.3K
|
3.39K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
164+ 3.49% |
$20.2K - $24.2K
|
4.86K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
163New |
$20.1K - $24K
|
163
$21.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
158+ 0.28% |
$19.5K - $23.3K
|
56.2K
$7.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
156+ 1.94% |
$19.2K - $23K
|
8.18K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
155+ 3.15% |
$19.1K - $22.8K
|
5.07K
$677K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
153+ 5.62% |
$18.9K - $22.5K
|
2.88K
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 0.67% |
$18.5K - $22.1K
|
22.5K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 8.93% |
$18.5K - $22.1K
|
1.83K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
150+ 9.84% |
$18.5K - $22.1K
|
1.67K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
150+ 8.8% |
$18.5K - $22.1K
|
1.85K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 20.11% |
$18.5K - $22.1K
|
896
$120K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
149+ 5.48% |
$18.4K - $22K
|
2.87K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
145+ 1.69% |
$17.9K - $21.4K
|
8.74K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142+ 4.24% |
$17.5K - $20.9K
|
3.49K
$467K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
140+ 0.4% |
$17.3K - $20.6K
|
34.9K
$4.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 4.77% |
$17.1K - $20.5K
|
3.05K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
139+ 5.81% |
$17.1K - $20.5K
|
2.53K
$338K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
136+ 22.37% |
$16.8K - $20K
|
744
$99.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
136+ 3.72% |
$16.8K - $20K
|
3.79K
$507K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
134+ 0.21% |
$16.5K - $19.7K
|
63.5K
$8.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
131+ 18.88% |
$16.2K - $19.3K
|
825
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
129+ 7.01% |
$15.9K - $19K
|
1.97K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
128+ 0.25% |
$15.8K - $18.9K
|
51.7K
$6.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
126+ 13.25% |
$15.5K - $18.6K
|
1.08K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
119+ 0.34% |
$14.7K - $17.5K
|
35.3K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
117+ 1.67% |
$14.4K - $17.2K
|
7.14K
$953K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
113+ 0.67% |
$13.9K - $16.7K
|
17.1K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
112+ 3.99% |
$13.8K - $16.5K
|
2.92K
$390K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
110+ 2.78% |
$13.6K - $16.2K
|
4.06K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
103+ 50.99% |
$12.7K - $15.2K
|
305
$40.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
102+ 4.82% |
$12.6K - $15K
|
2.22K
$296K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
102+ 0.67% |
$12.6K - $15K
|
15.4K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
101+ 6.37% |
$12.5K - $14.9K
|
1.69K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 0.07% |
$12.3K - $14.7K
|
140K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
100+ 2.03% |
$12.3K - $14.7K
|
5.02K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 33.33% |
$12.3K - $14.7K
|
400
$53.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
99+ 3.36% |
$12.2K - $14.6K
|
3.05K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
98+ 1.99% |
$12.1K - $14.4K
|
5.02K
$671K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
97+ 5.63% |
$12K - $14.3K
|
1.82K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 0.87% |
$11.6K - $13.9K
|
10.9K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94+ 1.27% |
$11.6K - $13.9K
|
7.5K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
91+ 4.36% |
$11.2K - $13.4K
|
2.18K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 3.62% |
$11.1K - $13.3K
|
2.58K
$345K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
89+ 58.94% |
$11K - $13.1K
|
240
$32.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
89+ 3.0% |
$11K - $13.1K
|
3.05K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
88+ 0.05% |
$10.9K - $13K
|
180K
$24.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
87+ 5.52% |
$10.7K - $12.8K
|
1.66K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 3.11% |
$10.7K - $12.8K
|
2.88K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
87+ 1.66% |
$10.7K - $12.8K
|
5.34K
$714K
|