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 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
86+ 4.93% |
$10.6K - $12.7K
|
1.83K
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
85+ 3.03% |
$10.5K - $12.5K
|
2.89K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
85+ 1.99% |
$10.5K - $12.5K
|
4.35K
$581K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
85New |
$10.5K - $12.5K
|
85
$11.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
83+ 1.17% |
$10.2K - $12.2K
|
7.18K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
83New |
$10.2K - $12.2K
|
83
$11.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
81+ 1.84% |
$9.99K - $11.9K
|
4.49K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
81+ 97.59% |
$9.99K - $11.9K
|
164
$21.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
80+ 1.23% |
$9.87K - $11.8K
|
6.58K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
79+ 0.63% |
$9.74K - $11.6K
|
12.6K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
79+ 6.09% |
$9.74K - $11.6K
|
1.38K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
75+ 1.01% |
$9.25K - $11.1K
|
7.51K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
75+ 1.12% |
$9.25K - $11.1K
|
6.75K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
75+ 2.65% |
$9.25K - $11.1K
|
2.91K
$388K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
72+ 2.16% |
$8.88K - $10.6K
|
3.41K
$456K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
72New |
$8.88K - $10.6K
|
72
$9.62K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.16% |
$8.88K - $10.6K
|
2.35K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
71+ 1.5% |
$8.76K - $10.5K
|
4.8K
$642K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
71+ 2.77% |
$8.76K - $10.5K
|
2.64K
$352K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
71+ 0.64% |
$8.76K - $10.5K
|
11.1K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70+ 10.77% |
$8.63K - $10.3K
|
720
$96.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.11% |
$8.63K - $10.3K
|
62.7K
$8.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
70+ 0.46% |
$8.63K - $10.3K
|
15.2K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
69+ 1.93% |
$8.51K - $10.2K
|
3.64K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
69+ 0.47% |
$8.51K - $10.2K
|
14.9K
$1.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
68+ 1.15% |
$8.39K - $10K
|
5.96K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
67+ 0.07% |
$8.26K - $9.87K
|
100K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
65+ 0.44% |
$8.02K - $9.58K
|
14.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
61+ 1.56% |
$7.52K - $8.99K
|
3.97K
$531K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
60+ 3.46% |
$7.4K - $8.84K
|
1.8K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
58+ 2.72% |
$7.15K - $8.55K
|
2.19K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
58+ 19.21% |
$7.15K - $8.55K
|
360
$48.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
57+ 1.23% |
$7.03K - $8.4K
|
4.68K
$625K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
54+ 1.67% |
$6.66K - $7.96K
|
3.29K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
54+ 0.6% |
$6.66K - $7.96K
|
9.01K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
53+ 1.55% |
$6.54K - $7.81K
|
3.46K
$463K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
52+ 1.3% |
$6.41K - $7.66K
|
4.04K
$540K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.23% |
$6.29K - $7.52K
|
21.9K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
51New |
$6.29K - $7.52K
|
51
$6.81K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 1.23% |
$6.29K - $7.52K
|
4.2K
$561K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
50+ 0.72% |
$6.17K - $7.37K
|
6.96K
$930K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
47+ 1.99% |
$5.8K - $6.93K
|
2.41K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
47+ 0.9% |
$5.8K - $6.93K
|
5.26K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
47New |
$5.8K - $6.93K
|
47
$6.28K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
45+ 0.75% |
$5.55K - $6.63K
|
6.05K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45+ 1.46% |
$5.55K - $6.63K
|
3.13K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
45+ 0.5% |
$5.55K - $6.63K
|
9K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 4.21% |
$5.43K - $6.48K
|
1.09K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
43+ 1.01% |
$5.3K - $6.34K
|
4.3K
$574K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
42+ 2.7% |
$5.18K - $6.19K
|
1.6K
$214K
|