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 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.68% |
$123 - $147
|
148
$19.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$123 - $147
|
1.65K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1+ 0.03% |
$123 - $147
|
3.76K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1- -0.0% |
$123 - $147
|
43.5K
$5.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1- 0.02% |
$123 - $147
|
4.83K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2- 0.04% |
$247 - $295
|
4.96K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 0.66% |
$370 - $442
|
452
$60.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.09% |
$370 - $442
|
3.26K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-3- 0.15% |
$370 - $442
|
2K
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.11% |
$493 - $590
|
3.56K
$476K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-4- 0.21% |
$493 - $590
|
1.89K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4- 0.2% |
$493 - $590
|
1.97K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4- 0.02% |
$493 - $590
|
17.7K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4- 0.07% |
$493 - $590
|
5.42K
$724K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.11% |
$617 - $737
|
4.62K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.34% |
$617 - $737
|
1.47K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 5.26% |
$617 - $737
|
90
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 1.39% |
$617 - $737
|
356
$47.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6- 3.08% |
$740 - $884
|
189
$25.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6- 2.13% |
$740 - $884
|
276
$36.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-6- 0.15% |
$740 - $884
|
3.98K
$532K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-7- 0.89% |
$863 - $1.03K
|
781
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$863 - $1.03K
|
7.87K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.32% |
$863 - $1.03K
|
2.15K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 4.71% |
$987 - $1.18K
|
162
$21.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-9- 0.31% |
$1.11K - $1.33K
|
2.89K
$386K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9- 0.22% |
$1.11K - $1.33K
|
4.16K
$556K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-10- 0.34% |
$1.23K - $1.47K
|
2.96K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-10- 0.43% |
$1.23K - $1.47K
|
2.33K
$311K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-11- 0.53% |
$1.36K - $1.62K
|
2.07K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-11- 0.4% |
$1.36K - $1.62K
|
2.76K
$369K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11- 0.51% |
$1.36K - $1.62K
|
2.16K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11- 0.6% |
$1.36K - $1.62K
|
1.83K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 4.98% |
$1.36K - $1.62K
|
210
$28.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-11- 8.73% |
$1.36K - $1.62K
|
115
$15.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12- 0.15% |
$1.48K - $1.77K
|
7.89K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13- 0.41% |
$1.6K - $1.92K
|
3.2K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-15- 18.07% |
$1.85K - $2.21K
|
68
$9.09K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-15- 0.3% |
$1.85K - $2.21K
|
4.95K
$662K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 5.81% |
$1.85K - $2.21K
|
243
$32.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.3% |
$1.85K - $2.21K
|
4.96K
$663K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.31% |
$1.97K - $2.36K
|
5.21K
$696K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-16- 0.22% |
$1.97K - $2.36K
|
7.27K
$971K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-16- 4.04% |
$1.97K - $2.36K
|
380
$50.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-16- 0.14% |
$1.97K - $2.36K
|
11.3K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-17- 0.6% |
$2.1K - $2.51K
|
2.8K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-18- 0.15% |
$2.22K - $2.65K
|
11.8K
$1.57M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-18- 1.09% |
$2.22K - $2.65K
|
1.64K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.3% |
$2.47K - $2.95K
|
6.75K
$902K
|