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 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.26% |
$2.47K - $2.95K
|
7.82K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-20- 1.82% |
$2.47K - $2.95K
|
1.08K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 1.01% |
$2.47K - $2.95K
|
1.96K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-20- 9.95% |
$2.47K - $2.95K
|
181
$24.2K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.34% |
$2.47K - $2.95K
|
836
$112K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 1.02% |
$2.59K - $3.09K
|
2.04K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-22- 1.42% |
$2.71K - $3.24K
|
1.53K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-23- 0.09% |
$2.84K - $3.39K
|
25.9K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 0.01% |
$2.84K - $3.39K
|
370K
$49.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 15.33% |
$2.84K - $3.39K
|
127
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-23- 0.36% |
$2.84K - $3.39K
|
6.29K
$841K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-24- 0.2% |
$2.96K - $3.54K
|
11.9K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-24- 1.23% |
$2.96K - $3.54K
|
1.93K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-25- 0.62% |
$3.08K - $3.68K
|
4.03K
$538K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-26- 36.62% |
$3.21K - $3.83K
|
45
$6.01K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 5.71% |
$3.33K - $3.98K
|
446
$59.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27- 5.24% |
$3.33K - $3.98K
|
488
$65.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-27- 0.89% |
$3.33K - $3.98K
|
3.01K
$402K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-29- 0.61% |
$3.58K - $4.27K
|
4.7K
$627K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-32- 0.45% |
$3.95K - $4.72K
|
7.14K
$955K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-32- 60.38% |
$3.95K - $4.72K
|
21
$2.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32- 22.38% |
$3.95K - $4.72K
|
111
$14.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-33- 1.17% |
$4.07K - $4.86K
|
2.79K
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-33- 0.78% |
$4.07K - $4.86K
|
4.22K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-34- 2.23% |
$4.19K - $5.01K
|
1.49K
$199K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-34- 12.78% |
$4.19K - $5.01K
|
232
$31K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-36- 1.87% |
$4.44K - $5.31K
|
1.89K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 0.27% |
$4.44K - $5.31K
|
13.5K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-37- 0.83% |
$4.56K - $5.45K
|
4.41K
$589K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-38- 0.38% |
$4.69K - $5.6K
|
9.97K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-38- 0.27% |
$4.69K - $5.6K
|
14.1K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-39- 6.7% |
$4.81K - $5.75K
|
543
$72.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 2.36% |
$4.81K - $5.75K
|
1.61K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-39- 11.34% |
$4.81K - $5.75K
|
305
$40.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-40- 1.06% |
$4.93K - $5.9K
|
3.72K
$497K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 50.0% |
$4.93K - $5.9K
|
40
$5.34K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-42- 0.4% |
$5.18K - $6.19K
|
10.5K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-42- 0.1% |
$5.18K - $6.19K
|
41.6K
$5.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-43- 1.64% |
$5.3K - $6.34K
|
2.58K
$345K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-43- 1.27% |
$5.3K - $6.34K
|
3.34K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-44- 11.49% |
$5.43K - $6.48K
|
339
$45.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 4.12% |
$5.43K - $6.48K
|
1.02K
$137K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-44- 0.29% |
$5.43K - $6.48K
|
15K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-45- 20.27% |
$5.55K - $6.63K
|
177
$23.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 17.1% |
$5.67K - $6.78K
|
223
$29.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-46- 1.7% |
$5.67K - $6.78K
|
2.66K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-48- 2.08% |
$5.92K - $7.07K
|
2.26K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 1.33% |
$6.17K - $7.37K
|
3.71K
$496K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 50.0% |
$6.17K - $7.37K
|
50
$6.68K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-50- 2.17% |
$6.17K - $7.37K
|
2.26K
$301K
|