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 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 50.0% |
$4.93K - $5.9K
|
40
$3.87K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-42- 0.4% |
$5.18K - $6.19K
|
10.5K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-42- 0.1% |
$5.18K - $6.19K
|
41.6K
$4.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-43- 1.64% |
$5.3K - $6.34K
|
2.58K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-43- 1.27% |
$5.3K - $6.34K
|
3.34K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-44- 11.49% |
$5.43K - $6.48K
|
339
$32.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 4.12% |
$5.43K - $6.48K
|
1.02K
$99.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-44- 0.29% |
$5.43K - $6.48K
|
15K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-45- 20.27% |
$5.55K - $6.63K
|
177
$17.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 17.1% |
$5.67K - $6.78K
|
223
$21.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-46- 1.7% |
$5.67K - $6.78K
|
2.66K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-48- 2.08% |
$5.92K - $7.07K
|
2.26K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 1.33% |
$6.17K - $7.37K
|
3.71K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 50.0% |
$6.17K - $7.37K
|
50
$4.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-50- 2.17% |
$6.17K - $7.37K
|
2.26K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-50- 2.13% |
$6.17K - $7.37K
|
2.3K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-50- 1.48% |
$6.17K - $7.37K
|
3.33K
$322K
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-50- 55.56% |
$6.17K - $7.37K
|
40
$3.87K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-52- 2.15% |
$6.41K - $7.66K
|
2.37K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-52- 6.25% |
$6.41K - $7.66K
|
780
$75.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-52- 2.17% |
$6.41K - $7.66K
|
2.35K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-53- 2.83% |
$6.54K - $7.81K
|
1.82K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-54- 20.45% |
$6.66K - $7.96K
|
210
$20.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-54- 1.01% |
$6.66K - $7.96K
|
5.27K
$510K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-56- 1.97% |
$6.91K - $8.25K
|
2.79K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-57- 3.04% |
$7.03K - $8.4K
|
1.82K
$176K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-57- 3.4% |
$7.03K - $8.4K
|
1.62K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-58- 2.75% |
$7.15K - $8.55K
|
2.05K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-58- 5.29% |
$7.15K - $8.55K
|
1.04K
$100K
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-58- 0.12% |
$7.15K - $8.55K
|
47.3K
$4.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-58- 2.62% |
$7.15K - $8.55K
|
2.16K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-59- 0.34% |
$7.28K - $8.7K
|
17.3K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-59- 4.54% |
$7.28K - $8.7K
|
1.24K
$120K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-60- 3.79% |
$7.4K - $8.84K
|
1.53K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-60- 3.92% |
$7.4K - $8.84K
|
1.47K
$142K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-62- 34.64% |
$7.65K - $9.14K
|
117
$11.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.28% |
$7.77K - $9.28K
|
22.3K
$2.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-63- 0.84% |
$7.77K - $9.28K
|
7.43K
$718K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 10.47% |
$7.89K - $9.43K
|
547
$52.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-64- 0.23% |
$7.89K - $9.43K
|
27.7K
$2.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-65- 3.96% |
$8.02K - $9.58K
|
1.58K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.25% |
$8.02K - $9.58K
|
5.14K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-65- 1.46% |
$8.02K - $9.58K
|
4.39K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-65- 1.96% |
$8.02K - $9.58K
|
3.26K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-66- 0.37% |
$8.14K - $9.73K
|
17.6K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-66- 0.69% |
$8.14K - $9.73K
|
9.47K
$916K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-67- 1.53% |
$8.26K - $9.87K
|
4.32K
$418K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-67- 3.96% |
$8.26K - $9.87K
|
1.62K
$157K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-67- 88.16% |
$8.26K - $9.87K
|
9
$871
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-67- 0.29% |
$8.26K - $9.87K
|
23.4K
$2.26M
|