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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-67- 1.97% |
$8.26K - $9.87K
|
3.33K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-68- 2.12% |
$8.39K - $10K
|
3.15K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-70- 3.88% |
$8.63K - $10.3K
|
1.74K
$168K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-71- 1.05% |
$8.76K - $10.5K
|
6.7K
$648K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-72- 2.46% |
$8.88K - $10.6K
|
2.86K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-72- 1.05% |
$8.88K - $10.6K
|
6.76K
$654K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-73- 3.32% |
$9K - $10.8K
|
2.13K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-74- 3.87% |
$9.13K - $10.9K
|
1.84K
$178K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 0.4% |
$9.25K - $11.1K
|
18.9K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-77- 1.97% |
$9.5K - $11.3K
|
3.82K
$370K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-78- 7.98% |
$9.62K - $11.5K
|
899
$87K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-78- 4.23% |
$9.62K - $11.5K
|
1.76K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-81- 0.23% |
$9.99K - $11.9K
|
34.8K
$3.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-82- 0.3% |
$10.1K - $12.1K
|
26.9K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-82- 1.18% |
$10.1K - $12.1K
|
6.85K
$663K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-83- 5.14% |
$10.2K - $12.2K
|
1.53K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-83- 5.3% |
$10.2K - $12.2K
|
1.48K
$143K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-84- 0.63% |
$10.4K - $12.4K
|
13.2K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-87- 5.25% |
$10.7K - $12.8K
|
1.57K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-87- 5.02% |
$10.7K - $12.8K
|
1.65K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-87- 1.17% |
$10.7K - $12.8K
|
7.36K
$712K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-89- 2.89% |
$11K - $13.1K
|
2.99K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-91- 5.76% |
$11.2K - $13.4K
|
1.49K
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 4.26% |
$11.3K - $13.6K
|
2.07K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-92- 4.41% |
$11.3K - $13.6K
|
1.99K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-92- 4.84% |
$11.3K - $13.6K
|
1.81K
$175K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-93- 2.87% |
$11.5K - $13.7K
|
3.14K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-93- 0.44% |
$11.5K - $13.7K
|
20.9K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-93- 1.1% |
$11.5K - $13.7K
|
8.4K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-93- 0.01% |
$11.5K - $13.7K
|
646K
$62.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-93- 26.2% |
$11.5K - $13.7K
|
262
$25.3K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-95- 9.55% |
$11.7K - $14K
|
900
$87.1K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-95- 2.37% |
$11.7K - $14K
|
3.92K
$379K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-97- 2.96% |
$12K - $14.3K
|
3.18K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-97- 0.61% |
$12K - $14.3K
|
15.7K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-97- 4.55% |
$12K - $14.3K
|
2.03K
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-98- 0.43% |
$12.1K - $14.4K
|
22.6K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-98- 8.47% |
$12.1K - $14.4K
|
1.06K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-98- 2.72% |
$12.1K - $14.4K
|
3.5K
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-99- 1.86% |
$12.2K - $14.6K
|
5.21K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.24% |
$12.3K - $14.7K
|
41.2K
$3.99M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100- 1.88% |
$12.3K - $14.7K
|
5.21K
$504K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-100- 0.89% |
$12.3K - $14.7K
|
11.1K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-102- 3.81% |
$12.6K - $15K
|
2.58K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-104- 18.37% |
$12.8K - $15.3K
|
462
$44.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-104- 0.89% |
$12.8K - $15.3K
|
11.6K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-104- 0.66% |
$12.8K - $15.3K
|
15.7K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-105- 4.6% |
$12.9K - $15.5K
|
2.18K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-106- 5.9% |
$13.1K - $15.6K
|
1.69K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-106- 5.52% |
$13.1K - $15.6K
|
1.82K
$176K
|