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 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-162- 7.54% |
$20K - $23.9K
|
1.99K
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-163- 44.54% |
$20.1K - $24K
|
203
$19.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-164- 10.73% |
$20.2K - $24.2K
|
1.37K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-166- 6.56% |
$20.5K - $24.5K
|
2.37K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-167- 2.56% |
$20.6K - $24.6K
|
6.35K
$620K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-168- 9.03% |
$20.7K - $24.8K
|
1.69K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-170- 56.67% |
$21K - $25.1K
|
130
$12.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-172- 1.14% |
$21.2K - $25.3K
|
14.9K
$1.45M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-172- 1.55% |
$21.2K - $25.3K
|
10.9K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-176- 7.46% |
$21.7K - $25.9K
|
2.18K
$213K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-180- 3.55% |
$22.2K - $26.5K
|
4.89K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-181- 6.8% |
$22.3K - $26.7K
|
2.48K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-187- 0.4% |
$23.1K - $27.6K
|
46.7K
$4.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 0.77% |
$23.1K - $27.6K
|
24.2K
$2.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-188- 7.29% |
$23.2K - $27.7K
|
2.39K
$233K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-188- 6.61% |
$23.2K - $27.7K
|
2.66K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-188- 1.41% |
$23.2K - $27.7K
|
13.1K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-189- 8.73% |
$23.3K - $27.9K
|
1.98K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-193- 7.16% |
$23.8K - $28.4K
|
2.5K
$244K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-195- 0.08% |
$24K - $28.7K
|
232K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-195- 1.13% |
$24K - $28.7K
|
17.1K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-200- 1.63% |
$24.7K - $29.5K
|
12.1K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-200- 4.29% |
$24.7K - $29.5K
|
4.46K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.1% |
$24.7K - $29.5K
|
200K
$19.5M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-201- 4.63% |
$24.8K - $29.6K
|
4.14K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-203- 3.88% |
$25K - $29.9K
|
5.03K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-206- 3.35% |
$25.4K - $30.4K
|
5.95K
$580K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-207- 2.6% |
$25.5K - $30.5K
|
7.75K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-208- 0.12% |
$25.7K - $30.7K
|
180K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-208- 4.26% |
$25.7K - $30.7K
|
4.68K
$456K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-210- 7.06% |
$25.9K - $30.9K
|
2.76K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-210- 1.77% |
$25.9K - $30.9K
|
11.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-210- 6.75% |
$25.9K - $30.9K
|
2.9K
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-216- 93.1% |
$26.6K - $31.8K
|
16
$1.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-217- 11.08% |
$26.8K - $32K
|
1.74K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-221- 89.47% |
$27.3K - $32.6K
|
26
$2.54K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-225- 0.55% |
$27.7K - $33.2K
|
40.6K
$3.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-230- 5.5% |
$28.4K - $33.9K
|
3.95K
$385K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-233- 8.31% |
$28.7K - $34.3K
|
2.57K
$251K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-236- 4.73% |
$29.1K - $34.8K
|
4.76K
$464K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-236- 3.66% |
$29.1K - $34.8K
|
6.22K
$607K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-236- 7.81% |
$29.1K - $34.8K
|
2.78K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-237- 0.25% |
$29.2K - $34.9K
|
95.5K
$9.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-240- 7.26% |
$29.6K - $35.4K
|
3.07K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 8.98% |
$30.1K - $36K
|
2.47K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-245- 0.57% |
$30.2K - $36.1K
|
42.8K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-245- 3.37% |
$30.2K - $36.1K
|
7.03K
$686K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-249- 7.04% |
$30.7K - $36.7K
|
3.29K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-250- 2.43% |
$30.8K - $36.8K
|
10K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-251- 1.35% |
$31K - $37K
|
18.4K
$1.79M
|