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 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-270- 14.45% |
$33.3K - $39.8K
|
1.6K
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-272- 31.41% |
$33.5K - $40.1K
|
594
$67.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-274- 69.54% |
$33.8K - $40.4K
|
120
$13.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-274- 12.33% |
$33.8K - $40.4K
|
1.95K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-277- 2.09% |
$34.2K - $40.8K
|
13K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-277- 5.71% |
$34.2K - $40.8K
|
4.57K
$522K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-280- 3.34% |
$34.5K - $41.3K
|
8.11K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-280- 3.56% |
$34.5K - $41.3K
|
7.59K
$867K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-280- 8.85% |
$34.5K - $41.3K
|
2.88K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-281- 10.6% |
$34.7K - $41.4K
|
2.37K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-282- 5.35% |
$34.8K - $41.6K
|
4.99K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-284- 0.33% |
$35K - $41.9K
|
84.9K
$9.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-290- 2.71% |
$35.8K - $42.7K
|
10.4K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-294- 5.76% |
$36.3K - $43.3K
|
4.81K
$549K
|
|
|
Oct 17, 2024
Q3 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-295- 0.78% |
$36.4K - $43.5K
|
37.6K
$4.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-295- 0.2% |
$36.4K - $43.5K
|
147K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-297- 8.75% |
$36.6K - $43.8K
|
3.1K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-297- 3.17% |
$36.6K - $43.8K
|
9.07K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-299- 0.94% |
$36.9K - $44.1K
|
31.6K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-299- 13.13% |
$36.9K - $44.1K
|
1.98K
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-300- 12.93% |
$37K - $44.2K
|
2.02K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-300- 37.41% |
$37K - $44.2K
|
502
$57.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-300- 4.02% |
$37K - $44.2K
|
7.16K
$818K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-300- 6.95% |
$37K - $44.2K
|
4.01K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 9.54% |
$37.7K - $45.1K
|
2.9K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-309- 13.43% |
$38.1K - $45.5K
|
1.99K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-311- 5.81% |
$38.4K - $45.8K
|
5.04K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-312- 27.44% |
$38.5K - $46K
|
825
$94.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-312- 0.75% |
$38.5K - $46K
|
41.1K
$4.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-316- 10.9% |
$39K - $46.6K
|
2.58K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-325- 2.63% |
$40.1K - $47.9K
|
12K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-328- 1.68% |
$40.4K - $48.3K
|
19.2K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-329- 1.77% |
$40.6K - $48.5K
|
18.3K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-329- 1.43% |
$40.6K - $48.5K
|
22.7K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-329- 12.78% |
$40.6K - $48.5K
|
2.25K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-334- 5.94% |
$41.2K - $49.2K
|
5.29K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-337- 2.18% |
$41.6K - $49.7K
|
15.1K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-339- 3.55% |
$41.8K - $50K
|
9.21K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-340- 2.5% |
$41.9K - $50.1K
|
13.3K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-343- 6.98% |
$42.3K - $50.6K
|
4.57K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-347- 18.89% |
$42.8K - $51.1K
|
1.49K
$170K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-349- 2.65% |
$43K - $51.4K
|
12.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-349- 2.83% |
$43K - $51.4K
|
12K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-350- 10.54% |
$43.2K - $51.6K
|
2.97K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-352- 13.17% |
$43.4K - $51.9K
|
2.32K
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-361- 2.37% |
$44.5K - $53.2K
|
14.9K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-366- 12.94% |
$45.1K - $53.9K
|
2.46K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-368- 16.73% |
$45.4K - $54.2K
|
1.83K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-369- 2.85% |
$45.5K - $54.4K
|
12.6K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-369- 1.92% |
$45.5K - $54.4K
|
18.8K
$2.15M
|