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 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-740- 15.38% |
$91.3K - $109K
|
4.07K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-750- 7.83% |
$92.5K - $111K
|
8.83K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-753- 7.55% |
$92.9K - $111K
|
9.22K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-753- 17.65% |
$92.9K - $111K
|
3.51K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-753- 0.47% |
$92.9K - $111K
|
159K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-760- 5.3% |
$93.7K - $112K
|
13.6K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-764- 9.68% |
$94.2K - $113K
|
7.13K
$953K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-769- 4.2% |
$94.8K - $113K
|
17.6K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-771- 25.97% |
$95.1K - $114K
|
2.2K
$294K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-772- 0.57% |
$95.2K - $114K
|
135K
$18M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-784- 62.12% |
$96.7K - $116K
|
478
$63.9K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.19% |
$98.7K - $118K
|
35.7K
$4.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-804- 2.68% |
$99.1K - $118K
|
29.2K
$3.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-806- 1.97% |
$99.4K - $119K
|
40.1K
$5.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-807- 28.8% |
$99.5K - $119K
|
2K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-807- 13.21% |
$99.5K - $119K
|
5.3K
$708K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-815- 2.83% |
$101K - $120K
|
28K
$3.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-822- 34.51% |
$101K - $121K
|
1.56K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-823- 4.78% |
$101K - $121K
|
16.4K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-835- 15.7% |
$103K - $123K
|
4.49K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-837- 4.46% |
$103K - $123K
|
17.9K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-845- 2.88% |
$104K - $125K
|
28.5K
$3.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-846- 36.5% |
$104K - $125K
|
1.47K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-847- 18.19% |
$104K - $125K
|
3.81K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-847- 1.11% |
$104K - $125K
|
75.7K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-850- 58.62% |
$105K - $125K
|
600
$80.2K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-852- 29.82% |
$105K - $126K
|
2.01K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-859- 0.44% |
$106K - $127K
|
196K
$26.2M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-859- 1.76% |
$106K - $127K
|
48K
$6.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-860- 20.24% |
$106K - $127K
|
3.39K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-868- 10.39% |
$107K - $128K
|
7.49K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-870- 6.57% |
$107K - $128K
|
12.4K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-872- 12.57% |
$108K - $129K
|
6.07K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-883- 5.26% |
$109K - $130K
|
15.9K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-899- 1.46% |
$111K - $132K
|
60.5K
$8.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-901- 14.77% |
$111K - $133K
|
5.2K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-901- 81.17% |
$111K - $133K
|
209
$27.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-914- 6.03% |
$113K - $135K
|
14.2K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-921- 2.88% |
$114K - $136K
|
31K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-941- 4.1% |
$116K - $139K
|
22K
$2.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-945- 2.11% |
$117K - $139K
|
43.9K
$5.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-951- 33.36% |
$117K - $140K
|
1.9K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-953- 20.51% |
$118K - $140K
|
3.69K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-967- 8.06% |
$119K - $143K
|
11K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-978- 3.45% |
$121K - $144K
|
27.3K
$3.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-984- 4.95% |
$121K - $145K
|
18.9K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-984- 4.08% |
$121K - $145K
|
23.1K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-984- 9.3% |
$121K - $145K
|
9.6K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.02K- 16.45% |
$125K - $150K
|
5.16K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.03K- 5.2% |
$126K - $151K
|
18.7K
$2.5M
|