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 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-984- 9.3% |
$121K - $145K
|
9.6K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.02K- 16.45% |
$125K - $150K
|
5.16K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.03K- 5.2% |
$126K - $151K
|
18.7K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 5.55% |
$127K - $151K
|
17.5K
$2M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 23.15% |
$127K - $151K
|
3.41K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.03K- 20.61% |
$127K - $152K
|
3.97K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.04K- 1.54% |
$128K - $153K
|
66.1K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.04K- 4.56% |
$128K - $153K
|
21.7K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.06K- 2.8% |
$131K - $156K
|
36.9K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.06K- 20.38% |
$131K - $157K
|
4.15K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.07K- 1.72% |
$132K - $158K
|
61.3K
$7.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.08K- 27.88% |
$133K - $159K
|
2.79K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 4.48% |
$134K - $160K
|
23.1K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.08K- 23.07% |
$134K - $160K
|
3.61K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.08K- 10.14% |
$134K - $160K
|
9.6K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.09K- 12.13% |
$134K - $160K
|
7.89K
$901K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.09K- 7.59% |
$135K - $161K
|
13.3K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 16.5% |
$136K - $162K
|
5.57K
$637K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.1K- 6.37% |
$136K - $162K
|
16.2K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.1K- 30.56% |
$136K - $163K
|
2.51K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.1K- 6.6% |
$136K - $163K
|
15.6K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.13K- 8.63% |
$139K - $166K
|
11.9K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 5.1% |
$139K - $167K
|
21K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.14K- 37.73% |
$140K - $167K
|
1.87K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.14K- 16.9% |
$140K - $168K
|
5.59K
$638K
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-1.14K- 5.97% |
$141K - $168K
|
18K
$2.05M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.15K- 17.36% |
$141K - $169K
|
5.45K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 41.11% |
$141K - $169K
|
1.64K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.15K- 14.26% |
$141K - $169K
|
6.88K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.15K- 10.91% |
$142K - $170K
|
9.41K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.16K- 42.44% |
$143K - $171K
|
1.57K
$180K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-1.16K- 36.19% |
$143K - $171K
|
2.05K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.16K- 12.42% |
$143K - $171K
|
8.2K
$936K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.17K- 26.84% |
$144K - $172K
|
3.18K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.17K- 0.36% |
$144K - $172K
|
320K
$36.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.18K- 42.1% |
$146K - $174K
|
1.62K
$186K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.18K- 10.8% |
$146K - $174K
|
9.78K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.19K- 13.16% |
$146K - $175K
|
7.84K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.2K- 9.77% |
$148K - $176K
|
11.1K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.21K- 4.08% |
$149K - $178K
|
28.4K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.23K- 19.26% |
$152K - $182K
|
5.17K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.24K- 12.54% |
$152K - $182K
|
8.62K
$984K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.29K- 47.49% |
$158K - $189K
|
1.42K
$162K
|
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-1.3K- 0.2% |
$160K - $192K
|
656K
$74.9M
|
|
|
Oct 11, 2024
Q3 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 16.21% |
$163K - $195K
|
6.85K
$782K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.33K- 4.83% |
$164K - $196K
|
26.2K
$2.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.35K- 98.61% |
$166K - $198K
|
19
$2.17K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.35K- 6.35% |
$166K - $199K
|
19.9K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 2.54% |
$167K - $199K
|
51.8K
$5.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.37K- 3.27% |
$169K - $202K
|
40.5K
$4.63M
|