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
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.86K- 49.22% |
$230K - $274K
|
1.92K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.87K- 0.89% |
$230K - $275K
|
209K
$20.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.9K- 17.27% |
$235K - $281K
|
9.12K
$890K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.92K- 30.65% |
$237K - $283K
|
4.34K
$424K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.92K- 13.6% |
$237K - $283K
|
12.2K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-1.93K- 22.84% |
$238K - $284K
|
6.52K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-1.93K- 3.31% |
$238K - $284K
|
56.4K
$5.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.94K- 5.52% |
$239K - $286K
|
33.2K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.95K- 38.74% |
$240K - $287K
|
3.08K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.95K- 36.57% |
$241K - $288K
|
3.39K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.96K- 47.38% |
$242K - $289K
|
2.18K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.97K- 91.25% |
$243K - $291K
|
189
$18.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.99K- 50.51% |
$246K - $293K
|
1.95K
$190K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.01K- 7.73% |
$247K - $295K
|
23.9K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.02K- 23.69% |
$249K - $298K
|
6.51K
$635K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.05K- 17.75% |
$252K - $302K
|
9.48K
$925K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 36.49% |
$254K - $303K
|
3.58K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.06K- 18.02% |
$254K - $304K
|
9.38K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.07K- 8.01% |
$255K - $305K
|
23.7K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.09K- 11.96% |
$258K - $308K
|
15.4K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.1K- 12.59% |
$258K - $309K
|
14.5K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.11K- 9.79% |
$261K - $312K
|
19.5K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.12K- 28.56% |
$262K - $313K
|
5.31K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.12K- 26.13% |
$262K - $313K
|
6.01K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.17K- 3.43% |
$268K - $320K
|
61.1K
$5.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.18K- 43.23% |
$268K - $321K
|
2.86K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 17.64% |
$269K - $322K
|
10.2K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.22K- 0.86% |
$273K - $327K
|
256K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.25K- 8.91% |
$277K - $331K
|
23K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.29K- 3.78% |
$282K - $337K
|
58.2K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.29K- 10.73% |
$282K - $337K
|
19K
$1.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.29K- 80.22% |
$283K - $338K
|
565
$55.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.32K- 41.79% |
$287K - $343K
|
3.24K
$316K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.33K- 21.67% |
$287K - $343K
|
8.42K
$822K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.35K- 12.27% |
$290K - $346K
|
16.8K
$1.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.41K- 5.98% |
$297K - $355K
|
37.8K
$3.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.47K- 24.23% |
$305K - $365K
|
7.74K
$755K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.51K- 20.82% |
$309K - $369K
|
9.53K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.58K- 2.51% |
$319K - $381K
|
100K
$9.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.59K- 9.1% |
$319K - $381K
|
25.8K
$2.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.6K- 4.39% |
$320K - $383K
|
56.6K
$5.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 1.27% |
$322K - $385K
|
204K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.64K- 26.63% |
$326K - $390K
|
7.28K
$710K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.67K- 8.89% |
$330K - $394K
|
27.4K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.72K- 3.71% |
$335K - $400K
|
70.5K
$6.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 2.85% |
$339K - $405K
|
93.7K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.77K- 10.26% |
$342K - $409K
|
24.2K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.77K- 11.03% |
$342K - $409K
|
22.4K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.77K- 17.39% |
$342K - $409K
|
13.2K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.79K- 0.83% |
$344K - $411K
|
334K
$32.6M
|