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
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.15K- 8.48% |
$635K - $759K
|
55.6K
$6.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.16K- 6.65% |
$636K - $760K
|
72.4K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.16K- 5.92% |
$636K - $760K
|
82K
$9.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.25K- 0.67% |
$647K - $773K
|
776K
$88.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.26K- 30.63% |
$649K - $775K
|
11.9K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-5.28K- 6.57% |
$651K - $778K
|
75.1K
$8.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-5.28K- 2.88% |
$651K - $778K
|
178K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.29K- 2.89% |
$652K - $780K
|
178K
$20.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.29K- 41.14% |
$653K - $780K
|
7.57K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-5.3K- 4.63% |
$653K - $780K
|
109K
$12.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.34K- 1.67% |
$659K - $787K
|
315K
$36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.37K- 7.38% |
$663K - $792K
|
67.5K
$7.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.4K- 3.73% |
$666K - $796K
|
139K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.47K- 1.37% |
$675K - $806K
|
394K
$45M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5.57K- 20.55% |
$687K - $821K
|
21.5K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.58K- 56.01% |
$688K - $822K
|
4.38K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 2.91% |
$691K - $825K
|
187K
$21.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.68K- 24.33% |
$701K - $838K
|
17.7K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.72K- 5.6% |
$706K - $843K
|
96.4K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5.98K- 6.98% |
$737K - $881K
|
79.7K
$9.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-6.02K- 8.39% |
$743K - $888K
|
65.8K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.02K- 9.1% |
$743K - $888K
|
60.2K
$6.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.04K- 71.95% |
$744K - $889K
|
2.35K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.2K- 5.46% |
$764K - $913K
|
107K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.31K- 18.89% |
$778K - $930K
|
27.1K
$3.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.38K- 13.63% |
$787K - $941K
|
40.4K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.46K- 52.53% |
$796K - $951K
|
5.83K
$666K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.46K- 48.06% |
$797K - $952K
|
6.98K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-6.6K- 1.85% |
$813K - $972K
|
349K
$39.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.68K- 15.07% |
$824K - $984K
|
37.6K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.71K- 1.91% |
$827K - $989K
|
345K
$39.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.73K- 6.08% |
$830K - $992K
|
104K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-6.74K- 48.42% |
$831K - $993K
|
7.18K
$820K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.87K- 12.77% |
$848K - $1.01M
|
46.9K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.95K- 3.32% |
$857K - $1.02M
|
202K
$23.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.97K- 1.3% |
$860K - $1.03M
|
530K
$60.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-7K- 29.92% |
$863K - $1.03M
|
16.4K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-7.01K- 6.42% |
$865K - $1.03M
|
102K
$11.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.1K- 32.45% |
$876K - $1.05M
|
14.8K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7.12K- 99.36% |
$879K - $1.05M
|
46
$5.25K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.13K- 12.92% |
$879K - $1.05M
|
48.1K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.16K- 12.98% |
$883K - $1.06M
|
48K
$5.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7.21K- 62.19% |
$889K - $1.06M
|
4.38K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.3K- 10.79% |
$900K - $1.08M
|
60.3K
$6.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-7.33K- 6.1% |
$904K - $1.08M
|
113K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-7.39K- 7.15% |
$911K - $1.09M
|
95.9K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.4K- 19.91% |
$913K - $1.09M
|
29.8K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.57K- 16.26% |
$934K - $1.12M
|
39K
$4.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-7.6K- 11.73% |
$937K - $1.12M
|
57.2K
$6.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-7.6K- 60.42% |
$937K - $1.12M
|
4.98K
$569K
|