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 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.93K- 7.16% |
$485K - $580K
|
51K
$4.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.96K- 20.24% |
$488K - $584K
|
15.6K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.01K- 9.52% |
$494K - $590K
|
38K
$3.71M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.07K- 8.72% |
$502K - $600K
|
42.6K
$4.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.1K- 4.65% |
$505K - $604K
|
83.9K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.14K- 2.13% |
$510K - $609K
|
190K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 51.0% |
$520K - $621K
|
4.05K
$395K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.3K- 12.85% |
$530K - $633K
|
29.1K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.41K- 5.77% |
$543K - $650K
|
71.9K
$7.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.43K- 19.74% |
$546K - $652K
|
18K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-4.53K- 11.56% |
$558K - $667K
|
34.6K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-4.57K- 4.42% |
$564K - $674K
|
98.9K
$9.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4.61K- 3.24% |
$569K - $680K
|
138K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.62K- 8.41% |
$569K - $680K
|
50.2K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.74K- 18.14% |
$584K - $698K
|
21.4K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.76K- 29.47% |
$587K - $702K
|
11.4K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5.07K- 40.62% |
$625K - $746K
|
7.4K
$722K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5.07K- 40.62% |
$625K - $746K
|
7.4K
$722K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.1K- 1.78% |
$629K - $752K
|
281K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.15K- 8.48% |
$635K - $759K
|
55.6K
$5.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.16K- 6.65% |
$636K - $760K
|
72.4K
$7.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.16K- 5.92% |
$636K - $760K
|
82K
$8M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.25K- 0.67% |
$647K - $773K
|
776K
$75.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.26K- 30.63% |
$649K - $775K
|
11.9K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-5.28K- 6.57% |
$651K - $778K
|
75.1K
$7.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-5.28K- 2.88% |
$651K - $778K
|
178K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.29K- 2.89% |
$652K - $780K
|
178K
$17.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.29K- 41.14% |
$653K - $780K
|
7.57K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-5.3K- 4.63% |
$653K - $780K
|
109K
$10.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.34K- 1.67% |
$659K - $787K
|
315K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.37K- 7.38% |
$663K - $792K
|
67.5K
$6.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.4K- 3.73% |
$666K - $796K
|
139K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.47K- 1.37% |
$675K - $806K
|
394K
$38.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5.57K- 20.55% |
$687K - $821K
|
21.5K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.58K- 56.01% |
$688K - $822K
|
4.38K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 2.91% |
$691K - $825K
|
187K
$18.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.68K- 24.33% |
$701K - $838K
|
17.7K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.72K- 5.6% |
$706K - $843K
|
96.4K
$9.4M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5.98K- 6.98% |
$737K - $881K
|
79.7K
$7.78M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.98K- 48.57% |
$738K - $881K
|
6.33K
$618K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.98K- 48.57% |
$738K - $881K
|
6.33K
$618K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-6.02K- 8.39% |
$743K - $888K
|
65.8K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.02K- 9.1% |
$743K - $888K
|
60.2K
$5.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.04K- 71.95% |
$744K - $889K
|
2.35K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.2K- 5.46% |
$764K - $913K
|
107K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.31K- 18.89% |
$778K - $930K
|
27.1K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.38K- 13.63% |
$787K - $941K
|
40.4K
$3.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.46K- 52.53% |
$796K - $951K
|
5.83K
$569K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.46K- 48.06% |
$797K - $952K
|
6.98K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-6.6K- 1.85% |
$813K - $972K
|
349K
$34.1M
|