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 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-7.67K- 35.15% |
$946K - $1.13M
|
14.1K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-7.79K- 16.85% |
$960K - $1.15M
|
38.4K
$4.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.81K- 34.28% |
$963K - $1.15M
|
15K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.83K- 7.04% |
$965K - $1.15M
|
103K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.97K- 9.85% |
$982K - $1.17M
|
72.9K
$8.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.99K- 7.88% |
$985K - $1.18M
|
93.4K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8.2K- 19.63% |
$1.01M - $1.21M
|
33.6K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-8.3K- 44.07% |
$1.02M - $1.22M
|
10.5K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-8.4K- 16.38% |
$1.04M - $1.24M
|
42.9K
$4.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-8.47K- 2.02% |
$1.04M - $1.25M
|
411K
$47M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-8.48K- 22.92% |
$1.05M - $1.25M
|
28.5K
$3.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-8.59K- 40.65% |
$1.06M - $1.27M
|
12.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-8.61K- 47.93% |
$1.06M - $1.27M
|
9.35K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-8.88K- 56.27% |
$1.09M - $1.31M
|
6.9K
$788K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-8.97K- 1.42% |
$1.11M - $1.32M
|
625K
$71.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-9.12K- 42.64% |
$1.12M - $1.34M
|
12.3K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-9.3K- 23.97% |
$1.15M - $1.37M
|
29.5K
$3.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9.3K- 19.04% |
$1.15M - $1.37M
|
39.6K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-9.42K- 27.13% |
$1.16M - $1.39M
|
25.3K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-9.46K- 80.82% |
$1.17M - $1.39M
|
2.25K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.51K- 9.22% |
$1.17M - $1.4M
|
93.6K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-9.56K- 3.96% |
$1.18M - $1.41M
|
232K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-9.63K- 0.83% |
$1.19M - $1.42M
|
1.15M
$131M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.71K- 12.26% |
$1.2M - $1.43M
|
69.5K
$7.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.1K- 27.45% |
$1.24M - $1.48M
|
26.6K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-10.1K- 8.42% |
$1.25M - $1.49M
|
110K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-10.3K- 2.39% |
$1.27M - $1.52M
|
422K
$48.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-10.4K- 96.69% |
$1.28M - $1.53M
|
355
$40.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.4K- 19.1% |
$1.29M - $1.54M
|
44.2K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 15.83% |
$1.29M - $1.54M
|
55.6K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 83.01% |
$1.31M - $1.56M
|
2.17K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 9.74% |
$1.34M - $1.6M
|
101K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-11K- 87.3% |
$1.36M - $1.62M
|
1.6K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-11.1K- 17.67% |
$1.37M - $1.64M
|
51.7K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.3K- 39.2% |
$1.39M - $1.66M
|
17.5K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.6K- 60.17% |
$1.43M - $1.71M
|
7.68K
$877K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.7KClosed |
$1.44M - $1.73M
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 9.04% |
$1.44M - $1.73M
|
118K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 2.01% |
$1.45M - $1.73M
|
571K
$65.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.7K- 27.08% |
$1.57M - $1.88M
|
34.3K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.8K- 2.4% |
$1.58M - $1.88M
|
521K
$59.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.8K- 2.8% |
$1.58M - $1.89M
|
444K
$50.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-13K- 22.38% |
$1.61M - $1.92M
|
45.2K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.5K- 1.31% |
$1.66M - $1.99M
|
1.02M
$116M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-13.6K- 30.72% |
$1.68M - $2.01M
|
30.7K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.7K- 39.35% |
$1.68M - $2.01M
|
21K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-13.8K- 43.24% |
$1.7M - $2.03M
|
18.1K
$2.07M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-14.3K- 65.68% |
$1.77M - $2.11M
|
7.49K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-14.4K- 3.82% |
$1.78M - $2.13M
|
363K
$41.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-14.6K- 3.8% |
$1.81M - $2.16M
|
371K
$42.3M
|