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 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.25KNew |
$771K - $922K
|
6.25K
$835K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
6.17K+ 40.68% |
$761K - $909K
|
21.3K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
6.15KNew |
$758K - $906K
|
6.15K
$822K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.15K+ 20.49% |
$758K - $906K
|
36.2K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.05K+ 10.43% |
$746K - $892K
|
64K
$8.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.02K+ 161.7% |
$742K - $887K
|
9.74K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.96K+ 5.04% |
$734K - $878K
|
124K
$16.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.91K+ 29.14% |
$729K - $871K
|
26.2K
$3.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.86K+ 4.31% |
$722K - $863K
|
142K
$18.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.83K+ 18.98% |
$719K - $859K
|
36.5K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.67K+ 28.01% |
$699K - $836K
|
25.9K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.63K+ 40.63% |
$695K - $830K
|
19.5K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.6K+ 27.71% |
$690K - $825K
|
25.8K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.57K+ 23.55% |
$686K - $820K
|
29.2K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.53K+ 59.17% |
$682K - $815K
|
14.9K
$1.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.45K+ 5.88% |
$673K - $804K
|
98.2K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.44K+ 7.03% |
$671K - $802K
|
82.9K
$11.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.44K+ 25.91% |
$671K - $802K
|
26.5K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.43K+ 20.16% |
$670K - $801K
|
32.4K
$4.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.39K+ 349.77% |
$665K - $794K
|
6.93K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.31K+ 5.65% |
$655K - $783K
|
99.3K
$13.3M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5.21K+ 27.0% |
$642K - $768K
|
24.5K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.18KNew |
$638K - $763K
|
5.18K
$692K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.15K+ 33.64% |
$635K - $759K
|
20.5K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
5.15K+ 88.96% |
$635K - $759K
|
10.9K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.14KNew |
$634K - $757K
|
5.14K
$686K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
5.07K+ 6.68% |
$625K - $747K
|
80.9K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.04K+ 2.96% |
$622K - $743K
|
176K
$23.5M
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
5K+ 50.0% |
$617K - $737K
|
15K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.98K+ 1.82% |
$614K - $734K
|
279K
$37.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.97K+ 12.91% |
$613K - $733K
|
43.5K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
4.97KNew |
$613K - $733K
|
4.97K
$664K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.96KNew |
$612K - $731K
|
4.96K
$663K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.93KNew |
$608K - $727K
|
4.93K
$659K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.92K+ 115.24% |
$607K - $726K
|
9.2K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.87K+ 326.58% |
$600K - $717K
|
6.36K
$849K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.85K+ 56.69% |
$598K - $715K
|
13.4K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
4.83K+ 63.24% |
$595K - $711K
|
12.5K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.81KNew |
$593K - $708K
|
4.81K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.73K+ 18.13% |
$583K - $697K
|
30.8K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 7.16% |
$577K - $690K
|
70.1K
$9.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.61KNew |
$568K - $679K
|
4.61K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.6K+ 6.11% |
$568K - $678K
|
79.9K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.56K+ 101.22% |
$562K - $672K
|
9.06K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.52K+ 2283.33% |
$558K - $666K
|
4.72K
$631K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.52KNew |
$557K - $666K
|
4.52K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.5K+ 160.71% |
$555K - $663K
|
7.3K
$975K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.49KNew |
$553K - $661K
|
4.49K
$600K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.41K+ 7.96% |
$543K - $649K
|
59.8K
$7.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.37K+ 112.75% |
$539K - $644K
|
8.24K
$1.1M
|