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
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.36K+ 0.5% |
$537K - $642K
|
868K
$116M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.3K+ 63.51% |
$531K - $634K
|
11.1K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
4.25K+ 43.57% |
$524K - $626K
|
14K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.1K+ 14.54% |
$506K - $604K
|
32.3K
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4.1K+ 18.38% |
$505K - $604K
|
26.4K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 34.96% |
$504K - $602K
|
15.8K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.08K+ 57.87% |
$504K - $602K
|
11.1K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.05K+ 42.69% |
$499K - $596K
|
13.5K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.04KNew |
$498K - $595K
|
4.04K
$540K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.98KNew |
$491K - $587K
|
3.98K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.97K+ 56.19% |
$490K - $585K
|
11K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
3.97KNew |
$489K - $585K
|
3.97K
$530K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.96K+ 37.9% |
$488K - $584K
|
14.4K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 16.45% |
$484K - $578K
|
27.8K
$3.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.9KNew |
$480K - $574K
|
3.9K
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.89% |
$479K - $572K
|
139K
$18.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.88K+ 113.51% |
$479K - $572K
|
7.3K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.88K+ 7.03% |
$478K - $572K
|
59.1K
$7.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.88K+ 12.8% |
$478K - $572K
|
34.2K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.87K+ 28.4% |
$477K - $571K
|
17.5K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.87KNew |
$477K - $570K
|
3.87K
$516K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3.84K+ 26.41% |
$473K - $565K
|
18.4K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.83K+ 1.19% |
$472K - $564K
|
327K
$43.6M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.82KNew |
$472K - $564K
|
3.82K
$511K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.81K+ 3770.3% |
$470K - $561K
|
3.91K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.8K+ 176.91% |
$469K - $560K
|
5.95K
$795K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.77K+ 257.09% |
$465K - $555K
|
5.24K
$699K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.72K+ 28.23% |
$458K - $548K
|
16.9K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
3.64K+ 16.3% |
$449K - $537K
|
26K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.64KNew |
$448K - $536K
|
3.64K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
3.62K+ 16.12% |
$446K - $533K
|
26K
$3.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.58K+ 21.46% |
$441K - $528K
|
20.3K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.55K+ 23.55% |
$438K - $523K
|
18.6K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.52K+ 9.49% |
$434K - $518K
|
40.6K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.51KNew |
$433K - $517K
|
3.51K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.47K+ 26.63% |
$428K - $511K
|
16.5K
$2.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.43K+ 3.62% |
$423K - $506K
|
98.2K
$13.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.42K+ 89.4% |
$422K - $505K
|
7.25K
$969K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.42K+ 5.74% |
$421K - $503K
|
63K
$8.41M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3.38K+ 4.18% |
$416K - $498K
|
84.2K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.36KNew |
$415K - $496K
|
3.36K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.34K+ 121.38% |
$412K - $492K
|
6.09K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.31K+ 63.08% |
$408K - $487K
|
8.55K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.28K+ 42.16% |
$404K - $483K
|
11.1K
$1.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.27KNew |
$404K - $482K
|
3.27K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.27K+ 12.01% |
$403K - $481K
|
30.4K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.25K+ 16.48% |
$400K - $478K
|
22.9K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.24K+ 14.27% |
$399K - $477K
|
25.9K
$3.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.23K+ 1.61% |
$399K - $476K
|
204K
$27.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.2K+ 2.32% |
$395K - $472K
|
141K
$18.8M
|