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
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.18KNew |
$392K - $468K
|
3.18K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
3.18K+ 23.5% |
$392K - $468K
|
16.7K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
3.1K+ 5.54% |
$383K - $457K
|
59.1K
$7.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.1K+ 177.65% |
$382K - $457K
|
4.85K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.1K+ 73.39% |
$382K - $457K
|
7.32K
$979K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.09KNew |
$381K - $455K
|
3.09K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.09K+ 3.15% |
$381K - $455K
|
101K
$13.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.08K+ 78.25% |
$380K - $454K
|
7.02K
$937K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.07K+ 55.7% |
$379K - $453K
|
8.59K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.07KNew |
$379K - $453K
|
3.07K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.07K+ 70.05% |
$378K - $452K
|
7.45K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.07KNew |
$378K - $452K
|
3.07K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.03K+ 65.51% |
$374K - $447K
|
7.66K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.02K+ 10.47% |
$373K - $446K
|
31.9K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.02K+ 2.09% |
$373K - $445K
|
148K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
2.94K+ 4.64% |
$363K - $434K
|
66.4K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.94K+ 4.18% |
$362K - $433K
|
73.2K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.9K+ 40.86% |
$357K - $427K
|
9.99K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.89K+ 20.13% |
$356K - $426K
|
17.2K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.83K+ 6.43% |
$349K - $416K
|
46.8K
$6.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.81K+ 10.68% |
$347K - $414K
|
29.1K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.8K+ 2.55% |
$345K - $413K
|
113K
$15M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.78K+ 39.95% |
$343K - $410K
|
9.75K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.73K+ 22.84% |
$337K - $403K
|
14.7K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.72K+ 7.39% |
$336K - $401K
|
39.6K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.72K+ 23.03% |
$335K - $401K
|
14.5K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.7K+ 32.84% |
$332K - $397K
|
10.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.69K+ 131.96% |
$332K - $397K
|
4.73K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.69K+ 633.73% |
$331K - $396K
|
3.11K
$416K
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.68KNew |
$330K - $395K
|
2.68K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2.63K+ 6.63% |
$324K - $388K
|
42.3K
$5.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.61K+ 3.96% |
$322K - $384K
|
68.4K
$9.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.61K+ 273.92% |
$321K - $384K
|
3.56K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.6K+ 2.59% |
$321K - $383K
|
103K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.58K+ 2.25% |
$319K - $381K
|
118K
$15.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.58K+ 20.14% |
$318K - $380K
|
15.4K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.56KNew |
$316K - $378K
|
2.56K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.56K+ 106.76% |
$316K - $377K
|
4.96K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
2.56K+ 7.32% |
$315K - $377K
|
37.5K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.56KNew |
$315K - $377K
|
2.56K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.53K+ 68.22% |
$312K - $373K
|
6.24K
$833K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.52K+ 51.56% |
$311K - $372K
|
7.42K
$991K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.52K+ 85.68% |
$311K - $371K
|
5.46K
$729K
|
|
|
Oct 02, 2024
Q3 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 0.68% |
$308K - $368K
|
368K
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.5K+ 49.54% |
$308K - $368K
|
7.54K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.48KNew |
$306K - $365K
|
2.48K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.46KNew |
$303K - $363K
|
2.46K
$329K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.46K+ 7.29% |
$303K - $362K
|
36.2K
$4.83M
|