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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.44KNew |
$301K - $360K
|
2.44K
$326K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.41KNew |
$298K - $356K
|
2.41K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.41KNew |
$297K - $354K
|
2.41K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.4KNew |
$296K - $354K
|
2.4K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.39K+ 18.21% |
$295K - $352K
|
15.5K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.39K+ 20.38% |
$295K - $352K
|
14.1K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.39KNew |
$294K - $352K
|
2.39K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.35K+ 3.98% |
$290K - $347K
|
61.5K
$8.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.35K+ 29.17% |
$289K - $346K
|
10.4K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.31K+ 12.9% |
$285K - $341K
|
20.2K
$2.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.3K+ 4.42% |
$284K - $339K
|
54.3K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.29KNew |
$282K - $337K
|
2.29K
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.27K+ 108.16% |
$280K - $334K
|
4.36K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.27KNew |
$279K - $334K
|
2.27K
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
2.26K+ 1.76% |
$279K - $334K
|
131K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.24K+ 1.29% |
$277K - $331K
|
177K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.23K+ 0.98% |
$274K - $328K
|
229K
$30.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.21KNew |
$272K - $325K
|
2.21K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.19K+ 21.06% |
$270K - $322K
|
12.6K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$266K - $318K
|
2.16K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.15K+ 1.23% |
$265K - $317K
|
177K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.15K+ 10.71% |
$265K - $317K
|
22.2K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.14K+ 5.24% |
$264K - $315K
|
43K
$5.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
2.1K+ 14.05% |
$259K - $309K
|
17.1K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.1KNew |
$259K - $309K
|
2.1K
$281K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.09K+ 11.71% |
$258K - $308K
|
20K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.06K+ 5.1% |
$254K - $304K
|
42.5K
$5.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.06KNew |
$254K - $304K
|
2.06K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.06K+ 13.84% |
$254K - $304K
|
16.9K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.04K+ 10.19% |
$251K - $300K
|
22K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.02KNew |
$249K - $298K
|
2.02K
$270K
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.02K+ 20.83% |
$248K - $297K
|
11.7K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2K+ 22.01% |
$247K - $295K
|
11.1K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.99KNew |
$245K - $293K
|
1.99K
$266K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
1.98K+ 2.3% |
$244K - $292K
|
88.1K
$11.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.97K+ 21.22% |
$243K - $291K
|
11.3K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.94KNew |
$240K - $286K
|
1.94K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.94K+ 8.21% |
$239K - $286K
|
25.6K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.93KNew |
$238K - $285K
|
1.93K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.93KNew |
$238K - $285K
|
1.93K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.91KNew |
$235K - $281K
|
1.91K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.9K+ 5.53% |
$234K - $280K
|
36.2K
$4.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.89KNew |
$233K - $278K
|
1.89K
$252K
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.88K+ 12.24% |
$232K - $277K
|
17.2K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.88KNew |
$232K - $277K
|
1.88K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.88K+ 2.16% |
$231K - $277K
|
88.7K
$11.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.87K+ 12.72% |
$231K - $276K
|
16.6K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.86K+ 6.99% |
$229K - $274K
|
28.5K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.85K+ 1.09% |
$229K - $273K
|
171K
$22.9M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.03% |
$227K - $271K
|
15K
$2M
|