Purchases and Sales Made in Q4 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.3K- 1.84% |
$1.39M - $1.57M
|
602K
$80.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.9K- 6.35% |
$1.59M - $1.79M
|
191K
$25.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-13.3K- 9.36% |
$1.63M - $1.83M
|
128K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.5K- 64.02% |
$1.66M - $1.87M
|
7.59K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-14.2K- 48.23% |
$1.75M - $1.97M
|
15.3K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16.1K- 46.94% |
$1.97M - $2.23M
|
18.2K
$2.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-22.6K- 87.32% |
$2.77M - $3.12M
|
3.27K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-23.8K- 10.23% |
$2.91M - $3.29M
|
208K
$27.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.8K- 4.53% |
$3.17M - $3.57M
|
545K
$72.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.2K- 85.58% |
$3.33M - $3.76M
|
4.58K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-31K- 94.43% |
$3.8M - $4.28M
|
1.82K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-44.2K- 17.69% |
$5.42M - $6.12M
|
206K
$27.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-47.7K- 3.97% |
$5.84M - $6.59M
|
1.15M
$154M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-50.6K- 69.9% |
$6.21M - $7M
|
21.8K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-89K- 9.49% |
$10.9M - $12.3M
|
848K
$113M
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
SELL
|
- |
-117K- 13.53% |
$14.4M - $16.2M
|
750K
$100M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-275K- 25.45% |
$33.7M - $38M
|
805K
$108M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-14.5M- 99.27% |
$1.78B - $2.01B
|
106K
$14.2M
|