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 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-314- 7.31% |
$38.5K - $43.4K
|
3.98K
$451K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-317- 22.34% |
$38.9K - $43.9K
|
1.1K
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-327- 1.44% |
$40.1K - $45.2K
|
22.4K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-339- 3.42% |
$41.6K - $46.9K
|
9.58K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-349- 2.86% |
$42.8K - $48.3K
|
11.9K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-350- 7.87% |
$42.9K - $48.4K
|
4.1K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-357- 1.29% |
$43.8K - $49.4K
|
27.4K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-361- 18.12% |
$44.3K - $49.9K
|
1.63K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-362- 15.18% |
$44.4K - $50.1K
|
2.02K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-367- 2.26% |
$45K - $50.8K
|
15.8K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-377- 77.25% |
$46.2K - $52.2K
|
111
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-377- 18.95% |
$46.2K - $52.2K
|
1.61K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-380- 12.35% |
$46.6K - $52.6K
|
2.7K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-390- 2.17% |
$47.8K - $54K
|
17.6K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-390- 16.64% |
$47.8K - $54K
|
1.95K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-391- 0.54% |
$48K - $54.1K
|
72.5K
$8.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-399- 4.57% |
$48.9K - $55.2K
|
8.33K
$942K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-400- 5.84% |
$49.1K - $55.3K
|
6.45K
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 5.91% |
$49.1K - $55.3K
|
6.37K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-404- 8.77% |
$49.6K - $55.9K
|
4.21K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-404- 90.58% |
$49.6K - $55.9K
|
42
$4.75K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-408- 10.26% |
$50K - $56.4K
|
3.57K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-412- 0.89% |
$50.5K - $57K
|
46K
$5.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-412- 6.86% |
$50.5K - $57K
|
5.59K
$633K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-414- 8.85% |
$50.8K - $57.3K
|
4.26K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-418- 11.27% |
$51.3K - $57.8K
|
3.29K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-426- 4.47% |
$52.2K - $58.9K
|
9.1K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-435- 7.97% |
$53.4K - $60.2K
|
5.02K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-436- 17.64% |
$53.5K - $60.3K
|
2.04K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-440- 1.93% |
$54K - $60.9K
|
22.4K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-446- 19.23% |
$54.7K - $61.7K
|
1.87K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-446- 8.88% |
$54.7K - $61.7K
|
4.58K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-455- 1.38% |
$55.8K - $62.9K
|
32.6K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-456- 5.94% |
$55.9K - $63.1K
|
7.22K
$817K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-456- 15.34% |
$55.9K - $63.1K
|
2.52K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-458- 21.22% |
$56.2K - $63.4K
|
1.7K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-462- 18.47% |
$56.7K - $63.9K
|
2.04K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-465- 11.23% |
$57K - $64.3K
|
3.67K
$416K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-470- 3.53% |
$57.6K - $65K
|
12.8K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-470- 2.23% |
$57.6K - $65K
|
20.6K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-471- 15.42% |
$57.8K - $65.2K
|
2.58K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-479- 6.09% |
$58.7K - $66.3K
|
7.39K
$836K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-481- 15.08% |
$59K - $66.5K
|
2.71K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-491- 5.22% |
$60.2K - $67.9K
|
8.92K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-498- 14.0% |
$61.1K - $68.9K
|
3.06K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-500- 14.14% |
$61.3K - $69.2K
|
3.04K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-500- 3.51% |
$61.3K - $69.2K
|
13.7K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-501- 2.64% |
$61.4K - $69.3K
|
18.5K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-508- 16.08% |
$62.3K - $70.3K
|
2.65K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-525- 20.0% |
$64.4K - $72.6K
|
2.1K
$238K
|