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 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
159+ 1.46% |
$19.5K - $22K
|
11.1K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.24% |
$19.4K - $21.9K
|
12.9K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
155+ 2.0% |
$19K - $21.4K
|
7.89K
$785K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
152+ 2.61% |
$18.6K - $21K
|
5.98K
$595K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
151+ 232.31% |
$18.5K - $20.9K
|
216
$21.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 2.86% |
$18.4K - $20.8K
|
5.39K
$537K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
150+ 2.07% |
$18.4K - $20.8K
|
7.39K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
150+ 4.63% |
$18.4K - $20.8K
|
3.39K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
145+ 6.04% |
$17.8K - $20.1K
|
2.55K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
137+ 5.31% |
$16.8K - $19K
|
2.72K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
135+ 7.34% |
$16.6K - $18.7K
|
1.98K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
132+ 0.8% |
$16.2K - $18.3K
|
16.5K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
131+ 5.96% |
$16.1K - $18.1K
|
2.33K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
129+ 7.06% |
$15.8K - $17.8K
|
1.96K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
125+ 1.93% |
$15.3K - $17.3K
|
6.6K
$656K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
121New |
$14.8K - $16.7K
|
121
$12K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
120+ 4.35% |
$14.7K - $16.6K
|
2.88K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
120+ 6.59% |
$14.7K - $16.6K
|
1.94K
$193K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
118+ 4.79% |
$14.5K - $16.3K
|
2.58K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
118+ 2.63% |
$14.5K - $16.3K
|
4.6K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
117+ 4.67% |
$14.4K - $16.2K
|
2.62K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
116+ 4.83% |
$14.2K - $16K
|
2.52K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
111+ 2.76% |
$13.6K - $15.4K
|
4.13K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
111+ 1.68% |
$13.6K - $15.4K
|
6.72K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110New |
$13.5K - $15.2K
|
110
$10.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
109+ 2.23% |
$13.4K - $15.1K
|
4.99K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
106+ 5.9% |
$13K - $14.7K
|
1.9K
$189K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
106New |
$13K - $14.7K
|
106
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
104+ 5.33% |
$12.8K - $14.4K
|
2.05K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
100New |
$12.3K - $13.8K
|
100
$9.95K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
100New |
$12.3K - $13.8K
|
100
$9.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
99+ 0.19% |
$12.1K - $13.7K
|
50.9K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
98+ 3.12% |
$12K - $13.6K
|
3.24K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
98+ 1.37% |
$12K - $13.6K
|
7.23K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
95+ 1.92% |
$11.7K - $13.1K
|
5.05K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
94+ 3.81% |
$11.5K - $13K
|
2.56K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
93+ 0.78% |
$11.4K - $12.9K
|
12K
$1.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 2.55% |
$10.9K - $12.3K
|
3.58K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
89+ 4.6% |
$10.9K - $12.3K
|
2.02K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
88+ 5.37% |
$10.8K - $12.2K
|
1.73K
$172K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
87New |
$10.7K - $12K
|
87
$8.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
86+ 1.92% |
$10.5K - $11.9K
|
4.57K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
84+ 1.28% |
$10.3K - $11.6K
|
6.66K
$663K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$8.26K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$8.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
83+ 36.09% |
$10.2K - $11.5K
|
313
$31.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
81+ 0.29% |
$9.93K - $11.2K
|
28.1K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
81+ 2.04% |
$9.93K - $11.2K
|
4.05K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
80+ 16.74% |
$9.81K - $11.1K
|
558
$55.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
80New |
$9.81K - $11.1K
|
80
$7.96K
|