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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-528- 6.44% |
$64.8K - $73K
|
7.67K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-530- 3.54% |
$65K - $73.3K
|
14.4K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-535- 18.73% |
$65.6K - $74K
|
2.32K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-543- 0.96% |
$66.6K - $75.1K
|
55.9K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-549- 0.64% |
$67.3K - $76K
|
85.1K
$9.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-563- 21.79% |
$69.1K - $77.9K
|
2.02K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-566- 3.39% |
$69.4K - $78.3K
|
16.1K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 22.06% |
$69.8K - $78.7K
|
2.01K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-570- 5.15% |
$69.9K - $78.9K
|
10.5K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-579- 1.39% |
$71K - $80.1K
|
41.1K
$4.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-581- 8.6% |
$71.3K - $80.4K
|
6.18K
$699K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-585- 18.74% |
$71.8K - $80.9K
|
2.54K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-585- 8.02% |
$71.8K - $80.9K
|
6.71K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-600- 6.16% |
$73.6K - $83K
|
9.15K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-602- 1.14% |
$73.8K - $83.3K
|
52.3K
$5.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-603- 1.07% |
$74K - $83.4K
|
56K
$6.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-606- 13.09% |
$74.3K - $83.8K
|
4.02K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-607- 22.94% |
$74.4K - $84K
|
2.04K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-615- 16.94% |
$75.4K - $85.1K
|
3.02K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-618- 8.33% |
$75.8K - $85.5K
|
6.8K
$769K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-621- 2.34% |
$76.2K - $85.9K
|
25.9K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-626- 4.1% |
$76.8K - $86.6K
|
14.6K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-635- 40.58% |
$77.9K - $87.9K
|
930
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-644- 27.18% |
$79K - $89.1K
|
1.73K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-652- 13.1% |
$80K - $90.2K
|
4.33K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-662- 7.61% |
$81.2K - $91.6K
|
8.03K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-676- 9.57% |
$82.9K - $93.5K
|
6.39K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-676- 14.33% |
$82.9K - $93.5K
|
4.04K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-679- 7.46% |
$83.3K - $93.9K
|
8.42K
$953K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-679- 3.93% |
$83.3K - $93.9K
|
16.6K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-684- 18.99% |
$83.9K - $94.6K
|
2.92K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-694- 1.36% |
$85.1K - $96K
|
50.3K
$5.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-697- 11.72% |
$85.5K - $96.4K
|
5.25K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-698- 6.04% |
$85.6K - $96.6K
|
10.9K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-698- 24.01% |
$85.6K - $96.6K
|
2.21K
$250K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-699- 1.17% |
$85.7K - $96.7K
|
58.9K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.96% |
$85.9K - $96.8K
|
35K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-708- 19.66% |
$86.8K - $98K
|
2.89K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-709- 14.15% |
$87K - $98.1K
|
4.3K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-718- 15.71% |
$88.1K - $99.3K
|
3.85K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-721- 14.7% |
$88.4K - $99.8K
|
4.18K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-733- 1.27% |
$89.9K - $101K
|
56.8K
$6.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-751- 4.28% |
$92.1K - $104K
|
16.8K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-769- 7.7% |
$94.3K - $106K
|
9.22K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-769- 42.6% |
$94.3K - $106K
|
1.04K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-788- 26.35% |
$96.6K - $109K
|
2.2K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-797- 3.52% |
$97.8K - $110K
|
21.8K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-807- 9.14% |
$99K - $112K
|
8.03K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-821- 11.95% |
$101K - $114K
|
6.05K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-829- 12.32% |
$102K - $115K
|
5.9K
$667K
|