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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-830- 34.06% |
$102K - $115K
|
1.61K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-839- 23.88% |
$103K - $116K
|
2.67K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-850- 6.7% |
$104K - $118K
|
11.8K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-866- 4.24% |
$106K - $120K
|
19.6K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-868- 15.92% |
$106K - $120K
|
4.58K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-870- 2.41% |
$107K - $120K
|
35.3K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-873- 1.9% |
$107K - $121K
|
45.1K
$5.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-880- 3.49% |
$108K - $122K
|
24.3K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-899- 69.69% |
$110K - $124K
|
391
$44.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-900- 5.42% |
$110K - $125K
|
15.7K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-904- 22.88% |
$111K - $125K
|
3.05K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-905- 4.17% |
$111K - $125K
|
20.8K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-925- 34.58% |
$113K - $128K
|
1.75K
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-949- 21.04% |
$116K - $131K
|
3.56K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-981- 8.38% |
$120K - $136K
|
10.7K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-985- 48.17% |
$121K - $136K
|
1.06K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-986- 16.89% |
$121K - $136K
|
4.85K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-998- 29.99% |
$122K - $138K
|
2.33K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.5% |
$123K - $138K
|
199K
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.01K- 46.72% |
$124K - $140K
|
1.15K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.01K- 13.93% |
$124K - $140K
|
6.26K
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 11.72% |
$125K - $142K
|
7.7K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.05K- 19.17% |
$128K - $145K
|
4.41K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.07K- 18.07% |
$132K - $149K
|
4.87K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.07K- 2.75% |
$132K - $149K
|
37.9K
$4.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.08K- 43.97% |
$133K - $150K
|
1.38K
$156K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.09K- 1.1% |
$134K - $151K
|
97.7K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.11K- 1.84% |
$137K - $154K
|
59.3K
$6.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.12K- 30.94% |
$137K - $155K
|
2.5K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.12K- 3.82% |
$137K - $155K
|
28.2K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.14K- 7.61% |
$140K - $158K
|
13.9K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.14K- 1.08% |
$140K - $158K
|
105K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.16K- 0.72% |
$142K - $160K
|
158K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 25.46% |
$142K - $160K
|
3.39K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.16K- 7.09% |
$142K - $160K
|
15.2K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.18K- 23.64% |
$144K - $163K
|
3.8K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 8.77% |
$145K - $164K
|
12.3K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.18K- 38.32% |
$145K - $164K
|
1.91K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 29.71% |
$147K - $166K
|
2.84K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.22K- 9.86% |
$149K - $168K
|
11.1K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.17% |
$151K - $171K
|
1.76K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 34.69% |
$152K - $172K
|
2.34K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.25K- 2.07% |
$154K - $173K
|
59.2K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 4.29% |
$154K - $173K
|
27.9K
$3.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 39.55% |
$154K - $174K
|
1.92K
$217K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 24.56% |
$156K - $176K
|
3.9K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.27K- 8.36% |
$156K - $176K
|
14K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.32K- 0.65% |
$162K - $182K
|
203K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.33K- 20.34% |
$163K - $183K
|
5.19K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 16.49% |
$165K - $186K
|
6.81K
$770K
|