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 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
78+ 1.08% |
$9.57K - $10.8K
|
7.33K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
77+ 4.81% |
$9.44K - $10.7K
|
1.68K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
76+ 0.29% |
$9.32K - $10.5K
|
26.7K
$2.65M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
76+ 27.94% |
$9.32K - $10.5K
|
348
$34.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75+ 1.73% |
$9.2K - $10.4K
|
4.42K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
74+ 4.72% |
$9.08K - $10.2K
|
1.64K
$163K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
74+ 3.7% |
$9.08K - $10.2K
|
2.08K
$207K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
72+ 1.0% |
$8.83K - $9.96K
|
7.27K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71+ 1.17% |
$8.71K - $9.82K
|
6.14K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70New |
$8.59K - $9.68K
|
70
$6.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
68New |
$8.34K - $9.41K
|
68
$6.77K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 0.14% |
$8.09K - $9.13K
|
46.8K
$4.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
66+ 3.03% |
$8.09K - $9.13K
|
2.25K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
66+ 59.46% |
$8.09K - $9.13K
|
177
$17.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.81% |
$8.09K - $9.13K
|
8.24K
$820K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
65+ 1.79% |
$7.97K - $8.99K
|
3.7K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
64+ 1.47% |
$7.85K - $8.85K
|
4.43K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
63+ 1.25% |
$7.73K - $8.72K
|
5.09K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
63+ 0.22% |
$7.73K - $8.72K
|
28.6K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
62+ 1.17% |
$7.6K - $8.58K
|
5.35K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
62+ 3.38% |
$7.6K - $8.58K
|
1.9K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
61+ 1.81% |
$7.48K - $8.44K
|
3.42K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
61+ 0.53% |
$7.48K - $8.44K
|
11.6K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
60+ 6.82% |
$7.36K - $8.3K
|
940
$93.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
60+ 2.61% |
$7.36K - $8.3K
|
2.36K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
60+ 0.8% |
$7.36K - $8.3K
|
7.55K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
59New |
$7.24K - $8.16K
|
59
$5.87K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
59New |
$7.24K - $8.16K
|
59
$5.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 3.46% |
$6.99K - $7.89K
|
1.7K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
56+ 5.14% |
$6.87K - $7.75K
|
1.15K
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55+ 16.22% |
$6.75K - $7.61K
|
394
$39.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 1.18% |
$6.38K - $7.19K
|
4.47K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
51+ 0.75% |
$6.26K - $7.06K
|
6.83K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 1.0% |
$6.26K - $7.06K
|
5.16K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50+ 11.06% |
$6.13K - $6.92K
|
502
$49.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
50+ 3.25% |
$6.13K - $6.92K
|
1.59K
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50+ 2500.0% |
$6.13K - $6.92K
|
52
$5.17K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
48New |
$5.89K - $6.64K
|
48
$4.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
47New |
$5.76K - $6.5K
|
47
$4.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45+ 1.28% |
$5.52K - $6.23K
|
3.56K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
45+ 0.32% |
$5.52K - $6.23K
|
14K
$1.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
44+ 0.35% |
$5.4K - $6.09K
|
12.5K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$5.4K - $6.09K
|
5.51K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
44+ 0.82% |
$5.4K - $6.09K
|
5.43K
$540K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41+ 164.0% |
$5.03K - $5.67K
|
66
$6.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 16.94% |
$5.03K - $5.67K
|
283
$28.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41+ 1.82% |
$5.03K - $5.67K
|
2.29K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
40+ 0.84% |
$4.91K - $5.53K
|
4.82K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
38+ 2.24% |
$4.66K - $5.26K
|
1.74K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
38New |
$4.66K - $5.26K
|
38
$3.78K
|