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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 10.04% |
$319K - $360K
|
23.3K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.6K- 4.35% |
$319K - $360K
|
57.2K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.74K- 19.41% |
$336K - $379K
|
11.4K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.76K- 21.26% |
$339K - $382K
|
10.2K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.79K- 37.46% |
$342K - $386K
|
4.66K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.79K- 2.84% |
$343K - $386K
|
95.4K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.83K- 15.41% |
$347K - $392K
|
15.6K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.83K- 10.34% |
$348K - $392K
|
24.6K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.84K- 5.49% |
$348K - $393K
|
48.9K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.89K- 7.6% |
$354K - $400K
|
35.2K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 7.21% |
$367K - $414K
|
38.5K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3K- 3.85% |
$368K - $415K
|
75K
$8.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.02K- 2.1% |
$370K - $418K
|
141K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.04K- 11.71% |
$372K - $420K
|
22.9K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.04K- 19.26% |
$373K - $421K
|
12.7K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-3.07K- 6.85% |
$377K - $425K
|
41.8K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-3.15K- 12.04% |
$386K - $436K
|
23K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.21K- 27.33% |
$393K - $444K
|
8.53K
$965K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.31K- 7.58% |
$406K - $458K
|
40.3K
$4.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.38K- 51.95% |
$415K - $468K
|
3.13K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.41K- 13.68% |
$418K - $471K
|
21.5K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.42K- 6.15% |
$419K - $473K
|
52.1K
$5.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.45K- 11.57% |
$423K - $477K
|
26.3K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.46K- 36.51% |
$424K - $479K
|
6.02K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.48K- 1.86% |
$426K - $481K
|
183K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 44.11% |
$473K - $533K
|
4.89K
$553K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.89K- 4.09% |
$477K - $538K
|
91.3K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.93K- 22.35% |
$481K - $543K
|
13.6K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.05K- 54.94% |
$496K - $560K
|
3.32K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-4.3K- 99.88% |
$528K - $595K
|
5
$566
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.52K- 37.64% |
$554K - $625K
|
7.48K
$847K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.56K- 10.65% |
$560K - $631K
|
38.3K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-4.75K- 25.13% |
$582K - $657K
|
14.1K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-4.8K- 3.83% |
$588K - $664K
|
120K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.89K- 4.73% |
$600K - $676K
|
98.4K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.9K- 21.88% |
$600K - $677K
|
17.5K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.94K- 8.4% |
$606K - $684K
|
53.9K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.01K- 6.92% |
$614K - $693K
|
67.4K
$7.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-5.06K- 48.46% |
$621K - $700K
|
5.38K
$609K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.25K- 8.59% |
$644K - $726K
|
55.8K
$6.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-5.39K- 13.29% |
$661K - $746K
|
35.2K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.51K- 78.89% |
$676K - $762K
|
1.47K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.75K- 1.83% |
$705K - $795K
|
309K
$35M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.8K- 46.85% |
$711K - $802K
|
6.58K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-5.91K- 32.62% |
$725K - $818K
|
12.2K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-6.03K- 4.57% |
$740K - $834K
|
126K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.07K- 5.38% |
$745K - $840K
|
107K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-6.1K- 3.55% |
$748K - $844K
|
166K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.19K- 37.3% |
$760K - $857K
|
10.4K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.36K- 3.52% |
$780K - $879K
|
174K
$19.7M
|