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 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6.43K- 21.43% |
$788K - $889K
|
23.6K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-6.48K- 2.39% |
$794K - $896K
|
264K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.49K- 5.01% |
$795K - $897K
|
123K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-6.63K- 27.09% |
$813K - $917K
|
17.8K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6.63K- 1.33% |
$814K - $918K
|
494K
$55.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-6.71K- 93.47% |
$823K - $928K
|
469
$53K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.74K- 59.84% |
$827K - $932K
|
4.52K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.98K- 9.28% |
$855K - $965K
|
68.2K
$7.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-7.08K- 77.57% |
$868K - $979K
|
2.05K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.38K- 0.82% |
$905K - $1.02M
|
891K
$101M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.43K- 0.54% |
$911K - $1.03M
|
1.37M
$154M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-7.46K- 12.71% |
$915K - $1.03M
|
51.3K
$5.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-7.51K- 26.33% |
$921K - $1.04M
|
21K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.6K- 58.66% |
$932K - $1.05M
|
5.36K
$606K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.77K- 41.39% |
$953K - $1.08M
|
11K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.85K- 90.81% |
$962K - $1.09M
|
794
$89.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.98K- 9.33% |
$979K - $1.1M
|
77.6K
$8.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-7.99K- 43.03% |
$979K - $1.1M
|
10.6K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.64K- 2.19% |
$1.06M - $1.2M
|
386K
$43.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-8.98K- 5.03% |
$1.1M - $1.24M
|
169K
$19.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-9.03K- 98.03% |
$1.11M - $1.25M
|
182
$20.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.14K- 67.22% |
$1.12M - $1.26M
|
4.46K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-9.35K- 20.14% |
$1.15M - $1.29M
|
37.1K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-9.36K- 13.78% |
$1.15M - $1.29M
|
58.5K
$6.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.47K- 34.66% |
$1.16M - $1.31M
|
17.9K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.84K- 99.9% |
$1.21M - $1.36M
|
10
$1.13K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.97K- 9.91% |
$1.22M - $1.38M
|
90.6K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.1K- 66.64% |
$1.24M - $1.4M
|
5.05K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.2K- 51.43% |
$1.25M - $1.41M
|
9.62K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 15.23% |
$1.26M - $1.42M
|
57.2K
$6.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-10.6K- 11.45% |
$1.3M - $1.47M
|
82K
$9.28M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.6K- 67.95% |
$1.3M - $1.47M
|
5K
$566K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.8K- 29.52% |
$1.33M - $1.5M
|
25.9K
$2.93M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.3K- 1.84% |
$1.39M - $1.57M
|
602K
$68.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.4K- 33.64% |
$1.39M - $1.57M
|
22.4K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-11.7K- 34.15% |
$1.43M - $1.61M
|
22.5K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-11.8K- 29.33% |
$1.45M - $1.64M
|
28.5K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11.9K- 21.97% |
$1.46M - $1.65M
|
42.4K
$4.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-12.5K- 13.03% |
$1.53M - $1.73M
|
83.4K
$9.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-12.6K- 13.42% |
$1.54M - $1.74M
|
81.1K
$9.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-12.7K- 94.39% |
$1.56M - $1.75M
|
753
$85.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.9K- 6.35% |
$1.59M - $1.79M
|
191K
$21.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-13K- 44.04% |
$1.59M - $1.8M
|
16.5K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-13.3K- 9.36% |
$1.63M - $1.83M
|
128K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.5K- 64.02% |
$1.66M - $1.87M
|
7.59K
$858K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-14.2K- 48.23% |
$1.75M - $1.97M
|
15.3K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Mayar Capital Ltd.
|
SELL
|
- |
-14.4K- 12.11% |
$1.76M - $1.99M
|
104K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-14.9K- 77.99% |
$1.83M - $2.06M
|
4.21K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15.4K- 15.26% |
$1.89M - $2.14M
|
85.7K
$9.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-15.5K- 2.49% |
$1.9M - $2.15M
|
609K
$68.9M
|