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 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-8- 0.48% |
$981 - $1.11K
|
1.67K
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.02% |
$1.23K - $1.38K
|
43.4K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-10- 0.02% |
$1.23K - $1.38K
|
62.7K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-10Closed |
$1.23K - $1.38K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.56% |
$1.35K - $1.52K
|
1.94K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-11- 0.18% |
$1.35K - $1.52K
|
5.95K
$592K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12- 3.37% |
$1.47K - $1.66K
|
344
$34.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-13- 0.21% |
$1.59K - $1.8K
|
6.05K
$602K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.88% |
$1.72K - $1.94K
|
1.59K
$158K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-14- 0.39% |
$1.72K - $1.94K
|
3.56K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-14- 0.47% |
$1.72K - $1.94K
|
2.94K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 6.33% |
$1.84K - $2.08K
|
222
$22.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-15- 0.04% |
$1.84K - $2.08K
|
37.6K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-15- 0.34% |
$1.84K - $2.08K
|
4.39K
$437K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.12% |
$1.84K - $2.08K
|
12.8K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-16- 0.8% |
$1.96K - $2.21K
|
1.98K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-16- 0.16% |
$1.96K - $2.21K
|
9.96K
$991K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-16- 0.09% |
$1.96K - $2.21K
|
17.5K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-16- 34.78% |
$1.96K - $2.21K
|
30
$2.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-19- 0.46% |
$2.33K - $2.63K
|
4.1K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19- 2.43% |
$2.33K - $2.63K
|
762
$75.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-20- 0.4% |
$2.45K - $2.77K
|
4.93K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20- 0.03% |
$2.45K - $2.77K
|
59.7K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-20- 6.56% |
$2.45K - $2.77K
|
285
$28.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-20- 0.56% |
$2.45K - $2.77K
|
3.58K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-20- 0.38% |
$2.45K - $2.77K
|
5.25K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-21- 2.04% |
$2.58K - $2.91K
|
1.01K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 19.82% |
$2.7K - $3.04K
|
89
$8.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 3.24% |
$2.82K - $3.18K
|
686
$68.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-24- 1.01% |
$2.94K - $3.32K
|
2.36K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.82% |
$2.94K - $3.32K
|
2.9K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-24- 0.25% |
$2.94K - $3.32K
|
9.63K
$958K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.09% |
$3.07K - $3.46K
|
2.28K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-25- 1.07% |
$3.07K - $3.46K
|
2.32K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 0.23% |
$3.07K - $3.46K
|
11K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-25- 7.44% |
$3.07K - $3.46K
|
311
$30.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 71.43% |
$3.07K - $3.46K
|
10
$995
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-25- 0.63% |
$3.07K - $3.46K
|
3.96K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 12.5% |
$3.68K - $4.15K
|
210
$20.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-31- 0.67% |
$3.8K - $4.29K
|
4.6K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-31- 1.2% |
$3.8K - $4.29K
|
2.55K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-32- 1.66% |
$3.92K - $4.43K
|
1.9K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-33- 13.58% |
$4.05K - $4.57K
|
210
$20.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-34- 0.66% |
$4.17K - $4.7K
|
5.1K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 19.35% |
$4.42K - $4.98K
|
150
$14.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-37- 9.18% |
$4.54K - $5.12K
|
366
$36.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-37- 1.51% |
$4.54K - $5.12K
|
2.41K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-40- 0.83% |
$4.91K - $5.53K
|
4.79K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-40- 1.53% |
$4.91K - $5.53K
|
2.57K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-40- 1.42% |
$4.91K - $5.53K
|
2.77K
$275K
|