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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-239- 0.23% |
$29.3K - $33.1K
|
105K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-239- 2.22% |
$29.3K - $33.1K
|
10.5K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-244- 3.92% |
$29.9K - $33.8K
|
5.98K
$695K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-245- 6.12% |
$30K - $33.9K
|
3.76K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-246- 12.06% |
$30.2K - $34K
|
1.79K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-246- 15.15% |
$30.2K - $34K
|
1.38K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-246- 7.98% |
$30.2K - $34K
|
2.84K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-248- 8.54% |
$30.4K - $34.3K
|
2.66K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-248- 3.27% |
$30.4K - $34.3K
|
7.34K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-249- 43.92% |
$30.5K - $34.4K
|
318
$37K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-250- 17.17% |
$30.7K - $34.6K
|
1.21K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-250- 5.78% |
$30.7K - $34.6K
|
4.07K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250- 31.25% |
$30.7K - $34.6K
|
550
$64K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-251- 19.32% |
$30.8K - $34.7K
|
1.05K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-251- 1.99% |
$30.8K - $34.7K
|
12.4K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-253- 6.47% |
$31K - $35K
|
3.66K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-256- 20.76% |
$31.4K - $35.4K
|
977
$114K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-257- 30.52% |
$31.5K - $35.6K
|
585
$68.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-257- 5.28% |
$31.5K - $35.6K
|
4.61K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-260- 33.33% |
$31.9K - $36K
|
520
$60.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-260- 9.04% |
$31.9K - $36K
|
2.62K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-270- 0.63% |
$33.1K - $37.4K
|
42.5K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-275- 0.49% |
$33.7K - $38K
|
55.9K
$6.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-275- 6.75% |
$33.7K - $38K
|
3.8K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-275- 5.02% |
$33.7K - $38K
|
5.21K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-276- 0.08% |
$33.9K - $38.2K
|
349K
$40.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-277- 0.97% |
$34K - $38.3K
|
28.3K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-277- 8.98% |
$34K - $38.3K
|
2.81K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-277- 0.58% |
$34K - $38.3K
|
47.7K
$5.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-277- 2.29% |
$34K - $38.3K
|
11.8K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-285- 12.1% |
$35K - $39.4K
|
2.07K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-286- 3.55% |
$35.1K - $39.6K
|
7.78K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-287- 6.11% |
$35.2K - $39.7K
|
4.41K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-289- 0.66% |
$35.4K - $40K
|
43.7K
$5.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-290- 9.36% |
$35.6K - $40.1K
|
2.81K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-292- 0.05% |
$35.8K - $40.4K
|
646K
$75.1M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-295- 8.11% |
$36.2K - $40.8K
|
3.34K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-295- 3.99% |
$36.2K - $40.8K
|
7.1K
$826K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 13.19% |
$36.8K - $41.5K
|
1.97K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-300- 3.15% |
$36.8K - $41.5K
|
9.23K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 33.48% |
$36.8K - $41.5K
|
596
$69.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-301- 4.35% |
$36.9K - $41.6K
|
6.63K
$771K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-302- 15.54% |
$37K - $41.8K
|
1.64K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-302- 1.21% |
$37K - $41.8K
|
24.7K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-303- 4.52% |
$37.2K - $41.9K
|
6.4K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-304- 3.36% |
$37.3K - $42.1K
|
8.76K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-305- 55.25% |
$37.4K - $42.2K
|
247
$28.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-306- 13.81% |
$37.5K - $42.3K
|
1.91K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-312- 0.78% |
$38.3K - $43.2K
|
39.7K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-312- 11.3% |
$38.3K - $43.2K
|
2.45K
$285K
|