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 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-314- 7.31% |
$38.5K - $43.4K
|
3.98K
$463K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-317- 22.34% |
$38.9K - $43.9K
|
1.1K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-317- 15.91% |
$38.9K - $43.9K
|
1.68K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-327- 1.44% |
$40.1K - $45.2K
|
22.4K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-339- 3.42% |
$41.6K - $46.9K
|
9.58K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-339- 2.42% |
$41.6K - $46.9K
|
13.7K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-346- 9.82% |
$42.4K - $47.9K
|
3.18K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-347- 2.54% |
$42.6K - $48K
|
13.3K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-349- 2.86% |
$42.8K - $48.3K
|
11.9K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-350- 7.87% |
$42.9K - $48.4K
|
4.1K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-350- 5.83% |
$42.9K - $48.4K
|
5.65K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-351- 1.56% |
$43.1K - $48.6K
|
22.1K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-357- 1.29% |
$43.8K - $49.4K
|
27.4K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-361- 18.12% |
$44.3K - $49.9K
|
1.63K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-362- 15.18% |
$44.4K - $50.1K
|
2.02K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-364- 15.84% |
$44.6K - $50.4K
|
1.93K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-367- 2.26% |
$45K - $50.8K
|
15.8K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-373- 1.63% |
$45.7K - $51.6K
|
22.6K
$2.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-377- 77.25% |
$46.2K - $52.2K
|
111
$12.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-377- 18.95% |
$46.2K - $52.2K
|
1.61K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-380- 12.35% |
$46.6K - $52.6K
|
2.7K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-390- 2.17% |
$47.8K - $54K
|
17.6K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-390- 16.64% |
$47.8K - $54K
|
1.95K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-391- 0.54% |
$48K - $54.1K
|
72.5K
$8.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-399- 4.57% |
$48.9K - $55.2K
|
8.33K
$969K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-400- 5.84% |
$49.1K - $55.3K
|
6.45K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 5.91% |
$49.1K - $55.3K
|
6.37K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-400- 0.63% |
$49.1K - $55.3K
|
63K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-401- 7.4% |
$49.2K - $55.5K
|
5.02K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-404- 8.77% |
$49.6K - $55.9K
|
4.21K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-404- 90.58% |
$49.6K - $55.9K
|
42
$4.89K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-408- 10.26% |
$50K - $56.4K
|
3.57K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-412- 0.89% |
$50.5K - $57K
|
46K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-412- 6.86% |
$50.5K - $57K
|
5.59K
$651K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-413- 5.79% |
$50.7K - $57.1K
|
6.72K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-414- 8.85% |
$50.8K - $57.3K
|
4.26K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-418- 11.27% |
$51.3K - $57.8K
|
3.29K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-419- 3.44% |
$51.4K - $58K
|
11.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-422- 13.74% |
$51.8K - $58.4K
|
2.65K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-426- 4.47% |
$52.2K - $58.9K
|
9.1K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-435- 7.97% |
$53.4K - $60.2K
|
5.02K
$584K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-435- 2.79% |
$53.4K - $60.2K
|
15.2K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-436- 17.64% |
$53.5K - $60.3K
|
2.04K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-440- 1.93% |
$54K - $60.9K
|
22.4K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-442- 10.07% |
$54.2K - $61.2K
|
3.95K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-444- 19.26% |
$54.5K - $61.4K
|
1.86K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-446- 19.23% |
$54.7K - $61.7K
|
1.87K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-446- 8.88% |
$54.7K - $61.7K
|
4.58K
$532K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-455- 1.38% |
$55.8K - $62.9K
|
32.6K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-456- 5.94% |
$55.9K - $63.1K
|
7.22K
$840K
|