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
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-456- 15.34% |
$55.9K - $63.1K
|
2.52K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-458- 21.22% |
$56.2K - $63.4K
|
1.7K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-460- 4.15% |
$56.4K - $63.6K
|
10.6K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-462- 18.47% |
$56.7K - $63.9K
|
2.04K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-464- 0.9% |
$56.9K - $64.2K
|
51.4K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-465- 11.23% |
$57K - $64.3K
|
3.67K
$427K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-470- 3.53% |
$57.6K - $65K
|
12.8K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-470- 2.23% |
$57.6K - $65K
|
20.6K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-471- 15.42% |
$57.8K - $65.2K
|
2.58K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-479- 6.09% |
$58.7K - $66.3K
|
7.39K
$859K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-481- 15.08% |
$59K - $66.5K
|
2.71K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-482- 0.69% |
$59.1K - $66.7K
|
69.6K
$8.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-485- 3.71% |
$59.5K - $67.1K
|
12.6K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-491- 5.22% |
$60.2K - $67.9K
|
8.92K
$1.04M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-491- 3.1% |
$60.2K - $67.9K
|
15.4K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-498- 14.0% |
$61.1K - $68.9K
|
3.06K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-500- 14.14% |
$61.3K - $69.2K
|
3.04K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-500- 3.51% |
$61.3K - $69.2K
|
13.7K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-501- 2.64% |
$61.4K - $69.3K
|
18.5K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-508- 16.08% |
$62.3K - $70.3K
|
2.65K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-521- 4.35% |
$63.9K - $72.1K
|
11.5K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-525- 20.0% |
$64.4K - $72.6K
|
2.1K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-528- 6.44% |
$64.8K - $73K
|
7.67K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-530- 3.54% |
$65K - $73.3K
|
14.4K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-532- 0.14% |
$65.2K - $73.6K
|
370K
$43M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-535- 18.73% |
$65.6K - $74K
|
2.32K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-543- 0.96% |
$66.6K - $75.1K
|
55.9K
$6.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-543- 6.03% |
$66.6K - $75.1K
|
8.47K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-545- 14.26% |
$66.8K - $75.4K
|
3.28K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-548- 23.33% |
$67.2K - $75.8K
|
1.8K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-549- 0.64% |
$67.3K - $76K
|
85.1K
$9.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-553- 1.2% |
$67.8K - $76.5K
|
45.6K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-554- 0.95% |
$67.9K - $76.6K
|
57.6K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-559- 17.6% |
$68.6K - $77.3K
|
2.62K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-563- 21.79% |
$69.1K - $77.9K
|
2.02K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-566- 3.39% |
$69.4K - $78.3K
|
16.1K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 22.06% |
$69.8K - $78.7K
|
2.01K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-570- 5.15% |
$69.9K - $78.9K
|
10.5K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-570- 3.26% |
$69.9K - $78.9K
|
16.9K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-577- 1.05% |
$70.8K - $79.8K
|
54.3K
$6.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-579- 1.39% |
$71K - $80.1K
|
41.1K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-581- 8.6% |
$71.3K - $80.4K
|
6.18K
$718K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-585- 18.74% |
$71.8K - $80.9K
|
2.54K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-585- 8.02% |
$71.8K - $80.9K
|
6.71K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-594- 20.83% |
$72.9K - $82.2K
|
2.26K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-600- 6.16% |
$73.6K - $83K
|
9.15K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-600- 7.23% |
$73.6K - $83K
|
7.7K
$896K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-602- 1.14% |
$73.8K - $83.3K
|
52.3K
$6.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-603- 1.07% |
$74K - $83.4K
|
56K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-603- 25.43% |
$74K - $83.4K
|
1.77K
$206K
|