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 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-606- 13.09% |
$74.3K - $83.8K
|
4.02K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-607- 22.94% |
$74.4K - $84K
|
2.04K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-611- 5.51% |
$74.9K - $84.5K
|
10.5K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-612- 8.17% |
$75.1K - $84.7K
|
6.88K
$800K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-615- 16.94% |
$75.4K - $85.1K
|
3.02K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-618- 8.33% |
$75.8K - $85.5K
|
6.8K
$791K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-621- 2.34% |
$76.2K - $85.9K
|
25.9K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-626- 4.1% |
$76.8K - $86.6K
|
14.6K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-635- 40.58% |
$77.9K - $87.9K
|
930
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-643- 15.92% |
$78.9K - $89K
|
3.4K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-644- 27.18% |
$79K - $89.1K
|
1.73K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-649- 0.78% |
$79.6K - $89.8K
|
82.4K
$9.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-652- 13.1% |
$80K - $90.2K
|
4.33K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-656- 4.41% |
$80.5K - $90.8K
|
14.2K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-662- 7.61% |
$81.2K - $91.6K
|
8.03K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-667- 9.04% |
$81.8K - $92.3K
|
6.71K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-668- 0.82% |
$81.9K - $92.4K
|
81.3K
$9.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-676- 9.57% |
$82.9K - $93.5K
|
6.39K
$743K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-676- 14.33% |
$82.9K - $93.5K
|
4.04K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-679- 7.46% |
$83.3K - $93.9K
|
8.42K
$980K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-679- 3.93% |
$83.3K - $93.9K
|
16.6K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-682- 1.37% |
$83.6K - $94.4K
|
48.9K
$5.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-684- 18.99% |
$83.9K - $94.6K
|
2.92K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-694- 1.36% |
$85.1K - $96K
|
50.3K
$5.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-697- 11.72% |
$85.5K - $96.4K
|
5.25K
$611K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-697- 7.68% |
$85.5K - $96.4K
|
8.38K
$974K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-698- 6.04% |
$85.6K - $96.6K
|
10.9K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-698- 24.01% |
$85.6K - $96.6K
|
2.21K
$257K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-699- 1.17% |
$85.7K - $96.7K
|
58.9K
$6.86M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.96% |
$85.9K - $96.8K
|
35K
$4.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-708- 19.66% |
$86.8K - $98K
|
2.89K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-709- 14.15% |
$87K - $98.1K
|
4.3K
$500K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-711- 28.68% |
$87.2K - $98.4K
|
1.77K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-718- 15.71% |
$88.1K - $99.3K
|
3.85K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-721- 14.7% |
$88.4K - $99.8K
|
4.18K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-727- 31.23% |
$89.2K - $101K
|
1.6K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-728- 17.54% |
$89.3K - $101K
|
3.42K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-733- 1.27% |
$89.9K - $101K
|
56.8K
$6.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-749- 6.14% |
$91.9K - $104K
|
11.5K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-750- 7.49% |
$92K - $104K
|
9.27K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-751- 4.28% |
$92.1K - $104K
|
16.8K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-763- 2.94% |
$93.6K - $106K
|
25.2K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-764- 1.76% |
$93.7K - $106K
|
42.7K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-769- 7.7% |
$94.3K - $106K
|
9.22K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-769- 42.6% |
$94.3K - $106K
|
1.04K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-775- 31.24% |
$95.1K - $107K
|
1.71K
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-788- 26.35% |
$96.6K - $109K
|
2.2K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-797- 3.52% |
$97.8K - $110K
|
21.8K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-807- 9.14% |
$99K - $112K
|
8.03K
$934K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-821- 11.95% |
$101K - $114K
|
6.05K
$704K
|