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 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-829- 12.32% |
$102K - $115K
|
5.9K
$686K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-830- 34.06% |
$102K - $115K
|
1.61K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-832- 20.73% |
$102K - $115K
|
3.18K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-833- 0.54% |
$102K - $115K
|
154K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-839- 23.88% |
$103K - $116K
|
2.67K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-844- 4.52% |
$104K - $117K
|
17.8K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-845- 9.93% |
$104K - $117K
|
7.67K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-850- 6.7% |
$104K - $118K
|
11.8K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-866- 4.24% |
$106K - $120K
|
19.6K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-868- 15.92% |
$106K - $120K
|
4.58K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-868- 13.92% |
$106K - $120K
|
5.37K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-870- 2.41% |
$107K - $120K
|
35.3K
$4.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-873- 1.9% |
$107K - $121K
|
45.1K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-878- 8.77% |
$108K - $121K
|
9.14K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-880- 3.49% |
$108K - $122K
|
24.3K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-899- 69.69% |
$110K - $124K
|
391
$45.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-900- 5.42% |
$110K - $125K
|
15.7K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-904- 22.88% |
$111K - $125K
|
3.05K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-905- 4.17% |
$111K - $125K
|
20.8K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-919- 18.52% |
$113K - $127K
|
4.04K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-925- 34.58% |
$113K - $128K
|
1.75K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-934- 4.06% |
$115K - $129K
|
22K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-935- 32.47% |
$115K - $129K
|
1.95K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-940- 3.95% |
$115K - $130K
|
22.9K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-944- 1.22% |
$116K - $131K
|
76.7K
$8.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-949- 21.04% |
$116K - $131K
|
3.56K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-953- 7.32% |
$117K - $132K
|
12.1K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-969- 2.31% |
$119K - $134K
|
41K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-981- 8.38% |
$120K - $136K
|
10.7K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-985- 48.17% |
$121K - $136K
|
1.06K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-986- 16.89% |
$121K - $136K
|
4.85K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-987- 1.3% |
$121K - $137K
|
74.7K
$8.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-991- 31.95% |
$122K - $137K
|
2.11K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-991- 7.97% |
$122K - $137K
|
11.4K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-991- 79.92% |
$122K - $137K
|
249
$29K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-996- 32.2% |
$122K - $138K
|
2.1K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-998- 29.99% |
$122K - $138K
|
2.33K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.5% |
$123K - $138K
|
199K
$23.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.01K- 46.72% |
$124K - $140K
|
1.15K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.01K- 13.93% |
$124K - $140K
|
6.26K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.02K- 5.04% |
$124K - $140K
|
19.1K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 11.72% |
$125K - $142K
|
7.7K
$896K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.03K- 6.63% |
$127K - $143K
|
14.6K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.05K- 19.17% |
$128K - $145K
|
4.41K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.05K- 8.59% |
$129K - $145K
|
11.2K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.07K- 18.07% |
$132K - $149K
|
4.87K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.07K- 2.75% |
$132K - $149K
|
37.9K
$4.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.08K- 43.97% |
$133K - $150K
|
1.38K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.08K- 1.17% |
$133K - $150K
|
91.9K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.09K- 1.1% |
$134K - $151K
|
97.7K
$11.4M
|