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 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.48K- 4.01% |
$182K - $205K
|
35.4K
$4.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.48K- 8.24% |
$182K - $205K
|
16.5K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.51K- 1.58% |
$185K - $208K
|
94K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.51K- 3.54% |
$185K - $209K
|
41.1K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.52K- 2.29% |
$186K - $210K
|
64.6K
$7.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.53K- 4.11% |
$188K - $212K
|
35.6K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.53K- 4.23% |
$188K - $212K
|
34.7K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.54K- 11.17% |
$188K - $213K
|
12.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.55K- 3.86% |
$190K - $214K
|
38.6K
$4.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.56K- 3.63% |
$191K - $216K
|
41.4K
$4.82M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.62K- 16.56% |
$199K - $224K
|
8.16K
$949K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.63K- 17.32% |
$199K - $225K
|
7.76K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.65K- 7.17% |
$203K - $229K
|
21.4K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.66K- 6.18% |
$204K - $230K
|
25.2K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.67K- 0.92% |
$204K - $230K
|
179K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.67K- 29.55% |
$205K - $231K
|
3.99K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.68K- 1.42% |
$205K - $232K
|
116K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.68K- 1.1% |
$207K - $233K
|
152K
$17.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.75K- 24.4% |
$214K - $242K
|
5.42K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.78K- 5.31% |
$218K - $246K
|
31.6K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.79K- 5.76% |
$220K - $248K
|
29.3K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.8K- 10.44% |
$221K - $249K
|
15.4K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.82K- 13.25% |
$223K - $252K
|
11.9K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.82K- 28.6% |
$223K - $252K
|
4.55K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.84K- 79.7% |
$226K - $255K
|
469
$54.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.87K- 1.59% |
$229K - $259K
|
116K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 15.71% |
$229K - $259K
|
10K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.61% |
$233K - $263K
|
39.3K
$4.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.91K- 2.08% |
$234K - $264K
|
90K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.93K- 7.45% |
$237K - $267K
|
24K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94K- 52.88% |
$237K - $268K
|
1.73K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-1.94K- 3.05% |
$238K - $268K
|
61.6K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 3.24% |
$239K - $270K
|
58.2K
$6.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.95K- 7.5% |
$239K - $270K
|
24.1K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 7.03% |
$239K - $270K
|
25.8K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.98K- 5.89% |
$242K - $274K
|
31.6K
$3.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 2.11% |
$243K - $274K
|
91.7K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.99K- 5.5% |
$244K - $276K
|
34.2K
$3.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.03K- 17.85% |
$249K - $281K
|
9.36K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-2.04K- 11.36% |
$250K - $282K
|
15.9K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-2.05K- 51.51% |
$251K - $283K
|
1.93K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.06K- 8.04% |
$252K - $284K
|
23.5K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.06K- 21.45% |
$253K - $285K
|
7.54K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-2.1K- 8.79% |
$258K - $291K
|
21.8K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.11K- 17.23% |
$259K - $292K
|
10.2K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.13K- 16.11% |
$261K - $295K
|
11.1K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.14K- 6.43% |
$262K - $295K
|
31.1K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.14K- 6.37% |
$263K - $296K
|
31.5K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.17K- 6.7% |
$266K - $300K
|
30.2K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.2K- 5.27% |
$269K - $304K
|
39.5K
$4.6M
|