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 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 5.51% |
$274K - $309K
|
38.4K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.28K- 18.92% |
$280K - $316K
|
9.79K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.3K- 19.26% |
$282K - $318K
|
9.62K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.32K- 5.37% |
$285K - $321K
|
40.9K
$4.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.33K- 33.83% |
$286K - $322K
|
4.56K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.39K- 26.85% |
$293K - $330K
|
6.51K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 31.32% |
$293K - $331K
|
5.24K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 7.16% |
$294K - $331K
|
31K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 10.02% |
$297K - $335K
|
21.7K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.42K- 7.85% |
$297K - $335K
|
28.4K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.46K- 6.22% |
$302K - $340K
|
37.1K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.47K- 3.57% |
$303K - $342K
|
66.8K
$7.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-2.48K- 6.83% |
$304K - $343K
|
33.8K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.48K- 8.75% |
$304K - $343K
|
25.8K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.57K- 22.58% |
$316K - $356K
|
8.82K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.59K- 2.87% |
$318K - $358K
|
87.6K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-2.59K- 28.16% |
$318K - $359K
|
6.61K
$769K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.6K- 1.01% |
$319K - $360K
|
254K
$29.6M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 10.04% |
$319K - $360K
|
23.3K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.6K- 4.35% |
$319K - $360K
|
57.2K
$6.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.63K- 6.21% |
$322K - $363K
|
39.7K
$4.61M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.66K- 11.64% |
$326K - $367K
|
20.1K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.66K- 24.02% |
$326K - $367K
|
8.4K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.74K- 19.41% |
$336K - $379K
|
11.4K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.76K- 21.26% |
$339K - $382K
|
10.2K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.79K- 37.46% |
$342K - $386K
|
4.66K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.79K- 2.84% |
$343K - $386K
|
95.4K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.79K- 4.55% |
$343K - $386K
|
58.7K
$6.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.8K- 16.23% |
$343K - $387K
|
14.4K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.81K- 2.74% |
$344K - $388K
|
99.5K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.83K- 15.41% |
$347K - $392K
|
15.6K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.83K- 10.34% |
$348K - $392K
|
24.6K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.84K- 5.49% |
$348K - $393K
|
48.9K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.85K- 10.42% |
$349K - $394K
|
24.5K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.89K- 7.6% |
$354K - $400K
|
35.2K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 7.21% |
$367K - $414K
|
38.5K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3K- 3.85% |
$368K - $415K
|
75K
$8.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.02K- 2.1% |
$370K - $418K
|
141K
$16.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.04K- 11.71% |
$372K - $420K
|
22.9K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.04K- 19.26% |
$373K - $421K
|
12.7K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-3.07K- 6.85% |
$377K - $425K
|
41.8K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.08K- 3.07% |
$378K - $426K
|
97.2K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-3.15K- 12.04% |
$386K - $436K
|
23K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.17K- 4.04% |
$389K - $439K
|
75.3K
$8.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.21K- 27.33% |
$393K - $444K
|
8.53K
$992K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.28K- 7.7% |
$402K - $453K
|
39.3K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-3.29K- 43.86% |
$403K - $455K
|
4.21K
$490K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.31K- 7.58% |
$406K - $458K
|
40.3K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.32K- 37.3% |
$408K - $460K
|
5.59K
$650K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.35K- 8.42% |
$411K - $463K
|
36.4K
$4.23M
|