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 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.38K- 51.95% |
$415K - $468K
|
3.13K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.41K- 13.68% |
$418K - $471K
|
21.5K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.42K- 6.15% |
$419K - $473K
|
52.1K
$6.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.45K- 11.57% |
$423K - $477K
|
26.3K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.46K- 36.51% |
$424K - $479K
|
6.02K
$700K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.47K- 22.58% |
$425K - $480K
|
11.9K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.48K- 1.86% |
$426K - $481K
|
183K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.48K- 7.41% |
$427K - $482K
|
43.5K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.56K- 18.69% |
$437K - $493K
|
15.5K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.64K- 21.67% |
$447K - $504K
|
13.2K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.65K- 22.12% |
$447K - $505K
|
12.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 23.21% |
$449K - $506K
|
12.1K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.76K- 1.17% |
$461K - $520K
|
316K
$36.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.79K- 12.35% |
$465K - $525K
|
26.9K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 44.11% |
$473K - $533K
|
4.89K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.89K- 4.09% |
$477K - $538K
|
91.3K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.89K- 19.31% |
$477K - $538K
|
16.3K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.93K- 22.35% |
$481K - $543K
|
13.6K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.94K- 51.05% |
$483K - $545K
|
3.78K
$439K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.95K- 2.48% |
$484K - $546K
|
156K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.99K- 46.5% |
$490K - $553K
|
4.6K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.05K- 54.94% |
$496K - $560K
|
3.32K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.06K- 3.7% |
$498K - $562K
|
106K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-4.19K- 14.29% |
$514K - $580K
|
25.2K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-4.3K- 99.88% |
$528K - $595K
|
5
$582
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.45K- 26.1% |
$546K - $616K
|
12.6K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.52K- 37.64% |
$554K - $625K
|
7.48K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Sagefield Capital LP
Dallas, TX |
SELL
|
- |
-4.54K- 7.03% |
$557K - $628K
|
60K
$6.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.56K- 10.65% |
$560K - $631K
|
38.3K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4.63K- 3.36% |
$567K - $640K
|
133K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.69K- 12.93% |
$575K - $649K
|
31.6K
$3.68M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-4.75K- 25.13% |
$582K - $657K
|
14.1K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.75K- 5.93% |
$583K - $658K
|
75.4K
$8.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.79K- 8.61% |
$588K - $663K
|
50.8K
$5.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-4.8K- 3.83% |
$588K - $664K
|
120K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.89K- 4.73% |
$600K - $676K
|
98.4K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.9K- 21.88% |
$600K - $677K
|
17.5K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.94K- 8.4% |
$606K - $684K
|
53.9K
$6.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-4.96K- 32.25% |
$609K - $687K
|
10.4K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.01K- 6.92% |
$614K - $693K
|
67.4K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.02K- 13.41% |
$615K - $694K
|
32.4K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-5.06K- 48.46% |
$621K - $700K
|
5.38K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.25K- 8.59% |
$644K - $726K
|
55.8K
$6.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.32K- 0.31% |
$652K - $736K
|
1.72M
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.38K- 21.32% |
$660K - $744K
|
19.8K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-5.39K- 13.29% |
$661K - $746K
|
35.2K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.51K- 78.89% |
$676K - $762K
|
1.47K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.68K- 6.15% |
$697K - $786K
|
86.8K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.75K- 1.83% |
$705K - $795K
|
309K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-5.75K- 59.03% |
$705K - $796K
|
3.99K
$464K
|