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 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.91K- 2.08% |
$234K - $264K
|
90K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.93K- 7.45% |
$237K - $267K
|
24K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94K- 52.88% |
$237K - $268K
|
1.73K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-1.94K- 3.05% |
$238K - $268K
|
61.6K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 3.24% |
$239K - $270K
|
58.2K
$4.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.95K- 7.5% |
$239K - $270K
|
24.1K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 7.03% |
$239K - $270K
|
25.8K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.98K- 5.89% |
$242K - $274K
|
31.6K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 2.11% |
$243K - $274K
|
91.7K
$7.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.99K- 5.5% |
$244K - $276K
|
34.2K
$2.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.03K- 17.85% |
$249K - $281K
|
9.36K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-2.04K- 11.36% |
$250K - $282K
|
15.9K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-2.05K- 51.51% |
$251K - $283K
|
1.93K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.06K- 8.04% |
$252K - $284K
|
23.5K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.06K- 21.45% |
$253K - $285K
|
7.54K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-2.1K- 8.79% |
$258K - $291K
|
21.8K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.11K- 17.23% |
$259K - $292K
|
10.2K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.13K- 16.11% |
$261K - $295K
|
11.1K
$933K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.14K- 6.43% |
$262K - $295K
|
31.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.14K- 6.37% |
$263K - $296K
|
31.5K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.17K- 6.7% |
$266K - $300K
|
30.2K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.2K- 5.27% |
$269K - $304K
|
39.5K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 5.51% |
$274K - $309K
|
38.4K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.28K- 18.92% |
$280K - $316K
|
9.79K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.3K- 19.26% |
$282K - $318K
|
9.62K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.32K- 5.37% |
$285K - $321K
|
40.9K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.33K- 33.83% |
$286K - $322K
|
4.56K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.39K- 26.85% |
$293K - $330K
|
6.51K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 31.32% |
$293K - $331K
|
5.24K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 7.16% |
$294K - $331K
|
31K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 10.02% |
$297K - $335K
|
21.7K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.42K- 7.85% |
$297K - $335K
|
28.4K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.46K- 6.22% |
$302K - $340K
|
37.1K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.47K- 3.57% |
$303K - $342K
|
66.8K
$5.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-2.48K- 6.83% |
$304K - $343K
|
33.8K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.48K- 8.75% |
$304K - $343K
|
25.8K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.57K- 22.58% |
$316K - $356K
|
8.82K
$741K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.59K- 2.87% |
$318K - $358K
|
87.6K
$7.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-2.59K- 28.16% |
$318K - $359K
|
6.61K
$556K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.6K- 1.01% |
$319K - $360K
|
254K
$21.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 10.04% |
$319K - $360K
|
23.3K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.6K- 4.35% |
$319K - $360K
|
57.2K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.63K- 6.21% |
$322K - $363K
|
39.7K
$3.33M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.66K- 11.64% |
$326K - $367K
|
20.1K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.66K- 24.02% |
$326K - $367K
|
8.4K
$706K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.74K- 19.41% |
$336K - $379K
|
11.4K
$956K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.76K- 21.26% |
$339K - $382K
|
10.2K
$860K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.79K- 37.46% |
$342K - $386K
|
4.66K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.79K- 2.84% |
$343K - $386K
|
95.4K
$8.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.79K- 4.55% |
$343K - $386K
|
58.7K
$4.93M
|