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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.77K- 41.39% |
$953K - $1.08M
|
11K
$925K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-7.83K- 14.02% |
$960K - $1.08M
|
48K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.85K- 90.81% |
$962K - $1.09M
|
794
$66.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.98K- 9.33% |
$979K - $1.1M
|
77.6K
$6.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-7.99K- 43.03% |
$979K - $1.1M
|
10.6K
$889K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.99K- 88.71% |
$980K - $1.11M
|
1.02K
$85.4K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-8.03K- 3.99% |
$984K - $1.11M
|
193K
$16.2M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-8.04K- 16.12% |
$986K - $1.11M
|
41.8K
$3.51M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.5K- 40.4% |
$1.04M - $1.18M
|
12.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.56K- 3.43% |
$1.05M - $1.18M
|
241K
$20.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.64K- 2.19% |
$1.06M - $1.2M
|
386K
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.7K- 76.92% |
$1.07M - $1.2M
|
2.61K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.86K- 17.1% |
$1.09M - $1.23M
|
43K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-8.98K- 5.03% |
$1.1M - $1.24M
|
169K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.01K- 15.9% |
$1.1M - $1.25M
|
47.6K
$4M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-9.03K- 98.03% |
$1.11M - $1.25M
|
182
$15.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.05K- 39.15% |
$1.11M - $1.25M
|
14.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-9.09K- 41.3% |
$1.11M - $1.26M
|
12.9K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.14K- 67.22% |
$1.12M - $1.26M
|
4.46K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-9.35K- 20.14% |
$1.15M - $1.29M
|
37.1K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-9.36K- 13.78% |
$1.15M - $1.29M
|
58.5K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.47K- 34.66% |
$1.16M - $1.31M
|
17.9K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9.52K- 84.34% |
$1.17M - $1.32M
|
1.77K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.77K- 6.32% |
$1.2M - $1.35M
|
145K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.84K- 99.9% |
$1.21M - $1.36M
|
10
$840
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.97K- 9.91% |
$1.22M - $1.38M
|
90.6K
$7.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.1K- 66.64% |
$1.24M - $1.4M
|
5.05K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-10.1K- 26.68% |
$1.24M - $1.4M
|
27.7K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.2K- 51.43% |
$1.25M - $1.41M
|
9.62K
$808K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 1.36% |
$1.26M - $1.42M
|
747K
$62.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 15.23% |
$1.26M - $1.42M
|
57.2K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-10.6K- 12.16% |
$1.3M - $1.46M
|
76.5K
$6.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-10.6K- 11.45% |
$1.3M - $1.47M
|
82K
$6.89M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.6K- 67.95% |
$1.3M - $1.47M
|
5K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.8K- 29.52% |
$1.33M - $1.5M
|
25.9K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11K- 24.82% |
$1.35M - $1.52M
|
33.2K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.1K- 1.26% |
$1.36M - $1.54M
|
873K
$73.3M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.2K- 45.64% |
$1.37M - $1.55M
|
13.3K
$1.12M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.3K- 1.84% |
$1.39M - $1.57M
|
602K
$50.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.4K- 33.64% |
$1.39M - $1.57M
|
22.4K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.4K- 10.06% |
$1.39M - $1.57M
|
102K
$8.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-11.7K- 34.15% |
$1.43M - $1.61M
|
22.5K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.8K- 13.47% |
$1.45M - $1.63M
|
75.7K
$6.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-11.8K- 29.33% |
$1.45M - $1.64M
|
28.5K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11.9K- 21.97% |
$1.46M - $1.65M
|
42.4K
$3.56M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 5.78% |
$1.49M - $1.68M
|
198K
$16.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-12.5K- 13.03% |
$1.53M - $1.73M
|
83.4K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.5K- 6.1% |
$1.54M - $1.73M
|
193K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-12.6K- 13.42% |
$1.54M - $1.74M
|
81.1K
$6.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-12.7K- 94.39% |
$1.56M - $1.75M
|
753
$63.3K
|