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 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.24% |
$491 - $553
|
1.69K
$226K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 0.09% |
$368 - $415
|
3.39K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3+ 0.02% |
$368 - $415
|
17.9K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.06% |
$368 - $415
|
5.2K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.1% |
$245 - $277
|
2.09K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$245 - $277
|
2.63K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.89% |
$123 - $138
|
113
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$123 - $138
|
3.66K
$489K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.11% |
$123 - $138
|
91
$12.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.03% |
$123 - $138
|
3.51K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.47% |
$123 - $138
|
69
$9.22K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.68% |
$123 - $138
|
149
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.45% |
$123 - $138
|
222
$29.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.04% |
$245 - $277
|
4.69K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$368 - $415
|
7.82K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-4- 5.63% |
$491 - $553
|
67
$8.95K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 7.06% |
$736 - $830
|
79
$10.6K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-6- 0.56% |
$736 - $830
|
1.07K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-8- 0.31% |
$981 - $1.11K
|
2.55K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.02% |
$1.23K - $1.38K
|
43.4K
$5.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.56% |
$1.35K - $1.52K
|
1.94K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 6.33% |
$1.84K - $2.08K
|
222
$29.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-16- 0.09% |
$1.96K - $2.21K
|
17.5K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-16- 0.8% |
$1.96K - $2.21K
|
1.98K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-16- 0.16% |
$1.96K - $2.21K
|
9.96K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-19- 0.46% |
$2.33K - $2.63K
|
4.1K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19- 2.43% |
$2.33K - $2.63K
|
762
$102K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-20- 0.4% |
$2.45K - $2.77K
|
4.93K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-21- 2.04% |
$2.58K - $2.91K
|
1.01K
$135K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 3.24% |
$2.82K - $3.18K
|
686
$91.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-24- 1.01% |
$2.94K - $3.32K
|
2.36K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.82% |
$2.94K - $3.32K
|
2.9K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.09% |
$3.07K - $3.46K
|
2.28K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-32- 1.66% |
$3.92K - $4.43K
|
1.9K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-37- 9.18% |
$4.54K - $5.12K
|
366
$48.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-40- 1.53% |
$4.91K - $5.53K
|
2.57K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-40- 0.83% |
$4.91K - $5.53K
|
4.79K
$640K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-40- 1.42% |
$4.91K - $5.53K
|
2.77K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-45- 81.82% |
$5.52K - $6.23K
|
10
$1.34K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45- 2.46% |
$5.52K - $6.23K
|
1.79K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 6.59% |
$6.01K - $6.78K
|
695
$92.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-49- 2.25% |
$6.01K - $6.78K
|
2.13K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 1.07% |
$6.13K - $6.92K
|
4.61K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-55- 1.39% |
$6.75K - $7.61K
|
3.9K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-57- 2.59% |
$6.99K - $7.89K
|
2.14K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-57- 0.79% |
$6.99K - $7.89K
|
7.16K
$956K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.84% |
$7.11K - $8.02K
|
3.09K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 13.54% |
$7.36K - $8.3K
|
383
$51.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-60- 6.25% |
$7.36K - $8.3K
|
900
$120K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 0.84% |
$7.48K - $8.44K
|
7.21K
$963K
|