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
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-63- 31.03% |
$7.73K - $8.72K
|
140
$18.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-64- 2.66% |
$7.85K - $8.85K
|
2.34K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 38.32% |
$7.85K - $8.85K
|
103
$13.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.26% |
$7.97K - $8.99K
|
5.08K
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-65- 1.5% |
$7.97K - $8.99K
|
4.25K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-70- 2.42% |
$8.59K - $9.68K
|
2.82K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.8% |
$8.59K - $9.68K
|
8.73K
$1.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-80- 1.03% |
$9.81K - $11.1K
|
7.69K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-81- 0.17% |
$9.93K - $11.2K
|
47.3K
$6.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-84- 4.61% |
$10.3K - $11.6K
|
1.74K
$232K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-85- 1.79% |
$10.4K - $11.8K
|
4.67K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-91- 2.85% |
$11.2K - $12.6K
|
3.11K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-95- 4.94% |
$11.7K - $13.1K
|
1.83K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 11.88% |
$12K - $13.6K
|
727
$97.1K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-103- 0.12% |
$12.6K - $14.3K
|
88K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-106- 1.09% |
$13K - $14.7K
|
9.63K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-108- 9.69% |
$13.2K - $14.9K
|
1.01K
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-113- 5.79% |
$13.9K - $15.6K
|
1.84K
$246K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-115- 0.62% |
$14.1K - $15.9K
|
18.6K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-121- 0.28% |
$14.8K - $16.7K
|
42.5K
$5.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-129- 2.06% |
$15.8K - $17.8K
|
6.13K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-129- 0.44% |
$15.8K - $17.8K
|
29K
$3.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-132- 6.61% |
$16.2K - $18.3K
|
1.86K
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-132- 11.53% |
$16.2K - $18.3K
|
1.01K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-132- 3.27% |
$16.2K - $18.3K
|
3.91K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 0.56% |
$18.4K - $20.8K
|
26.7K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 14.93% |
$19K - $21.4K
|
883
$118K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-157- 43.61% |
$19.3K - $21.7K
|
203
$27.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-158- 5.66% |
$19.4K - $21.9K
|
2.63K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-169- 38.41% |
$20.7K - $23.4K
|
271
$36.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-176- 9.87% |
$21.6K - $24.3K
|
1.61K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-181- 2.36% |
$22.2K - $25K
|
7.49K
$1M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-184- 0.82% |
$22.6K - $25.5K
|
22.3K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-185- 7.85% |
$22.7K - $25.6K
|
2.17K
$290K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-186- 6.44% |
$22.8K - $25.7K
|
2.7K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-193- 1.01% |
$23.7K - $26.7K
|
19K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-194- 8.75% |
$23.8K - $26.8K
|
2.02K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-199- 9.69% |
$24.4K - $27.5K
|
1.85K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-201- 6.01% |
$24.7K - $27.8K
|
3.14K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 3.21% |
$25K - $28.2K
|
6.15K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-209- 5.51% |
$25.6K - $28.9K
|
3.59K
$479K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-211- 6.95% |
$25.9K - $29.2K
|
2.83K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-213- 2.04% |
$26.1K - $29.5K
|
10.2K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-214- 9.1% |
$26.2K - $29.6K
|
2.14K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-215- 6.54% |
$26.4K - $29.7K
|
3.07K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-215- 4.69% |
$26.4K - $29.7K
|
4.37K
$584K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-226- 1.01% |
$27.7K - $31.3K
|
22.1K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-231- 2.04% |
$28.3K - $32K
|
11.1K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-244- 3.92% |
$29.9K - $33.8K
|
5.98K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-245- 6.12% |
$30K - $33.9K
|
3.76K
$502K
|