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
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-246- 12.06% |
$30.2K - $34K
|
1.79K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-246- 15.15% |
$30.2K - $34K
|
1.38K
$184K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-248- 8.54% |
$30.4K - $34.3K
|
2.66K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-253- 6.47% |
$31K - $35K
|
3.66K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-257- 30.52% |
$31.5K - $35.6K
|
585
$78.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-260- 9.04% |
$31.9K - $36K
|
2.62K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-260- 33.33% |
$31.9K - $36K
|
520
$69.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-270- 0.63% |
$33.1K - $37.4K
|
42.5K
$5.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-275- 6.75% |
$33.7K - $38K
|
3.8K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-275- 0.49% |
$33.7K - $38K
|
55.9K
$7.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-277- 0.97% |
$34K - $38.3K
|
28.3K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-285- 12.1% |
$35K - $39.4K
|
2.07K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-286- 3.55% |
$35.1K - $39.6K
|
7.78K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-295- 8.11% |
$36.2K - $40.8K
|
3.34K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-301- 4.35% |
$36.9K - $41.6K
|
6.63K
$885K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-302- 15.54% |
$37K - $41.8K
|
1.64K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-303- 4.52% |
$37.2K - $41.9K
|
6.4K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-304- 3.36% |
$37.3K - $42.1K
|
8.76K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-305- 55.25% |
$37.4K - $42.2K
|
247
$33K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-306- 13.81% |
$37.5K - $42.3K
|
1.91K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-312- 0.78% |
$38.3K - $43.2K
|
39.7K
$5.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-312- 11.3% |
$38.3K - $43.2K
|
2.45K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-314- 7.31% |
$38.5K - $43.4K
|
3.98K
$532K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-317- 22.34% |
$38.9K - $43.9K
|
1.1K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-349- 2.86% |
$42.8K - $48.3K
|
11.9K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-357- 1.29% |
$43.8K - $49.4K
|
27.4K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-362- 15.18% |
$44.4K - $50.1K
|
2.02K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-367- 2.26% |
$45K - $50.8K
|
15.8K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-377- 77.25% |
$46.2K - $52.2K
|
111
$14.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-399- 4.57% |
$48.9K - $55.2K
|
8.33K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 5.91% |
$49.1K - $55.3K
|
6.37K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-400- 5.84% |
$49.1K - $55.3K
|
6.45K
$862K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-404- 8.77% |
$49.6K - $55.9K
|
4.21K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-404- 90.58% |
$49.6K - $55.9K
|
42
$5.61K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-414- 8.85% |
$50.8K - $57.3K
|
4.26K
$569K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-455- 1.38% |
$55.8K - $62.9K
|
32.6K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-456- 5.94% |
$55.9K - $63.1K
|
7.22K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-458- 21.22% |
$56.2K - $63.4K
|
1.7K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-462- 18.47% |
$56.7K - $63.9K
|
2.04K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-465- 11.23% |
$57K - $64.3K
|
3.67K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-470- 2.23% |
$57.6K - $65K
|
20.6K
$2.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-470- 3.53% |
$57.6K - $65K
|
12.8K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-471- 15.42% |
$57.8K - $65.2K
|
2.58K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-481- 15.08% |
$59K - $66.5K
|
2.71K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-501- 2.64% |
$61.4K - $69.3K
|
18.5K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-525- 20.0% |
$64.4K - $72.6K
|
2.1K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-535- 18.73% |
$65.6K - $74K
|
2.32K
$310K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-543- 0.96% |
$66.6K - $75.1K
|
55.9K
$7.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-549- 0.64% |
$67.3K - $76K
|
85.1K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-563- 21.79% |
$69.1K - $77.9K
|
2.02K
$270K
|