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 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 22.06% |
$69.8K - $78.7K
|
2.01K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-570- 5.15% |
$69.9K - $78.9K
|
10.5K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-600- 6.16% |
$73.6K - $83K
|
9.15K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-606- 13.09% |
$74.3K - $83.8K
|
4.02K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-615- 16.94% |
$75.4K - $85.1K
|
3.02K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-621- 2.34% |
$76.2K - $85.9K
|
25.9K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-626- 4.1% |
$76.8K - $86.6K
|
14.6K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-635- 40.58% |
$77.9K - $87.9K
|
930
$124K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-644- 27.18% |
$79K - $89.1K
|
1.73K
$230K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-699- 1.17% |
$85.7K - $96.7K
|
58.9K
$7.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-709- 14.15% |
$87K - $98.1K
|
4.3K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-769- 42.6% |
$94.3K - $106K
|
1.04K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-769- 7.7% |
$94.3K - $106K
|
9.22K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-797- 3.52% |
$97.8K - $110K
|
21.8K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-807- 9.14% |
$99K - $112K
|
8.03K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-830- 34.06% |
$102K - $115K
|
1.61K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-866- 4.24% |
$106K - $120K
|
19.6K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-868- 15.92% |
$106K - $120K
|
4.58K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-870- 2.41% |
$107K - $120K
|
35.3K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-880- 3.49% |
$108K - $122K
|
24.3K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-900- 5.42% |
$110K - $125K
|
15.7K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-949- 21.04% |
$116K - $131K
|
3.56K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-985- 48.17% |
$121K - $136K
|
1.06K
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-998- 29.99% |
$122K - $138K
|
2.33K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 11.72% |
$125K - $142K
|
7.7K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.05K- 19.17% |
$128K - $145K
|
4.41K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.08K- 43.97% |
$133K - $150K
|
1.38K
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.11K- 1.84% |
$137K - $154K
|
59.3K
$7.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.12K- 30.94% |
$137K - $155K
|
2.5K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.14K- 7.61% |
$140K - $158K
|
13.9K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 25.46% |
$142K - $160K
|
3.39K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.16K- 7.09% |
$142K - $160K
|
15.2K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.18K- 23.64% |
$144K - $163K
|
3.8K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 8.77% |
$145K - $164K
|
12.3K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 29.71% |
$147K - $166K
|
2.84K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 34.69% |
$152K - $172K
|
2.34K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 4.29% |
$154K - $173K
|
27.9K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 39.55% |
$154K - $174K
|
1.92K
$256K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 24.56% |
$156K - $176K
|
3.9K
$521K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.27K- 8.36% |
$156K - $176K
|
14K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.32K- 0.65% |
$162K - $182K
|
203K
$27.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.36K- 1.24% |
$166K - $187K
|
108K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.39K- 5.37% |
$170K - $192K
|
24.4K
$3.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.41K- 17.0% |
$172K - $194K
|
6.86K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.43K- 41.22% |
$175K - $197K
|
2.04K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.43K- 20.02% |
$175K - $197K
|
5.7K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.55K- 3.86% |
$190K - $214K
|
38.6K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.56K- 3.63% |
$191K - $216K
|
41.4K
$5.54M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.62K- 16.56% |
$199K - $224K
|
8.16K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.67K- 29.55% |
$205K - $231K
|
3.99K
$533K
|