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 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.82K- 13.25% |
$223K - $252K
|
11.9K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.84K- 79.7% |
$226K - $255K
|
469
$62.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 2.11% |
$243K - $274K
|
91.7K
$12.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.03K- 17.85% |
$249K - $281K
|
9.36K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.11K- 17.23% |
$259K - $292K
|
10.2K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.13K- 16.11% |
$261K - $295K
|
11.1K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.14K- 6.43% |
$262K - $295K
|
31.1K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.28K- 18.92% |
$280K - $316K
|
9.79K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.33K- 33.83% |
$286K - $322K
|
4.56K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.39K- 26.85% |
$293K - $330K
|
6.51K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-2.48K- 6.83% |
$304K - $343K
|
33.8K
$4.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.76K- 21.26% |
$339K - $382K
|
10.2K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.83K- 15.41% |
$347K - $392K
|
15.6K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 7.21% |
$367K - $414K
|
38.5K
$5.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3K- 3.85% |
$368K - $415K
|
75K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-3.07K- 6.85% |
$377K - $425K
|
41.8K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-3.15K- 12.04% |
$386K - $436K
|
23K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.21K- 27.33% |
$393K - $444K
|
8.53K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.31K- 7.58% |
$406K - $458K
|
40.3K
$5.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.42K- 6.15% |
$419K - $473K
|
52.1K
$6.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.45K- 11.57% |
$423K - $477K
|
26.3K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.46K- 36.51% |
$424K - $479K
|
6.02K
$804K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.89K- 4.09% |
$477K - $538K
|
91.3K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-4.3K- 99.88% |
$528K - $595K
|
5
$668
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-4.75K- 25.13% |
$582K - $657K
|
14.1K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.9K- 21.88% |
$600K - $677K
|
17.5K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.94K- 8.4% |
$606K - $684K
|
53.9K
$7.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.01K- 6.92% |
$614K - $693K
|
67.4K
$9M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-5.06K- 48.46% |
$621K - $700K
|
5.38K
$719K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.75K- 1.83% |
$705K - $795K
|
309K
$41.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-5.91K- 32.62% |
$725K - $818K
|
12.2K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-6.03K- 4.57% |
$740K - $834K
|
126K
$16.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.07K- 5.38% |
$745K - $840K
|
107K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-6.1K- 3.55% |
$748K - $844K
|
166K
$22.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.19K- 37.3% |
$760K - $857K
|
10.4K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.36K- 3.52% |
$780K - $879K
|
174K
$23.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.49K- 5.01% |
$795K - $897K
|
123K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-6.71K- 93.47% |
$823K - $928K
|
469
$62.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.74K- 59.84% |
$827K - $932K
|
4.52K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.98K- 9.28% |
$855K - $965K
|
68.2K
$9.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.77K- 41.39% |
$953K - $1.08M
|
11K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.85K- 90.81% |
$962K - $1.09M
|
794
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-7.99K- 43.03% |
$979K - $1.1M
|
10.6K
$1.41M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-9.03K- 98.03% |
$1.11M - $1.25M
|
182
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-9.35K- 20.14% |
$1.15M - $1.29M
|
37.1K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.84K- 99.9% |
$1.21M - $1.36M
|
10
$1.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.1K- 66.64% |
$1.24M - $1.4M
|
5.05K
$675K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.2K- 51.43% |
$1.25M - $1.41M
|
9.62K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 15.23% |
$1.26M - $1.42M
|
57.2K
$7.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.8K- 29.52% |
$1.33M - $1.5M
|
25.9K
$3.46M
|