Purchases and Sales Made in Q2 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.25K- 13.26% |
$168K - $190K
|
8.18K
$914K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.25K- 19.96% |
$168K - $191K
|
5.02K
$561K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.26K- 29.01% |
$169K - $192K
|
3.08K
$345K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.27K- 7.65% |
$170K - $193K
|
15.3K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 41.22% |
$173K - $196K
|
1.84K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.29K- 10.53% |
$173K - $196K
|
11K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.29K- 9.94% |
$173K - $196K
|
11.7K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.3K- 1.97% |
$175K - $198K
|
64.8K
$7.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.3K- 2.12% |
$175K - $199K
|
60.1K
$6.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.31K- 0.66% |
$175K - $199K
|
198K
$22.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.32K- 2.29% |
$177K - $201K
|
56.1K
$6.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.33K- 31.96% |
$178K - $203K
|
2.83K
$317K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.36KClosed |
$183K - $207K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.37K- 59.06% |
$184K - $209K
|
951
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 8.48% |
$184K - $209K
|
14.8K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.39K- 21.57% |
$186K - $211K
|
5.04K
$563K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-1.39K- 1.83% |
$186K - $211K
|
74.5K
$8.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-1.44K- 10.0% |
$193K - $219K
|
13K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-1.45K- 34.15% |
$195K - $221K
|
2.8K
$313K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.45K- 1.44% |
$195K - $221K
|
99.6K
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.45K- 3.87% |
$195K - $221K
|
36.1K
$4.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.46K- 1.56% |
$196K - $222K
|
92.2K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 14.99% |
$196K - $222K
|
8.27K
$924K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.46K- 43.85% |
$196K - $222K
|
1.87K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.47K- 3.29% |
$197K - $224K
|
43.1K
$4.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.49K- 18.78% |
$199K - $226K
|
6.42K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.49K- 8.93% |
$199K - $226K
|
15.1K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.49K- 1.07% |
$200K - $227K
|
138K
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.49K- 1.47% |
$200K - $227K
|
100K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.5K- 10.64% |
$201K - $228K
|
12.6K
$1.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.5K- 1.67% |
$202K - $229K
|
88.6K
$9.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-1.51K- 66.74% |
$202K - $229K
|
750
$83.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.51K- 46.97% |
$203K - $231K
|
1.71K
$191K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.52K- 2.56% |
$203K - $231K
|
57.7K
$6.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.52K- 11.35% |
$204K - $232K
|
11.9K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 49.03% |
$207K - $235K
|
1.6K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.55K- 8.15% |
$208K - $236K
|
17.5K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.56K- 54.02% |
$210K - $238K
|
1.33K
$149K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.57K- 28.79% |
$210K - $238K
|
3.87K
$433K
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.57K- 5.12% |
$210K - $239K
|
29K
$3.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.61K- 35.29% |
$216K - $245K
|
2.95K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 12.05% |
$217K - $247K
|
11.8K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.64K- 2.07% |
$220K - $250K
|
77.8K
$8.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.64K- 4.47% |
$221K - $250K
|
35.2K
$3.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 6.65% |
$228K - $258K
|
23.8K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1.71K- 3.77% |
$229K - $260K
|
43.5K
$4.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.74K- 3.0% |
$233K - $264K
|
56K
$6.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.74K- 0.46% |
$234K - $265K
|
379K
$42.4M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.76K- 31.52% |
$237K - $268K
|
3.83K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-1.77K- 10.38% |
$238K - $270K
|
15.3K
$1.71M
|