Institutional Ownership United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS). We have compiled data on the 2,447 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,167
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,166
shares
|
$1.01 Million
0.36% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,151
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,109
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
8,062
shares
|
$997,994
0.02% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,062
shares
|
$997,994
0.08% of portfolio
|
Q3 2022
Reduced 3.76%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
8,001
shares
|
$990,443
0.09% of portfolio
|
Q3 2024
Reduced 93.12%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
8,000
shares
|
$990,320
0.33% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
8,000
shares
|
$990,320
0.04% of portfolio
|
Q3 2024
Reduced 92.98%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,975
shares
|
$987,225
0.22% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,952
shares
|
$984,378
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,935
shares
|
$982,273
0.05% of portfolio
|
Q3 2024
Reduced 86.8%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
7,931
shares
|
$981,778
0.01% of portfolio
|
Q3 2024
Reduced 86.71%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
7,891
shares
|
$976,826
0.21% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,885
shares
|
$976,084
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,866
shares
|
$973,732
0.48% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
7,836
shares
|
$970,018
0.1% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,819
shares
|
$967,914
0.13% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Norway Savings Bank
|
Oct 15, 2024 Q3 2024 |
7,772
shares
|
$962,095
0.57% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
7,754
shares
|
$959,867
0.2% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
7,736
shares
|
$957,639
0.03% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,716
shares
|
$955,163
0.3% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,696
shares
|
$952,687
0.05% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
7,691
shares
|
$952,068
0.25% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
7,682
shares
|
$950,954
0.79% of portfolio
|
Q4 2022
Added 5.75%
|