Purchases and Sales Made in Q1 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-7- 0.05% |
$974 - $1.13K
|
15.1K
$1.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8- 2.67% |
$1.11K - $1.29K
|
292
$33K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 3.92% |
$1.11K - $1.29K
|
196
$22.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-9- 0.25% |
$1.25K - $1.45K
|
3.59K
$406K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-10- 0.07% |
$1.39K - $1.61K
|
14.9K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-10- 0.39% |
$1.39K - $1.61K
|
2.56K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10- 0.07% |
$1.39K - $1.61K
|
14.6K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-11- 0.35% |
$1.53K - $1.77K
|
3.15K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-11- 2.93% |
$1.53K - $1.77K
|
365
$41.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-12- 0.75% |
$1.67K - $1.93K
|
1.6K
$180K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-12- 4.74% |
$1.67K - $1.93K
|
241
$27.3K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-12- 5.63% |
$1.67K - $1.93K
|
201
$22.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-13- 4.89% |
$1.81K - $2.1K
|
253
$28.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-13- 0.73% |
$1.81K - $2.1K
|
1.76K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-13- 0.3% |
$1.81K - $2.1K
|
4.32K
$488K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14- 0.24% |
$1.95K - $2.26K
|
5.73K
$648K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14- 1.61% |
$1.95K - $2.26K
|
854
$96.6K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-14- 0.02% |
$1.95K - $2.26K
|
76.6K
$8.67M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14- 0.59% |
$1.95K - $2.26K
|
2.35K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-15- 0.2% |
$2.09K - $2.42K
|
7.65K
$865K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 0.95% |
$2.09K - $2.42K
|
1.57K
$177K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-16- 0.44% |
$2.23K - $2.58K
|
3.65K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-16- 0.09% |
$2.23K - $2.58K
|
18.5K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-17- 0.68% |
$2.36K - $2.74K
|
2.49K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-17- 0.83% |
$2.36K - $2.74K
|
2.03K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-18- 8.26% |
$2.5K - $2.9K
|
200
$22.6K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-18- 0.12% |
$2.5K - $2.9K
|
15.5K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-18- 0.76% |
$2.5K - $2.9K
|
2.36K
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-19- 0.53% |
$2.64K - $3.06K
|
3.54K
$400K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-19- 0.94% |
$2.64K - $3.06K
|
2.01K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-19- 0.65% |
$2.64K - $3.06K
|
2.92K
$330K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-20- 0.83% |
$2.78K - $3.22K
|
2.4K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.12% |
$2.78K - $3.22K
|
17.3K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 0.96% |
$2.78K - $3.22K
|
2.06K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-20- 1.37% |
$2.78K - $3.22K
|
1.44K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-20- 1.26% |
$2.78K - $3.22K
|
1.57K
$178K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-21- 0.78% |
$2.92K - $3.39K
|
2.68K
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-24- 0.25% |
$3.34K - $3.87K
|
9.6K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-24- 0.35% |
$3.34K - $3.87K
|
6.92K
$783K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-24- 0.09% |
$3.34K - $3.87K
|
26.3K
$2.97M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-24- 1.0% |
$3.34K - $3.87K
|
2.39K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-24- 1.18% |
$3.34K - $3.87K
|
2K
$226K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-25- 0.94% |
$3.48K - $4.03K
|
2.63K
$297K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 7.25% |
$3.48K - $4.03K
|
320
$36.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-27- 2.67% |
$3.76K - $4.35K
|
983
$111K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27- 0.05% |
$3.76K - $4.35K
|
59.7K
$6.75M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-27- 1.85% |
$3.76K - $4.35K
|
1.44K
$162K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-28- 4.05% |
$3.89K - $4.51K
|
663
$75K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-28- 32.94% |
$3.89K - $4.51K
|
57
$6.45K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-29- 0.59% |
$4.03K - $4.68K
|
4.88K
$552K
|