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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.78K- 13.7% |
$238K - $270K
|
11.2K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.78K- 4.25% |
$239K - $271K
|
40.1K
$4.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.82K- 6.91% |
$244K - $277K
|
24.5K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.82K- 24.69% |
$245K - $278K
|
5.56K
$635K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.82K- 24.69% |
$245K - $278K
|
5.56K
$635K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.83K- 5.18% |
$245K - $278K
|
33.4K
$3.82M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.83K- 5.43% |
$246K - $279K
|
31.9K
$3.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.84K- 8.72% |
$246K - $279K
|
19.2K
$2.19M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.84K- 1.65% |
$246K - $280K
|
110K
$12.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.84K- 16.1% |
$247K - $280K
|
9.58K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.84K- 11.69% |
$247K - $281K
|
13.9K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.89K- 3.55% |
$253K - $287K
|
51.2K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.89K- 2.28% |
$253K - $287K
|
80.9K
$9.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.9K- 15.61% |
$255K - $289K
|
10.3K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
SELL
|
- |
-1.93K- 3.91% |
$259K - $294K
|
47.4K
$5.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.93K- 6.77% |
$259K - $294K
|
26.6K
$3.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.96K- 33.64% |
$264K - $299K
|
3.87K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.97K- 4.65% |
$264K - $299K
|
40.3K
$4.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2.01K- 4.9% |
$270K - $306K
|
39K
$4.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.04K- 2.24% |
$274K - $311K
|
89.1K
$10.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.05K- 5.63% |
$275K - $312K
|
34.3K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.05K- 28.75% |
$275K - $312K
|
5.08K
$580K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.1K- 13.32% |
$282K - $320K
|
13.7K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-2.1K- 55.65% |
$282K - $320K
|
1.68K
$192K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.14K- 33.59% |
$287K - $325K
|
4.23K
$483K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.14K- 55.72% |
$287K - $325K
|
1.7K
$194K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.15K- 26.93% |
$288K - $327K
|
5.83K
$666K
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.2K- 0.98% |
$295K - $335K
|
223K
$25.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.23K- 9.14% |
$299K - $339K
|
22.2K
$2.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.26K- 1.25% |
$303K - $343K
|
178K
$20.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.26K- 4.6% |
$303K - $344K
|
46.8K
$5.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.26K- 3.68% |
$304K - $344K
|
59.2K
$6.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.27K- 31.09% |
$304K - $346K
|
5.03K
$574K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.29K- 13.73% |
$307K - $348K
|
14.4K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.3K- 0.57% |
$309K - $351K
|
400K
$45.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.33K- 7.78% |
$312K - $354K
|
27.6K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.33K- 3.84% |
$312K - $354K
|
58.3K
$6.66M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.33K- 0.24% |
$313K - $355K
|
959K
$110M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.39K- 93.93% |
$320K - $363K
|
154
$17.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.4K- 16.36% |
$322K - $365K
|
12.3K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.42K- 3.03% |
$325K - $368K
|
77.3K
$8.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-2.44K- 25.4% |
$328K - $372K
|
7.18K
$820K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.45K- 8.76% |
$328K - $373K
|
25.5K
$2.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.48K- 15.82% |
$333K - $378K
|
13.2K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.5K- 20.45% |
$335K - $380K
|
9.71K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.5K- 2.12% |
$335K - $381K
|
115K
$13.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.51K- 31.65% |
$337K - $383K
|
5.43K
$620K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.57K- 14.56% |
$345K - $391K
|
15.1K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.58K- 2.4% |
$346K - $393K
|
105K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.61K- 97.17% |
$350K - $397K
|
76
$8.68K
|