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 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.89K+ 872.81% |
$388K - $440K
|
3.22K
$430K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.84K+ 121.25% |
$381K - $433K
|
5.19K
$693K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.82K+ 22.96% |
$378K - $429K
|
15.1K
$2.01M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.81KNew |
$376K - $427K
|
2.81K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.8KNew |
$376K - $426K
|
2.8K
$374K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.79KNew |
$374K - $424K
|
2.79K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.75K+ 15.88% |
$369K - $419K
|
20.1K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2.73K+ 28.13% |
$367K - $416K
|
12.5K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.69K+ 18.56% |
$361K - $410K
|
17.2K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.67KNew |
$358K - $406K
|
2.67K
$356K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.65KNew |
$355K - $403K
|
2.65K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.63K+ 59.37% |
$353K - $401K
|
7.07K
$944K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
2.63K+ 129.81% |
$353K - $400K
|
4.66K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 3.13% |
$351K - $398K
|
86.1K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.61K+ 3.78% |
$351K - $398K
|
71.8K
$9.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 26.35% |
$345K - $391K
|
12.3K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
2.56KNew |
$344K - $390K
|
2.56K
$342K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
2.52K+ 3.55% |
$338K - $384K
|
73.6K
$9.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.51K+ 10.13% |
$337K - $383K
|
27.3K
$3.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.48K+ 27.09% |
$333K - $378K
|
11.6K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.47K+ 44.41% |
$331K - $376K
|
8.03K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$330K - $375K
|
2.46K
$329K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.46KNew |
$330K - $374K
|
2.46K
$328K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.44K+ 13.99% |
$327K - $371K
|
19.9K
$2.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.42K+ 11.92% |
$325K - $369K
|
22.8K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.42K+ 18.71% |
$325K - $368K
|
15.4K
$2.05M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.42KNew |
$325K - $368K
|
2.42K
$323K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.41K+ 22.28% |
$324K - $368K
|
13.3K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.4KNew |
$322K - $365K
|
2.4K
$320K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.35K+ 5.78% |
$316K - $358K
|
43K
$5.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.33K+ 27.54% |
$312K - $354K
|
10.8K
$1.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.33KNew |
$312K - $354K
|
2.33K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.32K+ 21.84% |
$312K - $354K
|
13K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.32K+ 23.48% |
$311K - $353K
|
12.2K
$1.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.31KNew |
$309K - $351K
|
2.31K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.3K+ 36.35% |
$309K - $351K
|
8.64K
$1.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.3K+ 4.31% |
$309K - $350K
|
55.7K
$7.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.3K+ 5.97% |
$309K - $350K
|
40.9K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.29K+ 1.11% |
$307K - $349K
|
209K
$28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.27K+ 16.04% |
$305K - $346K
|
16.4K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.25K+ 106.09% |
$301K - $342K
|
4.36K
$583K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.25K+ 8.08% |
$301K - $342K
|
30K
$4.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.24K+ 104.67% |
$301K - $341K
|
4.38K
$585K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.19K+ 15.32% |
$294K - $334K
|
16.5K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$293K - $332K
|
2.18K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.14K+ 161.02% |
$287K - $326K
|
3.47K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.13K+ 113.91% |
$286K - $324K
|
4K
$534K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.12K+ 2.34% |
$284K - $322K
|
92.7K
$12.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.11K+ 64.3% |
$283K - $321K
|
5.39K
$721K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.11KNew |
$283K - $321K
|
2.11K
$282K
|