Purchases and Sales Made in Q3 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
293+ 19.65% |
$36.1K - $43.2K
|
1.78K
$204K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
292+ 7.54% |
$36K - $43K
|
4.16K
$476K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
288+ 0.1% |
$35.5K - $42.4K
|
275K
$31.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286+ 5.3% |
$35.3K - $42.2K
|
5.68K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
285+ 2.93% |
$35.1K - $42K
|
10K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
276+ 5.93% |
$34K - $40.7K
|
4.93K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
276+ 13.45% |
$34K - $40.7K
|
2.33K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
275+ 1.92% |
$33.9K - $40.5K
|
14.6K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
273+ 9.36% |
$33.7K - $40.2K
|
3.19K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
271+ 32.15% |
$33.4K - $39.9K
|
1.11K
$127K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
268+ 1.38% |
$33K - $39.5K
|
19.7K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
259+ 12.67% |
$31.9K - $38.2K
|
2.3K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
258+ 1.4% |
$31.8K - $38K
|
18.7K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
256+ 3.44% |
$31.6K - $37.7K
|
7.69K
$879K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
252+ 6.8% |
$31.1K - $37.1K
|
3.96K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
252+ 0.51% |
$31.1K - $37.1K
|
49.6K
$5.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
248+ 1.57% |
$30.6K - $36.6K
|
16.1K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
246+ 8.08% |
$30.3K - $36.3K
|
3.29K
$376K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
239+ 19.93% |
$29.5K - $35.2K
|
1.44K
$164K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 2.8% |
$29.4K - $35.1K
|
8.73K
$997K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
238New |
$29.4K - $35.1K
|
238
$27.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
237+ 24.21% |
$29.2K - $34.9K
|
1.22K
$139K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
233+ 1.35% |
$28.7K - $34.3K
|
17.5K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
233+ 14.37% |
$28.7K - $34.3K
|
1.85K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
231New |
$28.5K - $34K
|
231
$26.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
230+ 12.74% |
$28.4K - $33.9K
|
2.04K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
221+ 0.75% |
$27.3K - $32.6K
|
29.9K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
220+ 2.55% |
$27.1K - $32.4K
|
8.86K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
217+ 3.07% |
$26.8K - $32K
|
7.29K
$832K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
216+ 0.74% |
$26.6K - $31.8K
|
29.3K
$3.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
216+ 720.0% |
$26.6K - $31.8K
|
246
$28.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
210+ 8.5% |
$25.9K - $30.9K
|
2.68K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
210+ 4.3% |
$25.9K - $30.9K
|
5.09K
$582K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
206+ 9.37% |
$25.4K - $30.4K
|
2.41K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
205+ 4.92% |
$25.3K - $30.2K
|
4.37K
$499K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
200+ 11.4% |
$24.7K - $29.5K
|
1.96K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 408.16% |
$24.7K - $29.5K
|
249
$28.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
197+ 3.9% |
$24.3K - $29K
|
5.25K
$600K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
196+ 10.27% |
$24.2K - $28.9K
|
2.1K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
195+ 7.46% |
$24K - $28.7K
|
2.81K
$321K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
194+ 0.86% |
$23.9K - $28.6K
|
22.8K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
190+ 1.18% |
$23.4K - $28K
|
16.4K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
188+ 0.43% |
$23.2K - $27.7K
|
43.4K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
186New |
$22.9K - $27.4K
|
186
$21.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
184+ 6.2% |
$22.7K - $27.1K
|
3.15K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
183+ 9.25% |
$22.6K - $27K
|
2.16K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
182+ 3.57% |
$22.4K - $26.8K
|
5.28K
$604K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
180+ 4.09% |
$22.2K - $26.5K
|
4.59K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.85% |
$22.1K - $26.4K
|
9.85K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
178+ 2.56% |
$22K - $26.2K
|
7.13K
$815K
|