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
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
47+ 1.99% |
$5.8K - $6.93K
|
2.41K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
47+ 0.9% |
$5.8K - $6.93K
|
5.26K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
47New |
$5.8K - $6.93K
|
47
$4.52K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
45+ 0.75% |
$5.55K - $6.63K
|
6.05K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45+ 1.46% |
$5.55K - $6.63K
|
3.13K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
45+ 0.5% |
$5.55K - $6.63K
|
9K
$867K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 4.21% |
$5.43K - $6.48K
|
1.09K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
43+ 1.01% |
$5.3K - $6.34K
|
4.3K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
42+ 2.7% |
$5.18K - $6.19K
|
1.6K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42+ 2.35% |
$5.18K - $6.19K
|
1.83K
$176K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
41+ 1.57% |
$5.06K - $6.04K
|
2.65K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41+ 28.87% |
$5.06K - $6.04K
|
183
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41+ 1.19% |
$5.06K - $6.04K
|
3.49K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
41+ 1.69% |
$5.06K - $6.04K
|
2.47K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.3% |
$4.93K - $5.9K
|
13.4K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.99% |
$4.93K - $5.9K
|
4.06K
$391K
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
40+ 0.29% |
$4.93K - $5.9K
|
13.7K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
39+ 1.27% |
$4.81K - $5.75K
|
3.11K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
38+ 1.99% |
$4.69K - $5.6K
|
1.95K
$188K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
37New |
$4.56K - $5.45K
|
37
$3.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 2.87% |
$4.44K - $5.31K
|
1.29K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
35+ 8.58% |
$4.32K - $5.16K
|
443
$42.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
35New |
$4.32K - $5.16K
|
35
$3.37K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
34+ 0.47% |
$4.19K - $5.01K
|
7.2K
$693K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.85% |
$4.19K - $5.01K
|
4.02K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 1.8% |
$4.19K - $5.01K
|
1.92K
$185K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
33+ 1.61% |
$4.07K - $4.86K
|
2.09K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 8.63% |
$3.95K - $4.72K
|
403
$38.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.98% |
$3.82K - $4.57K
|
1.6K
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.27% |
$3.82K - $4.57K
|
2.47K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
31+ 0.29% |
$3.82K - $4.57K
|
10.6K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
29+ 1.31% |
$3.58K - $4.27K
|
2.25K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 1.06% |
$3.45K - $4.13K
|
2.67K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
26+ 0.81% |
$3.21K - $3.83K
|
3.24K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
25+ 1.03% |
$3.08K - $3.68K
|
2.45K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 1.13% |
$2.96K - $3.54K
|
2.15K
$207K
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 0.14% |
$2.84K - $3.39K
|
16.8K
$1.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 9.24% |
$2.71K - $3.24K
|
260
$25K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22New |
$2.71K - $3.24K
|
22
$2.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21+ 2.09% |
$2.59K - $3.09K
|
1.03K
$98.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21+ 1.05% |
$2.59K - $3.09K
|
2.03K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
20+ 0.23% |
$2.47K - $2.95K
|
8.8K
$847K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 64.52% |
$2.47K - $2.95K
|
51
$4.91K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 0.03% |
$2.47K - $2.95K
|
59.7K
$5.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 1.07% |
$2.22K - $2.65K
|
1.7K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
18+ 0.56% |
$2.22K - $2.65K
|
3.22K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$2.22K - $2.65K
|
18
$1.73K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
18+ 0.39% |
$2.22K - $2.65K
|
4.62K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
18+ 0.61% |
$2.22K - $2.65K
|
2.95K
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
17+ 0.4% |
$2.1K - $2.51K
|
4.3K
$414K
|