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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-111- 1.11% |
$13.7K - $16.4K
|
9.92K
$961K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-113- 13.75% |
$13.9K - $16.7K
|
709
$68.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-113- 4.54% |
$13.9K - $16.7K
|
2.37K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-114- 2.28% |
$14.1K - $16.8K
|
4.88K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-114- 1.92% |
$14.1K - $16.8K
|
5.83K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-115- 1.46% |
$14.2K - $16.9K
|
7.77K
$753K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-115- 1.57% |
$14.2K - $16.9K
|
7.21K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-115- 16.86% |
$14.2K - $16.9K
|
567
$54.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-116- 7.38% |
$14.3K - $17.1K
|
1.46K
$141K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-118- 1.17% |
$14.6K - $17.4K
|
9.99K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-118- 3.12% |
$14.6K - $17.4K
|
3.66K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-119- 2.51% |
$14.7K - $17.5K
|
4.63K
$448K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-120- 5.87% |
$14.8K - $17.7K
|
1.92K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-121- 1.04% |
$14.9K - $17.8K
|
11.6K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-121- 3.25% |
$14.9K - $17.8K
|
3.6K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-121- 2.43% |
$14.9K - $17.8K
|
4.87K
$471K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-122- 3.74% |
$15K - $18K
|
3.14K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-123- 6.91% |
$15.2K - $18.1K
|
1.66K
$160K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-125- 2.87% |
$15.4K - $18.4K
|
4.24K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-125- 0.64% |
$15.4K - $18.4K
|
19.5K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-126- 1.67% |
$15.5K - $18.6K
|
7.41K
$718K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-130- 3.3% |
$16K - $19.2K
|
3.81K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-130- 5.23% |
$16K - $19.2K
|
2.36K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-130- 8.0% |
$16K - $19.2K
|
1.49K
$145K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-130- 3.09% |
$16K - $19.2K
|
4.07K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-131- 6.06% |
$16.2K - $19.3K
|
2.03K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-132- 6.21% |
$16.3K - $19.5K
|
1.99K
$193K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-133- 0.73% |
$16.4K - $19.6K
|
18K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-135- 3.52% |
$16.6K - $19.9K
|
3.7K
$358K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-136- 6.12% |
$16.8K - $20K
|
2.09K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-137- 4.74% |
$16.9K - $20.2K
|
2.76K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-139- 2.95% |
$17.1K - $20.5K
|
4.57K
$443K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-139- 5.26% |
$17.1K - $20.5K
|
2.5K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-142- 1.7% |
$17.5K - $20.9K
|
8.23K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-142- 3.66% |
$17.5K - $20.9K
|
3.74K
$362K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-144- 11.17% |
$17.8K - $21.2K
|
1.15K
$111K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-148- 3.4% |
$18.3K - $21.8K
|
4.21K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-150- 5.27% |
$18.5K - $22.1K
|
2.7K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-151- 10.7% |
$18.6K - $22.3K
|
1.26K
$122K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-152- 0.83% |
$18.7K - $22.4K
|
18.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-152- 0.42% |
$18.7K - $22.4K
|
36.2K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-153- 6.21% |
$18.9K - $22.5K
|
2.31K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-153- 2.26% |
$18.9K - $22.5K
|
6.61K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-153- 6.29% |
$18.9K - $22.5K
|
2.28K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-153- 0.94% |
$18.9K - $22.5K
|
16.2K
$1.57M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-156- 0.92% |
$19.2K - $23K
|
16.9K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-162- 2.14% |
$20K - $23.9K
|
7.4K
$716K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-162- 7.54% |
$20K - $23.9K
|
1.99K
$192K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-163- 44.54% |
$20.1K - $24K
|
203
$19.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-164- 10.73% |
$20.2K - $24.2K
|
1.37K
$132K
|