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 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.39K- 1.4% |
$172K - $205K
|
98.2K
$13.1M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.39K- 0.87% |
$172K - $205K
|
160K
$21.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.41K- 6.94% |
$174K - $208K
|
19K
$2.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-1.42K- 1.02% |
$175K - $209K
|
138K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.43K- 36.65% |
$176K - $210K
|
2.46K
$329K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.43K- 5.89% |
$176K - $211K
|
22.8K
$3.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.44K- 3.84% |
$177K - $211K
|
35.9K
$4.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.45K- 33.53% |
$179K - $214K
|
2.88K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.45K- 24.75% |
$179K - $214K
|
4.42K
$590K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.49K- 35.81% |
$184K - $220K
|
2.68K
$357K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.5K- 33.47% |
$184K - $220K
|
2.97K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51K- 7.61% |
$186K - $222K
|
18.3K
$2.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.52K- 40.77% |
$188K - $225K
|
2.21K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.52K- 4.68% |
$188K - $225K
|
31K
$4.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.55K- 3.22% |
$191K - $228K
|
46.5K
$6.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.55K- 17.85% |
$191K - $228K
|
7.13K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.56K- 18.72% |
$192K - $229K
|
6.76K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.59K- 88.0% |
$196K - $234K
|
217
$29K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.6K- 2.18% |
$197K - $235K
|
71.5K
$9.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.68K- 14.71% |
$207K - $248K
|
9.75K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.69K- 4.78% |
$208K - $249K
|
33.6K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.72K- 35.76% |
$212K - $254K
|
3.09K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.73K- 18.65% |
$213K - $254K
|
7.52K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 17.58% |
$215K - $257K
|
8.17K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 2.2% |
$218K - $261K
|
78.5K
$10.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.77K- 12.96% |
$219K - $261K
|
11.9K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.8K- 5.73% |
$222K - $265K
|
29.6K
$3.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 1.96% |
$222K - $266K
|
90.2K
$12.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.82K- 10.89% |
$224K - $268K
|
14.9K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.84K- 4.71% |
$226K - $270K
|
37.2K
$4.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.84K- 18.35% |
$226K - $271K
|
8.17K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.84K- 7.81% |
$227K - $271K
|
21.7K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.85K- 36.75% |
$228K - $272K
|
3.18K
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.86K- 49.22% |
$230K - $274K
|
1.92K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.87K- 0.89% |
$230K - $275K
|
209K
$27.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.9K- 17.27% |
$235K - $281K
|
9.12K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.92K- 30.65% |
$237K - $283K
|
4.34K
$580K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-1.93K- 22.84% |
$238K - $284K
|
6.52K
$870K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-1.93K- 3.31% |
$238K - $284K
|
56.4K
$7.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.94K- 5.52% |
$239K - $286K
|
33.2K
$4.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.95K- 38.74% |
$240K - $287K
|
3.08K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.95K- 36.57% |
$241K - $288K
|
3.39K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.96K- 47.38% |
$242K - $289K
|
2.18K
$291K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.97K- 91.25% |
$243K - $291K
|
189
$25.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.99K- 50.51% |
$246K - $293K
|
1.95K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.01K- 7.73% |
$247K - $295K
|
23.9K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.02K- 23.69% |
$249K - $298K
|
6.51K
$870K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.05K- 17.75% |
$252K - $302K
|
9.48K
$1.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 36.49% |
$254K - $303K
|
3.58K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.06K- 18.02% |
$254K - $304K
|
9.38K
$1.25M
|