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 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
16.4KNew |
$2.03M - $2.42M
|
16.4K
$2.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
15.8K+ 8.41% |
$1.95M - $2.34M
|
204K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.8K+ 85.32% |
$1.95M - $2.33M
|
34.3K
$4.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
15.6K+ 3.09% |
$1.93M - $2.31M
|
521K
$69.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
15.4K+ 666.22% |
$1.89M - $2.26M
|
17.7K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
15.3KNew |
$1.89M - $2.25M
|
15.3K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
14.9KNew |
$1.83M - $2.19M
|
14.9K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.6K+ 0.84% |
$1.8M - $2.16M
|
1.75M
$234M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 11.58% |
$1.8M - $2.15M
|
140K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
14.2KNew |
$1.75M - $2.1M
|
14.2K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
14KNew |
$1.73M - $2.06M
|
14K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9K+ 4.65% |
$1.72M - $2.05M
|
314K
$41.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 26.97% |
$1.7M - $2.04M
|
65.1K
$8.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.7K+ 1.9% |
$1.69M - $2.02M
|
734K
$98.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
13.5K+ 45.27% |
$1.67M - $2M
|
43.4K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.5K+ 137.41% |
$1.67M - $1.99M
|
23.4K
$3.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
13.5K+ 14.76% |
$1.66M - $1.99M
|
105K
$14M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.4K+ 105.36% |
$1.66M - $1.98M
|
26.2K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.4K+ 6.76% |
$1.65M - $1.97M
|
211K
$28.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Mayar Capital Ltd.
|
BUY
|
- |
13.2K+ 12.51% |
$1.63M - $1.95M
|
119K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.6K+ 100.21% |
$1.56M - $1.86M
|
25.2K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
12.3K+ 119.4% |
$1.51M - $1.81M
|
22.5K
$3.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
12.2K+ 26.31% |
$1.51M - $1.8M
|
58.7K
$7.85M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8K+ 11.3% |
$1.46M - $1.74M
|
116K
$15.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
11.6K+ 20.56% |
$1.43M - $1.71M
|
67.9K
$9.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.5K+ 3.87% |
$1.41M - $1.69M
|
308K
$41.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.4K+ 85.36% |
$1.4M - $1.67M
|
24.7K
$3.3M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.3K+ 15.75% |
$1.39M - $1.67M
|
83.1K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 19.64% |
$1.38M - $1.65M
|
68.1K
$9.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
BUY
|
- |
11.2K+ 52.78% |
$1.38M - $1.64M
|
32.3K
$4.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.1KNew |
$1.37M - $1.63M
|
11.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Arnhold LLC
|
BUY
|
- |
11K+ 149.25% |
$1.36M - $1.62M
|
18.4K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
10.7K+ 14.91% |
$1.32M - $1.58M
|
82.5K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.6K+ 8.86% |
$1.31M - $1.57M
|
131K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.4KNew |
$1.29M - $1.54M
|
10.4K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.3K+ 15.24% |
$1.27M - $1.51M
|
77.7K
$10.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.2K+ 7.36% |
$1.26M - $1.51M
|
149K
$19.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
10.1K+ 8.43% |
$1.24M - $1.48M
|
130K
$17.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 33.33% |
$1.23M - $1.47M
|
40K
$5.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
10K+ 14.71% |
$1.23M - $1.47M
|
78K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
10K+ 0.46% |
$1.23M - $1.47M
|
2.17M
$289M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.9K+ 12.17% |
$1.22M - $1.46M
|
91.3K
$12.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.82K+ 17.35% |
$1.21M - $1.45M
|
66.4K
$8.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.65KNew |
$1.19M - $1.42M
|
9.65K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.63KNew |
$1.19M - $1.42M
|
9.63K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
9.6KNew |
$1.18M - $1.41M
|
9.6K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
9.53KNew |
$1.18M - $1.4M
|
9.53K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
9.45K+ 22.51% |
$1.17M - $1.39M
|
51.4K
$6.87M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
9.44K+ 476.91% |
$1.16M - $1.39M
|
11.4K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.29KNew |
$1.15M - $1.37M
|
9.29K
$1.24M
|