Purchases and Sales Made in Q4 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.69K+ 10.36% |
$1.07M - $1.2M
|
92.6K
$8.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
8.69K+ 82.51% |
$1.07M - $1.2M
|
19.2K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.59K+ 29.76% |
$1.05M - $1.19M
|
37.5K
$3.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.54K+ 16.31% |
$1.05M - $1.18M
|
60.9K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
8.5K+ 213.95% |
$1.04M - $1.18M
|
12.5K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
8.21KNew |
$1.01M - $1.14M
|
8.21K
$790K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.21K+ 12.64% |
$1.01M - $1.14M
|
73.2K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.06K+ 11.01% |
$988K - $1.11M
|
81.3K
$7.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.99K+ 42.86% |
$980K - $1.11M
|
26.6K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
BUY
|
- |
7.93K+ 24.55% |
$972K - $1.1M
|
40.2K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
7.9KNew |
$969K - $1.09M
|
7.9K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.86KNew |
$964K - $1.09M
|
7.86K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.82K+ 20.35% |
$959K - $1.08M
|
46.3K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.79K+ 5.55% |
$955K - $1.08M
|
148K
$14.3M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
7.73KNew |
$949K - $1.07M
|
7.73K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.71KNew |
$945K - $1.07M
|
7.71K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
7.64KNew |
$937K - $1.06M
|
7.64K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
7.55K+ 3.72% |
$925K - $1.04M
|
211K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
7.54K+ 18.22% |
$925K - $1.04M
|
48.9K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.44K+ 26.24% |
$913K - $1.03M
|
35.8K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7.37K+ 34.22% |
$904K - $1.02M
|
28.9K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
7.25KNew |
$889K - $1M
|
7.25K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.25K+ 17.97% |
$889K - $1M
|
47.6K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.17K+ 26.97% |
$880K - $992K
|
33.8K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.09K+ 7.77% |
$870K - $981K
|
98.4K
$9.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
7.08K+ 6.07% |
$868K - $980K
|
124K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.01K+ 13.56% |
$859K - $969K
|
58.7K
$5.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.94K+ 9.66% |
$852K - $961K
|
78.9K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.89K+ 26.29% |
$845K - $953K
|
33.1K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.83K+ 27.71% |
$838K - $945K
|
31.5K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
6.71KNew |
$822K - $928K
|
6.71K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.68K+ 73.55% |
$819K - $924K
|
15.8K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.66KNew |
$817K - $922K
|
6.66K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
6.64K+ 7.5% |
$814K - $918K
|
95.1K
$9.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
6.61K+ 9.95% |
$811K - $914K
|
73K
$7.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.6K+ 49.27% |
$810K - $914K
|
20K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.58KNew |
$807K - $910K
|
6.58K
$633K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.54KNew |
$802K - $905K
|
6.54K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.51K+ 351.08% |
$798K - $901K
|
8.36K
$805K
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
6.4KNew |
$785K - $885K
|
6.4K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
6.38K+ 24.16% |
$782K - $882K
|
32.8K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
6.31KNew |
$774K - $873K
|
6.31K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.3K+ 2.24% |
$773K - $872K
|
287K
$27.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.3KNew |
$772K - $871K
|
6.3K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.3KNew |
$772K - $871K
|
6.3K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
6.22K+ 9.09% |
$762K - $860K
|
74.6K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.19K+ 7.47% |
$759K - $857K
|
89.1K
$8.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.18K+ 18.78% |
$758K - $855K
|
39.1K
$3.76M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
6.18KNew |
$758K - $855K
|
6.18K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.16K+ 7.41% |
$755K - $852K
|
89.3K
$8.59M
|