Purchases and Sales Made in Q4 2023 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.57K+ 28.02% |
$212K - $256K
|
7.17K
$961K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 33.96% |
$211K - $255K
|
6.16K
$825K
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.56KNew |
$210K - $254K
|
1.56K
$209K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.55K+ 10.71% |
$209K - $253K
|
16.1K
$2.15M
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.53K+ 5.12% |
$206K - $249K
|
31.3K
$4.2M
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.5K+ 86.67% |
$203K - $245K
|
3.24K
$433K
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$201K - $243K
|
1.49K
$200K
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.49K+ 1.85% |
$201K - $243K
|
82.1K
$11M
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.49K+ 39.58% |
$200K - $242K
|
5.24K
$702K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.48K+ 104.3% |
$200K - $241K
|
2.9K
$389K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.46K+ 12.04% |
$197K - $238K
|
13.6K
$1.82M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.45KNew |
$196K - $237K
|
1.45K
$194K
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.45KNew |
$196K - $236K
|
1.45K
$194K
|
|
Feb 20, 2024
Q4 2023
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$195K - $236K
|
1.45K
$194K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.45K+ 13.24% |
$195K - $235K
|
12.4K
$1.65M
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.43K+ 1.95% |
$193K - $233K
|
74.9K
$10M
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 5.14% |
$189K - $229K
|
28.7K
$3.85M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.39KNew |
$188K - $227K
|
1.39K
$187K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.38KNew |
$187K - $226K
|
1.38K
$185K
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
1.38KNew |
$186K - $225K
|
1.38K
$185K
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.38KNew |
$186K - $225K
|
1.38K
$185K
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.37KNew |
$185K - $223K
|
1.37K
$183K
|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.37K+ 11.45% |
$185K - $223K
|
13.3K
$1.78M
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.37KNew |
$185K - $223K
|
1.37K
$183K
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.36KNew |
$184K - $222K
|
1.36K
$182K
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.34KNew |
$181K - $219K
|
1.34K
$180K
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.34KNew |
$181K - $218K
|
1.34K
$179K
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.33K+ 10.45% |
$179K - $217K
|
14.1K
$1.88M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.33KNew |
$179K - $216K
|
1.33K
$178K
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
BUY
|
- |
1.32K+ 7.95% |
$179K - $216K
|
18K
$2.41M
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.32K+ 99.62% |
$179K - $216K
|
2.65K
$355K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.32KNew |
$178K - $216K
|
1.32K
$177K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.32K+ 0.97% |
$178K - $215K
|
138K
$18.4M
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.31K+ 33.92% |
$177K - $214K
|
5.18K
$694K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.31KNew |
$176K - $213K
|
1.31K
$175K
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.3K+ 3.54% |
$175K - $211K
|
37.9K
$5.08M
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
1.3K+ 4.04% |
$175K - $211K
|
33.4K
$4.47M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28KNew |
$173K - $209K
|
1.28K
$172K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.28KNew |
$172K - $208K
|
1.28K
$171K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.27K+ 0.44% |
$172K - $207K
|
293K
$39.2M
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.27K+ 1.46% |
$171K - $206K
|
88K
$11.8M
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
1.25K+ 2.39% |
$169K - $204K
|
53.6K
$7.18M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.24K+ 35.83% |
$168K - $203K
|
4.72K
$632K
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.24K+ 5.11% |
$167K - $201K
|
25.4K
$3.4M
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.23K+ 4.22% |
$166K - $201K
|
30.5K
$4.08M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.21KNew |
$163K - $197K
|
1.21K
$162K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.18K+ 8.92% |
$159K - $193K
|
14.4K
$1.93M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.18K+ 2.51% |
$159K - $193K
|
48.3K
$6.46M
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.17K+ 2.9% |
$158K - $191K
|
41.6K
$5.57M
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
1.17K+ 1.52% |
$158K - $190K
|
78.2K
$10.5M
|