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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.23K+ 4.22% |
$166K - $201K
|
30.5K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.21KNew |
$163K - $197K
|
1.21K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.18K+ 8.92% |
$159K - $193K
|
14.4K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.18K+ 2.51% |
$159K - $193K
|
48.3K
$5.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.17K+ 2.9% |
$158K - $191K
|
41.6K
$4.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
1.17K+ 1.52% |
$158K - $190K
|
78.2K
$8.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.17K+ 4.57% |
$157K - $190K
|
26.7K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.15K+ 0.18% |
$155K - $187K
|
646K
$71M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.14K+ 10.08% |
$154K - $186K
|
12.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.14K+ 0.58% |
$153K - $185K
|
198K
$21.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.12K+ 5.97% |
$150K - $182K
|
19.8K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.1K+ 5.9% |
$149K - $180K
|
19.8K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.07KNew |
$145K - $175K
|
1.07K
$118K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.07KNew |
$144K - $174K
|
1.07K
$118K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 2.42% |
$144K - $174K
|
45K
$4.95M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.06KNew |
$143K - $173K
|
1.06K
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.04K+ 4.47% |
$140K - $170K
|
24.3K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.03K+ 7.53% |
$139K - $168K
|
14.8K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.03K+ 6.62% |
$139K - $168K
|
16.6K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.03K+ 7.34% |
$139K - $168K
|
15K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
1.03K+ 25.97% |
$138K - $167K
|
4.98K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.01K+ 1.45% |
$136K - $164K
|
70.6K
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.01K+ 1.2% |
$136K - $164K
|
85.1K
$9.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.01KNew |
$136K - $164K
|
1.01K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1KNew |
$135K - $163K
|
1K
$110K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
990New |
$133K - $161K
|
990
$109K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
989+ 7.44% |
$133K - $161K
|
14.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
987+ 7.87% |
$133K - $161K
|
13.5K
$1.49M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
987+ 32.05% |
$133K - $161K
|
4.07K
$447K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
986+ 56.28% |
$133K - $161K
|
2.74K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
965New |
$130K - $157K
|
965
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
951+ 0.32% |
$128K - $155K
|
299K
$32.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
949+ 1.15% |
$128K - $155K
|
83.5K
$9.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
944+ 12.11% |
$127K - $154K
|
8.74K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
919+ 22.24% |
$124K - $150K
|
5.05K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
916+ 3.1% |
$124K - $149K
|
30.5K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
916+ 52.4% |
$124K - $149K
|
2.66K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
900+ 0.72% |
$121K - $147K
|
126K
$13.8M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
885+ 3.0% |
$119K - $144K
|
30.3K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
878+ 7.14% |
$118K - $143K
|
13.2K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
869+ 3.47% |
$117K - $142K
|
25.9K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
861+ 2.06% |
$116K - $140K
|
42.6K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
860+ 1.41% |
$116K - $140K
|
62K
$6.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
858+ 18.64% |
$116K - $140K
|
5.46K
$601K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
842+ 0.93% |
$114K - $137K
|
91.2K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
839+ 0.47% |
$113K - $137K
|
178K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
820+ 24.61% |
$111K - $134K
|
4.15K
$457K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
817+ 4.3% |
$110K - $133K
|
19.8K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
815+ 1.9% |
$110K - $133K
|
43.8K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
815+ 7.28% |
$110K - $133K
|
12K
$1.32M
|