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 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
779+ 22.88% |
$105K - $127K
|
4.18K
$560K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
774New |
$104K - $126K
|
774
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
770+ 2.39% |
$104K - $125K
|
33K
$4.41M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
770New |
$104K - $125K
|
770
$103K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
770+ 1.79% |
$104K - $125K
|
43.9K
$5.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
768+ 11.2% |
$104K - $125K
|
7.62K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
765+ 6.72% |
$103K - $125K
|
12.1K
$1.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
763+ 17.95% |
$103K - $124K
|
5.01K
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
755+ 2.69% |
$102K - $123K
|
28.9K
$3.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
755+ 0.29% |
$102K - $123K
|
261K
$35M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
754+ 7.76% |
$102K - $123K
|
10.5K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
754+ 21.65% |
$102K - $123K
|
4.24K
$567K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
754+ 21.65% |
$102K - $123K
|
4.24K
$567K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
752+ 7.0% |
$101K - $123K
|
11.5K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
746+ 4.09% |
$101K - $122K
|
19K
$2.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
743New |
$100K - $121K
|
743
$99.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
736+ 8.64% |
$99.2K - $120K
|
9.26K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
733+ 9.73% |
$98.8K - $119K
|
8.26K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
727+ 171.46% |
$98K - $118K
|
1.15K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
716+ 46.02% |
$96.5K - $117K
|
2.27K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
712+ 31.08% |
$96K - $116K
|
3K
$402K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
712+ 1.93% |
$96K - $116K
|
37.6K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
710New |
$95.7K - $116K
|
710
$95.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
707+ 3.04% |
$95.3K - $115K
|
24K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
705+ 3.49% |
$95.1K - $115K
|
20.9K
$2.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
700+ 15.58% |
$94.4K - $114K
|
5.19K
$695K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
699+ 4.81% |
$94.2K - $114K
|
15.2K
$2.04M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
691+ 5.59% |
$93.2K - $113K
|
13.1K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
687+ 14.42% |
$92.6K - $112K
|
5.45K
$730K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
686+ 1.19% |
$92.5K - $112K
|
58.2K
$7.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
679+ 37.83% |
$91.5K - $111K
|
2.47K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
676+ 1.55% |
$91.1K - $110K
|
44.2K
$5.92M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
675+ 39.78% |
$91K - $110K
|
2.37K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
674+ 5.23% |
$90.9K - $110K
|
13.6K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
665+ 0.59% |
$89.7K - $108K
|
113K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
663+ 0.11% |
$89.4K - $108K
|
600K
$80.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
660+ 52.63% |
$89K - $108K
|
1.91K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
656+ 19.54% |
$88.4K - $107K
|
4.01K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
650+ 18.19% |
$87.6K - $106K
|
4.22K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
646+ 14.94% |
$87.1K - $105K
|
4.97K
$666K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
644+ 0.95% |
$86.8K - $105K
|
68.5K
$9.18M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
642+ 1.19% |
$86.6K - $105K
|
54.5K
$7.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
641New |
$86.4K - $104K
|
641
$85.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
638+ 7.2% |
$86K - $104K
|
9.5K
$1.27M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
638+ 7.2% |
$86K - $104K
|
9.5K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
629+ 3.18% |
$84.8K - $102K
|
20.4K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
622+ 3.46% |
$83.9K - $101K
|
18.6K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
617+ 3.7% |
$83.2K - $101K
|
17.3K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
615+ 1.66% |
$82.9K - $100K
|
37.6K
$5.03M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
614+ 10.82% |
$82.8K - $100K
|
6.29K
$842K
|