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 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
610New |
$82.2K - $99.4K
|
610
$81.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
608+ 23.59% |
$82K - $99.1K
|
3.19K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
600+ 1.08% |
$80.9K - $97.8K
|
56.4K
$7.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
600+ 8.0% |
$80.9K - $97.8K
|
8.1K
$1.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
586+ 8.5% |
$79K - $95.5K
|
7.48K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
586+ 13.91% |
$79K - $95.5K
|
4.8K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
582+ 1.24% |
$78.5K - $94.8K
|
47.4K
$6.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
580+ 14.81% |
$78.2K - $94.5K
|
4.5K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
575+ 40.87% |
$77.5K - $93.7K
|
1.98K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
572+ 9.04% |
$77.1K - $93.2K
|
6.9K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
570+ 11400.0% |
$76.9K - $92.9K
|
575
$77K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
564+ 13.76% |
$76K - $91.9K
|
4.66K
$624K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
561+ 2.71% |
$75.6K - $91.4K
|
21.3K
$2.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
557+ 110.74% |
$75.1K - $90.8K
|
1.06K
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
557+ 13.44% |
$75.1K - $90.8K
|
4.7K
$630K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
554New |
$74.7K - $90.3K
|
554
$74.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
552New |
$74.4K - $89.9K
|
552
$73.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
552+ 3.75% |
$74.4K - $89.9K
|
15.3K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
544+ 17.41% |
$73.3K - $88.6K
|
3.67K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
543+ 7.16% |
$73.2K - $88.5K
|
8.13K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
540+ 0.74% |
$72.8K - $88K
|
74K
$9.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
539New |
$72.7K - $87.8K
|
539
$72.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
538+ 1.02% |
$72.5K - $87.7K
|
53.1K
$7.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
537+ 4.93% |
$72.4K - $87.5K
|
11.4K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
535+ 22.89% |
$72.1K - $87.2K
|
2.87K
$385K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
531+ 2.42% |
$71.6K - $86.5K
|
22.5K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
530+ 6.56% |
$71.5K - $86.4K
|
8.61K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
525+ 1750.0% |
$70.8K - $85.5K
|
555
$74.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
518+ 30.61% |
$69.8K - $84.4K
|
2.21K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
518New |
$69.8K - $84.4K
|
518
$69.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
509+ 16.33% |
$68.6K - $82.9K
|
3.63K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
508+ 17.68% |
$68.5K - $82.8K
|
3.38K
$453K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
505+ 13.31% |
$68.1K - $82.3K
|
4.3K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
503+ 2.1% |
$67.8K - $82K
|
24.4K
$3.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
500+ 17.86% |
$67.4K - $81.5K
|
3.3K
$442K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
496+ 17.33% |
$66.9K - $80.8K
|
3.36K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
495+ 9.32% |
$66.7K - $80.7K
|
5.81K
$778K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
494+ 36.51% |
$66.6K - $80.5K
|
1.85K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
493+ 4.8% |
$66.5K - $80.3K
|
10.8K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
491+ 21.42% |
$66.2K - $80K
|
2.78K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
490+ 16.84% |
$66.1K - $79.8K
|
3.4K
$455K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
486+ 0.87% |
$65.5K - $79.2K
|
56.6K
$7.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
482+ 2.52% |
$65K - $78.5K
|
19.6K
$2.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
479+ 1.51% |
$64.6K - $78K
|
32.3K
$4.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
477+ 17.89% |
$64.3K - $77.7K
|
3.14K
$421K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
477+ 1.02% |
$64.3K - $77.7K
|
47K
$6.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
471+ 6.2% |
$63.5K - $76.7K
|
8.07K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
470+ 3.97% |
$63.4K - $76.6K
|
12.3K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
457+ 7.57% |
$61.6K - $74.5K
|
6.5K
$870K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
450+ 12.93% |
$60.7K - $73.3K
|
3.93K
$526K
|