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 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
447+ 20.61% |
$60.3K - $72.8K
|
2.62K
$350K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
446+ 54.32% |
$60.1K - $72.7K
|
1.27K
$170K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
446+ 54.32% |
$60.1K - $72.7K
|
1.27K
$170K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
440+ 20.55% |
$59.3K - $71.7K
|
2.58K
$346K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
438+ 3.03% |
$59.1K - $71.4K
|
14.9K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
435+ 11.83% |
$58.7K - $70.9K
|
4.11K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
428+ 3.66% |
$57.7K - $69.7K
|
12.1K
$1.62M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
426+ 1.13% |
$57.4K - $69.4K
|
38K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
420+ 205.88% |
$56.6K - $68.4K
|
624
$83.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
408+ 0.85% |
$55K - $66.5K
|
48.3K
$6.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
404+ 22.53% |
$54.5K - $65.8K
|
2.2K
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
404+ 10.54% |
$54.5K - $65.8K
|
4.24K
$567K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
403New |
$54.3K - $65.7K
|
403
$54K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
402+ 12.12% |
$54.2K - $65.5K
|
3.72K
$498K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
401+ 0.58% |
$54.1K - $65.3K
|
69.6K
$9.32M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
400+ 8.31% |
$53.9K - $65.2K
|
5.21K
$698K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
397+ 2.63% |
$53.5K - $64.7K
|
15.5K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
395New |
$53.3K - $64.4K
|
395
$52.9K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
394+ 19700.0% |
$53.1K - $64.2K
|
396
$53K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
390+ 0.81% |
$52.6K - $63.5K
|
48.6K
$6.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
390+ 1.58% |
$52.6K - $63.5K
|
25.1K
$3.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
387+ 21.61% |
$52.2K - $63.1K
|
2.18K
$292K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
385+ 16.39% |
$51.9K - $62.7K
|
2.73K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
382+ 51.41% |
$51.5K - $62.2K
|
1.13K
$151K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
381+ 2.36% |
$51.4K - $62.1K
|
16.5K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 0.57% |
$50.6K - $61.1K
|
66.1K
$8.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
374+ 4.43% |
$50.4K - $60.9K
|
8.82K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
372+ 1.63% |
$50.2K - $60.6K
|
23.1K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
372+ 2.21% |
$50.2K - $60.6K
|
17.2K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
369+ 0.06% |
$49.8K - $60.1K
|
646K
$86.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
358+ 261.31% |
$48.3K - $58.3K
|
495
$66.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
355New |
$47.9K - $57.8K
|
355
$47.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
353+ 5.94% |
$47.6K - $57.5K
|
6.3K
$843K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
352New |
$47.5K - $57.4K
|
352
$47.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
351+ 9.16% |
$47.3K - $57.2K
|
4.18K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
350+ 57.38% |
$47.2K - $57K
|
960
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
346+ 2.23% |
$46.7K - $56.4K
|
15.9K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
345+ 6.35% |
$46.5K - $56.2K
|
5.78K
$774K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
343New |
$46.2K - $55.9K
|
343
$45.9K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
341+ 4.75% |
$46K - $55.6K
|
7.53K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
336New |
$45.3K - $54.7K
|
336
$45K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
333+ 0.42% |
$44.9K - $54.3K
|
80.4K
$10.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
331+ 16.2% |
$44.6K - $53.9K
|
2.37K
$318K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
322+ 3.77% |
$43.4K - $52.5K
|
8.85K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
318+ 11.19% |
$42.9K - $51.8K
|
3.16K
$423K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
315+ 0.66% |
$42.5K - $51.3K
|
47.8K
$6.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
315+ 5.06% |
$42.5K - $51.3K
|
6.54K
$875K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
314+ 2.47% |
$42.3K - $51.2K
|
13K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
314+ 2.79% |
$42.3K - $51.2K
|
11.6K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
313+ 0.21% |
$42.2K - $51K
|
150K
$20.1M
|