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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
217+ 1.69% |
$29.3K - $35.4K
|
13.1K
$1.75M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
213New |
$28.7K - $34.7K
|
213
$28.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
208+ 8.24% |
$28K - $33.9K
|
2.73K
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
206+ 20.38% |
$27.8K - $33.6K
|
1.22K
$163K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
206+ 8.52% |
$27.8K - $33.6K
|
2.63K
$352K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
205+ 0.84% |
$27.6K - $33.4K
|
24.7K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
204+ 0.15% |
$27.5K - $33.2K
|
132K
$17.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
203+ 5.44% |
$27.4K - $33.1K
|
3.94K
$527K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
202+ 6.12% |
$27.2K - $32.9K
|
3.5K
$469K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
202+ 12.7% |
$27.2K - $32.9K
|
1.79K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$27K - $32.6K
|
200
$26.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 9.68% |
$27K - $32.6K
|
2.27K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
200New |
$27K - $32.6K
|
200
$26.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
199+ 1.74% |
$26.8K - $32.4K
|
11.7K
$1.56M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
199New |
$26.8K - $32.4K
|
199
$26.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
193+ 0.59% |
$26K - $31.4K
|
33K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
191+ 12.56% |
$25.8K - $31.1K
|
1.71K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
190+ 12.31% |
$25.6K - $31K
|
1.73K
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
188+ 1.03% |
$25.3K - $30.6K
|
18.4K
$2.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
188+ 36.02% |
$25.3K - $30.6K
|
710
$95.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
186+ 6.8% |
$25.1K - $30.3K
|
2.92K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
186+ 1.13% |
$25.1K - $30.3K
|
16.6K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
186+ 1.16% |
$25.1K - $30.3K
|
16.2K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
184+ 25.99% |
$24.8K - $30K
|
892
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
184+ 4.09% |
$24.8K - $30K
|
4.69K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
179New |
$24.1K - $29.2K
|
179
$24K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
175+ 3.89% |
$23.6K - $28.5K
|
4.67K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
173+ 3.2% |
$23.3K - $28.2K
|
5.58K
$748K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
167New |
$22.5K - $27.2K
|
167
$22.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
162+ 3.33% |
$21.8K - $26.4K
|
5.03K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
162New |
$21.8K - $26.4K
|
162
$21.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
160+ 6.14% |
$21.6K - $26.1K
|
2.77K
$371K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
154+ 0.05% |
$20.8K - $25.1K
|
332K
$44.5M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
150+ 10.16% |
$20.2K - $24.4K
|
1.63K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
147+ 1.85% |
$19.8K - $24K
|
8.07K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
147+ 5.13% |
$19.8K - $24K
|
3.01K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
147+ 7.17% |
$19.8K - $24K
|
2.2K
$294K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
144New |
$19.4K - $23.5K
|
144
$19.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
143+ 0.93% |
$19.3K - $23.3K
|
15.5K
$2.07M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
143+ 5.31% |
$19.3K - $23.3K
|
2.83K
$380K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
142+ 0.74% |
$19.1K - $23.1K
|
19.4K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
142+ 4.52% |
$19.1K - $23.1K
|
3.29K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
141+ 3.67% |
$19K - $23K
|
3.98K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
140+ 1.58% |
$18.9K - $22.8K
|
8.98K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
137+ 5.45% |
$18.5K - $22.3K
|
2.65K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
137+ 6.28% |
$18.5K - $22.3K
|
2.32K
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
136+ 13.92% |
$18.3K - $22.2K
|
1.11K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
135New |
$18.2K - $22K
|
135
$18.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
134+ 1.1% |
$18.1K - $21.8K
|
12.4K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
134New |
$18.1K - $21.8K
|
134
$17.9K
|