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 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
129+ 3.91% |
$17.4K - $21K
|
3.43K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
129+ 4.09% |
$17.4K - $21K
|
3.28K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
128+ 3.17% |
$17.3K - $20.9K
|
4.17K
$558K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
127+ 3.75% |
$17.1K - $20.7K
|
3.51K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
126New |
$17K - $20.5K
|
126
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
125+ 0.12% |
$16.9K - $20.4K
|
103K
$13.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
124+ 8.34% |
$16.7K - $20.2K
|
1.61K
$216K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
121New |
$16.3K - $19.7K
|
121
$16.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
121+ 11.43% |
$16.3K - $19.7K
|
1.18K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
119+ 0.81% |
$16K - $19.4K
|
14.8K
$1.98M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
118+ 0.53% |
$15.9K - $19.2K
|
22.5K
$3.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
117+ 2.83% |
$15.8K - $19.1K
|
4.25K
$570K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
117+ 2.74% |
$15.8K - $19.1K
|
4.39K
$588K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
116New |
$15.6K - $18.9K
|
116
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
113New |
$15.2K - $18.4K
|
113
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
112+ 8.3% |
$15.1K - $18.2K
|
1.46K
$196K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
111+ 0.32% |
$15K - $18.1K
|
34.8K
$4.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
110+ 6.22% |
$14.8K - $17.9K
|
1.88K
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
109+ 2.28% |
$14.7K - $17.8K
|
4.9K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
108+ 1.56% |
$14.6K - $17.6K
|
7.03K
$941K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
106+ 0.48% |
$14.3K - $17.3K
|
22K
$2.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
106+ 5.56% |
$14.3K - $17.3K
|
2.01K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
106+ 3.03% |
$14.3K - $17.3K
|
3.61K
$483K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
106+ 0.48% |
$14.3K - $17.3K
|
22K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
105New |
$14.2K - $17.1K
|
105
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
104+ 3.8% |
$14K - $16.9K
|
2.84K
$381K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
103+ 1.76% |
$13.9K - $16.8K
|
5.94K
$796K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
103+ 206.0% |
$13.9K - $16.8K
|
153
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
102New |
$13.8K - $16.6K
|
102
$13.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
BUY
|
- |
100+ 0.4% |
$13.5K - $16.3K
|
24.9K
$3.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 4.08% |
$13.5K - $16.3K
|
2.55K
$341K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 8.49% |
$13.5K - $16.3K
|
1.28K
$171K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
97+ 2.84% |
$13.1K - $15.8K
|
3.51K
$471K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
96+ 1.67% |
$12.9K - $15.6K
|
5.83K
$781K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
95+ 190.0% |
$12.8K - $15.5K
|
145
$19.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
95+ 3.51% |
$12.8K - $15.5K
|
2.8K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
95+ 1.19% |
$12.8K - $15.5K
|
8.07K
$1.08M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
95+ 4.29% |
$12.8K - $15.5K
|
2.31K
$309K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
94+ 0.32% |
$12.7K - $15.3K
|
29.2K
$3.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
93+ 0.31% |
$12.5K - $15.2K
|
30.1K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
92New |
$12.4K - $15K
|
92
$12.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
90+ 1.07% |
$12.1K - $14.7K
|
8.5K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
90+ 21.69% |
$12.1K - $14.7K
|
505
$67.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
89+ 5.42% |
$12K - $14.5K
|
1.73K
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
87+ 2.06% |
$11.7K - $14.2K
|
4.31K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
87New |
$11.7K - $14.2K
|
87
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
86New |
$11.6K - $14K
|
86
$11.5K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
85+ 0.7% |
$11.5K - $13.8K
|
12.2K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
85+ 3.2% |
$11.5K - $13.8K
|
2.74K
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
82+ 4.5% |
$11.1K - $13.4K
|
1.9K
$255K
|