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 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
80+ 5.95% |
$10.8K - $13K
|
1.42K
$191K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
80+ 3.44% |
$10.8K - $13K
|
2.41K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
78+ 8.63% |
$10.5K - $12.7K
|
982
$132K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
78+ 34.06% |
$10.5K - $12.7K
|
307
$41.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
77+ 1.08% |
$10.4K - $12.5K
|
7.24K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
76+ 4.67% |
$10.2K - $12.4K
|
1.7K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
75+ 0.1% |
$10.1K - $12.2K
|
74.9K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$10.1K - $12.2K
|
75
$10K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
74+ 1.27% |
$9.98K - $12.1K
|
5.9K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
74New |
$9.98K - $12.1K
|
74
$9.91K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
70+ 1.33% |
$9.44K - $11.4K
|
5.32K
$712K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
69+ 0.27% |
$9.3K - $11.2K
|
25.3K
$3.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
69+ 0.97% |
$9.3K - $11.2K
|
7.19K
$963K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69+ 4.11% |
$9.3K - $11.2K
|
1.75K
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
66+ 1.05% |
$8.9K - $10.8K
|
6.35K
$851K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
65+ 24.16% |
$8.76K - $10.6K
|
334
$44.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
65+ 0.28% |
$8.76K - $10.6K
|
22.9K
$3.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
64+ 0.37% |
$8.63K - $10.4K
|
17.5K
$2.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
64+ 0.16% |
$8.63K - $10.4K
|
40.4K
$5.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 2.14% |
$8.36K - $10.1K
|
2.96K
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
62+ 4.43% |
$8.36K - $10.1K
|
1.46K
$196K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
62+ 2.2% |
$8.36K - $10.1K
|
2.89K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
61+ 2.37% |
$8.22K - $9.94K
|
2.63K
$352K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
60+ 2.15% |
$8.09K - $9.78K
|
2.85K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
60New |
$8.09K - $9.78K
|
60
$8.04K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
60New |
$8.09K - $9.78K
|
60
$8.04K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
58+ 1.61% |
$7.82K - $9.45K
|
3.66K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
56+ 0.92% |
$7.55K - $9.12K
|
6.12K
$820K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
54+ 1.66% |
$7.28K - $8.8K
|
3.31K
$443K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
54+ 0.25% |
$7.28K - $8.8K
|
22.1K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
53+ 2.85% |
$7.15K - $8.64K
|
1.91K
$256K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
51+ 0.04% |
$6.88K - $8.31K
|
143K
$19.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 1.29% |
$6.74K - $8.15K
|
3.93K
$526K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
50+ 0.33% |
$6.74K - $8.15K
|
15.2K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$6.74K - $8.15K
|
50
$6.7K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50+ 714.29% |
$6.74K - $8.15K
|
57
$7.63K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 0.32% |
$6.47K - $7.82K
|
15.2K
$2.03M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
47+ 23.38% |
$6.34K - $7.66K
|
248
$33.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
47New |
$6.34K - $7.66K
|
47
$6.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47+ 3.31% |
$6.34K - $7.66K
|
1.47K
$197K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
46+ 0.34% |
$6.2K - $7.5K
|
13.7K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
45+ 2.88% |
$6.07K - $7.33K
|
1.61K
$215K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
45+ 1.91% |
$6.07K - $7.33K
|
2.41K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
45+ 0.22% |
$6.07K - $7.33K
|
21K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
45+ 0.21% |
$6.07K - $7.33K
|
21.3K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
45New |
$6.07K - $7.33K
|
45
$6.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
45+ 22.61% |
$6.07K - $7.33K
|
244
$32.7K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
45New |
$6.07K - $7.33K
|
45
$6.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
44+ 5.99% |
$5.93K - $7.17K
|
779
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
43+ 2.65% |
$5.8K - $7.01K
|
1.67K
$223K
|