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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
95+ 4.29% |
$12.8K - $15.5K
|
2.31K
$234K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
94+ 0.32% |
$12.7K - $15.3K
|
29.2K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
93+ 0.31% |
$12.5K - $15.2K
|
30.1K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
92New |
$12.4K - $15K
|
92
$9.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
90+ 1.07% |
$12.1K - $14.7K
|
8.5K
$859K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
90+ 21.69% |
$12.1K - $14.7K
|
505
$51.1K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
90+ 1.07% |
$12.1K - $14.7K
|
8.5K
$859K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
89+ 5.42% |
$12K - $14.5K
|
1.73K
$175K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
87+ 2.06% |
$11.7K - $14.2K
|
4.31K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
87New |
$11.7K - $14.2K
|
87
$8.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
86New |
$11.6K - $14K
|
86
$8.7K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
85+ 0.7% |
$11.5K - $13.8K
|
12.2K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
85+ 3.2% |
$11.5K - $13.8K
|
2.74K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
82+ 4.5% |
$11.1K - $13.4K
|
1.9K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
80+ 5.95% |
$10.8K - $13K
|
1.42K
$144K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
80+ 3.44% |
$10.8K - $13K
|
2.41K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
78+ 8.63% |
$10.5K - $12.7K
|
982
$99.3K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
78+ 34.06% |
$10.5K - $12.7K
|
307
$31K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
77+ 1.08% |
$10.4K - $12.5K
|
7.24K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
76+ 4.67% |
$10.2K - $12.4K
|
1.7K
$172K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
75+ 0.1% |
$10.1K - $12.2K
|
74.9K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$10.1K - $12.2K
|
75
$7.59K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
74+ 1.27% |
$9.98K - $12.1K
|
5.9K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
74New |
$9.98K - $12.1K
|
74
$7.48K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
70+ 1.33% |
$9.44K - $11.4K
|
5.32K
$538K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
69+ 0.27% |
$9.3K - $11.2K
|
25.3K
$2.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
69+ 0.97% |
$9.3K - $11.2K
|
7.19K
$728K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69+ 4.11% |
$9.3K - $11.2K
|
1.75K
$177K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
66+ 1.05% |
$8.9K - $10.8K
|
6.35K
$642K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
65+ 24.16% |
$8.76K - $10.6K
|
334
$33.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
65+ 0.28% |
$8.76K - $10.6K
|
22.9K
$2.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
64+ 0.37% |
$8.63K - $10.4K
|
17.5K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
64+ 0.16% |
$8.63K - $10.4K
|
40.4K
$4.08M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
63+ 0.51% |
$8.49K - $10.3K
|
12.5K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 2.14% |
$8.36K - $10.1K
|
2.96K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
62+ 4.43% |
$8.36K - $10.1K
|
1.46K
$148K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
62+ 2.2% |
$8.36K - $10.1K
|
2.89K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
61+ 2.37% |
$8.22K - $9.94K
|
2.63K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
60+ 2.15% |
$8.09K - $9.78K
|
2.85K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
60New |
$8.09K - $9.78K
|
60
$6.07K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
60New |
$8.09K - $9.78K
|
60
$6.07K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
58+ 1.61% |
$7.82K - $9.45K
|
3.66K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
56+ 0.92% |
$7.55K - $9.12K
|
6.12K
$619K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
54+ 1.66% |
$7.28K - $8.8K
|
3.31K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
54+ 0.25% |
$7.28K - $8.8K
|
22.1K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
53+ 2.85% |
$7.15K - $8.64K
|
1.91K
$193K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
51+ 0.04% |
$6.88K - $8.31K
|
143K
$14.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 1.29% |
$6.74K - $8.15K
|
3.93K
$397K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
50+ 0.33% |
$6.74K - $8.15K
|
15.2K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$6.74K - $8.15K
|
50
$5.06K
|