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 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41New |
$5.53K - $6.68K
|
41
$5.49K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
40+ 1.06% |
$5.39K - $6.52K
|
3.83K
$512K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
40+ 0.0% |
$5.39K - $6.52K
|
67.2M
$9B
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
39+ 1.25% |
$5.26K - $6.35K
|
3.16K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
39+ 1.26% |
$5.26K - $6.35K
|
3.14K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
39+ 2.85% |
$5.26K - $6.35K
|
1.41K
$189K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38+ 3.07% |
$5.12K - $6.19K
|
1.28K
$171K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
38+ 0.74% |
$5.12K - $6.19K
|
5.17K
$692K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
37+ 1.04% |
$4.99K - $6.03K
|
3.6K
$482K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
37+ 2.17% |
$4.99K - $6.03K
|
1.74K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
37+ 0.22% |
$4.99K - $6.03K
|
17.2K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
36+ 0.86% |
$4.85K - $5.87K
|
4.2K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
BUY
|
- |
35+ 0.26% |
$4.72K - $5.7K
|
13.5K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
35+ 0.75% |
$4.72K - $5.7K
|
4.71K
$631K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35+ 2.33% |
$4.72K - $5.7K
|
1.54K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.07% |
$4.72K - $5.7K
|
48.2K
$6.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
34+ 1.76% |
$4.58K - $5.54K
|
1.97K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
33+ 1.88% |
$4.45K - $5.38K
|
1.79K
$239K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
32+ 0.1% |
$4.31K - $5.21K
|
31.2K
$4.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
32+ 0.15% |
$4.31K - $5.21K
|
21.4K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
31+ 1.45% |
$4.18K - $5.05K
|
2.18K
$291K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
31+ 1.07% |
$4.18K - $5.05K
|
2.92K
$391K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
31New |
$4.18K - $5.05K
|
31
$4.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
30+ 0.29% |
$4.04K - $4.89K
|
10.3K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 2.31% |
$4.04K - $4.89K
|
1.33K
$178K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29+ 1.52% |
$3.91K - $4.73K
|
1.94K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
26+ 0.14% |
$3.51K - $4.24K
|
19.2K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 0.43% |
$3.37K - $4.07K
|
5.79K
$775K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
25+ 1.05% |
$3.37K - $4.07K
|
2.41K
$323K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
24+ 1.1% |
$3.24K - $3.91K
|
2.2K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
24New |
$3.24K - $3.91K
|
24
$3.21K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 54.55% |
$3.24K - $3.91K
|
68
$9.11K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
23+ 0.11% |
$3.1K - $3.75K
|
20.6K
$2.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23+ 0.93% |
$3.1K - $3.75K
|
2.49K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
23+ 0.36% |
$3.1K - $3.75K
|
6.38K
$855K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
21+ 1.2% |
$2.83K - $3.42K
|
1.77K
$237K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21+ 10.66% |
$2.83K - $3.42K
|
218
$29.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
20+ 0.42% |
$2.7K - $3.26K
|
4.8K
$643K
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
19+ 0.68% |
$2.56K - $3.1K
|
2.81K
$376K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 9.05% |
$2.43K - $2.93K
|
217
$29.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
18+ 0.26% |
$2.43K - $2.93K
|
6.99K
$936K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 0.91% |
$2.43K - $2.93K
|
2K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
17+ 0.83% |
$2.29K - $2.77K
|
2.05K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
16+ 0.32% |
$2.16K - $2.61K
|
4.96K
$664K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
14+ 0.64% |
$1.89K - $2.28K
|
2.21K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14+ 0.1% |
$1.89K - $2.28K
|
13.8K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
13+ 1.01% |
$1.75K - $2.12K
|
1.31K
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 5.44% |
$1.75K - $2.12K
|
252
$33.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12+ 0.87% |
$1.62K - $1.96K
|
1.39K
$186K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 2.23% |
$1.62K - $1.96K
|
550
$73.7K
|