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 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.2K+ 39.65% |
$12.7M - $15.4M
|
332K
$44.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Hamlin Capital Management, LLC
|
BUY
|
- |
94.2K+ 17.55% |
$12.7M - $15.3M
|
631K
$84.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
92.5KNew |
$12.5M - $15.1M
|
92.5K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
90.9K+ 18.19% |
$12.3M - $14.8M
|
590K
$79.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
87K+ 43.0% |
$11.7M - $14.2M
|
289K
$38.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
85.2K+ 10.42% |
$11.5M - $13.9M
|
903K
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.3K+ 7.55% |
$11.1M - $13.4M
|
1.17M
$157M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
82K+ 19.04% |
$11.1M - $13.4M
|
513K
$68.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.2K+ 1.01% |
$9.87M - $11.9M
|
7.33M
$982M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
72.9KNew |
$9.83M - $11.9M
|
72.9K
$9.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
69.1KNew |
$9.31M - $11.3M
|
69.1K
$9.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
68.8KNew |
$9.28M - $11.2M
|
68.8K
$9.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
67.7K+ 44.08% |
$9.13M - $11M
|
221K
$29.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
65.4K+ 27.26% |
$8.81M - $10.6M
|
305K
$40.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62.5K+ 186.55% |
$8.43M - $10.2M
|
96K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.8K+ 4.69% |
$8.34M - $10.1M
|
1.38M
$185M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
59.1KNew |
$7.97M - $9.64M
|
59.1K
$7.92M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
56.3K+ 15.26% |
$7.59M - $9.17M
|
425K
$56.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54.7KNew |
$7.38M - $8.91M
|
54.7K
$7.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
53.3KNew |
$7.19M - $8.68M
|
53.3K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
53.1K+ 118.01% |
$7.16M - $8.65M
|
98.1K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
51.1K+ 32538.22% |
$6.89M - $8.32M
|
51.2K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
51.1KNew |
$6.88M - $8.32M
|
51.1K
$6.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49.7K+ 127.42% |
$6.71M - $8.11M
|
88.8K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
49.3K+ 46.4% |
$6.65M - $8.04M
|
156K
$20.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
49K+ 16.81% |
$6.61M - $7.99M
|
341K
$45.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
48.4K+ 21.37% |
$6.52M - $7.88M
|
275K
$36.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
48.1K+ 7.13% |
$6.48M - $7.83M
|
723K
$96.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.7K+ 13.05% |
$6.03M - $7.29M
|
387K
$51.9M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.2KNew |
$5.83M - $7.05M
|
43.2K
$5.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
43.1K+ 18.18% |
$5.82M - $7.03M
|
280K
$37.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
41.6KNew |
$5.61M - $6.78M
|
41.6K
$5.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
40.1K+ 56.28% |
$5.41M - $6.54M
|
111K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
39.9K+ 29.39% |
$5.38M - $6.5M
|
176K
$23.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
39.8K+ 7.1% |
$5.37M - $6.49M
|
601K
$80.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
39.6K+ 15.33% |
$5.35M - $6.46M
|
298K
$39.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
38.9KNew |
$5.25M - $6.34M
|
38.9K
$5.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
37.7KNew |
$5.09M - $6.15M
|
37.7K
$5.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
37.5K+ 13.01% |
$5.06M - $6.11M
|
326K
$43.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
36.7K+ 425.0% |
$4.94M - $5.97M
|
45.3K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
36.4K+ 5.34% |
$4.91M - $5.93M
|
718K
$96.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
36.3K+ 15.57% |
$4.9M - $5.92M
|
270K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36K+ 7.82% |
$4.85M - $5.86M
|
496K
$66.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
34.9KNew |
$4.7M - $5.69M
|
34.9K
$4.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
33.9KNew |
$4.57M - $5.52M
|
33.9K
$4.54M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
33.5KNew |
$4.52M - $5.46M
|
33.5K
$4.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
31.6K+ 375.7% |
$4.27M - $5.16M
|
40.1K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
31.5K+ 239.05% |
$4.24M - $5.13M
|
44.6K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
30.5K+ 299.2% |
$4.11M - $4.97M
|
40.7K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
30.4K+ 80.72% |
$4.1M - $4.96M
|
68.1K
$9.12M
|