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 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-7- 0.17% |
$944 - $1.14K
|
4.03K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7- 0.02% |
$944 - $1.14K
|
34K
$4.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.36% |
$1.08K - $1.3K
|
2.25K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 8.89% |
$1.08K - $1.3K
|
82
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-8- 0.19% |
$1.08K - $1.3K
|
4.25K
$569K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.09% |
$1.21K - $1.47K
|
10.3K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.75% |
$1.35K - $1.63K
|
1.33K
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-10- 1.26% |
$1.35K - $1.63K
|
785
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 2.69% |
$1.35K - $1.63K
|
362
$48.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-10- 2.34% |
$1.35K - $1.63K
|
418
$56K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-11- 0.11% |
$1.48K - $1.79K
|
9.67K
$1.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 4.98% |
$1.48K - $1.79K
|
210
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-12- 0.08% |
$1.62K - $1.96K
|
15.3K
$2.05M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-12- 0.34% |
$1.62K - $1.96K
|
3.52K
$471K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-13- 0.39% |
$1.75K - $2.12K
|
3.32K
$444K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-13- 0.25% |
$1.75K - $2.12K
|
5.23K
$700K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-13- 0.13% |
$1.75K - $2.12K
|
9.69K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-13- 0.09% |
$1.75K - $2.12K
|
14.6K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-13- 0.18% |
$1.75K - $2.12K
|
7.2K
$964K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 0.29% |
$1.89K - $2.28K
|
4.76K
$637K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-14- 0.81% |
$1.89K - $2.28K
|
1.72K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-14- 0.34% |
$1.89K - $2.28K
|
4.1K
$550K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.29% |
$2.02K - $2.44K
|
5.08K
$680K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-15- 0.19% |
$2.02K - $2.44K
|
7.72K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-15- 0.77% |
$2.02K - $2.44K
|
1.94K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-15- 0.6% |
$2.02K - $2.44K
|
2.5K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-15- 0.84% |
$2.02K - $2.44K
|
1.76K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-15- 0.73% |
$2.02K - $2.44K
|
2.03K
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 1.81% |
$2.16K - $2.61K
|
868
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-16- 0.15% |
$2.16K - $2.61K
|
10.9K
$1.45M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 1.25% |
$2.16K - $2.61K
|
1.26K
$169K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-18- 0.44% |
$2.43K - $2.93K
|
4.05K
$543K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-18- 39.13% |
$2.43K - $2.93K
|
28
$3.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-18- 0.57% |
$2.43K - $2.93K
|
3.17K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-18- 0.07% |
$2.43K - $2.93K
|
24.3K
$3.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-19- 0.25% |
$2.56K - $3.1K
|
7.69K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-19- 1.23% |
$2.56K - $3.1K
|
1.52K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-19- 0.53% |
$2.56K - $3.1K
|
3.55K
$476K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.97% |
$2.7K - $3.26K
|
2.04K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-20- 0.86% |
$2.7K - $3.26K
|
2.3K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-21- 1.37% |
$2.83K - $3.42K
|
1.51K
$202K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 4.67% |
$2.97K - $3.58K
|
449
$60.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-22- 0.85% |
$2.97K - $3.58K
|
2.58K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-22- 1.7% |
$2.97K - $3.58K
|
1.27K
$171K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-24- 0.56% |
$3.24K - $3.91K
|
4.29K
$574K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-24- 88.89% |
$3.24K - $3.91K
|
3
$402
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-24- 0.12% |
$3.24K - $3.91K
|
19.8K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-24- 3.92% |
$3.24K - $3.91K
|
588
$78.7K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-25- 2.19% |
$3.37K - $4.07K
|
1.12K
$150K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-25- 56.82% |
$3.37K - $4.07K
|
19
$2.54K
|