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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-25- 0.32% |
$3.37K - $4.07K
|
7.89K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-25- 0.77% |
$3.37K - $4.07K
|
3.21K
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-25- 1.7% |
$3.37K - $4.07K
|
1.45K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-25- 0.04% |
$3.37K - $4.07K
|
58.6K
$7.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-26- 1.35% |
$3.51K - $4.24K
|
1.9K
$255K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-26- 0.96% |
$3.51K - $4.24K
|
2.7K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-26- 0.77% |
$3.51K - $4.24K
|
3.33K
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27- 0.09% |
$3.64K - $4.4K
|
30.2K
$4.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-28- 21.88% |
$3.78K - $4.56K
|
100
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-28- 0.78% |
$3.78K - $4.56K
|
3.54K
$474K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-29- 3.07% |
$3.91K - $4.73K
|
917
$123K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-29- 1.39% |
$3.91K - $4.73K
|
2.06K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-29- 0.68% |
$3.91K - $4.73K
|
4.25K
$570K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-32- 34.78% |
$4.31K - $5.21K
|
60
$8.04K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-33- 0.45% |
$4.45K - $5.38K
|
7.23K
$969K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-33- 0.38% |
$4.45K - $5.38K
|
8.62K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.9% |
$4.58K - $5.54K
|
3.73K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-34- 0.69% |
$4.58K - $5.54K
|
4.91K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-36- 18.65% |
$4.85K - $5.87K
|
157
$21K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-37- 1.54% |
$4.99K - $6.03K
|
2.37K
$317K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-37- 0.59% |
$4.99K - $6.03K
|
6.24K
$836K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-38- 1.05% |
$5.12K - $6.19K
|
3.59K
$481K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-38- 0.03% |
$5.12K - $6.19K
|
130K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-39- 2.59% |
$5.26K - $6.35K
|
1.47K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-39- 0.6% |
$5.26K - $6.35K
|
6.42K
$859K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-40- 1.12% |
$5.39K - $6.52K
|
3.53K
$473K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 0.14% |
$5.39K - $6.52K
|
28.2K
$3.78M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-40- 2.01% |
$5.39K - $6.52K
|
1.95K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-40- 43.01% |
$5.39K - $6.52K
|
53
$7.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-40- 2.81% |
$5.39K - $6.52K
|
1.39K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 0.51% |
$5.39K - $6.52K
|
7.85K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-41- 0.84% |
$5.53K - $6.68K
|
4.83K
$646K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-41- 0.21% |
$5.53K - $6.68K
|
19.4K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-41- 4.54% |
$5.53K - $6.68K
|
863
$116K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-41- 0.21% |
$5.53K - $6.68K
|
19.4K
$2.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-42- 1.6% |
$5.66K - $6.84K
|
2.59K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-42- 1.7% |
$5.66K - $6.84K
|
2.42K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-42- 0.49% |
$5.66K - $6.84K
|
8.47K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-42- 3.49% |
$5.66K - $6.84K
|
1.16K
$156K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-43- 0.44% |
$5.8K - $7.01K
|
9.83K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-43- 2.08% |
$5.8K - $7.01K
|
2.03K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-43- 0.05% |
$5.8K - $7.01K
|
91.2K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-43- 2.92% |
$5.8K - $7.01K
|
1.43K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-44- 1.63% |
$5.93K - $7.17K
|
2.66K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-44- 0.79% |
$5.93K - $7.17K
|
5.54K
$742K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-46- 1.44% |
$6.2K - $7.5K
|
3.14K
$421K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-46- 1.99% |
$6.2K - $7.5K
|
2.26K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-46- 3.13% |
$6.2K - $7.5K
|
1.42K
$190K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.06% |
$6.2K - $7.5K
|
4.31K
$577K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-47- 0.13% |
$6.34K - $7.66K
|
37.3K
$4.99M
|