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 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-47- 1.67% |
$6.34K - $7.66K
|
2.77K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-49- 1.2% |
$6.61K - $7.98K
|
4.03K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-49- 1.8% |
$6.61K - $7.98K
|
2.68K
$359K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.77% |
$6.74K - $8.15K
|
6.41K
$858K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-50- 2.97% |
$6.74K - $8.15K
|
1.63K
$219K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-50- 5.62% |
$6.74K - $8.15K
|
840
$112K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-50- 1.83% |
$6.74K - $8.15K
|
2.68K
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-50- 0.72% |
$6.74K - $8.15K
|
6.86K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 1.58% |
$6.74K - $8.15K
|
3.11K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.86% |
$6.74K - $8.15K
|
5.74K
$768K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-51- 1.49% |
$6.88K - $8.31K
|
3.37K
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-51- 2.05% |
$6.88K - $8.31K
|
2.43K
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-51- 0.53% |
$6.88K - $8.31K
|
9.63K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-51- 3.79% |
$6.88K - $8.31K
|
1.3K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-51- 0.29% |
$6.88K - $8.31K
|
17.4K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-52- 1.68% |
$7.01K - $8.47K
|
3.04K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-53- 15.06% |
$7.15K - $8.64K
|
299
$40K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-53- 2.79% |
$7.15K - $8.64K
|
1.85K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-54- 0.24% |
$7.28K - $8.8K
|
22.5K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-54- 2.53% |
$7.28K - $8.8K
|
2.08K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-57- 2.79% |
$7.69K - $9.29K
|
1.99K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-58- 16.67% |
$7.82K - $9.45K
|
290
$38.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-58- 4.27% |
$7.82K - $9.45K
|
1.3K
$174K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-59- 3.29% |
$7.95K - $9.61K
|
1.73K
$232K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.87% |
$7.95K - $9.61K
|
3.09K
$414K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-60- 3.77% |
$8.09K - $9.78K
|
1.53K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-62- 4.11% |
$8.36K - $10.1K
|
1.45K
$194K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-62- 0.06% |
$8.36K - $10.1K
|
105K
$14M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-63- 1.17% |
$8.49K - $10.3K
|
5.34K
$716K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-63- 3.7% |
$8.49K - $10.3K
|
1.64K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-64- 3.48% |
$8.63K - $10.4K
|
1.78K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-64- 4.37% |
$8.63K - $10.4K
|
1.4K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-64- 1.73% |
$8.63K - $10.4K
|
3.64K
$488K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-65- 0.96% |
$8.76K - $10.6K
|
6.74K
$902K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-66- 2.54% |
$8.9K - $10.8K
|
2.53K
$339K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-66- 0.09% |
$8.9K - $10.8K
|
76.5K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-67- 3.04% |
$9.03K - $10.9K
|
2.13K
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-68- 0.54% |
$9.17K - $11.1K
|
12.5K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-70- 2.72% |
$9.44K - $11.4K
|
2.5K
$335K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-70- 0.24% |
$9.44K - $11.4K
|
29.6K
$3.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-71- 1.22% |
$9.57K - $11.6K
|
5.74K
$769K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-72- 4.33% |
$9.71K - $11.7K
|
1.59K
$213K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-74- 0.84% |
$9.98K - $12.1K
|
8.73K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-76- 2.55% |
$10.2K - $12.4K
|
2.91K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-77- 2.65% |
$10.4K - $12.5K
|
2.83K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-78- 2.48% |
$10.5K - $12.7K
|
3.07K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-78- 0.42% |
$10.5K - $12.7K
|
18.7K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-80- 4.69% |
$10.8K - $13K
|
1.63K
$218K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-81- 5.02% |
$10.9K - $13.2K
|
1.53K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-81- 2.35% |
$10.9K - $13.2K
|
3.36K
$450K
|