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
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-82- 0.91% |
$11.1K - $13.4K
|
8.95K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-82- 0.97% |
$11.1K - $13.4K
|
8.34K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-83- 4.69% |
$11.2K - $13.5K
|
1.69K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-83- 60.58% |
$11.2K - $13.5K
|
54
$7.23K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-84- 0.68% |
$11.3K - $13.7K
|
12.4K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-85- 1.14% |
$11.5K - $13.8K
|
7.4K
$991K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-86- 1.49% |
$11.6K - $14K
|
5.69K
$762K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-86- 3.73% |
$11.6K - $14K
|
2.22K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-87- 1.39% |
$11.7K - $14.2K
|
6.19K
$829K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-88- 3.13% |
$11.9K - $14.3K
|
2.73K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-88- 1.51% |
$11.9K - $14.3K
|
5.74K
$769K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-89- 2.31% |
$12K - $14.5K
|
3.76K
$504K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 64.03% |
$12K - $14.5K
|
50
$6.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-90- 1.86% |
$12.1K - $14.7K
|
4.74K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-93- 0.02% |
$12.5K - $15.2K
|
372K
$49.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-95- 0.11% |
$12.8K - $15.5K
|
86.9K
$11.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-95- 5.13% |
$12.8K - $15.5K
|
1.76K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-97- 2.99% |
$13.1K - $15.8K
|
3.15K
$421K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-100- 3.87% |
$13.5K - $16.3K
|
2.48K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 2.43% |
$13.5K - $16.3K
|
4.01K
$537K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 4.88% |
$13.5K - $16.3K
|
1.95K
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-100- 2.89% |
$13.5K - $16.3K
|
3.36K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-100- 2.04% |
$13.5K - $16.3K
|
4.8K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 0.16% |
$13.5K - $16.3K
|
60.6K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-100- 2.55% |
$13.5K - $16.3K
|
3.82K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-100- 1.55% |
$13.5K - $16.3K
|
6.37K
$853K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-101- 3.78% |
$13.6K - $16.5K
|
2.57K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-101- 2.09% |
$13.6K - $16.5K
|
4.73K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-101- 5.3% |
$13.6K - $16.5K
|
1.81K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-101- 2.81% |
$13.6K - $16.5K
|
3.49K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-102- 0.06% |
$13.8K - $16.6K
|
158K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-102- 3.88% |
$13.8K - $16.6K
|
2.53K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-103- 7.2% |
$13.9K - $16.8K
|
1.33K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-103- 3.48% |
$13.9K - $16.8K
|
2.86K
$382K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-105- 0.78% |
$14.2K - $17.1K
|
13.4K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-105- 1.19% |
$14.2K - $17.1K
|
8.71K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-107- 0.38% |
$14.4K - $17.4K
|
28.2K
$3.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-108- 0.13% |
$14.6K - $17.6K
|
85.6K
$11.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-108- 2.25% |
$14.6K - $17.6K
|
4.69K
$628K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-108- 1.34% |
$14.6K - $17.6K
|
7.95K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-109- 2.13% |
$14.7K - $17.8K
|
5K
$670K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-110- 2.85% |
$14.8K - $17.9K
|
3.74K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-110- 6.13% |
$14.8K - $17.9K
|
1.68K
$226K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-111- 0.12% |
$15K - $18.1K
|
96.2K
$12.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-111- 2.22% |
$15K - $18.1K
|
4.9K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-111- 3.8% |
$15K - $18.1K
|
2.81K
$377K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-112- 3.94% |
$15.1K - $18.2K
|
2.73K
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-112- 2.15% |
$15.1K - $18.2K
|
5.09K
$682K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-113- 0.83% |
$15.2K - $18.4K
|
13.5K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-113- 8.09% |
$15.2K - $18.4K
|
1.28K
$172K
|