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
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-113- 4.55% |
$15.2K - $18.4K
|
2.37K
$318K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-114- 1.5% |
$15.4K - $18.6K
|
7.48K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-114- 3.07% |
$15.4K - $18.6K
|
3.6K
$482K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-115- 3.62% |
$15.5K - $18.7K
|
3.06K
$410K
|
|
|
Feb 02, 2024
Q4 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-116- 0.83% |
$15.6K - $18.9K
|
13.8K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-116- 0.08% |
$15.6K - $18.9K
|
150K
$20.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-117- 15.75% |
$15.8K - $19.1K
|
626
$83.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-118- 0.69% |
$15.9K - $19.2K
|
16.9K
$2.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-119- 2.3% |
$16K - $19.4K
|
5.07K
$678K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-119- 3.88% |
$16K - $19.4K
|
2.95K
$395K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-120- 1.03% |
$16.2K - $19.6K
|
11.6K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-120- 1.69% |
$16.2K - $19.6K
|
7K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-120- 0.3% |
$16.2K - $19.6K
|
39.7K
$5.31M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-120- 3.41% |
$16.2K - $19.6K
|
3.4K
$455K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-124- 2.64% |
$16.7K - $20.2K
|
4.58K
$613K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-125- 3.96% |
$16.9K - $20.4K
|
3.04K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.35% |
$16.9K - $20.4K
|
35.3K
$4.73M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-126- 1.95% |
$17K - $20.5K
|
6.34K
$850K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-128- 4.59% |
$17.3K - $20.9K
|
2.66K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-128- 0.76% |
$17.3K - $20.9K
|
16.8K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-128- 1.23% |
$17.3K - $20.9K
|
10.3K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-130- 7.8% |
$17.5K - $21.2K
|
1.54K
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-130- 1.02% |
$17.5K - $21.2K
|
12.6K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-131- 3.35% |
$17.7K - $21.3K
|
3.78K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-132- 0.01% |
$17.8K - $21.5K
|
1.15M
$154M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-133- 1.92% |
$17.9K - $21.7K
|
6.79K
$909K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-134- 3.62% |
$18.1K - $21.8K
|
3.57K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-135- 0.3% |
$18.2K - $22K
|
45.4K
$6.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-138- 3.76% |
$18.6K - $22.5K
|
3.54K
$474K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-139- 4.82% |
$18.7K - $22.6K
|
2.74K
$367K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-139- 13.26% |
$18.7K - $22.6K
|
909
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-140- 0.92% |
$18.9K - $22.8K
|
15.2K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-142- 3.38% |
$19.1K - $23.1K
|
4.06K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-142- 6.05% |
$19.1K - $23.1K
|
2.2K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-144- 1.97% |
$19.4K - $23.5K
|
7.18K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-144- 9.36% |
$19.4K - $23.5K
|
1.39K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-146- 5.43% |
$19.7K - $23.8K
|
2.54K
$340K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-149- 10.39% |
$20.1K - $24.3K
|
1.29K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 0.37% |
$20.1K - $24.3K
|
39.9K
$5.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 1.22% |
$20.2K - $24.4K
|
12.2K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-150- 4.56% |
$20.2K - $24.4K
|
3.14K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-150- 57.69% |
$20.2K - $24.4K
|
110
$14.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 2.65% |
$20.2K - $24.4K
|
5.51K
$738K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-151- 10.95% |
$20.4K - $24.6K
|
1.23K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-153- 10.07% |
$20.6K - $24.9K
|
1.37K
$183K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-154- 0.17% |
$20.8K - $25.1K
|
90.7K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-154- 2.14% |
$20.8K - $25.1K
|
7.03K
$941K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-155- 5.65% |
$20.9K - $25.3K
|
2.59K
$347K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-156- 1.26% |
$21K - $25.4K
|
12.2K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-156- 0.48% |
$21K - $25.4K
|
32K
$4.29M
|