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 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-157- 4.86% |
$21.2K - $25.6K
|
3.07K
$412K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-157- 5.07% |
$21.2K - $25.6K
|
2.94K
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-157- 13.37% |
$21.2K - $25.6K
|
1.02K
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-159- 0.15% |
$21.4K - $25.9K
|
109K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-159- 4.0% |
$21.4K - $25.9K
|
3.82K
$511K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-162- 0.09% |
$21.8K - $26.4K
|
173K
$23.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-162- 0.7% |
$21.8K - $26.4K
|
23.1K
$3.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-164- 3.88% |
$22.1K - $26.7K
|
4.07K
$545K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-165- 23.37% |
$22.2K - $26.9K
|
541
$72.5K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-165- 5.02% |
$22.2K - $26.9K
|
3.12K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-166- 5.66% |
$22.4K - $27K
|
2.77K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-166- 0.69% |
$22.4K - $27K
|
23.7K
$3.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-167- 3.69% |
$22.5K - $27.2K
|
4.36K
$584K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-167- 7.61% |
$22.5K - $27.2K
|
2.03K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-170- 9.6% |
$22.9K - $27.7K
|
1.6K
$214K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-172- 2.59% |
$23.2K - $28K
|
6.46K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-177- 0.18% |
$23.9K - $28.8K
|
96.7K
$12.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-178- 12.01% |
$24K - $29K
|
1.3K
$175K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-178- 2.57% |
$24K - $29K
|
6.75K
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-179- 0.67% |
$24.1K - $29.2K
|
26.4K
$3.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-180- 2.41% |
$24.3K - $29.3K
|
7.28K
$975K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-181- 0.21% |
$24.4K - $29.5K
|
86K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-183- 0.57% |
$24.7K - $29.8K
|
31.8K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-185- 0.42% |
$24.9K - $30.1K
|
43.5K
$5.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-187- 3.79% |
$25.2K - $30.5K
|
4.75K
$636K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-187- 9.26% |
$25.2K - $30.5K
|
1.83K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-189- 0.77% |
$25.5K - $30.8K
|
24.3K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-189- 4.63% |
$25.5K - $30.8K
|
3.9K
$522K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-190- 1.14% |
$25.6K - $31K
|
16.5K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-192- 3.86% |
$25.9K - $31.3K
|
4.79K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-194- 0.22% |
$26.2K - $31.6K
|
89.2K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-195- 11.51% |
$26.3K - $31.8K
|
1.5K
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-196- 2.33% |
$26.4K - $31.9K
|
8.2K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-199- 4.6% |
$26.8K - $32.4K
|
4.13K
$553K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 7.75% |
$27K - $32.6K
|
2.38K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-200- 1.3% |
$27K - $32.6K
|
15.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-200- 35.4% |
$27K - $32.6K
|
365
$48.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-201- 2.35% |
$27.1K - $32.8K
|
8.37K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-202- 3.81% |
$27.2K - $32.9K
|
5.1K
$683K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-204- 9.26% |
$27.5K - $33.2K
|
2K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-204- 18.21% |
$27.5K - $33.2K
|
916
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-205- 9.67% |
$27.6K - $33.4K
|
1.92K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-205- 1.66% |
$27.6K - $33.4K
|
12.1K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-206- 0.63% |
$27.8K - $33.6K
|
32.4K
$4.34M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-210- 12.29% |
$28.3K - $34.2K
|
1.5K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-210- 0.01% |
$28.3K - $34.2K
|
1.5M
$200M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-211- 2.23% |
$28.4K - $34.4K
|
9.26K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-214- 5.45% |
$28.9K - $34.9K
|
3.71K
$497K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-215- 2.04% |
$29K - $35K
|
10.3K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-215- 13.48% |
$29K - $35K
|
1.38K
$185K
|