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 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-215- 5.63% |
$29K - $35K
|
3.61K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-215- 0.71% |
$29K - $35K
|
29.9K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-216- 12.15% |
$29.1K - $35.2K
|
1.56K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-217- 25.17% |
$29.3K - $35.4K
|
645
$86.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-221- 2.81% |
$29.8K - $36K
|
7.64K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-222- 14.25% |
$29.9K - $36.2K
|
1.34K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-224- 2.94% |
$30.2K - $36.5K
|
7.41K
$992K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-225- 2.17% |
$30.3K - $36.7K
|
10.2K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-227- 4.2% |
$30.6K - $37K
|
5.17K
$693K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-227- 94.98% |
$30.6K - $37K
|
12
$1.61K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-230- 4.35% |
$31K - $37.5K
|
5.06K
$678K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-231- 3.31% |
$31.1K - $37.6K
|
6.76K
$905K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-233- 3.26% |
$31.4K - $38K
|
6.92K
$927K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-234- 11.12% |
$31.6K - $38.1K
|
1.87K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-236- 9.76% |
$31.8K - $38.5K
|
2.18K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-240- 1.75% |
$32.4K - $39.1K
|
13.5K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-242- 0.65% |
$32.6K - $39.4K
|
37.3K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-245- 4.14% |
$33K - $39.9K
|
5.67K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-245- 11.17% |
$33K - $39.9K
|
1.95K
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-246- 5.54% |
$33.2K - $40.1K
|
4.2K
$562K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-253- 2.31% |
$34.1K - $41.2K
|
10.7K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-253- 1.67% |
$34.1K - $41.2K
|
14.9K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-256- 10.32% |
$34.5K - $41.7K
|
2.22K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-258- 3.01% |
$34.8K - $42K
|
8.31K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-265- 14.1% |
$35.7K - $43.2K
|
1.61K
$216K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-265- 2.91% |
$35.7K - $43.2K
|
8.84K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-271- 8.55% |
$36.5K - $44.2K
|
2.9K
$388K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-272- 2.16% |
$36.7K - $44.3K
|
12.3K
$1.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-272- 4.26% |
$36.7K - $44.3K
|
6.11K
$818K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-275- 7.72% |
$37.1K - $44.8K
|
3.29K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-276- 91.39% |
$37.2K - $45K
|
26
$3.48K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-277- 4.51% |
$37.3K - $45.1K
|
5.87K
$786K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-278- 9.14% |
$37.5K - $45.3K
|
2.76K
$370K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-279- 4.46% |
$37.6K - $45.5K
|
5.97K
$800K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-279- 7.75% |
$37.6K - $45.5K
|
3.32K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-281- 0.56% |
$37.9K - $45.8K
|
50K
$6.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-282- 9.68% |
$38K - $45.9K
|
2.63K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-287- 7.56% |
$38.7K - $46.8K
|
3.51K
$470K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-288- 13.77% |
$38.8K - $46.9K
|
1.8K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-290- 0.69% |
$39.1K - $47.3K
|
41.5K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-290- 14.89% |
$39.1K - $47.3K
|
1.66K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-292- 4.24% |
$39.4K - $47.6K
|
6.59K
$883K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-293- 8.51% |
$39.5K - $47.7K
|
3.15K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-295- 3.6% |
$39.8K - $48.1K
|
7.9K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-296- 0.43% |
$39.9K - $48.2K
|
68.1K
$9.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-297- 6.38% |
$40K - $48.4K
|
4.36K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-297- 3.03% |
$40K - $48.4K
|
9.5K
$1.27M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-297- 66.0% |
$40K - $48.4K
|
153
$20.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-299- 16.94% |
$40.3K - $48.7K
|
1.47K
$196K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.15% |
$40.4K - $48.9K
|
198K
$26.5M
|