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 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 9.35% |
$40.4K - $48.9K
|
2.91K
$390K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-300- 3.77% |
$40.4K - $48.9K
|
7.66K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-300- 6.04% |
$40.4K - $48.9K
|
4.66K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-300- 1.37% |
$40.4K - $48.9K
|
21.6K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 4.13% |
$40.4K - $48.9K
|
6.97K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-300- 11.01% |
$40.4K - $48.9K
|
2.42K
$325K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-302- 18.83% |
$40.7K - $49.2K
|
1.3K
$174K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-302- 10.61% |
$40.7K - $49.2K
|
2.55K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-303- 37.13% |
$40.9K - $49.4K
|
513
$68.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-305- 2.65% |
$41.1K - $49.7K
|
11.2K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-305- 1.09% |
$41.1K - $49.7K
|
27.6K
$3.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-306- 16.06% |
$41.3K - $49.9K
|
1.6K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-306- 2.88% |
$41.3K - $49.9K
|
10.3K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-308- 4.66% |
$41.5K - $50.2K
|
6.3K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-308- 3.61% |
$41.5K - $50.2K
|
8.22K
$1.1M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-308- 11.29% |
$41.5K - $50.2K
|
2.42K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-314- 16.49% |
$42.3K - $51.2K
|
1.59K
$213K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-315- 4.09% |
$42.5K - $51.3K
|
7.38K
$988K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-316- 14.09% |
$42.6K - $51.5K
|
1.93K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-317- 1.45% |
$42.7K - $51.7K
|
21.5K
$2.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-319- 0.65% |
$43K - $52K
|
48.6K
$6.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-324- 8.76% |
$43.7K - $52.8K
|
3.38K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-324- 6.49% |
$43.7K - $52.8K
|
4.67K
$625K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-330- 11.35% |
$44.5K - $53.8K
|
2.58K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-332- 9.98% |
$44.8K - $54.1K
|
2.99K
$401K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-334- 25.48% |
$45K - $54.4K
|
977
$131K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-336- 8.62% |
$45.3K - $54.7K
|
3.56K
$477K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-341- 14.02% |
$46K - $55.6K
|
2.09K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-341- 2.26% |
$46K - $55.6K
|
14.7K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-342- 0.94% |
$46.1K - $55.7K
|
36K
$4.82M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-343- 1.56% |
$46.2K - $55.9K
|
21.7K
$2.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-345- 20.6% |
$46.5K - $56.2K
|
1.33K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-346- 2.3% |
$46.7K - $56.4K
|
14.7K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-350- 2.42% |
$47.2K - $57K
|
14.1K
$1.89M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-350- 17.34% |
$47.2K - $57K
|
1.67K
$224K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-350- 1.39% |
$47.2K - $57K
|
24.8K
$3.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-359- 0.6% |
$48.4K - $58.5K
|
59.7K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-361- 15.09% |
$48.7K - $58.8K
|
2.03K
$272K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-365- 2.14% |
$49.2K - $59.5K
|
16.7K
$2.24M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-366- 2.3% |
$49.3K - $59.6K
|
15.5K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-374- 18.18% |
$50.4K - $60.9K
|
1.68K
$225K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-376- 1.02% |
$50.7K - $61.3K
|
36.4K
$4.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-377- 1.61% |
$50.8K - $61.4K
|
23.1K
$3.09M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-378- 7.29% |
$51K - $61.6K
|
4.8K
$643K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-384- 3.31% |
$51.8K - $62.6K
|
11.2K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-385- 19.26% |
$51.9K - $62.7K
|
1.61K
$216K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-386- 10.19% |
$52K - $62.9K
|
3.4K
$456K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-390- 25.84% |
$52.6K - $63.5K
|
1.12K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-390- 14.67% |
$52.6K - $63.5K
|
2.27K
$304K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-392- 20.02% |
$52.9K - $63.9K
|
1.57K
$210K
|