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 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-397- 36.49% |
$53.5K - $64.7K
|
691
$92.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-397- 2.49% |
$53.5K - $64.7K
|
15.6K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-398- 9.02% |
$53.7K - $64.9K
|
4.02K
$538K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-406- 2.59% |
$54.7K - $66.2K
|
15.3K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-407- 9.69% |
$54.9K - $66.3K
|
3.79K
$508K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-414- 14.39% |
$55.8K - $67.5K
|
2.46K
$330K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-414- 2.79% |
$55.8K - $67.5K
|
14.4K
$1.93M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-414- 14.39% |
$55.8K - $67.5K
|
2.46K
$330K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-415- 2.06% |
$56K - $67.6K
|
19.8K
$2.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-420- 6.1% |
$56.6K - $68.4K
|
6.46K
$866K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-423- 19.97% |
$57K - $68.9K
|
1.7K
$227K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-424- 18.17% |
$57.2K - $69.1K
|
1.91K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-434- 3.68% |
$58.5K - $70.7K
|
11.3K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-436- 2.07% |
$58.8K - $71K
|
20.7K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-440- 13.02% |
$59.3K - $71.7K
|
2.94K
$394K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-445- 1.7% |
$60K - $72.5K
|
25.7K
$3.44M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-448- 1.3% |
$60.4K - $73K
|
34.1K
$4.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-448- 7.36% |
$60.4K - $73K
|
5.64K
$755K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-454- 16.07% |
$61.2K - $74K
|
2.37K
$318K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-455- 7.36% |
$61.3K - $74.1K
|
5.73K
$767K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-456- 2.8% |
$61.5K - $74.3K
|
15.9K
$2.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-457- 20.36% |
$61.6K - $74.5K
|
1.79K
$239K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-460- 12.11% |
$62K - $75K
|
3.34K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-460- 3.03% |
$62K - $75K
|
14.7K
$1.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-462- 19.37% |
$62.3K - $75.3K
|
1.92K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-468- 0.66% |
$63.1K - $76.3K
|
70.6K
$9.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-478- 3.1% |
$64.4K - $77.9K
|
15K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-480- 12.5% |
$64.7K - $78.2K
|
3.36K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-485- 6.54% |
$65.4K - $79K
|
6.93K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-485- 1.62% |
$65.4K - $79K
|
29.4K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-486- 1.21% |
$65.5K - $79.2K
|
39.8K
$5.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-489- 4.2% |
$65.9K - $79.7K
|
11.2K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-490- 14.8% |
$66.1K - $79.8K
|
2.82K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-492- 20.21% |
$66.3K - $80.2K
|
1.94K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-493- 2.23% |
$66.5K - $80.3K
|
21.6K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-495- 1.0% |
$66.7K - $80.7K
|
49.1K
$6.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-497- 31.18% |
$67K - $81K
|
1.1K
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 2.6% |
$67.4K - $81.5K
|
18.7K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-500- 18.52% |
$67.4K - $81.5K
|
2.2K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-505- 15.78% |
$68.1K - $82.3K
|
2.7K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-506- 7.57% |
$68.2K - $82.4K
|
6.18K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-515- 9.27% |
$69.4K - $83.9K
|
5.04K
$675K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-517- 1.57% |
$69.7K - $84.2K
|
32.3K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-518- 19.03% |
$69.8K - $84.4K
|
2.2K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-520- 10.7% |
$70.1K - $84.7K
|
4.34K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-520- 0.19% |
$70.1K - $84.7K
|
277K
$37.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-522- 4.52% |
$70.4K - $85.1K
|
11K
$1.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-525- 2.66% |
$70.8K - $85.5K
|
19.2K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-533- 23.49% |
$71.9K - $86.8K
|
1.74K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-543- 3.82% |
$73.2K - $88.5K
|
13.7K
$1.83M
|