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 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-492- 20.21% |
$66.3K - $80.2K
|
1.94K
$189K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-493- 2.23% |
$66.5K - $80.3K
|
21.6K
$2.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-495- 1.0% |
$66.7K - $80.7K
|
49.1K
$4.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-497- 31.18% |
$67K - $81K
|
1.1K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 2.6% |
$67.4K - $81.5K
|
18.7K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-500- 18.52% |
$67.4K - $81.5K
|
2.2K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-505- 15.78% |
$68.1K - $82.3K
|
2.7K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-506- 7.57% |
$68.2K - $82.4K
|
6.18K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-515- 9.27% |
$69.4K - $83.9K
|
5.04K
$491K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-517- 1.57% |
$69.7K - $84.2K
|
32.3K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-518- 19.03% |
$69.8K - $84.4K
|
2.2K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-520- 10.7% |
$70.1K - $84.7K
|
4.34K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-520- 0.19% |
$70.1K - $84.7K
|
277K
$27M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-522- 4.52% |
$70.4K - $85.1K
|
11K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-525- 2.66% |
$70.8K - $85.5K
|
19.2K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-533- 23.49% |
$71.9K - $86.8K
|
1.74K
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-543- 3.82% |
$73.2K - $88.5K
|
13.7K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-550- 25.56% |
$74.2K - $89.6K
|
1.6K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-550- 21.57% |
$74.2K - $89.6K
|
2K
$195K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-556- 1.88% |
$75K - $90.6K
|
29.1K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-563- 30.37% |
$75.9K - $91.7K
|
1.29K
$126K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-564- 10.4% |
$76K - $91.9K
|
4.86K
$473K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-568- 0.18% |
$76.6K - $92.5K
|
317K
$30.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-573- 0.23% |
$77.3K - $93.4K
|
247K
$24M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-580- 3.81% |
$78.2K - $94.5K
|
14.6K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-580- 8.09% |
$78.2K - $94.5K
|
6.59K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-580- 73.98% |
$78.2K - $94.5K
|
204
$19.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-581- 2.47% |
$78.3K - $94.7K
|
22.9K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-588- 3.87% |
$79.3K - $95.8K
|
14.6K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-595- 0.74% |
$80.2K - $96.9K
|
79.4K
$7.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-601- 2.28% |
$81K - $97.9K
|
25.8K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-603- 1.93% |
$81.3K - $98.3K
|
30.6K
$2.98M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-604- 7.21% |
$81.4K - $98.4K
|
7.77K
$756K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-614- 10.96% |
$82.8K - $100K
|
4.99K
$485K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-614- 9.85% |
$82.8K - $100K
|
5.62K
$547K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-619- 9.64% |
$83.5K - $101K
|
5.8K
$565K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-631- 3.18% |
$85.1K - $103K
|
19.2K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-635- 1.63% |
$85.6K - $103K
|
38.3K
$3.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-650- 16.19% |
$87.6K - $106K
|
3.36K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-652- 2.61% |
$87.9K - $106K
|
24.3K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-653- 92.49% |
$88K - $106K
|
53
$5.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-653- 8.49% |
$88K - $106K
|
7.04K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-655- 6.37% |
$88.3K - $107K
|
9.62K
$937K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-656- 8.42% |
$88.4K - $107K
|
7.13K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-659- 0.32% |
$88.9K - $107K
|
202K
$19.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-663- 20.69% |
$89.4K - $108K
|
2.54K
$247K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-664- 33.25% |
$89.5K - $108K
|
1.33K
$130K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-672- 60.65% |
$90.6K - $109K
|
436
$42.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-674- 1.67% |
$90.9K - $110K
|
39.6K
$3.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-674- 31.19% |
$90.9K - $110K
|
1.49K
$145K
|