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 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-550- 25.56% |
$74.2K - $89.6K
|
1.6K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-550- 21.57% |
$74.2K - $89.6K
|
2K
$268K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-556- 1.88% |
$75K - $90.6K
|
29.1K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-563- 30.37% |
$75.9K - $91.7K
|
1.29K
$173K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-564- 10.4% |
$76K - $91.9K
|
4.86K
$651K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-568- 0.18% |
$76.6K - $92.5K
|
317K
$42.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-573- 0.23% |
$77.3K - $93.4K
|
247K
$33.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-580- 3.81% |
$78.2K - $94.5K
|
14.6K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-580- 8.09% |
$78.2K - $94.5K
|
6.59K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-580- 73.98% |
$78.2K - $94.5K
|
204
$27.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-581- 2.47% |
$78.3K - $94.7K
|
22.9K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-588- 3.87% |
$79.3K - $95.8K
|
14.6K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-595- 0.74% |
$80.2K - $96.9K
|
79.4K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-601- 2.28% |
$81K - $97.9K
|
25.8K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-603- 1.93% |
$81.3K - $98.3K
|
30.6K
$4.1M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-604- 7.21% |
$81.4K - $98.4K
|
7.77K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-614- 10.96% |
$82.8K - $100K
|
4.99K
$668K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-614- 9.85% |
$82.8K - $100K
|
5.62K
$752K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-619- 9.64% |
$83.5K - $101K
|
5.8K
$777K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-631- 3.18% |
$85.1K - $103K
|
19.2K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-635- 1.63% |
$85.6K - $103K
|
38.3K
$5.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-650- 16.19% |
$87.6K - $106K
|
3.36K
$451K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-652- 2.61% |
$87.9K - $106K
|
24.3K
$3.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-653- 92.49% |
$88K - $106K
|
53
$7.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-653- 8.49% |
$88K - $106K
|
7.04K
$942K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-655- 6.37% |
$88.3K - $107K
|
9.62K
$1.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-656- 8.42% |
$88.4K - $107K
|
7.13K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-659- 0.32% |
$88.9K - $107K
|
202K
$27.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-663- 20.69% |
$89.4K - $108K
|
2.54K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-664- 33.25% |
$89.5K - $108K
|
1.33K
$179K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-672- 60.65% |
$90.6K - $109K
|
436
$58.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-674- 1.67% |
$90.9K - $110K
|
39.6K
$5.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-674- 31.19% |
$90.9K - $110K
|
1.49K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-689- 17.23% |
$92.9K - $112K
|
3.31K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-689- 13.03% |
$92.9K - $112K
|
4.6K
$616K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-689- 2.35% |
$92.9K - $112K
|
28.7K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-692- 25.77% |
$93.3K - $113K
|
1.99K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-697- 4.85% |
$94K - $114K
|
13.7K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-700- 99.86% |
$94.4K - $114K
|
1
$134
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-703- 13.05% |
$94.8K - $115K
|
4.68K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-708- 7.04% |
$95.5K - $115K
|
9.35K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-721- 2.84% |
$97.2K - $117K
|
24.7K
$3.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-723- 4.93% |
$97.5K - $118K
|
13.9K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-723- 1.03% |
$97.5K - $118K
|
69.8K
$9.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-724- 1.28% |
$97.6K - $118K
|
55.8K
$7.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-728- 0.45% |
$98.2K - $119K
|
160K
$21.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-736- 27.07% |
$99.2K - $120K
|
1.98K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-740- 0.08% |
$99.8K - $121K
|
872K
$117M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-742- 1.5% |
$100K - $121K
|
48.7K
$6.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-747- 26.84% |
$101K - $122K
|
2.04K
$273K
|