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 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-747- 26.41% |
$101K - $122K
|
2.08K
$279K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-748- 16.4% |
$101K - $122K
|
3.81K
$511K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-750- 1.97% |
$101K - $122K
|
37.3K
$4.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-762- 20.31% |
$103K - $124K
|
2.99K
$400K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-772- 19.71% |
$104K - $126K
|
3.14K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-775- 7.26% |
$104K - $126K
|
9.9K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-775- 0.55% |
$104K - $126K
|
139K
$18.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-785- 15.92% |
$106K - $128K
|
4.15K
$555K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-790- 12.71% |
$107K - $129K
|
5.42K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-798Closed |
$108K - $130K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-803- 25.05% |
$108K - $131K
|
2.4K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-805- 7.25% |
$109K - $131K
|
10.3K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-808- 23.17% |
$109K - $132K
|
2.68K
$359K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-810- 24.89% |
$109K - $132K
|
2.44K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-810- 11.64% |
$109K - $132K
|
6.15K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-815- 10.63% |
$110K - $133K
|
6.85K
$917K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-817- 23.59% |
$110K - $133K
|
2.65K
$354K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-819Closed |
$110K - $133K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-820- 0.78% |
$111K - $134K
|
104K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-823- 0.79% |
$111K - $134K
|
104K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-823- 10.93% |
$111K - $134K
|
6.71K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-827- 13.14% |
$112K - $135K
|
5.47K
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-832- 1.8% |
$112K - $136K
|
45.3K
$6.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-833- 1.05% |
$112K - $136K
|
78.7K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-836- 11.94% |
$113K - $136K
|
6.17K
$826K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-845- 1.31% |
$114K - $138K
|
63.6K
$8.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-847- 4.67% |
$114K - $138K
|
17.3K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-859- 22.14% |
$116K - $140K
|
3.02K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-862- 8.64% |
$116K - $140K
|
9.11K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-864- 1.33% |
$116K - $141K
|
64.3K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-883- 52.53% |
$119K - $144K
|
798
$107K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-884- 4.85% |
$119K - $144K
|
17.3K
$2.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-892- 12.41% |
$120K - $145K
|
6.3K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-892- 9.73% |
$120K - $145K
|
8.28K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-899- 3.85% |
$121K - $146K
|
22.4K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-900- 14.15% |
$121K - $147K
|
5.46K
$731K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-901- 14.19% |
$121K - $147K
|
5.45K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-906- 33.93% |
$122K - $148K
|
1.76K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-911- 14.1% |
$123K - $148K
|
5.55K
$743K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-923- 2.81% |
$124K - $150K
|
31.9K
$4.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-923- 0.43% |
$124K - $150K
|
215K
$28.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-943- 5.2% |
$127K - $154K
|
17.2K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-947- 21.74% |
$128K - $154K
|
3.41K
$457K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-950- 12.28% |
$128K - $155K
|
6.79K
$909K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-953- 4.51% |
$128K - $155K
|
20.2K
$2.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-955- 0.82% |
$129K - $156K
|
116K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-966- 5.44% |
$130K - $157K
|
16.8K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-968- 37.37% |
$131K - $158K
|
1.62K
$217K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-971- 2.36% |
$131K - $158K
|
40.2K
$5.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-987- 16.17% |
$133K - $161K
|
5.12K
$685K
|