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 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-892- 9.73% |
$120K - $145K
|
8.28K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-899- 3.85% |
$121K - $146K
|
22.4K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-900- 14.15% |
$121K - $147K
|
5.46K
$531K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-901- 14.19% |
$121K - $147K
|
5.45K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-906- 33.93% |
$122K - $148K
|
1.76K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-911- 14.1% |
$123K - $148K
|
5.55K
$540K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-923- 2.81% |
$124K - $150K
|
31.9K
$3.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-923- 0.43% |
$124K - $150K
|
215K
$21M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-943- 5.2% |
$127K - $154K
|
17.2K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-947- 21.74% |
$128K - $154K
|
3.41K
$332K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-950- 12.28% |
$128K - $155K
|
6.79K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-953- 4.51% |
$128K - $155K
|
20.2K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-955- 0.82% |
$129K - $156K
|
116K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-966- 5.44% |
$130K - $157K
|
16.8K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-968- 37.37% |
$131K - $158K
|
1.62K
$158K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-971- 2.36% |
$131K - $158K
|
40.2K
$3.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-987- 16.17% |
$133K - $161K
|
5.12K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-991- 15.75% |
$134K - $161K
|
5.3K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.01K- 1.82% |
$136K - $164K
|
54.4K
$5.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.01K- 5.58% |
$137K - $165K
|
17.2K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 9.65% |
$138K - $167K
|
9.58K
$933K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 1.42% |
$139K - $168K
|
71.5K
$6.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.03K- 1.25% |
$139K - $168K
|
81.2K
$7.91M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.05K- 0.66% |
$142K - $171K
|
158K
$15.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-1.07K- 2.7% |
$144K - $174K
|
38.5K
$3.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 2.46% |
$148K - $179K
|
43.7K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.1K- 1.55% |
$149K - $180K
|
70K
$6.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.1K- 9.17% |
$149K - $180K
|
10.9K
$1.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 0.54% |
$149K - $180K
|
204K
$19.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.11K- 3.63% |
$149K - $180K
|
29.4K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.12K- 1.63% |
$150K - $182K
|
67.1K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 1.95% |
$151K - $182K
|
56.3K
$5.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-1.13K- 2.21% |
$152K - $184K
|
49.9K
$4.86M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.13K- 22.33% |
$153K - $185K
|
3.94K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 1.07% |
$153K - $185K
|
105K
$10.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-1.14K- 2.88% |
$154K - $186K
|
38.4K
$3.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.14K- 7.79% |
$154K - $186K
|
13.5K
$1.31M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.15K- 11.75% |
$155K - $187K
|
8.61K
$838K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.15K- 9.08% |
$155K - $187K
|
11.5K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.15K- 34.19% |
$155K - $188K
|
2.22K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.19K- 6.93% |
$160K - $193K
|
15.9K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-1.19K- 4.56% |
$160K - $194K
|
24.9K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.19K- 2.02% |
$161K - $194K
|
57.9K
$5.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.19K- 5.21% |
$161K - $194K
|
21.7K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.21K- 0.98% |
$163K - $197K
|
122K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.21K- 25.41% |
$163K - $197K
|
3.56K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 4.7% |
$164K - $198K
|
24.7K
$2.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.23K- 6.64% |
$166K - $200K
|
17.3K
$1.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.24K- 9.2% |
$167K - $202K
|
12.2K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 24.92% |
$168K - $204K
|
3.76K
$366K
|