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
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-991- 15.75% |
$134K - $161K
|
5.3K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.01K- 1.82% |
$136K - $164K
|
54.4K
$7.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.01K- 5.58% |
$137K - $165K
|
17.2K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 9.65% |
$138K - $167K
|
9.58K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 1.42% |
$139K - $168K
|
71.5K
$9.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.03K- 1.25% |
$139K - $168K
|
81.2K
$10.9M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.05K- 0.66% |
$142K - $171K
|
158K
$21.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-1.07K- 2.7% |
$144K - $174K
|
38.5K
$5.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 2.46% |
$148K - $179K
|
43.7K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.1K- 1.55% |
$149K - $180K
|
70K
$9.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.1K- 9.17% |
$149K - $180K
|
10.9K
$1.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 0.54% |
$149K - $180K
|
204K
$27.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.11K- 3.63% |
$149K - $180K
|
29.4K
$3.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.12K- 1.63% |
$150K - $182K
|
67.1K
$8.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 1.95% |
$151K - $182K
|
56.3K
$7.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-1.13K- 2.21% |
$152K - $184K
|
49.9K
$6.69M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.13K- 22.33% |
$153K - $185K
|
3.94K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 1.07% |
$153K - $185K
|
105K
$14M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-1.14K- 2.88% |
$154K - $186K
|
38.4K
$5.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.14K- 7.79% |
$154K - $186K
|
13.5K
$1.81M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.15K- 11.75% |
$155K - $187K
|
8.61K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.15K- 9.08% |
$155K - $187K
|
11.5K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.15K- 34.19% |
$155K - $188K
|
2.22K
$297K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.19K- 6.93% |
$160K - $193K
|
15.9K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-1.19K- 4.56% |
$160K - $194K
|
24.9K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.19K- 2.02% |
$161K - $194K
|
57.9K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.19K- 5.21% |
$161K - $194K
|
21.7K
$2.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.21K- 0.98% |
$163K - $197K
|
122K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.21K- 25.41% |
$163K - $197K
|
3.56K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 4.7% |
$164K - $198K
|
24.7K
$3.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.23K- 6.64% |
$166K - $200K
|
17.3K
$2.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.24K- 9.2% |
$167K - $202K
|
12.2K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.25K- 24.92% |
$168K - $204K
|
3.76K
$504K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.26K- 5.24% |
$169K - $204K
|
22.7K
$3.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.27K- 0.42% |
$171K - $207K
|
299K
$40.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.3K- 1.11% |
$175K - $211K
|
116K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.3K- 45.76% |
$175K - $211K
|
1.54K
$206K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 3.33% |
$176K - $213K
|
37.9K
$5.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.31K- 35.72% |
$177K - $214K
|
2.36K
$316K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.31K- 2.15% |
$177K - $214K
|
59.9K
$8.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.33K- 17.28% |
$180K - $217K
|
6.38K
$855K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.35K- 0.86% |
$183K - $221K
|
156K
$20.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.36K- 0.44% |
$184K - $222K
|
310K
$41.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.37K- 15.46% |
$185K - $223K
|
7.5K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.38K- 0.76% |
$186K - $225K
|
181K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 16.57% |
$188K - $228K
|
7.04K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.4K- 23.77% |
$189K - $228K
|
4.49K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.41K- 12.25% |
$189K - $229K
|
10.1K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.41K- 10.02% |
$191K - $230K
|
12.7K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.42K- 2.15% |
$191K - $231K
|
64.4K
$8.62M
|