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 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.42K- 3.47% |
$192K - $232K
|
39.6K
$5.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.44K- 6.23% |
$194K - $234K
|
21.6K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.45K- 31.38% |
$196K - $237K
|
3.18K
$426K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.46K- 3.56% |
$197K - $238K
|
39.4K
$5.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.46K- 6.75% |
$197K - $239K
|
20.2K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.48K- 0.73% |
$200K - $242K
|
200K
$26.8M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-1.49K- 16.69% |
$201K - $243K
|
7.46K
$998K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.5K- 3.6% |
$202K - $244K
|
40.2K
$5.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.51K- 3.14% |
$203K - $245K
|
46.4K
$6.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.53K- 7.64% |
$206K - $249K
|
18.5K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.55K- 29.97% |
$208K - $252K
|
3.61K
$484K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 76.18% |
$210K - $253K
|
486
$65.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.57K- 7.77% |
$212K - $256K
|
18.7K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.57K- 0.85% |
$212K - $256K
|
184K
$24.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.58K- 6.39% |
$213K - $257K
|
23.1K
$3.1M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.58K- 14.7% |
$213K - $258K
|
9.18K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.59K- 10.01% |
$215K - $259K
|
14.3K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.6K- 5.52% |
$215K - $260K
|
27.3K
$3.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.6K- 5.54% |
$216K - $261K
|
27.3K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.61K- 24.06% |
$216K - $262K
|
5.07K
$678K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-1.61K- 3.34% |
$217K - $262K
|
46.5K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.61K- 7.41% |
$217K - $263K
|
20.2K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.62K- 6.51% |
$218K - $263K
|
23.2K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 11.58% |
$218K - $264K
|
12.4K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.63K- 9.18% |
$220K - $266K
|
16.2K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.64K- 2.43% |
$220K - $266K
|
65.7K
$8.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.65K- 23.76% |
$222K - $269K
|
5.29K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.66K- 22.89% |
$224K - $270K
|
5.59K
$749K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.66K- 0.81% |
$224K - $271K
|
203K
$27.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.67K- 11.17% |
$225K - $272K
|
13.3K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.68K- 53.55% |
$226K - $273K
|
1.45K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.74K- 24.62% |
$234K - $283K
|
5.32K
$712K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.76K- 17.4% |
$237K - $287K
|
8.35K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.76K- 9.68% |
$237K - $287K
|
16.4K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.76K- 4.39% |
$238K - $287K
|
38.5K
$5.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.77K- 32.91% |
$239K - $289K
|
3.61K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.78K- 1.24% |
$240K - $290K
|
142K
$19M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 17.42% |
$241K - $292K
|
8.49K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.81K- 2.2% |
$244K - $294K
|
80.3K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.81K- 2.18% |
$244K - $295K
|
81.1K
$10.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-1.82K- 8.57% |
$245K - $297K
|
19.4K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.82K- 35.63% |
$246K - $297K
|
3.29K
$441K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.84K- 2.26% |
$248K - $300K
|
79.4K
$10.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.86K- 3.95% |
$251K - $303K
|
45.2K
$6.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.86K- 2.68% |
$251K - $303K
|
67.6K
$9.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.87K- 1.91% |
$252K - $305K
|
96K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.87K- 12.25% |
$252K - $305K
|
13.4K
$1.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.9K- 22.2% |
$256K - $309K
|
6.65K
$890K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.94K- 40.5% |
$261K - $316K
|
2.85K
$382K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.96K- 5.36% |
$264K - $319K
|
34.6K
$4.63M
|