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 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 33.6% |
$268K - $324K
|
3.93K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2K- 4.04% |
$269K - $325K
|
47.4K
$6.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.03K- 4.96% |
$273K - $330K
|
38.8K
$5.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-2.04K- 10.78% |
$275K - $333K
|
16.9K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-2.05K- 1.55% |
$276K - $334K
|
130K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.09K- 26.26% |
$282K - $341K
|
5.87K
$787K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.1K- 16.88% |
$283K - $342K
|
10.3K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.13K- 3.49% |
$287K - $346K
|
58.7K
$7.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.18K- 20.36% |
$294K - $355K
|
8.53K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-2.26K- 99.47% |
$305K - $369K
|
12
$1.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.29K- 61.01% |
$309K - $373K
|
1.46K
$196K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.3K- 34.05% |
$310K - $374K
|
4.45K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.31K- 9.57% |
$311K - $376K
|
21.8K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.35K- 8.6% |
$317K - $383K
|
25K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.39K- 28.25% |
$323K - $390K
|
6.08K
$814K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.41K- 9.0% |
$325K - $393K
|
24.4K
$3.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2.42K- 11.76% |
$327K - $395K
|
18.2K
$2.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.43K- 36.59% |
$327K - $396K
|
4.21K
$563K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.43K- 60.54% |
$328K - $396K
|
1.58K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.45K- 11.35% |
$331K - $400K
|
19.2K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.48K- 2.1% |
$335K - $404K
|
116K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.53K- 14.5% |
$340K - $411K
|
14.9K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-2.53K- 20.87% |
$341K - $412K
|
9.6K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.56K- 7.37% |
$345K - $417K
|
32.2K
$4.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.57K- 2.25% |
$346K - $419K
|
111K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.58K- 15.8% |
$348K - $421K
|
13.8K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.6K- 14.87% |
$351K - $424K
|
14.9K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.62K- 0.64% |
$353K - $427K
|
406K
$54.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.63K- 14.35% |
$354K - $428K
|
15.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 14.51% |
$357K - $431K
|
15.6K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-2.68K- 11.27% |
$361K - $436K
|
21.1K
$2.82M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-2.7K- 24.06% |
$364K - $439K
|
8.51K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.7K- 2.19% |
$364K - $440K
|
121K
$16.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 1.35% |
$365K - $441K
|
198K
$26.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.71K- 21.47% |
$365K - $441K
|
9.91K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-2.71K- 8.41% |
$366K - $442K
|
29.5K
$3.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.72K- 15.5% |
$367K - $444K
|
14.8K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.73K- 7.26% |
$367K - $444K
|
34.8K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.74K- 4.9% |
$369K - $446K
|
53.1K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-2.77K- 3.3% |
$373K - $451K
|
81.1K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.77K- 42.52% |
$373K - $451K
|
3.74K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.83K- 16.65% |
$382K - $462K
|
14.2K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.86K- 4.06% |
$385K - $466K
|
67.5K
$9.04M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.86K- 0.78% |
$386K - $466K
|
364K
$48.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.88K- 34.22% |
$388K - $469K
|
5.54K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.89K- 39.24% |
$389K - $470K
|
4.47K
$598K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.89K- 1.53% |
$390K - $471K
|
186K
$24.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.9K- 9.7% |
$390K - $472K
|
26.9K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 8.61% |
$392K - $474K
|
30.8K
$4.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.92K- 10.72% |
$394K - $476K
|
24.3K
$3.26M
|