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
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3K- 24.81% |
$404K - $488K
|
9.08K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3K- 3.77% |
$405K - $489K
|
76.6K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.02K- 2.75% |
$407K - $492K
|
107K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-3.06K- 9.06% |
$412K - $498K
|
30.7K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.06K- 11.24% |
$413K - $499K
|
24.2K
$3.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.07K- 21.05% |
$414K - $500K
|
11.5K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.13K- 9.37% |
$422K - $510K
|
30.2K
$4.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.15K- 1.66% |
$424K - $513K
|
187K
$25M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-3.17K- 48.57% |
$427K - $516K
|
3.35K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.2K- 3.45% |
$432K - $522K
|
89.5K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.21K- 32.43% |
$433K - $523K
|
6.69K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.26K- 4.14% |
$439K - $531K
|
75.4K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-3.28K- 36.9% |
$443K - $535K
|
5.62K
$752K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-3.29K- 4.37% |
$443K - $536K
|
71.9K
$9.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.36K- 17.91% |
$453K - $547K
|
15.4K
$2.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.37K- 3.54% |
$454K - $548K
|
91.7K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.37K- 3.54% |
$454K - $548K
|
91.7K
$12.3M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.39K- 5.14% |
$456K - $552K
|
62.4K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.39K- 11.37% |
$457K - $553K
|
26.4K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.41K- 0.52% |
$460K - $556K
|
657K
$88M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.42K- 1.82% |
$461K - $557K
|
184K
$24.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.42K- 22.15% |
$461K - $557K
|
12K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.42K- 12.51% |
$461K - $557K
|
23.9K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-3.44K- 6.82% |
$464K - $561K
|
47K
$6.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-3.49K- 7.92% |
$470K - $568K
|
40.5K
$5.43M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 56.3% |
$472K - $570K
|
2.72K
$364K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.5K- 10.52% |
$472K - $570K
|
29.8K
$3.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.51K- 10.85% |
$473K - $572K
|
28.8K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.52K- 11.9% |
$474K - $573K
|
26K
$3.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.53K- 0.92% |
$476K - $576K
|
380K
$50.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-3.59K- 5.31% |
$484K - $584K
|
63.9K
$8.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.63K- 2.41% |
$490K - $592K
|
147K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.65K- 11.24% |
$492K - $594K
|
28.8K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-3.7K- 10.03% |
$499K - $603K
|
33.2K
$4.45M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.72K- 15.56% |
$501K - $606K
|
20.2K
$2.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.77K- 3.47% |
$509K - $615K
|
105K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.8K- 18.73% |
$513K - $620K
|
16.5K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.82K- 29.48% |
$516K - $623K
|
9.15K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.89K- 2.13% |
$524K - $634K
|
178K
$23.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.93K- 15.62% |
$530K - $640K
|
21.2K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.93K- 73.18% |
$530K - $641K
|
1.44K
$193K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.95K- 50.59% |
$532K - $643K
|
3.86K
$516K
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.96K- 6.92% |
$534K - $646K
|
53.3K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.01K- 18.03% |
$540K - $653K
|
18.2K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-4.05K- 14.74% |
$546K - $660K
|
23.4K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.09K- 2.23% |
$552K - $667K
|
179K
$24M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.11K- 3.09% |
$553K - $669K
|
129K
$17.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.14K- 2.53% |
$558K - $675K
|
159K
$21.3M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.14KClosed |
$559K - $675K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4.22K- 98.67% |
$569K - $687K
|
57
$7.63K
|