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
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4.24K- 51.06% |
$571K - $691K
|
4.06K
$544K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.43K- 4.37% |
$597K - $721K
|
96.9K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.51K- 25.43% |
$609K - $736K
|
13.2K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.53K- 98.67% |
$611K - $739K
|
61
$8.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-4.54K- 10.7% |
$612K - $740K
|
37.9K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-4.58K- 10.19% |
$617K - $745K
|
40.3K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.59K- 6.09% |
$619K - $749K
|
70.8K
$9.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-4.61K- 87.13% |
$622K - $751K
|
681
$91.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.62K- 22.58% |
$623K - $753K
|
15.8K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.66K- 5.22% |
$628K - $759K
|
84.7K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.7K- 16.95% |
$633K - $765K
|
23K
$3.08M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.8K- 14.41% |
$647K - $782K
|
28.5K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.84K- 16.84% |
$653K - $789K
|
23.9K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.87K- 11.47% |
$656K - $793K
|
37.6K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.89K- 30.2% |
$660K - $797K
|
11.3K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-4.94K- 3.19% |
$666K - $805K
|
150K
$20.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.02K- 8.96% |
$677K - $818K
|
51K
$6.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.04K- 88.6% |
$679K - $821K
|
648
$86.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.08K- 54.09% |
$685K - $827K
|
4.31K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.08K- 29.29% |
$685K - $828K
|
12.3K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5.2K- 43.46% |
$702K - $848K
|
6.77K
$907K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.28K- 7.95% |
$712K - $860K
|
61.2K
$8.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.28K- 34.58% |
$712K - $861K
|
10K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.32K- 7.84% |
$718K - $867K
|
62.5K
$8.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.54K- 27.96% |
$747K - $903K
|
14.3K
$1.91M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-5.58K- 7.99% |
$752K - $908K
|
64.2K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.84K- 9.66% |
$787K - $951K
|
54.6K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-5.97K- 25.17% |
$805K - $973K
|
17.7K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-6.08K- 70.05% |
$820K - $991K
|
2.6K
$348K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-6.13K- 68.61% |
$826K - $999K
|
2.8K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.16K- 11.87% |
$831K - $1M
|
45.7K
$6.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-6.21K- 2.82% |
$837K - $1.01M
|
214K
$28.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.26K- 3.79% |
$845K - $1.02M
|
159K
$21.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.35K- 1.06% |
$855K - $1.03M
|
590K
$79M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.46K- 7.04% |
$871K - $1.05M
|
85.3K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.5K- 0.95% |
$876K - $1.06M
|
679K
$91M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.55K- 1.44% |
$883K - $1.07M
|
448K
$60M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.59K- 21.98% |
$888K - $1.07M
|
23.4K
$3.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-6.7K- 81.9% |
$903K - $1.09M
|
1.48K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.81K- 63.4% |
$919K - $1.11M
|
3.93K
$527K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-6.86K- 80.03% |
$924K - $1.12M
|
1.71K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6.9K- 13.74% |
$930K - $1.12M
|
43.3K
$5.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-6.91K- 3.91% |
$932K - $1.13M
|
170K
$22.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
SELL
|
- |
-6.97K- 2.08% |
$939K - $1.13M
|
328K
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-7.07K- 12.6% |
$953K - $1.15M
|
49K
$6.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.3K- 27.91% |
$984K - $1.19M
|
18.8K
$2.52M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-7.34K- 34.27% |
$990K - $1.2M
|
14.1K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-7.38K- 7.94% |
$995K - $1.2M
|
85.6K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-7.41K- 83.48% |
$999K - $1.21M
|
1.47K
$196K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.42K- 71.75% |
$1M - $1.21M
|
2.92K
$391K
|