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
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13.2K- 40.68% |
$1.78M - $2.16M
|
19.3K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.5K- 27.26% |
$1.82M - $2.2M
|
36K
$4.83M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.5K- 27.26% |
$1.82M - $2.2M
|
36K
$4.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.7K- 11.66% |
$1.84M - $2.23M
|
104K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14K- 3.98% |
$1.89M - $2.29M
|
339K
$45.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-14.1K- 24.35% |
$1.89M - $2.29M
|
43.6K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 18.27% |
$1.9M - $2.29M
|
63K
$8.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 2.51% |
$1.91M - $2.31M
|
551K
$73.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-14.4K- 8.21% |
$1.94M - $2.34M
|
161K
$21.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-15.2K- 22.58% |
$2.05M - $2.47M
|
52K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.3K- 16.19% |
$2.06M - $2.49M
|
79.1K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-15.6K- 16.57% |
$2.1M - $2.54M
|
78.4K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16K- 56.09% |
$2.15M - $2.6M
|
12.5K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16K- 22.45% |
$2.16M - $2.6M
|
55.2K
$7.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16.3K- 5.18% |
$2.2M - $2.65M
|
298K
$40M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.7K- 2.22% |
$2.25M - $2.72M
|
735K
$98.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-17K- 55.08% |
$2.3M - $2.78M
|
13.9K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-17.1K- 0.59% |
$2.31M - $2.79M
|
2.9M
$388M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-17.3K- 10.9% |
$2.33M - $2.82M
|
141K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-17.3K- 10.76% |
$2.33M - $2.82M
|
144K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 3.42% |
$2.34M - $2.82M
|
489K
$65.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 26.03% |
$2.38M - $2.88M
|
50.2K
$6.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.4K- 40.91% |
$2.48M - $3M
|
26.6K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-19.2K- 61.8% |
$2.59M - $3.13M
|
11.9K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-20K- 84.45% |
$2.7M - $3.26M
|
3.69K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-20.1K- 36.14% |
$2.71M - $3.28M
|
35.6K
$4.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-20.3K- 65.71% |
$2.73M - $3.3M
|
10.6K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-20.4K- 55.32% |
$2.75M - $3.33M
|
16.5K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-20.6K- 37.2% |
$2.77M - $3.35M
|
34.7K
$4.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20.6K- 69.08% |
$2.77M - $3.35M
|
9.21K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-20.9K- 2.77% |
$2.82M - $3.41M
|
733K
$98.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 51.62% |
$2.82M - $3.41M
|
19.6K
$2.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-21.1K- 17.54% |
$2.84M - $3.44M
|
99.2K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21.1K- 91.66% |
$2.85M - $3.44M
|
1.92K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-21.8K- 65.18% |
$2.93M - $3.55M
|
11.6K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-22K- 13.81% |
$2.97M - $3.59M
|
137K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.3K- 9.83% |
$3.01M - $3.64M
|
205K
$27.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24K- 66.03% |
$3.23M - $3.9M
|
12.3K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-24.3K- 24.95% |
$3.28M - $3.97M
|
73.3K
$9.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-24.4K- 35.02% |
$3.28M - $3.97M
|
45.2K
$6.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-24.9K- 11.44% |
$3.36M - $4.06M
|
193K
$25.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-25.6K- 92.46% |
$3.45M - $4.17M
|
2.09K
$279K
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-25.8K- 55.45% |
$3.48M - $4.2M
|
20.7K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-27.3K- 78.8% |
$3.69M - $4.46M
|
7.36K
$985K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-28.8K- 15.43% |
$3.88M - $4.69M
|
158K
$21.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-29.9K- 9.47% |
$4.03M - $4.87M
|
286K
$38.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-30K- 37.97% |
$4.04M - $4.89M
|
49K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-31.1K- 45.73% |
$4.19M - $5.06M
|
36.9K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-31.6K- 7.26% |
$4.26M - $5.14M
|
403K
$54M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-35.1K- 91.15% |
$4.73M - $5.71M
|
3.41K
$456K
|