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 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-21.1K- 17.54% |
$2.84M - $3.44M
|
99.2K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21.1K- 91.66% |
$2.85M - $3.44M
|
1.92K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-21.8K- 65.18% |
$2.93M - $3.55M
|
11.6K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-22K- 13.81% |
$2.97M - $3.59M
|
137K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.3K- 9.83% |
$3.01M - $3.64M
|
205K
$22.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24K- 66.03% |
$3.23M - $3.9M
|
12.3K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-24.3K- 24.95% |
$3.28M - $3.97M
|
73.3K
$8.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-24.4K- 35.02% |
$3.28M - $3.97M
|
45.2K
$4.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-24.9K- 11.44% |
$3.36M - $4.06M
|
193K
$21.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-25.6K- 92.46% |
$3.45M - $4.17M
|
2.09K
$229K
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-25.8K- 55.45% |
$3.48M - $4.2M
|
20.7K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-27.3K- 78.8% |
$3.69M - $4.46M
|
7.36K
$809K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-28.8K- 15.43% |
$3.88M - $4.69M
|
158K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-29.9K- 9.47% |
$4.03M - $4.87M
|
286K
$31.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-30K- 37.97% |
$4.04M - $4.89M
|
49K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-31.1K- 45.73% |
$4.19M - $5.06M
|
36.9K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-31.6K- 7.26% |
$4.26M - $5.14M
|
403K
$44.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-35.1K- 91.15% |
$4.73M - $5.71M
|
3.41K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-37.7K- 6.98% |
$5.08M - $6.14M
|
502K
$55.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-38.1K- 81.96% |
$5.13M - $6.2M
|
8.38K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-38.4K- 21.2% |
$5.18M - $6.26M
|
143K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-38.9K- 6.42% |
$5.24M - $6.34M
|
567K
$62.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.8K- 49.38% |
$5.49M - $6.64M
|
41.8K
$4.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-41.8K- 99.95% |
$5.64M - $6.81M
|
22
$2.42K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-41.9K- 38.78% |
$5.65M - $6.83M
|
66.2K
$7.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-42.2K- 3.02% |
$5.7M - $6.88M
|
1.35M
$149M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-43K- 34.19% |
$5.8M - $7.01M
|
82.8K
$9.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-43.2K- 93.08% |
$5.82M - $7.04M
|
3.21K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-45.7K- 61.13% |
$6.16M - $7.44M
|
29K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-46.2K- 65.43% |
$6.23M - $7.52M
|
24.4K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-48.6K- 80.77% |
$6.56M - $7.92M
|
11.6K
$1.27M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-50K- 78.41% |
$6.74M - $8.14M
|
13.8K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-50.2K- 17.09% |
$6.77M - $8.18M
|
244K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50.7K- 99.69% |
$6.84M - $8.27M
|
157
$17.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-52K- 2.66% |
$7.01M - $8.47M
|
1.91M
$210M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-52.5K- 84.39% |
$7.08M - $8.55M
|
9.71K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-55.5K- 2.4% |
$7.48M - $9.04M
|
2.26M
$249M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-56.6K- 86.96% |
$7.63M - $9.22M
|
8.49K
$933K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.3K- 0.38% |
$8.13M - $9.82M
|
15.8M
$1.74B
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-61K- 78.73% |
$8.22M - $9.94M
|
16.5K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63.2K- 2.38% |
$8.52M - $10.3M
|
2.59M
$285M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-64.1K- 97.86% |
$8.64M - $10.4M
|
1.4K
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-69.5K- 2.98% |
$9.37M - $11.3M
|
2.26M
$249M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-70.9K- 54.02% |
$9.56M - $11.6M
|
60.4K
$6.64M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-77.4K- 7.32% |
$10.4M - $12.6M
|
981K
$108M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-80.1K- 59.67% |
$10.8M - $13.1M
|
54.2K
$5.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-81.9K- 5.93% |
$11M - $13.3M
|
1.3M
$143M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-81.9K- 65.38% |
$11M - $13.3M
|
43.4K
$4.77M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82K- 6.66% |
$11.1M - $13.4M
|
1.15M
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-83.1K- 77.58% |
$11.2M - $13.5M
|
24K
$2.64M
|