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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7.84KNew |
$1.06M - $1.28M
|
7.84K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.65KNew |
$1.03M - $1.25M
|
7.65K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
7.6K+ 41.61% |
$1.02M - $1.24M
|
25.9K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
7.5KNew |
$1.01M - $1.22M
|
7.5K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
7.41K+ 16.84% |
$999K - $1.21M
|
51.4K
$6.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.25K+ 58.78% |
$978K - $1.18M
|
19.6K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.24K+ 35.82% |
$976K - $1.18M
|
27.5K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
7.08K+ 2.28% |
$955K - $1.15M
|
318K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.88KNew |
$927K - $1.12M
|
6.88K
$921K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.41K+ 114.66% |
$865K - $1.04M
|
12K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.38K+ 233.25% |
$860K - $1.04M
|
9.11K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.38KNew |
$860K - $1.04M
|
6.38K
$854K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.14K+ 6.52% |
$827K - $1M
|
100K
$13.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6KNew |
$810K - $978K
|
6K
$804K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$809K - $978K
|
6K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.95K+ 90.03% |
$803K - $970K
|
12.6K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.94KNew |
$801K - $968K
|
5.94K
$795K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.9K+ 14.34% |
$795K - $961K
|
47K
$6.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.83K+ 44.0% |
$786K - $950K
|
19.1K
$2.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.83K+ 25.79% |
$786K - $950K
|
28.4K
$3.81M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
5.82KNew |
$785K - $949K
|
5.82K
$780K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.82K+ 151.52% |
$784K - $948K
|
9.66K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
5.82K+ 2.04% |
$784K - $948K
|
291K
$38.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.81K+ 20.94% |
$783K - $946K
|
33.5K
$4.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.72K+ 44.87% |
$771K - $932K
|
18.5K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.69KNew |
$767K - $927K
|
5.69K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.54K+ 207.26% |
$747K - $902K
|
8.21K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
5.52K+ 4.5% |
$745K - $900K
|
128K
$17.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5.49K+ 5.05% |
$740K - $894K
|
114K
$15.3M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.46K+ 2.64% |
$737K - $890K
|
212K
$28.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.45K+ 248.22% |
$734K - $887K
|
7.64K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.39K+ 16.88% |
$726K - $878K
|
37.3K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.37K+ 36.29% |
$724K - $874K
|
20.2K
$2.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
5.34KNew |
$720K - $870K
|
5.34K
$715K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.28K+ 12.53% |
$712K - $860K
|
47.4K
$6.35M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.28K+ 50.73% |
$711K - $860K
|
15.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
5.23K+ 5.71% |
$705K - $852K
|
96.9K
$13M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.22K+ 104.96% |
$704K - $851K
|
10.2K
$1.37M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5.15KNew |
$694K - $839K
|
5.15K
$689K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.1KNew |
$688K - $831K
|
5.1K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.1K+ 10.61% |
$688K - $831K
|
53.2K
$7.12M
|
|
|
Aug 07, 2024
Q4 2023
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
5.09KNew |
$687K - $830K
|
5.09K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.09K+ 4.21% |
$686K - $829K
|
126K
$16.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
5.05K+ 103.31% |
$681K - $823K
|
9.94K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.01K+ 55.41% |
$675K - $816K
|
14K
$1.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
5.01K+ 0.75% |
$675K - $816K
|
674K
$90.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.88K+ 40.79% |
$658K - $795K
|
16.8K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.87KNew |
$656K - $793K
|
4.87K
$652K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.81KNew |
$648K - $783K
|
4.81K
$643K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.69K+ 44.27% |
$632K - $764K
|
15.3K
$2.05M
|