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 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.63KNew |
$624K - $754K
|
4.63K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
BUY
|
- |
4.58K+ 5.48% |
$618K - $746K
|
88.1K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4.58K+ 20.07% |
$617K - $745K
|
27.4K
$3.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
4.57K+ 6.17% |
$616K - $744K
|
78.6K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.53K+ 1437.14% |
$610K - $738K
|
4.84K
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.51KNew |
$608K - $734K
|
4.51K
$603K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.48K+ 11.69% |
$604K - $730K
|
42.8K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.43K+ 46.15% |
$597K - $721K
|
14K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.42K+ 8.86% |
$596K - $720K
|
54.3K
$7.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.4K+ 131.27% |
$593K - $717K
|
7.75K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.35KNew |
$586K - $708K
|
4.35K
$582K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.34K+ 32.03% |
$585K - $707K
|
17.9K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.33K+ 13.07% |
$584K - $706K
|
37.5K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.33K+ 1284.87% |
$584K - $706K
|
4.67K
$625K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.32K+ 113.14% |
$583K - $704K
|
8.14K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
4.29KNew |
$579K - $699K
|
4.29K
$575K
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
4.23K+ 1.16% |
$570K - $689K
|
369K
$49.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.22K+ 185.01% |
$569K - $688K
|
6.5K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Oakview Capital Management, L.P.
Dallas, TX |
BUY
|
- |
4.2K+ 3.51% |
$566K - $684K
|
124K
$16.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.19K+ 49.1% |
$565K - $683K
|
12.7K
$1.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
4.11K+ 1.25% |
$555K - $670K
|
334K
$44.7M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
4.1K+ 1.88% |
$553K - $669K
|
222K
$29.7M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
4.06K+ 17.49% |
$547K - $661K
|
27.3K
$3.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
4.02K+ 11.26% |
$542K - $656K
|
39.8K
$5.32M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.97K+ 45.15% |
$536K - $648K
|
12.8K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3.97K+ 22.58% |
$536K - $647K
|
21.6K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.95KNew |
$532K - $643K
|
3.95K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
3.94KNew |
$531K - $642K
|
3.94K
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.92K+ 64.76% |
$529K - $639K
|
9.98K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 142.19% |
$528K - $638K
|
6.67K
$893K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.87K+ 4.16% |
$522K - $631K
|
96.9K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.77KNew |
$508K - $614K
|
3.77K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
3.76K+ 9.07% |
$507K - $613K
|
45.3K
$6.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.76K+ 85.53% |
$507K - $613K
|
8.16K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.73K+ 5.97% |
$503K - $608K
|
66.3K
$8.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
3.73KNew |
$503K - $608K
|
3.73K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.71KNew |
$500K - $604K
|
3.71K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.7K+ 4.41% |
$498K - $602K
|
87.5K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.67KNew |
$495K - $599K
|
3.67K
$492K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.67KNew |
$495K - $598K
|
3.67K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.67KNew |
$495K - $598K
|
3.67K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.65K+ 11.03% |
$492K - $594K
|
36.7K
$4.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.64K+ 18.06% |
$491K - $593K
|
23.8K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.64KNew |
$490K - $592K
|
3.64K
$487K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.59KNew |
$485K - $586K
|
3.59K
$481K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.57KNew |
$482K - $582K
|
3.57K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.52KNew |
$474K - $573K
|
3.52K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.44KNew |
$464K - $561K
|
3.44K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.44K+ 3.2% |
$464K - $560K
|
111K
$14.9M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.43KNew |
$462K - $558K
|
3.43K
$459K
|