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 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.39K+ 31.68% |
$457K - $552K
|
14.1K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.38KNew |
$455K - $550K
|
3.38K
$452K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.36KNew |
$454K - $548K
|
3.36K
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.36KNew |
$453K - $547K
|
3.36K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.36KNew |
$452K - $547K
|
3.36K
$449K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.32KNew |
$448K - $542K
|
3.32K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.32K+ 18.53% |
$448K - $541K
|
21.2K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.3K+ 5.06% |
$445K - $537K
|
68.4K
$9.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.28K+ 2.57% |
$442K - $534K
|
131K
$17.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.26KNew |
$440K - $532K
|
3.26K
$437K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.21KNew |
$433K - $523K
|
3.21K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
3.19K+ 36.46% |
$430K - $520K
|
11.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.18K+ 26.38% |
$429K - $519K
|
15.2K
$2.04M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.16K+ 11.39% |
$426K - $515K
|
30.9K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.16K+ 21.67% |
$426K - $515K
|
17.7K
$2.38M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.16KNew |
$426K - $514K
|
3.16K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
3.16KNew |
$425K - $514K
|
3.16K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.15K+ 13.23% |
$425K - $514K
|
27K
$3.61M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.15K+ 53.84% |
$425K - $513K
|
9K
$1.21M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.15KNew |
$425K - $513K
|
3.15K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.14K+ 0.96% |
$423K - $512K
|
331K
$44.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
3.13K+ 8.28% |
$422K - $510K
|
40.9K
$5.48M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
3.1K+ 21.57% |
$418K - $505K
|
17.5K
$2.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.08K+ 4.05% |
$415K - $502K
|
79.2K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.08K+ 1.07% |
$415K - $502K
|
290K
$38.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.07K+ 7.53% |
$414K - $500K
|
43.9K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.02KNew |
$407K - $491K
|
3.02K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
3.01K+ 5.94% |
$406K - $491K
|
53.7K
$7.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.01KNew |
$405K - $490K
|
3.01K
$403K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.01KNew |
$405K - $490K
|
3.01K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3KNew |
$404K - $489K
|
3K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.98KNew |
$401K - $485K
|
2.98K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.97K+ 2.95% |
$400K - $484K
|
104K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.94K+ 65.0% |
$397K - $480K
|
7.47K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.94K+ 4.21% |
$396K - $478K
|
72.6K
$9.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.87KNew |
$387K - $467K
|
2.87K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.78K+ 37.29% |
$374K - $452K
|
10.2K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.75KNew |
$370K - $448K
|
2.75K
$368K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.74K+ 52.66% |
$369K - $446K
|
7.93K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.71KNew |
$365K - $441K
|
2.71K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.7KNew |
$364K - $440K
|
2.7K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.7K+ 16.43% |
$364K - $440K
|
19.1K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.69KNew |
$362K - $437K
|
2.69K
$360K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
2.65K+ 5.78% |
$357K - $432K
|
48.5K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
2.61KNew |
$352K - $425K
|
2.61K
$350K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 26.71% |
$345K - $417K
|
12.1K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.55KNew |
$343K - $415K
|
2.55K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 10.13% |
$342K - $413K
|
27.6K
$3.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.53KNew |
$341K - $412K
|
2.53K
$339K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.51KNew |
$338K - $408K
|
2.51K
$336K
|