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
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.49K+ 4.1% |
$335K - $405K
|
63.1K
$8.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.47K+ 1.28% |
$333K - $403K
|
195K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.46K+ 6.23% |
$332K - $401K
|
42K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
2.46K+ 13.9% |
$332K - $401K
|
20.2K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.45KNew |
$331K - $400K
|
2.45K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.45K+ 9.29% |
$330K - $399K
|
28.8K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
2.43KNew |
$328K - $396K
|
2.43K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 42.75% |
$327K - $395K
|
8.1K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.42K+ 12.67% |
$327K - $395K
|
21.5K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.38KNew |
$321K - $388K
|
2.38K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.38K+ 3.0% |
$321K - $388K
|
81.7K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
2.37K+ 7.77% |
$319K - $385K
|
32.8K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.36K+ 20.81% |
$318K - $384K
|
13.7K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.32K+ 26.93% |
$312K - $378K
|
10.9K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.31KNew |
$312K - $377K
|
2.31K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.3K+ 17.69% |
$310K - $375K
|
15.3K
$2.05M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.29KNew |
$309K - $373K
|
2.29K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$308K - $372K
|
2.28K
$306K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.28KNew |
$307K - $371K
|
2.28K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.28K+ 13.79% |
$307K - $371K
|
18.8K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.24K+ 7.47% |
$302K - $365K
|
32.3K
$4.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2.21K+ 40.96% |
$298K - $361K
|
7.62K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.21K+ 5.18% |
$298K - $360K
|
44.8K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 1.41% |
$296K - $358K
|
158K
$21.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.18KNew |
$294K - $355K
|
2.18K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.15K+ 21.56% |
$290K - $351K
|
12.1K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.1K+ 24.63% |
$284K - $343K
|
10.6K
$1.43M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.1KNew |
$283K - $342K
|
2.1K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.09KNew |
$282K - $340K
|
2.09K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.07K+ 12.48% |
$280K - $338K
|
18.7K
$2.5M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.07KNew |
$279K - $337K
|
2.07K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.06K+ 1.6% |
$278K - $336K
|
131K
$17.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.06KNew |
$277K - $335K
|
2.06K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.03K+ 3.86% |
$273K - $330K
|
54.5K
$7.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.01K+ 24.3% |
$271K - $328K
|
10.3K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2K+ 669.9% |
$270K - $326K
|
2.3K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2K+ 82.24% |
$269K - $325K
|
4.42K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$269K - $325K
|
2K
$267K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.99KNew |
$268K - $324K
|
1.99K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.98K+ 135.98% |
$268K - $323K
|
3.44K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.98KNew |
$266K - $322K
|
1.98K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
1.94K+ 2.17% |
$262K - $317K
|
91.6K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.94KNew |
$262K - $316K
|
1.94K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.94K+ 2.48% |
$261K - $316K
|
79.9K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.92K+ 42.42% |
$259K - $313K
|
6.46K
$865K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.9K+ 16.66% |
$256K - $309K
|
13.3K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.88K+ 21.16% |
$254K - $307K
|
10.8K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.88K+ 5.61% |
$254K - $307K
|
35.5K
$4.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 20.76% |
$253K - $306K
|
10.9K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 6.76% |
$252K - $305K
|
29.6K
$3.96M
|