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 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.87K+ 88.93% |
$252K - $305K
|
3.98K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.87K+ 340.0% |
$252K - $305K
|
2.42K
$324K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.87K+ 2.59% |
$251K - $304K
|
73.9K
$9.89M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.86K+ 92.01% |
$250K - $302K
|
3.87K
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.85K+ 23.84% |
$250K - $302K
|
9.62K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.85K+ 41.05% |
$250K - $302K
|
6.36K
$852K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.85K+ 8.57% |
$249K - $301K
|
23.4K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.82K+ 3.7% |
$245K - $296K
|
50.9K
$6.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.81K+ 75.29% |
$244K - $294K
|
4.21K
$563K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.81KNew |
$243K - $294K
|
1.81K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.81K+ 135.92% |
$243K - $294K
|
3.13K
$420K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
1.8K+ 5.6% |
$243K - $294K
|
34K
$4.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.8K+ 29.41% |
$243K - $293K
|
7.92K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.79K+ 27.6% |
$242K - $292K
|
8.28K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.79KNew |
$241K - $291K
|
1.79K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.79K+ 29.15% |
$241K - $291K
|
7.91K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.78K+ 5.29% |
$240K - $290K
|
35.5K
$4.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.78K+ 14.3% |
$240K - $290K
|
14.2K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.78K+ 42.32% |
$239K - $289K
|
5.97K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.76K+ 18.97% |
$237K - $286K
|
11K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.75K+ 35.28% |
$236K - $285K
|
6.71K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.73KNew |
$233K - $282K
|
1.73K
$232K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.72K+ 17.29% |
$232K - $280K
|
11.7K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.71KNew |
$230K - $278K
|
1.71K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.7K+ 32.43% |
$230K - $278K
|
6.96K
$932K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.7K+ 128.18% |
$229K - $277K
|
3.03K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.69KNew |
$228K - $276K
|
1.69K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.68KNew |
$226K - $273K
|
1.68K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$224K - $271K
|
1.66K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.66K+ 11.51% |
$224K - $271K
|
16.1K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.66KNew |
$224K - $270K
|
1.66K
$222K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.66KNew |
$224K - $270K
|
1.66K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.65K+ 8.59% |
$223K - $269K
|
20.9K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.64KNew |
$222K - $268K
|
1.64K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.64K+ 10.74% |
$222K - $268K
|
17K
$2.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
1.64K+ 9.65% |
$221K - $268K
|
18.7K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
1.64K+ 25.29% |
$221K - $267K
|
8.13K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.64KNew |
$221K - $267K
|
1.64K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.63KNew |
$220K - $265K
|
1.63K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 105.38% |
$219K - $265K
|
3.17K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.62KNew |
$219K - $264K
|
1.62K
$217K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
1.62K+ 13.05% |
$218K - $264K
|
14K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.62K+ 10.08% |
$218K - $263K
|
17.7K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.61K+ 1.8% |
$217K - $262K
|
91.1K
$12.2M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.61KNew |
$217K - $262K
|
1.61K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.6KNew |
$215K - $260K
|
1.6K
$214K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.59K+ 77.24% |
$215K - $259K
|
3.65K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.59K+ 16.8% |
$214K - $258K
|
11K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.58K+ 3.18% |
$212K - $257K
|
51.1K
$6.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.57K+ 28.02% |
$212K - $256K
|
7.17K
$961K
|