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 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
318+ 11.19% |
$42.9K - $51.8K
|
3.16K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
315+ 0.66% |
$42.5K - $51.3K
|
47.8K
$6.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
315+ 5.06% |
$42.5K - $51.3K
|
6.54K
$848K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
314+ 2.47% |
$42.3K - $51.2K
|
13K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
314+ 2.79% |
$42.3K - $51.2K
|
11.6K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
313+ 0.21% |
$42.2K - $51K
|
150K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
311+ 7.74% |
$41.9K - $50.7K
|
4.33K
$562K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
308+ 14.86% |
$41.5K - $50.2K
|
2.38K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
308+ 7.15% |
$41.5K - $50.2K
|
4.62K
$599K
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
305+ 2.72% |
$41.1K - $49.7K
|
11.5K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
304+ 24.44% |
$41K - $49.5K
|
1.55K
$201K
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
300+ 0.18% |
$40.4K - $48.9K
|
170K
$22.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
295+ 16.73% |
$39.8K - $48.1K
|
2.06K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
295+ 9.74% |
$39.8K - $48.1K
|
3.33K
$431K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
294+ 5.65% |
$39.6K - $47.9K
|
5.5K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
288+ 3.68% |
$38.8K - $46.9K
|
8.1K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
287+ 9.54% |
$38.7K - $46.8K
|
3.3K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
287+ 17.08% |
$38.7K - $46.8K
|
1.97K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
287+ 7.03% |
$38.7K - $46.8K
|
4.37K
$567K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
284+ 6.11% |
$38.3K - $46.3K
|
4.93K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
282+ 1.55% |
$38K - $45.9K
|
18.5K
$2.39M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
282+ 17.71% |
$38K - $45.9K
|
1.87K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
281+ 0.22% |
$37.9K - $45.8K
|
127K
$16.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
281+ 0.91% |
$37.9K - $45.8K
|
31K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
280+ 5.7% |
$37.8K - $45.6K
|
5.2K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
277+ 5.64% |
$37.3K - $45.1K
|
5.19K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
275+ 1.63% |
$37.1K - $44.8K
|
17.1K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
275+ 4.36% |
$37.1K - $44.8K
|
6.58K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
274New |
$36.9K - $44.6K
|
274
$35.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
273+ 12.83% |
$36.8K - $44.5K
|
2.4K
$311K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
272+ 41.21% |
$36.7K - $44.3K
|
932
$121K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
272+ 12.65% |
$36.7K - $44.3K
|
2.42K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
272New |
$36.7K - $44.3K
|
272
$35.3K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
272+ 1.01% |
$36.7K - $44.3K
|
27.1K
$3.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
269+ 0.93% |
$36.3K - $43.8K
|
29.2K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
266New |
$35.9K - $43.3K
|
266
$34.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
265+ 11.08% |
$35.7K - $43.2K
|
2.66K
$345K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
264+ 19.97% |
$35.6K - $43K
|
1.59K
$206K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 10.13% |
$33.7K - $40.7K
|
2.72K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
247+ 6.2% |
$33.3K - $40.2K
|
4.23K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
246+ 13.09% |
$33.2K - $40.1K
|
2.13K
$276K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
245+ 42.83% |
$33K - $39.9K
|
817
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
242+ 4.14% |
$32.6K - $39.4K
|
6.09K
$791K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
240+ 3.13% |
$32.4K - $39.1K
|
7.91K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
230+ 1.75% |
$31K - $37.5K
|
13.4K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
230+ 16.21% |
$31K - $37.5K
|
1.65K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
229+ 4.59% |
$30.9K - $37.3K
|
5.22K
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
226New |
$30.5K - $36.8K
|
226
$29.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225+ 5.8% |
$30.3K - $36.7K
|
4.11K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
225+ 9.1% |
$30.3K - $36.7K
|
2.7K
$350K
|