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 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
16+ 0.32% |
$2.16K - $2.61K
|
4.96K
$643K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
14+ 0.64% |
$1.89K - $2.28K
|
2.21K
$286K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14+ 0.1% |
$1.89K - $2.28K
|
13.8K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
13+ 1.01% |
$1.75K - $2.12K
|
1.31K
$169K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 5.44% |
$1.75K - $2.12K
|
252
$32.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12+ 0.87% |
$1.62K - $1.96K
|
1.39K
$181K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 2.23% |
$1.62K - $1.96K
|
550
$71.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
12+ 0.59% |
$1.62K - $1.96K
|
2.04K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
12+ 0.04% |
$1.62K - $1.96K
|
26.7K
$3.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.12% |
$1.48K - $1.79K
|
8.91K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
11+ 6.59% |
$1.48K - $1.79K
|
178
$23.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
11+ 0.28% |
$1.48K - $1.79K
|
3.97K
$515K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
10+ 0.63% |
$1.35K - $1.63K
|
1.59K
$206K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 1.9% |
$1.35K - $1.63K
|
535
$69.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
10+ 0.04% |
$1.35K - $1.63K
|
23.7K
$3.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.16% |
$1.35K - $1.63K
|
6.15K
$798K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10+ 12.66% |
$1.35K - $1.63K
|
89
$11.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 5.15% |
$1.35K - $1.63K
|
204
$26.5K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 2.25% |
$1.35K - $1.63K
|
455
$59K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.35% |
$1.21K - $1.47K
|
2.56K
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
9+ 0.26% |
$1.21K - $1.47K
|
3.42K
$443K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
9+ 0.59% |
$1.21K - $1.47K
|
1.52K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
9+ 0.53% |
$1.21K - $1.47K
|
1.72K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.69% |
$1.21K - $1.47K
|
1.31K
$170K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 0.9% |
$1.21K - $1.47K
|
1.01K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.05% |
$1.21K - $1.47K
|
17.5K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9+ 0.32% |
$1.21K - $1.47K
|
2.86K
$371K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.26% |
$1.08K - $1.3K
|
3.07K
$398K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.6% |
$1.08K - $1.3K
|
1.33K
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
8+ 0.39% |
$1.08K - $1.3K
|
2.04K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
8+ 0.4% |
$1.08K - $1.3K
|
2.01K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$1.08K - $1.3K
|
8
$1.04K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 0.83% |
$944 - $1.14K
|
852
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
7New |
$944 - $1.14K
|
7
$908
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6+ 0.07% |
$809 - $978
|
8.83K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.3% |
$809 - $978
|
2.04K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6New |
$809 - $978
|
6
$778
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
6+ 0.39% |
$809 - $978
|
1.55K
$201K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$809 - $978
|
6
$778
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.11% |
$674 - $815
|
4.39K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5+ 2.86% |
$674 - $815
|
180
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.36% |
$674 - $815
|
1.41K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
5New |
$674 - $815
|
5
$649
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.17% |
$539 - $652
|
2.34K
$304K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.15% |
$539 - $652
|
2.61K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.05% |
$539 - $652
|
7.42K
$962K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4+ 0.12% |
$539 - $652
|
3.44K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4+ 0.26% |
$539 - $652
|
1.51K
$196K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.03% |
$404 - $489
|
9.02K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.63% |
$404 - $489
|
479
$62.1K
|