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 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4- 0.07% |
$539 - $652
|
5.86K
$583K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 8.89% |
$539 - $652
|
41
$4.08K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-5- 0.22% |
$674 - $815
|
2.3K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-5- 0.11% |
$674 - $815
|
4.51K
$449K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-5- 0.1% |
$674 - $815
|
4.93K
$491K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5- 0.16% |
$674 - $815
|
3.14K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5- 0.3% |
$674 - $815
|
1.66K
$165K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5- 0.07% |
$674 - $815
|
6.95K
$691K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.34% |
$674 - $815
|
1.47K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5- 0.04% |
$674 - $815
|
11.5K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6- 0.3% |
$809 - $978
|
2K
$199K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6- 0.01% |
$809 - $978
|
41.7K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-6- 0.52% |
$809 - $978
|
1.16K
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-6- 0.08% |
$809 - $978
|
7.94K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6- 0.07% |
$809 - $978
|
8K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-6- 0.14% |
$809 - $978
|
4.32K
$430K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6- 0.02% |
$809 - $978
|
39.7K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-7- 0.17% |
$944 - $1.14K
|
4.03K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7- 0.02% |
$944 - $1.14K
|
34K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.36% |
$1.08K - $1.3K
|
2.25K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 8.89% |
$1.08K - $1.3K
|
82
$8.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-8- 0.19% |
$1.08K - $1.3K
|
4.25K
$423K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.09% |
$1.21K - $1.47K
|
10.3K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.75% |
$1.35K - $1.63K
|
1.33K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-10- 1.26% |
$1.35K - $1.63K
|
785
$78.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 2.69% |
$1.35K - $1.63K
|
362
$36K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-10- 2.34% |
$1.35K - $1.63K
|
418
$41.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-11- 0.11% |
$1.48K - $1.79K
|
9.67K
$963K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 4.98% |
$1.48K - $1.79K
|
210
$20.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-12- 0.08% |
$1.62K - $1.96K
|
15.3K
$1.52M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-12- 0.34% |
$1.62K - $1.96K
|
3.52K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-13- 0.39% |
$1.75K - $2.12K
|
3.32K
$330K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-13- 0.25% |
$1.75K - $2.12K
|
5.23K
$520K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-13- 0.13% |
$1.75K - $2.12K
|
9.69K
$964K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-13- 0.09% |
$1.75K - $2.12K
|
14.6K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-13- 0.18% |
$1.75K - $2.12K
|
7.2K
$716K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 0.29% |
$1.89K - $2.28K
|
4.76K
$474K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-14- 0.81% |
$1.89K - $2.28K
|
1.72K
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-14- 0.34% |
$1.89K - $2.28K
|
4.1K
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.29% |
$2.02K - $2.44K
|
5.08K
$505K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-15- 0.19% |
$2.02K - $2.44K
|
7.72K
$768K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-15- 0.77% |
$2.02K - $2.44K
|
1.94K
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-15- 0.6% |
$2.02K - $2.44K
|
2.5K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-15- 0.84% |
$2.02K - $2.44K
|
1.76K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-15- 0.73% |
$2.02K - $2.44K
|
2.03K
$202K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 1.81% |
$2.16K - $2.61K
|
868
$86.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-16- 0.15% |
$2.16K - $2.61K
|
10.9K
$1.08M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 1.25% |
$2.16K - $2.61K
|
1.26K
$126K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-18- 0.44% |
$2.43K - $2.93K
|
4.05K
$403K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-18- 39.13% |
$2.43K - $2.93K
|
28
$2.79K
|