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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-65- 0.96% |
$8.76K - $10.6K
|
6.74K
$670K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-66- 2.54% |
$8.9K - $10.8K
|
2.53K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-66- 0.09% |
$8.9K - $10.8K
|
76.5K
$7.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-67- 3.04% |
$9.03K - $10.9K
|
2.13K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-68- 0.54% |
$9.17K - $11.1K
|
12.5K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-70- 2.72% |
$9.44K - $11.4K
|
2.5K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-70- 0.24% |
$9.44K - $11.4K
|
29.6K
$2.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-71- 1.22% |
$9.57K - $11.6K
|
5.74K
$571K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-72- 4.33% |
$9.71K - $11.7K
|
1.59K
$158K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-74- 0.84% |
$9.98K - $12.1K
|
8.73K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-76- 2.55% |
$10.2K - $12.4K
|
2.91K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-77- 2.65% |
$10.4K - $12.5K
|
2.83K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-78- 2.48% |
$10.5K - $12.7K
|
3.07K
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-78- 0.42% |
$10.5K - $12.7K
|
18.7K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-80- 4.69% |
$10.8K - $13K
|
1.63K
$162K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-81- 5.02% |
$10.9K - $13.2K
|
1.53K
$152K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-81- 2.35% |
$10.9K - $13.2K
|
3.36K
$334K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-82- 0.91% |
$11.1K - $13.4K
|
8.95K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-82- 0.97% |
$11.1K - $13.4K
|
8.34K
$830K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-83- 4.69% |
$11.2K - $13.5K
|
1.69K
$168K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-83- 60.58% |
$11.2K - $13.5K
|
54
$5.37K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-84- 0.68% |
$11.3K - $13.7K
|
12.4K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-85- 1.14% |
$11.5K - $13.8K
|
7.4K
$737K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-86- 1.49% |
$11.6K - $14K
|
5.69K
$566K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-86- 3.73% |
$11.6K - $14K
|
2.22K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-87- 1.39% |
$11.7K - $14.2K
|
6.19K
$616K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-88- 3.13% |
$11.9K - $14.3K
|
2.73K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-88- 1.51% |
$11.9K - $14.3K
|
5.74K
$571K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-89- 2.31% |
$12K - $14.5K
|
3.76K
$374K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 64.03% |
$12K - $14.5K
|
50
$4.98K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-90- 1.86% |
$12.1K - $14.7K
|
4.74K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-93- 0.02% |
$12.5K - $15.2K
|
372K
$37M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-95- 0.11% |
$12.8K - $15.5K
|
86.9K
$8.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-95- 5.13% |
$12.8K - $15.5K
|
1.76K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-97- 2.99% |
$13.1K - $15.8K
|
3.15K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-100- 3.87% |
$13.5K - $16.3K
|
2.48K
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 2.43% |
$13.5K - $16.3K
|
4.01K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 4.88% |
$13.5K - $16.3K
|
1.95K
$194K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-100- 2.89% |
$13.5K - $16.3K
|
3.36K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-100- 2.04% |
$13.5K - $16.3K
|
4.8K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 0.16% |
$13.5K - $16.3K
|
60.6K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-100- 2.55% |
$13.5K - $16.3K
|
3.82K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-100- 1.55% |
$13.5K - $16.3K
|
6.37K
$634K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-101- 3.78% |
$13.6K - $16.5K
|
2.57K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-101- 2.09% |
$13.6K - $16.5K
|
4.73K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-101- 5.3% |
$13.6K - $16.5K
|
1.81K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-101- 2.81% |
$13.6K - $16.5K
|
3.49K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-102- 0.06% |
$13.8K - $16.6K
|
158K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-102- 3.88% |
$13.8K - $16.6K
|
2.53K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-103- 7.2% |
$13.9K - $16.8K
|
1.33K
$132K
|