Purchases and Sales Made in Q3 2023 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
847+ 0.13% |
$129K - $160K
|
661K
$88.5M
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
842+ 14.14% |
$128K - $159K
|
6.8K
$910K
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
837+ 40.63% |
$127K - $158K
|
2.9K
$388K
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
834+ 12.21% |
$127K - $157K
|
7.67K
$1.03M
|
|
Oct 18, 2023
Q3 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
817+ 7.34% |
$124K - $154K
|
12K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
810+ 16.65% |
$123K - $153K
|
5.68K
$760K
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
806+ 9.01% |
$122K - $152K
|
9.75K
$1.31M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
804+ 0.27% |
$122K - $151K
|
301K
$40.3M
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
802+ 14.11% |
$122K - $151K
|
6.49K
$868K
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
800+ 40.0% |
$122K - $151K
|
2.8K
$375K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
791+ 8.6% |
$120K - $149K
|
9.99K
$1.34M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
785+ 1.35% |
$119K - $148K
|
59.1K
$7.91M
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
773+ 3.31% |
$117K - $146K
|
24.2K
$3.23M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
772+ 9.95% |
$117K - $145K
|
8.53K
$1.14M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
769+ 13.78% |
$117K - $145K
|
6.35K
$850K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
748+ 2.31% |
$114K - $141K
|
33.2K
$4.44M
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
BUY
|
- |
745+ 4.68% |
$113K - $140K
|
16.7K
$2.23M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
743New |
$113K - $140K
|
743
$99.5K
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
742+ 6.46% |
$113K - $140K
|
12.2K
$1.64M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
740+ 1.01% |
$112K - $139K
|
74.3K
$9.96M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
735+ 3.25% |
$112K - $138K
|
23.3K
$3.12M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
721+ 20.01% |
$110K - $136K
|
4.33K
$579K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
706New |
$107K - $133K
|
706
$94.5K
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
704+ 1.35% |
$107K - $133K
|
52.7K
$7.06M
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
700+ 2.82% |
$106K - $132K
|
25.5K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
693+ 4.75% |
$105K - $131K
|
15.3K
$2.05M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
689+ 22.38% |
$105K - $130K
|
3.77K
$505K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
684+ 3.51% |
$104K - $129K
|
20.2K
$2.7M
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
683+ 3.2% |
$104K - $129K
|
22K
$2.95M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
683+ 51.12% |
$104K - $129K
|
2.02K
$270K
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
673+ 2.14% |
$102K - $127K
|
32.2K
$4.31M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
670+ 11.03% |
$102K - $126K
|
6.74K
$903K
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
667New |
$101K - $126K
|
667
$89.3K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
664+ 7.03% |
$101K - $125K
|
10.1K
$1.35M
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
652+ 0.87% |
$99K - $123K
|
75.4K
$10.1M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
650New |
$98.7K - $122K
|
650
$87K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
648+ 4.78% |
$98.4K - $122K
|
14.2K
$1.9M
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
646+ 1.51% |
$98.1K - $122K
|
43.6K
$5.83M
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
644+ 26.04% |
$97.8K - $121K
|
3.12K
$417K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
640+ 1.76% |
$97.2K - $121K
|
37K
$4.95M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
633+ 22.54% |
$96.2K - $119K
|
3.44K
$461K
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
631+ 2.07% |
$95.8K - $119K
|
31.1K
$4.17M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
619+ 4.79% |
$94K - $117K
|
13.5K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
616+ 5.38% |
$93.6K - $116K
|
12.1K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
612+ 1.26% |
$93K - $115K
|
49.1K
$6.57M
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
600+ 8.7% |
$91.1K - $113K
|
7.5K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
597+ 1.8% |
$90.7K - $112K
|
33.7K
$4.51M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
588+ 2.85% |
$89.3K - $111K
|
21.2K
$2.84M
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
587+ 8.12% |
$89.2K - $111K
|
7.82K
$1.05M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
585+ 10.64% |
$88.9K - $110K
|
6.08K
$815K
|