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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
399+ 2.54% |
$60.6K - $75.1K
|
16.1K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
396+ 12.08% |
$60.2K - $74.6K
|
3.67K
$492K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
385+ 17.53% |
$58.5K - $72.5K
|
2.58K
$346K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
384+ 4.73% |
$58.3K - $72.3K
|
8.51K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
381+ 8.64% |
$57.9K - $71.8K
|
4.79K
$641K
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
378+ 1.98% |
$57.4K - $71.2K
|
19.5K
$2.61M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
378+ 1.98% |
$57.4K - $71.2K
|
19.5K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
376+ 7.5% |
$57.1K - $70.8K
|
5.39K
$721K
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
375+ 25.6% |
$57K - $70.6K
|
1.84K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
374+ 5.44% |
$56.8K - $70.4K
|
7.25K
$971K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
373+ 2.92% |
$56.7K - $70.3K
|
13.1K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
371+ 2.28% |
$56.4K - $69.9K
|
16.7K
$2.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
370+ 2466.67% |
$56.2K - $69.7K
|
385
$51.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
367+ 160.26% |
$55.7K - $69.1K
|
596
$79.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
366+ 1.54% |
$55.6K - $68.9K
|
24.2K
$3.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
363+ 31.19% |
$55.1K - $68.4K
|
1.53K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
362+ 5.49% |
$55K - $68.2K
|
6.96K
$932K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
361+ 10.81% |
$54.8K - $68K
|
3.7K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
359+ 3.58% |
$54.5K - $67.6K
|
10.4K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
359+ 1.93% |
$54.5K - $67.6K
|
19K
$2.54M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
359+ 1.93% |
$54.5K - $67.6K
|
19K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
355+ 10.24% |
$53.9K - $66.9K
|
3.82K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
353+ 16.02% |
$53.6K - $66.5K
|
2.56K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
352New |
$53.5K - $66.3K
|
352
$47.1K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
352+ 2.21% |
$53.5K - $66.3K
|
16.3K
$2.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
350+ 1.35% |
$53.2K - $65.9K
|
26.4K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
348+ 2.3% |
$52.9K - $65.5K
|
15.5K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
345+ 4.46% |
$52.4K - $65K
|
8.08K
$1.08M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
345+ 25.94% |
$52.4K - $65K
|
1.68K
$224K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
344+ 1.33% |
$52.3K - $64.8K
|
26.1K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
340+ 7.43% |
$51.6K - $64K
|
4.92K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
340+ 5.69% |
$51.6K - $64K
|
6.31K
$845K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
339+ 0.64% |
$51.5K - $63.8K
|
53.5K
$7.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
332+ 28.5% |
$50.4K - $62.5K
|
1.5K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
332+ 10.98% |
$50.4K - $62.5K
|
3.36K
$450K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
330+ 2.6% |
$50.1K - $62.2K
|
13K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
324+ 0.66% |
$49.2K - $61K
|
49.5K
$6.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
321+ 8.9% |
$48.8K - $60.5K
|
3.93K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
321+ 6.95% |
$48.8K - $60.5K
|
4.94K
$662K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
321+ 6.95% |
$48.8K - $60.5K
|
4.94K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
320+ 26.58% |
$48.6K - $60.3K
|
1.52K
$204K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
317+ 2.03% |
$48.2K - $59.7K
|
16K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
315New |
$47.8K - $59.3K
|
315
$42.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
314+ 11.11% |
$47.7K - $59.1K
|
3.14K
$421K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
313+ 0.6% |
$47.5K - $59K
|
52.6K
$7.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
309+ 0.77% |
$46.9K - $58.2K
|
40.3K
$5.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
304+ 14.29% |
$46.2K - $57.3K
|
2.43K
$326K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
303+ 5.74% |
$46K - $57.1K
|
5.58K
$747K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
303+ 6.06% |
$46K - $57.1K
|
5.3K
$710K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
303+ 10.74% |
$46K - $57.1K
|
3.13K
$418K
|