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 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
303+ 3.55% |
$46K - $57.1K
|
8.84K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
302+ 0.44% |
$45.9K - $56.9K
|
69.2K
$9.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
300+ 6.63% |
$45.6K - $56.5K
|
4.83K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 50.0% |
$45.6K - $56.5K
|
900
$121K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
300+ 234.38% |
$45.6K - $56.5K
|
428
$57.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
296+ 18.37% |
$45K - $55.7K
|
1.91K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
296+ 4.45% |
$45K - $55.7K
|
6.95K
$931K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
296+ 0.08% |
$45K - $55.7K
|
372K
$49.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
295+ 18.05% |
$44.8K - $55.6K
|
1.93K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
294+ 13.96% |
$44.7K - $55.4K
|
2.4K
$321K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
291+ 0.56% |
$44.2K - $54.8K
|
52.3K
$7.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
290+ 5.5% |
$44.1K - $54.6K
|
5.56K
$744K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
287+ 14.67% |
$43.6K - $54.1K
|
2.24K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
283+ 2.92% |
$43K - $53.3K
|
9.98K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
283+ 2.0% |
$43K - $53.3K
|
14.4K
$1.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
274+ 0.65% |
$41.6K - $51.6K
|
42.1K
$5.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
272+ 4.13% |
$41.3K - $51.2K
|
6.86K
$918K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
268+ 8.87% |
$40.7K - $50.5K
|
3.29K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
268+ 2.6% |
$40.7K - $50.5K
|
10.6K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
267+ 3.6% |
$40.6K - $50.3K
|
7.69K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
267+ 1.45% |
$40.6K - $50.3K
|
18.7K
$2.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
262+ 5.7% |
$39.8K - $49.3K
|
4.86K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
259+ 1.58% |
$39.3K - $48.8K
|
16.7K
$2.23M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
258+ 11.67% |
$39.2K - $48.6K
|
2.47K
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
256New |
$38.9K - $48.2K
|
256
$34.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
256+ 0.21% |
$38.9K - $48.2K
|
123K
$16.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
255+ 0.18% |
$38.7K - $48K
|
144K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
253+ 1.41% |
$38.4K - $47.7K
|
18.2K
$2.43M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
252+ 2.0% |
$38.3K - $47.5K
|
12.8K
$1.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
247+ 11.84% |
$37.5K - $46.5K
|
2.33K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
242+ 10.15% |
$36.8K - $45.6K
|
2.63K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
241+ 6.71% |
$36.6K - $45.4K
|
3.83K
$513K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
240+ 6.16% |
$36.5K - $45.2K
|
4.14K
$554K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
238+ 9.24% |
$36.2K - $44.8K
|
2.81K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
237+ 10.47% |
$36K - $44.6K
|
2.5K
$335K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
232+ 9.67% |
$35.2K - $43.7K
|
2.63K
$352K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
230+ 11.71% |
$34.9K - $43.3K
|
2.19K
$294K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
230+ 2555.56% |
$34.9K - $43.3K
|
239
$32K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
228+ 7.97% |
$34.6K - $42.9K
|
3.09K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
228+ 2.78% |
$34.6K - $42.9K
|
8.43K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
225+ 26.07% |
$34.2K - $42.4K
|
1.09K
$146K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
223+ 6.8% |
$33.9K - $42K
|
3.5K
$469K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
220+ 7.29% |
$33.4K - $41.4K
|
3.24K
$434K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
218+ 11.37% |
$33.1K - $41.1K
|
2.14K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
217+ 0.31% |
$33K - $40.9K
|
69.7K
$9.33M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
217+ 15.78% |
$33K - $40.9K
|
1.59K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
215+ 8.4% |
$32.7K - $40.5K
|
2.78K
$372K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
208+ 1.15% |
$31.6K - $39.2K
|
18.3K
$2.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
200+ 10.25% |
$30.4K - $37.7K
|
2.15K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
197+ 4.82% |
$29.9K - $37.1K
|
4.28K
$573K
|