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 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
56+ 1.15% |
$8.51K - $10.5K
|
4.94K
$662K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
55+ 2.51% |
$8.35K - $10.4K
|
2.25K
$301K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
55+ 4.78% |
$8.35K - $10.4K
|
1.21K
$161K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
54+ 1.76% |
$8.2K - $10.2K
|
3.13K
$419K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
53+ 0.92% |
$8.05K - $9.98K
|
5.81K
$778K
|
|
|
Oct 18, 2023
Q3 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
53+ 8.73% |
$8.05K - $9.98K
|
660
$88.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.23% |
$8.05K - $9.98K
|
4.36K
$583K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
52+ 2.67% |
$7.9K - $9.79K
|
2K
$267K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52+ 35.86% |
$7.9K - $9.79K
|
197
$26.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
51+ 1.22% |
$7.75K - $9.61K
|
4.23K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
51+ 3.33% |
$7.75K - $9.61K
|
1.58K
$212K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50+ 11.66% |
$7.6K - $9.42K
|
479
$64.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
50+ 5.07% |
$7.6K - $9.42K
|
1.04K
$139K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.9% |
$7.6K - $9.42K
|
5.59K
$749K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
50+ 2.19% |
$7.6K - $9.42K
|
2.33K
$313K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
49+ 2.88% |
$7.44K - $9.23K
|
1.75K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
49+ 1.19% |
$7.44K - $9.23K
|
4.16K
$558K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
49+ 3.67% |
$7.44K - $9.23K
|
1.38K
$185K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 2.26% |
$7.29K - $9.04K
|
2.17K
$290K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
48+ 1.83% |
$7.29K - $9.04K
|
2.67K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
48+ 3.38% |
$7.29K - $9.04K
|
1.47K
$197K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47+ 0.52% |
$7.14K - $8.85K
|
9.02K
$1.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
46+ 2.63% |
$6.99K - $8.66K
|
1.8K
$240K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
46+ 0.41% |
$6.99K - $8.66K
|
11.4K
$1.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
46+ 1.53% |
$6.99K - $8.66K
|
3.06K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
46+ 2.3% |
$6.99K - $8.66K
|
2.05K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
46+ 26.29% |
$6.99K - $8.66K
|
221
$29.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45+ 0.72% |
$6.84K - $8.48K
|
6.31K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45+ 0.06% |
$6.84K - $8.48K
|
75.4K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
44+ 0.31% |
$6.68K - $8.29K
|
14.2K
$1.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
43+ 0.15% |
$6.53K - $8.1K
|
28.3K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
43+ 0.95% |
$6.53K - $8.1K
|
4.59K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
43+ 0.51% |
$6.53K - $8.1K
|
8.47K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
41+ 1.16% |
$6.23K - $7.72K
|
3.57K
$478K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
40+ 1.49% |
$6.08K - $7.53K
|
2.72K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
40+ 0.39% |
$6.08K - $7.53K
|
10.3K
$1.37M
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
40+ 2.89% |
$6.08K - $7.53K
|
1.43K
$191K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 1.37% |
$5.92K - $7.35K
|
2.88K
$385K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 1.37% |
$5.92K - $7.35K
|
2.88K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
38+ 1.07% |
$5.77K - $7.16K
|
3.57K
$478K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38+ 0.42% |
$5.77K - $7.16K
|
9.11K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
37+ 1.17% |
$5.62K - $6.97K
|
3.21K
$429K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
37+ 0.49% |
$5.62K - $6.97K
|
7.63K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
37+ 0.05% |
$5.62K - $6.97K
|
79.6K
$10.7M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
37+ 1.43% |
$5.62K - $6.97K
|
2.62K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
36+ 0.84% |
$5.47K - $6.78K
|
4.31K
$577K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
36+ 0.96% |
$5.47K - $6.78K
|
3.79K
$507K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
33+ 2.38% |
$5.01K - $6.22K
|
1.42K
$190K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
32+ 0.09% |
$4.86K - $6.03K
|
36.8K
$4.93M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.6% |
$4.86K - $6.03K
|
5.36K
$717K
|