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 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
31New |
$4.71K - $5.84K
|
31
$4.15K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31+ 5.61% |
$4.71K - $5.84K
|
584
$78.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31+ 0.03% |
$4.71K - $5.84K
|
89.3K
$12M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
30+ 1.12% |
$4.56K - $5.65K
|
2.7K
$362K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
30+ 2.26% |
$4.56K - $5.65K
|
1.36K
$182K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
30+ 0.41% |
$4.56K - $5.65K
|
7.31K
$978K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
28+ 0.97% |
$4.25K - $5.27K
|
2.91K
$390K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
28+ 0.89% |
$4.25K - $5.27K
|
3.18K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
28+ 0.23% |
$4.25K - $5.27K
|
12.3K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
27+ 0.09% |
$4.1K - $5.09K
|
29.7K
$3.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
26+ 0.5% |
$3.95K - $4.9K
|
5.2K
$696K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
26+ 0.43% |
$3.95K - $4.9K
|
6.04K
$809K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
26+ 1.57% |
$3.95K - $4.9K
|
1.69K
$226K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
25+ 0.06% |
$3.8K - $4.71K
|
41.8K
$5.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
24+ 1.17% |
$3.65K - $4.52K
|
2.07K
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
24+ 0.18% |
$3.65K - $4.52K
|
13.6K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
24+ 0.13% |
$3.65K - $4.52K
|
19.1K
$2.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22+ 1.56% |
$3.34K - $4.14K
|
1.43K
$192K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 0.69% |
$3.34K - $4.14K
|
3.19K
$427K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
22+ 0.63% |
$3.34K - $4.14K
|
3.52K
$471K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
22+ 0.76% |
$3.34K - $4.14K
|
2.92K
$391K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 83.33% |
$3.04K - $3.77K
|
44
$5.89K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20+ 1.51% |
$3.04K - $3.77K
|
1.35K
$180K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 1.5% |
$2.89K - $3.58K
|
1.29K
$172K
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
19+ 0.11% |
$2.89K - $3.58K
|
17K
$2.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
18+ 0.06% |
$2.73K - $3.39K
|
30.7K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
18+ 0.98% |
$2.73K - $3.39K
|
1.85K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
17+ 0.61% |
$2.58K - $3.2K
|
2.79K
$373K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
17+ 0.99% |
$2.58K - $3.2K
|
1.74K
$233K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
17+ 0.83% |
$2.58K - $3.2K
|
2.06K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
17+ 0.04% |
$2.58K - $3.2K
|
40.2K
$5.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 0.17% |
$2.43K - $3.01K
|
9.47K
$1.27M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
16+ 0.72% |
$2.43K - $3.01K
|
2.23K
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14+ 0.28% |
$2.13K - $2.64K
|
5.1K
$682K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
14+ 0.01% |
$2.13K - $2.64K
|
260K
$34.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
14+ 0.82% |
$2.13K - $2.64K
|
1.73K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
14+ 0.74% |
$2.13K - $2.64K
|
1.9K
$255K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$2.13K - $2.64K
|
14
$1.87K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
13+ 0.07% |
$1.97K - $2.45K
|
19.2K
$2.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
13+ 0.64% |
$1.97K - $2.45K
|
2.03K
$272K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
13+ 0.13% |
$1.97K - $2.45K
|
9.69K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13+ 0.09% |
$1.97K - $2.45K
|
13.8K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 1.32% |
$1.97K - $2.45K
|
1K
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
13+ 0.33% |
$1.97K - $2.45K
|
3.92K
$525K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
12+ 0.06% |
$1.82K - $2.26K
|
19.2K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
12+ 0.61% |
$1.82K - $2.26K
|
1.99K
$266K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
12+ 0.33% |
$1.82K - $2.26K
|
3.6K
$482K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
12New |
$1.82K - $2.26K
|
12
$1.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12+ 0.17% |
$1.82K - $2.26K
|
6.92K
$927K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.43% |
$1.82K - $2.26K
|
2.82K
$378K
|