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 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11+ 0.09% |
$1.67K - $2.07K
|
12.6K
$1.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11New |
$1.67K - $2.07K
|
11
$1.47K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.78% |
$1.67K - $2.07K
|
1.42K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
11+ 1.23% |
$1.67K - $2.07K
|
904
$121K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
10+ 0.64% |
$1.52K - $1.88K
|
1.58K
$211K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 2.96% |
$1.52K - $1.88K
|
348
$46.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.29% |
$1.52K - $1.88K
|
3.41K
$456K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
10+ 0.48% |
$1.52K - $1.88K
|
2.11K
$282K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
9+ 0.53% |
$1.37K - $1.7K
|
1.71K
$229K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
9+ 0.11% |
$1.37K - $1.7K
|
7.95K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.22K - $1.51K
|
6.07K
$813K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.62% |
$1.22K - $1.51K
|
1.3K
$174K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 1.32% |
$1.22K - $1.51K
|
612
$82K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8+ 0.04% |
$1.22K - $1.51K
|
18.2K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8+ 0.24% |
$1.22K - $1.51K
|
3.36K
$450K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
7+ 0.52% |
$1.06K - $1.32K
|
1.34K
$180K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7+ 0.95% |
$1.06K - $1.32K
|
747
$100K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.03% |
$1.06K - $1.32K
|
22.5K
$3.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.06K - $1.32K
|
2.6K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
7+ 0.04% |
$1.06K - $1.32K
|
18.4K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
6+ 0.2% |
$911 - $1.13K
|
2.98K
$398K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 1.29% |
$911 - $1.13K
|
471
$63.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.45% |
$911 - $1.13K
|
1.33K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6New |
$911 - $1.13K
|
6
$804
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
6+ 0.1% |
$911 - $1.13K
|
5.79K
$775K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.23% |
$760 - $942
|
2.14K
$287K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
5+ 0.22% |
$760 - $942
|
2.3K
$308K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 0.15% |
$760 - $942
|
3.41K
$456K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
5+ 0.04% |
$760 - $942
|
13.7K
$1.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.26% |
$760 - $942
|
1.91K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5+ 0.32% |
$760 - $942
|
1.55K
$207K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.6% |
$760 - $942
|
845
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.11% |
$760 - $942
|
4.39K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$760 - $942
|
1.77K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
5+ 0.38% |
$760 - $942
|
1.32K
$177K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
4+ 0.14% |
$608 - $753
|
2.87K
$384K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.16% |
$608 - $753
|
2.51K
$337K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.27% |
$608 - $753
|
1.49K
$199K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
4+ 0.1% |
$608 - $753
|
4.1K
$549K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 1.2% |
$608 - $753
|
337
$45.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.15% |
$608 - $753
|
2.59K
$347K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.05% |
$608 - $753
|
7.42K
$993K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.2% |
$608 - $753
|
2.03K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 4.65% |
$608 - $753
|
90
$12.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.81% |
$608 - $753
|
495
$66.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
4+ 0.05% |
$608 - $753
|
8.81K
$1.18M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.23% |
$456 - $565
|
1.3K
$174K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$456 - $565
|
2.62K
$350K
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
3+ 0.15% |
$456 - $565
|
2.03K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.64% |
$456 - $565
|
472
$63.2K
|