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 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-8- 0.25% |
$1.22K - $1.51K
|
3.15K
$422K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.58% |
$1.52K - $1.88K
|
1.7K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-10- 0.23% |
$1.52K - $1.88K
|
4.28K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-11- 0.34% |
$1.67K - $2.07K
|
3.25K
$435K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.42% |
$1.67K - $2.07K
|
2.63K
$352K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-12- 0.7% |
$1.82K - $2.26K
|
1.71K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-12- 0.17% |
$1.82K - $2.26K
|
7.16K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-12- 0.27% |
$1.82K - $2.26K
|
4.5K
$603K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-13- 0.63% |
$1.97K - $2.45K
|
2.05K
$275K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-13- 0.13% |
$1.97K - $2.45K
|
9.68K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.51% |
$1.97K - $2.45K
|
2.55K
$342K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-14- 0.42% |
$2.13K - $2.64K
|
3.29K
$440K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-14Closed |
$2.13K - $2.64K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-14- 0.29% |
$2.13K - $2.64K
|
4.85K
$649K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-14- 0.56% |
$2.13K - $2.64K
|
2.48K
$333K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-14- 15.05% |
$2.13K - $2.64K
|
79
$10.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-14- 0.09% |
$2.13K - $2.64K
|
15.2K
$2.04M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-14- 0.09% |
$2.13K - $2.64K
|
15.9K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-15- 0.88% |
$2.28K - $2.83K
|
1.68K
$226K
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-15- 0.04% |
$2.28K - $2.83K
|
41.8K
$5.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-15- 0.04% |
$2.28K - $2.83K
|
39.6K
$5.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-15- 0.46% |
$2.28K - $2.83K
|
3.24K
$434K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 13.76% |
$2.28K - $2.83K
|
94
$12.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 1.78% |
$2.43K - $3.01K
|
884
$118K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-16- 0.3% |
$2.43K - $3.01K
|
5.24K
$702K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-17- 4.49% |
$2.58K - $3.2K
|
362
$48.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-17- 0.6% |
$2.58K - $3.2K
|
2.83K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-17- 1.25% |
$2.58K - $3.2K
|
1.35K
$180K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 2.09% |
$2.58K - $3.2K
|
795
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-18- 0.06% |
$2.73K - $3.39K
|
32.1K
$4.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-18- 1.04% |
$2.73K - $3.39K
|
1.72K
$230K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-19- 0.39% |
$2.89K - $3.58K
|
4.83K
$647K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-19- 0.53% |
$2.89K - $3.58K
|
3.6K
$482K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-19- 0.05% |
$2.89K - $3.58K
|
36.6K
$4.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20- 1.53% |
$3.04K - $3.77K
|
1.29K
$172K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-20- 1.01% |
$3.04K - $3.77K
|
1.96K
$262K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-21- 1.15% |
$3.19K - $3.96K
|
1.8K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21- 1.45% |
$3.19K - $3.96K
|
1.43K
$192K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-22- 1.21% |
$3.34K - $4.14K
|
1.8K
$241K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-22- 0.31% |
$3.34K - $4.14K
|
6.99K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-22- 0.06% |
$3.34K - $4.14K
|
36.4K
$4.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 1.68% |
$3.49K - $4.33K
|
1.35K
$181K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-24- 0.38% |
$3.65K - $4.52K
|
6.22K
$833K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-25- 5.94% |
$3.8K - $4.71K
|
396
$53K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-25- 5.68% |
$3.8K - $4.71K
|
415
$55.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 1.93% |
$3.8K - $4.71K
|
1.27K
$170K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-26- 37.14% |
$3.95K - $4.9K
|
44
$5.89K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-26- 0.44% |
$3.95K - $4.9K
|
5.86K
$785K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 1.16% |
$4.25K - $5.27K
|
2.39K
$320K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-28- 35.9% |
$4.25K - $5.27K
|
50
$6.7K
|