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 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-28- 0.03% |
$4.25K - $5.27K
|
81.3K
$10.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-29- 1.61% |
$4.41K - $5.46K
|
1.78K
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-30- 2.56% |
$4.56K - $5.65K
|
1.14K
$153K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-30- 1.4% |
$4.56K - $5.65K
|
2.12K
$284K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-30- 0.68% |
$4.56K - $5.65K
|
4.36K
$583K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-31- 1.0% |
$4.71K - $5.84K
|
3.07K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-31- 1.28% |
$4.71K - $5.84K
|
2.39K
$320K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-33- 0.55% |
$5.01K - $6.22K
|
5.92K
$793K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-33- 0.95% |
$5.01K - $6.22K
|
3.43K
$459K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-33- 0.55% |
$5.01K - $6.22K
|
5.95K
$796K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-33- 0.4% |
$5.01K - $6.22K
|
8.19K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-33- 1.75% |
$5.01K - $6.22K
|
1.86K
$249K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33- 0.93% |
$5.01K - $6.22K
|
3.52K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-34- 2.0% |
$5.16K - $6.4K
|
1.67K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-34- 0.15% |
$5.16K - $6.4K
|
22.8K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-35- 1.73% |
$5.32K - $6.59K
|
1.98K
$266K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-35- 6.28% |
$5.32K - $6.59K
|
522
$69.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-35- 0.28% |
$5.32K - $6.59K
|
12.5K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-35- 0.34% |
$5.32K - $6.59K
|
10.3K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-35- 8.6% |
$5.32K - $6.59K
|
372
$49.8K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-35- 1.27% |
$5.32K - $6.59K
|
2.73K
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-36- 15.32% |
$5.47K - $6.78K
|
199
$26.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-37- 0.85% |
$5.62K - $6.97K
|
4.33K
$580K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-38- 10.41% |
$5.77K - $7.16K
|
327
$43.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-39- 0.43% |
$5.92K - $7.35K
|
8.95K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-39- 0.53% |
$5.92K - $7.35K
|
7.27K
$973K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-39- 1.24% |
$5.92K - $7.35K
|
3.12K
$417K
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-40- 1.86% |
$6.08K - $7.53K
|
2.11K
$282K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 1.64% |
$6.23K - $7.72K
|
2.47K
$330K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-41- 1.43% |
$6.23K - $7.72K
|
2.83K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41- 0.4% |
$6.23K - $7.72K
|
10.3K
$1.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-42- 1.45% |
$6.38K - $7.91K
|
2.86K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-42- 0.3% |
$6.38K - $7.91K
|
13.8K
$1.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-43- 0.22% |
$6.53K - $8.1K
|
19.7K
$2.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-44- 3.43% |
$6.68K - $8.29K
|
1.24K
$166K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-44- 0.71% |
$6.68K - $8.29K
|
6.19K
$828K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-44- 0.38% |
$6.68K - $8.29K
|
11.7K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-44- 1.08% |
$6.68K - $8.29K
|
4.03K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-44- 1.08% |
$6.68K - $8.29K
|
4.02K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-45- 1.47% |
$6.84K - $8.48K
|
3.01K
$403K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-46- 2.96% |
$6.99K - $8.66K
|
1.51K
$202K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-46- 1.1% |
$6.99K - $8.66K
|
4.12K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-47- 0.42% |
$7.14K - $8.85K
|
11.2K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-47- 0.42% |
$7.14K - $8.85K
|
11.2K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-47- 1.21% |
$7.14K - $8.85K
|
3.85K
$516K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-48- 1.64% |
$7.29K - $9.04K
|
2.89K
$387K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-48- 0.27% |
$7.29K - $9.04K
|
17.5K
$2.34M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-49- 19.6% |
$7.44K - $9.23K
|
201
$26.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 1.56% |
$7.6K - $9.42K
|
3.16K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-50- 0.72% |
$7.6K - $9.42K
|
6.88K
$922K
|