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 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-50- 2.71% |
$7.6K - $9.42K
|
1.79K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.14% |
$7.6K - $9.42K
|
1.54K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-50- 0.1% |
$7.6K - $9.42K
|
48.2K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-50- 0.04% |
$7.6K - $9.42K
|
123K
$16.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-51- 0.4% |
$7.75K - $9.61K
|
12.6K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52- 0.7% |
$7.9K - $9.79K
|
7.35K
$985K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-54- 0.9% |
$8.2K - $10.2K
|
5.96K
$798K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-55- 1.14% |
$8.35K - $10.4K
|
4.76K
$638K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-57- 1.51% |
$8.66K - $10.7K
|
3.71K
$496K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-57- 2.64% |
$8.66K - $10.7K
|
2.11K
$282K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-57- 2.57% |
$8.66K - $10.7K
|
2.16K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-57- 2.11% |
$8.66K - $10.7K
|
2.64K
$354K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.13% |
$8.66K - $10.7K
|
43K
$5.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-59- 3.69% |
$8.96K - $11.1K
|
1.54K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-60- 0.16% |
$9.11K - $11.3K
|
37.8K
$5.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-60- 0.24% |
$9.11K - $11.3K
|
25.1K
$3.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 1.3% |
$9.11K - $11.3K
|
4.56K
$611K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-60- 2.0% |
$9.11K - $11.3K
|
2.94K
$393K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-60- 1.02% |
$9.11K - $11.3K
|
5.83K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
SELL
|
- |
-60- 0.69% |
$9.11K - $11.3K
|
8.68K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-61- 0.75% |
$9.27K - $11.5K
|
8.06K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-61- 4.16% |
$9.27K - $11.5K
|
1.41K
$188K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.78% |
$9.42K - $11.7K
|
7.93K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-62- 0.35% |
$9.42K - $11.7K
|
17.6K
$2.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-63- 1.79% |
$9.57K - $11.9K
|
3.46K
$464K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-63- 0.78% |
$9.57K - $11.9K
|
8.01K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-65- 0.42% |
$9.87K - $12.2K
|
15.3K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-66- 0.33% |
$10K - $12.4K
|
19.9K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-66- 4.21% |
$10K - $12.4K
|
1.5K
$201K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-68- 30.49% |
$10.3K - $12.8K
|
155
$20.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-68- 0.31% |
$10.3K - $12.8K
|
21.8K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-68- 2.23% |
$10.3K - $12.8K
|
2.98K
$399K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-68- 4.81% |
$10.3K - $12.8K
|
1.35K
$180K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-70- 35.18% |
$10.6K - $13.2K
|
129
$17.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-70- 0.68% |
$10.6K - $13.2K
|
10.3K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-70- 2.26% |
$10.6K - $13.2K
|
3.03K
$406K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-70- 0.17% |
$10.6K - $13.2K
|
41.5K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-70- 2.08% |
$10.6K - $13.2K
|
3.3K
$442K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-71- 2.97% |
$10.8K - $13.4K
|
2.32K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-71- 5.11% |
$10.8K - $13.4K
|
1.32K
$177K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-72- 0.06% |
$10.9K - $13.6K
|
130K
$17.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-72- 2.22% |
$10.9K - $13.6K
|
3.17K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-73- 6.45% |
$11.1K - $13.7K
|
1.06K
$142K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-75- 7.56% |
$11.4K - $14.1K
|
917
$123K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-75- 0.99% |
$11.4K - $14.1K
|
7.49K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-75- 1.02% |
$11.4K - $14.1K
|
7.25K
$971K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-75- 2.54% |
$11.4K - $14.1K
|
2.88K
$386K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-77- 2.87% |
$11.7K - $14.5K
|
2.61K
$349K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-77- 5.14% |
$11.7K - $14.5K
|
1.42K
$190K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-77- 4.62% |
$11.7K - $14.5K
|
1.59K
$213K
|