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 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-112- 3.27% |
$17K - $21.1K
|
3.32K
$444K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-113- 2.37% |
$17.2K - $21.3K
|
4.65K
$623K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-115- 1.62% |
$17.5K - $21.7K
|
7K
$938K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-117- 5.23% |
$17.8K - $22K
|
2.12K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-119- 0.82% |
$18.1K - $22.4K
|
14.4K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-122- 1.95% |
$18.5K - $23K
|
6.14K
$823K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-127- 0.6% |
$19.3K - $23.9K
|
21.1K
$2.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-128- 34.13% |
$19.4K - $24.1K
|
247
$33.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-128- 10.26% |
$19.4K - $24.1K
|
1.12K
$150K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-130- 1.02% |
$19.7K - $24.5K
|
12.7K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-133- 1.47% |
$20.2K - $25K
|
8.93K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-135- 4.63% |
$20.5K - $25.4K
|
2.78K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-135- 3.78% |
$20.5K - $25.4K
|
3.44K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-136- 1.8% |
$20.7K - $25.6K
|
7.41K
$993K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-137- 0.78% |
$20.8K - $25.8K
|
17.4K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-137- 18.51% |
$20.8K - $25.8K
|
603
$80.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-138- 0.62% |
$21K - $26K
|
22K
$2.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-139- 8.78% |
$21.1K - $26.2K
|
1.45K
$194K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-140- 6.17% |
$21.3K - $26.4K
|
2.13K
$285K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-142- 9.13% |
$21.6K - $26.7K
|
1.41K
$189K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-142- 0.28% |
$21.6K - $26.7K
|
50.3K
$6.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-144- 2.51% |
$21.9K - $27.1K
|
5.6K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-144- 4.04% |
$21.9K - $27.1K
|
3.42K
$458K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-146- 27.97% |
$22.2K - $27.5K
|
376
$50.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-148- 4.83% |
$22.5K - $27.9K
|
2.91K
$390K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-150- 6.81% |
$22.8K - $28.3K
|
2.05K
$275K
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-150- 9.07% |
$22.8K - $28.3K
|
1.5K
$201K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-150- 0.5% |
$22.8K - $28.3K
|
29.8K
$4M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-150- 5.23% |
$22.8K - $28.3K
|
2.72K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-150- 2.02% |
$22.8K - $28.3K
|
7.27K
$974K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-157- 0.85% |
$23.8K - $29.6K
|
18.3K
$2.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-158- 0.71% |
$24K - $29.8K
|
22.2K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-158- 1.87% |
$24K - $29.8K
|
8.28K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-161- 1.25% |
$24.5K - $30.3K
|
12.7K
$1.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-161- 1.31% |
$24.5K - $30.3K
|
12.1K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-163- 6.64% |
$24.8K - $30.7K
|
2.29K
$307K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-164- 25.39% |
$24.9K - $30.9K
|
482
$64.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-165- 1.17% |
$25.1K - $31.1K
|
14K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-166- 2.73% |
$25.2K - $31.3K
|
5.92K
$793K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-169- 3.61% |
$25.7K - $31.8K
|
4.52K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-169- 0.2% |
$25.7K - $31.8K
|
82.3K
$11M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-172- 1.17% |
$26.1K - $32.4K
|
14.6K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-173- 3.34% |
$26.3K - $32.6K
|
5.01K
$671K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-174- 10.3% |
$26.4K - $32.8K
|
1.52K
$203K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-174- 11.25% |
$26.4K - $32.8K
|
1.37K
$184K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-175- 11.56% |
$26.6K - $33K
|
1.34K
$179K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-175- 0.79% |
$26.6K - $33K
|
22.1K
$2.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-176- 2.19% |
$26.7K - $33.1K
|
7.86K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-178- 1.21% |
$27K - $33.5K
|
14.5K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-178- 8.42% |
$27K - $33.5K
|
1.94K
$259K
|