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 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-258- 6.06% |
$39.2K - $48.6K
|
4K
$536K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-259- 6.01% |
$39.3K - $48.8K
|
4.05K
$543K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-259- 5.15% |
$39.3K - $48.8K
|
4.77K
$638K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-267- 0.76% |
$40.6K - $50.3K
|
34.7K
$4.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-267- 1.86% |
$40.6K - $50.3K
|
14.1K
$1.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-268- 31.9% |
$40.7K - $50.5K
|
572
$76.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-270- 1.46% |
$41K - $50.9K
|
18.3K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-271- 1.47% |
$41.2K - $51K
|
18.2K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-271- 5.4% |
$41.2K - $51K
|
4.75K
$635K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-273- 10.27% |
$41.5K - $51.4K
|
2.39K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-274- 8.11% |
$41.6K - $51.6K
|
3.1K
$416K
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-275- 2.01% |
$41.8K - $51.8K
|
13.4K
$1.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-276- 5.75% |
$41.9K - $52K
|
4.53K
$606K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-276- 28.05% |
$41.9K - $52K
|
708
$94.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-281- 17.86% |
$42.7K - $52.9K
|
1.29K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-281- 8.82% |
$42.7K - $52.9K
|
2.91K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-285- 10.87% |
$43.3K - $53.7K
|
2.34K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-285- 12.77% |
$43.3K - $53.7K
|
1.95K
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-287- 15.89% |
$43.6K - $54.1K
|
1.52K
$203K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-287- 5.63% |
$43.6K - $54.1K
|
4.81K
$644K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-288- 8.13% |
$43.7K - $54.2K
|
3.25K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-288- 2.02% |
$43.7K - $54.2K
|
14K
$1.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-295- 14.85% |
$44.8K - $55.6K
|
1.69K
$227K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-297- 8.59% |
$45.1K - $55.9K
|
3.16K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-300- 12.05% |
$45.6K - $56.5K
|
2.19K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-302- 1.34% |
$45.9K - $56.9K
|
22.2K
$2.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-302- 1.34% |
$45.9K - $56.9K
|
22.2K
$2.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-303- 1.97% |
$46K - $57.1K
|
15.1K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-303- 11.14% |
$46K - $57.1K
|
2.42K
$324K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-305- 2.55% |
$46.3K - $57.4K
|
11.7K
$1.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-308- 7.35% |
$46.8K - $58K
|
3.88K
$520K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-309- 7.45% |
$46.9K - $58.2K
|
3.84K
$514K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-313- 15.51% |
$47.5K - $59K
|
1.71K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-316Closed |
$48K - $59.5K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-321- 6.13% |
$48.8K - $60.5K
|
4.91K
$658K
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-324- 2.07% |
$49.2K - $61K
|
15.3K
$2.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-329- 3.76% |
$50K - $62K
|
8.42K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-330- 9.43% |
$50.1K - $62.2K
|
3.17K
$425K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-330- 0.7% |
$50.1K - $62.2K
|
46.8K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-336- 3.79% |
$51K - $63.3K
|
8.53K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-346- 8.86% |
$52.6K - $65.2K
|
3.56K
$477K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-348- 6.15% |
$52.9K - $65.5K
|
5.31K
$711K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-349- 5.0% |
$53K - $65.7K
|
6.63K
$888K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-352- 3.31% |
$53.5K - $66.3K
|
10.3K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-354- 8.7% |
$53.8K - $66.7K
|
3.72K
$498K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-358- 6.86% |
$54.4K - $67.4K
|
4.86K
$651K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-360- 7.09% |
$54.7K - $67.8K
|
4.72K
$632K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-360- 5.46% |
$54.7K - $67.8K
|
6.23K
$835K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-360- 7.5% |
$54.7K - $67.8K
|
4.44K
$595K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-360- 0.64% |
$54.7K - $67.8K
|
56.1K
$7.51M
|