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 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-361- 0.1% |
$54.8K - $68K
|
367K
$49.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-366- 10.23% |
$55.6K - $68.9K
|
3.21K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-370- 2.06% |
$56.2K - $69.7K
|
17.6K
$2.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-373- 0.57% |
$56.7K - $70.3K
|
65.1K
$8.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-373- 13.64% |
$56.7K - $70.3K
|
2.36K
$316K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-375- 1.57% |
$57K - $70.6K
|
23.5K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-375- 13.06% |
$57K - $70.6K
|
2.5K
$334K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-379- 11.68% |
$57.6K - $71.4K
|
2.87K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-385- 23.03% |
$58.5K - $72.5K
|
1.29K
$172K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-386- 8.29% |
$58.6K - $72.7K
|
4.27K
$572K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-388- 1.31% |
$58.9K - $73.1K
|
29.1K
$3.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-389- 23.24% |
$59.1K - $73.3K
|
1.29K
$172K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-389- 0.48% |
$59.1K - $73.3K
|
80.1K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-392- 4.04% |
$59.5K - $73.8K
|
9.31K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-394- 0.51% |
$59.8K - $74.2K
|
76.6K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-395- 9.43% |
$60K - $74.4K
|
3.79K
$508K
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-396- 0.45% |
$60.2K - $74.6K
|
86.8K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-397- 5.43% |
$60.3K - $74.8K
|
6.92K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-397- 5.88% |
$60.3K - $74.8K
|
6.36K
$852K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-400- 6.57% |
$60.8K - $75.3K
|
5.69K
$761K
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 4.31% |
$60.8K - $75.3K
|
8.88K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-400- 17.61% |
$60.8K - $75.3K
|
1.87K
$251K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-407- 1.83% |
$61.8K - $76.7K
|
21.9K
$2.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-409- 0.87% |
$62.1K - $77K
|
46.4K
$6.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-409- 1.64% |
$62.1K - $77K
|
24.5K
$3.28M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
SELL
|
- |
-415- 1.53% |
$63K - $78.2K
|
26.6K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-415- 1.6% |
$63K - $78.2K
|
25.5K
$3.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-416- 0.91% |
$63.2K - $78.3K
|
45.5K
$6.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-420- 0.99% |
$63.8K - $79.1K
|
42K
$5.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-423- 2.03% |
$64.3K - $79.7K
|
20.5K
$2.74M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-423- 3.73% |
$64.3K - $79.7K
|
10.9K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-427- 1.69% |
$64.9K - $80.4K
|
24.8K
$3.33M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-440- 22.67% |
$66.8K - $82.9K
|
1.5K
$201K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-443- 1.37% |
$67.3K - $83.4K
|
31.8K
$4.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-444- 0.77% |
$67.4K - $83.6K
|
57.4K
$7.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-445- 2.17% |
$67.6K - $83.8K
|
20K
$2.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-446- 0.65% |
$67.7K - $84K
|
68.4K
$9.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-450- 1.63% |
$68.4K - $84.8K
|
27.2K
$3.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-452- 2.89% |
$68.7K - $85.1K
|
15.2K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-466- 2.22% |
$70.8K - $87.8K
|
20.5K
$2.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-467- 12.4% |
$70.9K - $88K
|
3.3K
$442K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-467- 13.84% |
$70.9K - $88K
|
2.91K
$389K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-468- 8.39% |
$71.1K - $88.1K
|
5.11K
$684K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-477- 25.32% |
$72.5K - $89.8K
|
1.41K
$188K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-479- 0.78% |
$72.8K - $90.2K
|
61.2K
$8.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-479- 53.05% |
$72.8K - $90.2K
|
424
$56.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-480- 12.61% |
$72.9K - $90.4K
|
3.33K
$445K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-482- 0.42% |
$73.2K - $90.8K
|
114K
$15.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-490- 6.57% |
$74.4K - $92.3K
|
6.97K
$933K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-493- 20.94% |
$74.9K - $92.9K
|
1.86K
$249K
|