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 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-494- 2.71% |
$75K - $93K
|
17.8K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-498- 1.98% |
$75.6K - $93.8K
|
24.7K
$3.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-499- 23.03% |
$75.8K - $94K
|
1.67K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-499- 11.15% |
$75.8K - $94K
|
3.98K
$532K
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-500- 0.82% |
$76K - $94.2K
|
60.7K
$8.12M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-502- 3.98% |
$76.3K - $94.5K
|
12.1K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-523- 2.57% |
$79.4K - $98.5K
|
19.8K
$2.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-533- 6.66% |
$81K - $100K
|
7.46K
$1M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-547- 4.7% |
$83.1K - $103K
|
11.1K
$1.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-550- 68.49% |
$83.5K - $104K
|
253
$33.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-555- 7.84% |
$84.3K - $105K
|
6.52K
$873K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-559- 0.07% |
$84.9K - $105K
|
752K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-561- 11.01% |
$85.2K - $106K
|
4.53K
$607K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-568- 2.64% |
$86.3K - $107K
|
20.9K
$2.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-568- 28.54% |
$86.3K - $107K
|
1.42K
$190K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-576- 21.83% |
$87.5K - $108K
|
2.06K
$276K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-576- 18.61% |
$87.5K - $108K
|
2.52K
$337K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-580- 5.82% |
$88.1K - $109K
|
9.39K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-597- 13.48% |
$90.7K - $112K
|
3.83K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-600- 5.8% |
$91.1K - $113K
|
9.74K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-600- 0.34% |
$91.1K - $113K
|
177K
$23.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-601- 8.31% |
$91.3K - $113K
|
6.64K
$889K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-602- 10.88% |
$91.4K - $113K
|
4.93K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-604- 1.96% |
$91.7K - $114K
|
30.2K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-606- 26.5% |
$92.1K - $114K
|
1.68K
$225K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-608- 27.66% |
$92.4K - $115K
|
1.59K
$213K
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-611- 3.43% |
$92.8K - $115K
|
17.2K
$2.3M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-613- 0.94% |
$93.1K - $115K
|
64.4K
$8.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-616- 14.09% |
$93.6K - $116K
|
3.76K
$503K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-620- 0.91% |
$94.2K - $117K
|
67.9K
$9.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-620- 4.71% |
$94.2K - $117K
|
12.5K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-625- 2.16% |
$94.9K - $118K
|
28.3K
$3.79M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-625- 4.35% |
$94.9K - $118K
|
13.7K
$1.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-626- 2.86% |
$95.1K - $118K
|
21.3K
$2.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-629- 14.36% |
$95.5K - $118K
|
3.75K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-632- 4.65% |
$96K - $119K
|
13K
$1.74M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-638- 6.72% |
$96.9K - $120K
|
8.86K
$1.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-644- 16.73% |
$97.8K - $121K
|
3.21K
$429K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-648- 6.16% |
$98.4K - $122K
|
9.88K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-657- 0.02% |
$99.8K - $124K
|
3.67M
$492M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-660- 4.6% |
$100K - $124K
|
13.7K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-667- 1.94% |
$101K - $126K
|
33.7K
$4.52M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-673- 4.24% |
$102K - $127K
|
15.2K
$2.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-678- 3.8% |
$103K - $128K
|
17.2K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-683- 5.22% |
$104K - $129K
|
12.4K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-683- 4.0% |
$104K - $129K
|
16.4K
$2.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-685- 16.43% |
$104K - $129K
|
3.48K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-685- 5.58% |
$104K - $129K
|
11.6K
$1.55M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-685- 16.43% |
$104K - $129K
|
3.48K
$466K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-686- 9.71% |
$104K - $129K
|
6.38K
$855K
|