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
|
1 St Source Bank
|
SELL
|
- |
-931- 14.09% |
$141K - $175K
|
5.68K
$760K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-938- 20.2% |
$142K - $177K
|
3.71K
$496K
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-939- 1.02% |
$143K - $177K
|
91.2K
$12.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-950- 3.36% |
$144K - $179K
|
27.3K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-952- 3.93% |
$145K - $179K
|
23.3K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-955- 5.1% |
$145K - $180K
|
17.8K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-956- 1.17% |
$145K - $180K
|
80.6K
$10.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-963- 18.65% |
$146K - $181K
|
4.2K
$562K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-964- 0.82% |
$146K - $182K
|
117K
$15.7M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-969- 29.86% |
$147K - $183K
|
2.28K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-974- 1.01% |
$148K - $183K
|
95.1K
$12.7M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-974- 1.01% |
$148K - $183K
|
95.1K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-978- 1.92% |
$149K - $184K
|
49.8K
$6.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-989- 7.75% |
$150K - $186K
|
11.8K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 2.34% |
$152K - $188K
|
41.7K
$5.58M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.5% |
$152K - $188K
|
198K
$26.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1K- 4.94% |
$152K - $188K
|
19.2K
$2.57M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.02K- 8.02% |
$155K - $192K
|
11.7K
$1.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.03K- 18.11% |
$156K - $193K
|
4.63K
$621K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.03K- 0.97% |
$156K - $193K
|
105K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.05K- 2.23% |
$159K - $197K
|
45.8K
$6.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.05K- 11.93% |
$159K - $197K
|
7.74K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.06K- 8.15% |
$161K - $200K
|
12K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.07K- 15.08% |
$163K - $202K
|
6.05K
$810K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.08K- 0.53% |
$164K - $203K
|
201K
$26.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.1K- 28.62% |
$166K - $206K
|
2.73K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.11K- 2.3% |
$168K - $209K
|
47K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 4.64% |
$169K - $210K
|
22.9K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.12K- 3.88% |
$170K - $211K
|
27.7K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.14K- 3.57% |
$173K - $215K
|
30.8K
$4.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.15K- 31.0% |
$174K - $216K
|
2.55K
$342K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.15K- 21.67% |
$174K - $216K
|
4.15K
$555K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.19K- 0.72% |
$180K - $223K
|
164K
$21.9M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.19KClosed |
$181K - $225K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.21K- 4.81% |
$183K - $227K
|
23.9K
$3.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.22K- 0.97% |
$186K - $231K
|
125K
$16.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.23K- 3.91% |
$186K - $231K
|
30.1K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.24K- 7.92% |
$188K - $233K
|
14.4K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.24K- 19.07% |
$188K - $233K
|
5.26K
$704K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.25K- 36.05% |
$189K - $234K
|
2.21K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.25K- 4.32% |
$190K - $236K
|
27.7K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.27K- 7.26% |
$193K - $239K
|
16.2K
$2.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.28K- 17.07% |
$194K - $241K
|
6.21K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-1.28K- 20.51% |
$194K - $241K
|
4.96K
$664K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 4.87% |
$195K - $241K
|
25K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.28K- 35.17% |
$195K - $241K
|
2.36K
$316K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.29K- 35.41% |
$196K - $243K
|
2.35K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 12.32% |
$198K - $245K
|
9.26K
$1.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 29.24% |
$201K - $249K
|
3.2K
$429K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.34K- 19.88% |
$203K - $252K
|
5.38K
$721K
|