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
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.36K- 11.25% |
$207K - $256K
|
10.7K
$1.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.37K- 18.99% |
$207K - $257K
|
5.83K
$781K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.38K- 8.3% |
$209K - $259K
|
15.2K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.39K- 2.17% |
$211K - $261K
|
62.5K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.42K- 11.0% |
$215K - $267K
|
11.5K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.43K- 1.01% |
$216K - $268K
|
140K
$18.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.45K- 5.19% |
$219K - $272K
|
26.4K
$3.53M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 6.1% |
$220K - $273K
|
22.3K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.45K- 11.39% |
$221K - $274K
|
11.3K
$1.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.47K- 4.71% |
$224K - $277K
|
29.8K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.49K- 5.76% |
$226K - $280K
|
24.3K
$3.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.49K- 27.65% |
$226K - $280K
|
3.9K
$522K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.52K- 46.45% |
$231K - $286K
|
1.75K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.53K- 3.21% |
$232K - $288K
|
46.1K
$6.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.54K- 10.98% |
$233K - $289K
|
12.4K
$1.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.55K- 3.04% |
$236K - $292K
|
49.5K
$6.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.59K- 22.69% |
$241K - $299K
|
5.4K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.59K- 13.16% |
$241K - $299K
|
10.5K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.59K- 32.3% |
$241K - $299K
|
3.33K
$446K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.6K- 0.77% |
$243K - $302K
|
205K
$27.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.6K- 1.61% |
$243K - $302K
|
97.9K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.62K- 9.28% |
$246K - $305K
|
15.8K
$2.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.62K- 10.87% |
$247K - $306K
|
13.3K
$1.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.63K- 1.53% |
$247K - $306K
|
105K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.65K- 0.53% |
$251K - $311K
|
311K
$41.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.66K- 5.26% |
$252K - $313K
|
29.9K
$4.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 4.77% |
$255K - $316K
|
33.5K
$4.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.68K- 0.53% |
$256K - $317K
|
317K
$42.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.68K- 52.77% |
$256K - $317K
|
1.51K
$202K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.69K- 1.07% |
$257K - $319K
|
157K
$21M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.7K- 2.51% |
$258K - $320K
|
65.8K
$8.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.74K- 4.09% |
$265K - $328K
|
40.9K
$5.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 4.11% |
$267K - $331K
|
40.9K
$5.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.78K- 2.57% |
$270K - $335K
|
67.4K
$9.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.8K- 3.45% |
$273K - $338K
|
50.2K
$6.72M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.81K- 18.95% |
$275K - $341K
|
7.74K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.84K- 5.32% |
$279K - $347K
|
32.8K
$4.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.85K- 6.83% |
$280K - $347K
|
25.2K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.89K- 17.28% |
$286K - $355K
|
9.03K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.89K- 2.7% |
$287K - $356K
|
68.2K
$9.13M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.89K- 86.34% |
$287K - $356K
|
299
$40K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.89K- 2.83% |
$288K - $357K
|
65.1K
$8.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.91K- 15.9% |
$290K - $359K
|
10.1K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.91K- 1.6% |
$291K - $360K
|
118K
$15.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.91K- 5.51% |
$291K - $360K
|
32.9K
$4.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.92K- 34.3% |
$291K - $361K
|
3.68K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.93K- 14.58% |
$293K - $364K
|
11.3K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.96K- 4.97% |
$298K - $370K
|
37.6K
$5.03M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.97K- 4.78% |
$299K - $370K
|
39.2K
$5.25M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.98K- 39.08% |
$300K - $372K
|
3.08K
$412K
|