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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.98K- 3.33% |
$301K - $373K
|
57.4K
$7.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.98K- 5.55% |
$301K - $373K
|
33.7K
$4.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.02K- 0.31% |
$306K - $380K
|
644K
$86.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.06K- 10.89% |
$313K - $388K
|
16.8K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.08K- 5.66% |
$316K - $392K
|
34.7K
$4.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.1K- 8.21% |
$318K - $395K
|
23.4K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.11K- 2.22% |
$320K - $397K
|
93K
$12.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.11K- 6.08% |
$320K - $397K
|
32.6K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.11K- 6.16% |
$321K - $398K
|
32.2K
$4.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.16K- 44.0% |
$327K - $406K
|
2.74K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.17K- 1.17% |
$329K - $408K
|
183K
$24.6M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.2K- 10.89% |
$334K - $414K
|
18K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.2K- 14.51% |
$334K - $414K
|
13K
$1.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.21K- 48.89% |
$336K - $416K
|
2.31K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.31K- 9.75% |
$350K - $434K
|
21.3K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.33K- 23.47% |
$353K - $438K
|
7.58K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.39K- 1.07% |
$364K - $451K
|
220K
$29.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.4K- 5.44% |
$365K - $452K
|
41.7K
$5.59M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-2.41K- 10.11% |
$366K - $454K
|
21.4K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.42K- 31.59% |
$368K - $456K
|
5.24K
$702K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.45K- 5.79% |
$372K - $462K
|
39.9K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.48K- 0.84% |
$376K - $467K
|
294K
$39.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.49K- 1.63% |
$379K - $469K
|
150K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.5K- 17.9% |
$380K - $471K
|
11.5K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.51K- 7.82% |
$381K - $473K
|
29.6K
$3.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.52K- 0.91% |
$383K - $475K
|
275K
$36.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.53K- 2.09% |
$384K - $476K
|
118K
$15.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.57K- 26.7% |
$390K - $484K
|
7.05K
$944K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-2.58K- 2.98% |
$391K - $485K
|
83.8K
$11.2M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.58KClosed |
$392K - $486K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.58K- 17.75% |
$392K - $486K
|
12K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.62K- 2.41% |
$398K - $494K
|
106K
$14.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.7K- 1.73% |
$410K - $509K
|
153K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.72K- 44.58% |
$413K - $512K
|
3.38K
$453K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.74KClosed |
$417K - $517K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.75K- 26.59% |
$418K - $519K
|
7.6K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.79K- 29.7% |
$424K - $526K
|
6.61K
$885K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.8K- 3.98% |
$425K - $528K
|
67.5K
$9.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.85K- 31.09% |
$434K - $538K
|
6.33K
$847K
|
|
|
Nov 08, 2023
Q3 2023
|
Oakview Capital Management, L.P.
Dallas, TX |
SELL
|
- |
-2.86K- 2.34% |
$434K - $538K
|
119K
$16M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.86K- 1.51% |
$434K - $538K
|
187K
$25M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.88K- 38.99% |
$438K - $543K
|
4.51K
$604K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.9K- 13.77% |
$441K - $547K
|
18.2K
$2.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-2.91K- 15.79% |
$442K - $548K
|
15.5K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.93K- 9.98% |
$445K - $552K
|
26.4K
$3.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.93K- 7.16% |
$446K - $552K
|
38K
$5.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 12.94% |
$446K - $553K
|
19.8K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.96K- 3.12% |
$449K - $557K
|
91.8K
$12.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.98K- 25.72% |
$453K - $561K
|
8.61K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3K- 4.39% |
$455K - $565K
|
65.3K
$8.74M
|