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
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3K- 99.34% |
$456K - $565K
|
20
$2.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 5.91% |
$457K - $567K
|
47.9K
$6.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-3.02K- 10.88% |
$459K - $569K
|
24.7K
$3.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.02K- 17.08% |
$459K - $569K
|
14.7K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.05K- 2.92% |
$463K - $574K
|
101K
$13.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-3.05K- 69.71% |
$463K - $574K
|
1.33K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.08K- 5.89% |
$468K - $580K
|
49.3K
$6.6M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.12K- 10.39% |
$473K - $587K
|
26.9K
$3.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.14K- 1.63% |
$477K - $591K
|
190K
$25.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.15K- 2.33% |
$478K - $593K
|
132K
$17.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.16K- 3.4% |
$479K - $594K
|
89.7K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.16K- 33.41% |
$480K - $595K
|
6.29K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.21K- 1.25% |
$488K - $605K
|
253K
$33.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.22K- 2.26% |
$489K - $607K
|
139K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.29K- 5.75% |
$500K - $619K
|
53.9K
$7.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.3K- 10.64% |
$501K - $622K
|
27.7K
$3.71M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-3.37K- 6.26% |
$512K - $635K
|
50.4K
$6.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.53K- 48.44% |
$535K - $664K
|
3.75K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.57K- 2.33% |
$542K - $673K
|
150K
$20.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.6K- 55.62% |
$546K - $677K
|
2.87K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.61K- 28.53% |
$548K - $680K
|
9.04K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.64K- 1.92% |
$553K - $686K
|
186K
$24.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.67K- 3.26% |
$557K - $691K
|
109K
$14.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.69K- 1.47% |
$560K - $694K
|
247K
$33.1M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.85K- 31.51% |
$585K - $725K
|
8.37K
$1.12M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.87K- 3.99% |
$588K - $729K
|
93.2K
$12.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.88K- 3.95% |
$589K - $731K
|
94.4K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.97K- 12.68% |
$603K - $748K
|
27.3K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4K- 4.93% |
$607K - $753K
|
77.1K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-4.01K- 1.18% |
$608K - $754K
|
335K
$44.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.05K- 2.5% |
$615K - $762K
|
158K
$21.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.07K- 22.25% |
$618K - $766K
|
14.2K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.11K- 2.09% |
$625K - $775K
|
192K
$25.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.12K- 0.47% |
$626K - $776K
|
874K
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.13K- 13.12% |
$627K - $777K
|
27.3K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.15K- 11.05% |
$630K - $781K
|
33.4K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.15K- 9.74% |
$630K - $782K
|
38.5K
$5.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.18K- 12.63% |
$634K - $787K
|
28.9K
$3.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-4.23K- 2.05% |
$643K - $797K
|
202K
$27.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.24K- 69.74% |
$644K - $799K
|
1.84K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.26K- 2.53% |
$647K - $802K
|
164K
$21.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.37K- 3.43% |
$663K - $823K
|
123K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.39K- 20.51% |
$667K - $827K
|
17K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-4.41K- 45.46% |
$670K - $830K
|
5.29K
$708K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.45K- 2.16% |
$675K - $838K
|
201K
$26.9M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.52K- 2.38% |
$687K - $851K
|
185K
$24.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-4.6K- 11.08% |
$699K - $866K
|
36.9K
$4.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-4.66K- 35.25% |
$708K - $878K
|
8.57K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.7K- 6.45% |
$714K - $885K
|
68.2K
$9.13M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.71K- 16.47% |
$716K - $888K
|
23.9K
$3.2M
|