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 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.75K- 6.68% |
$721K - $894K
|
66.3K
$8.89M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.75K- 7.25% |
$722K - $895K
|
60.8K
$8.14M
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.8K- 19.36% |
$729K - $904K
|
20K
$2.68M
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.91K- 1.47% |
$745K - $924K
|
330K
$44.2M
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-4.97K- 66.52% |
$755K - $936K
|
2.5K
$335K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-5K- 14.45% |
$760K - $942K
|
29.6K
$3.97M
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.03K- 2.62% |
$764K - $948K
|
187K
$25.1M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.03K- 2.62% |
$764K - $948K
|
187K
$25.1M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-5.03K- 2.81% |
$765K - $948K
|
174K
$23.3M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.13K- 3.23% |
$780K - $967K
|
154K
$20.6M
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-5.21K- 22.64% |
$791K - $981K
|
17.8K
$2.38M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.25K- 57.68% |
$797K - $988K
|
3.85K
$516K
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.25K- 51.22% |
$797K - $989K
|
5K
$670K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.27K- 45.74% |
$801K - $993K
|
6.25K
$837K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.32K- 76.95% |
$808K - $1M
|
1.59K
$213K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.34K- 6.99% |
$811K - $1M
|
71.1K
$9.52M
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.45K- 15.34% |
$828K - $1.03M
|
30.1K
$4.03M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.49K- 0.83% |
$833K - $1.03M
|
657K
$88M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.57K- 47.7% |
$846K - $1.05M
|
6.1K
$817K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.59K- 75.68% |
$849K - $1.05M
|
1.8K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-5.62K- 6.73% |
$854K - $1.06M
|
78K
$10.4M
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5.74K- 36.68% |
$871K - $1.08M
|
9.9K
$1.33M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.84K- 27.44% |
$886K - $1.1M
|
15.4K
$2.07M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-5.95K- 81.47% |
$904K - $1.12M
|
1.35K
$181K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-5.97K- 59.37% |
$907K - $1.12M
|
4.09K
$547K
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-6.03K- 96.06% |
$916K - $1.14M
|
247
$33.1K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.07K- 6.14% |
$922K - $1.14M
|
92.7K
$12.4M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.32K- 3.28% |
$960K - $1.19M
|
187K
$25M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.63K- 26.36% |
$1.01M - $1.25M
|
18.5K
$2.48M
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.64K- 9.09% |
$1.01M - $1.25M
|
66.4K
$8.9M
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.7K- 4.05% |
$1.02M - $1.26M
|
159K
$21.3M
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-6.89K- 22.51% |
$1.05M - $1.3M
|
23.7K
$3.18M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-7.04K- 15.7% |
$1.07M - $1.33M
|
37.8K
$5.06M
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.14K- 26.09% |
$1.08M - $1.34M
|
20.2K
$2.71M
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.23K- 12.22% |
$1.1M - $1.36M
|
51.9K
$6.95M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.28K- 4.61% |
$1.11M - $1.37M
|
151K
$20.2M
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-7.29K- 35.64% |
$1.11M - $1.37M
|
13.2K
$1.76M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.47K- 48.93% |
$1.13M - $1.41M
|
7.8K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.96K- 31.66% |
$1.21M - $1.5M
|
17.2K
$2.3M
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-8.01K- 39.78% |
$1.22M - $1.51M
|
12.1K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.05K- 17.1% |
$1.22M - $1.52M
|
39K
$5.23M
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.06K- 7.14% |
$1.22M - $1.52M
|
105K
$14M
|
|
Nov 06, 2023
Q3 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-8.12K- 4.98% |
$1.23M - $1.53M
|
155K
$20.7M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8.17K- 95.87% |
$1.24M - $1.54M
|
352
$47.1K
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-8.27K- 25.2% |
$1.26M - $1.56M
|
24.5K
$3.29M
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-8.48K- 2.86% |
$1.29M - $1.6M
|
288K
$38.6M
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-8.57K- 81.19% |
$1.3M - $1.61M
|
1.99K
$266K
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-8.64K- 85.16% |
$1.31M - $1.63M
|
1.51K
$202K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.78K- 48.9% |
$1.33M - $1.65M
|
9.17K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.1K- 6.58% |
$1.38M - $1.71M
|
129K
$17.3M
|