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 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
13.4K+ 231.3% |
$2.04M - $2.53M
|
19.2K
$2.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 22.84% |
$2.01M - $2.5M
|
71.3K
$9.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.3KNew |
$2.01M - $2.5M
|
13.3K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.2K+ 466.02% |
$2.01M - $2.49M
|
16K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
13.1KNew |
$1.99M - $2.47M
|
13.1K
$1.75M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
12.9K+ 5.33% |
$1.96M - $2.42M
|
254K
$34.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.6K+ 268.36% |
$1.91M - $2.37M
|
17.3K
$2.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Management Corp
|
BUY
|
- |
12.4K+ 27.34% |
$1.88M - $2.33M
|
57.7K
$7.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$1.84M - $2.28M
|
12.1K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12K+ 499.79% |
$1.82M - $2.25M
|
14.4K
$1.92M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12K+ 499.79% |
$1.82M - $2.25M
|
14.4K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.8K+ 9.91% |
$1.8M - $2.23M
|
131K
$17.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
11.7K+ 18.97% |
$1.78M - $2.21M
|
73.5K
$9.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11K+ 102.17% |
$1.68M - $2.08M
|
21.9K
$2.93M
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11K+ 102.17% |
$1.68M - $2.08M
|
21.9K
$2.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
11K+ 23.63% |
$1.67M - $2.07M
|
57.5K
$7.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11K+ 0.63% |
$1.67M - $2.07M
|
1.74M
$233M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10.9K+ 765.01% |
$1.66M - $2.06M
|
12.4K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.9KNew |
$1.65M - $2.05M
|
10.9K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
10.8K+ 27.63% |
$1.64M - $2.03M
|
49.9K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10.8K+ 9.0% |
$1.64M - $2.03M
|
130K
$17.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
10.7KNew |
$1.63M - $2.02M
|
10.7K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.7K+ 17.51% |
$1.63M - $2.02M
|
72K
$9.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.6KNew |
$1.61M - $2M
|
10.6K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.6K+ 333.2% |
$1.61M - $2M
|
13.8K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10.4K+ 105.8% |
$1.58M - $1.96M
|
20.2K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
10.4KNew |
$1.58M - $1.95M
|
10.4K
$1.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.72K+ 9.57% |
$1.48M - $1.83M
|
111K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.68K+ 8.33% |
$1.47M - $1.82M
|
126K
$16.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.92K+ 362.31% |
$1.35M - $1.68M
|
11.4K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.9KNew |
$1.35M - $1.68M
|
8.9K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.8K+ 23.38% |
$1.34M - $1.66M
|
46.5K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
8.14K+ 22.69% |
$1.24M - $1.53M
|
44K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
8.09K+ 16.1% |
$1.23M - $1.52M
|
58.3K
$7.81M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.07K+ 11.63% |
$1.23M - $1.52M
|
77.5K
$10.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.97KNew |
$1.21M - $1.5M
|
7.97K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.92K+ 10.67% |
$1.2M - $1.49M
|
82.1K
$11M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.82K+ 271.35% |
$1.19M - $1.47M
|
10.7K
$1.43M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.8KNew |
$1.19M - $1.47M
|
7.8K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
7.63K+ 3.66% |
$1.16M - $1.44M
|
216K
$29M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
7.47K+ 16.81% |
$1.13M - $1.41M
|
51.9K
$6.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.45KNew |
$1.13M - $1.4M
|
7.45K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.4K+ 90.24% |
$1.12M - $1.39M
|
15.6K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.39K+ 11.58% |
$1.12M - $1.39M
|
71.2K
$9.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.39K+ 6.99% |
$1.12M - $1.39M
|
113K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.37K+ 3.2% |
$1.12M - $1.39M
|
237K
$31.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.23KNew |
$1.1M - $1.36M
|
7.23K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
6.99K+ 30.45% |
$1.06M - $1.32M
|
30K
$4.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
6.98K+ 2.51% |
$1.06M - $1.31M
|
285K
$38.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.97K+ 90.96% |
$1.06M - $1.31M
|
14.6K
$1.96M
|