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 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.94KNew |
$1.05M - $1.31M
|
6.94K
$930K
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.92K+ 259.52% |
$1.05M - $1.3M
|
9.59K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.83K+ 2.08% |
$1.04M - $1.29M
|
335K
$44.9M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
6.73K+ 7.39% |
$1.02M - $1.27M
|
97.8K
$13.1M
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
BUY
|
- |
6.7K+ 452.4% |
$1.02M - $1.26M
|
8.18K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.54K+ 3.33% |
$994K - $1.23M
|
203K
$27.2M
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.51KNew |
$989K - $1.23M
|
6.51K
$872K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.51K+ 2.43% |
$988K - $1.23M
|
274K
$36.7M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.43K+ 1.48% |
$976K - $1.21M
|
440K
$58.9M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.33K+ 12.89% |
$961K - $1.19M
|
55.4K
$7.42M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
6.29KNew |
$956K - $1.19M
|
6.29K
$843K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
6.28K+ 437.84% |
$954K - $1.18M
|
7.72K
$1.03M
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
6.27K+ 9.25% |
$952K - $1.18M
|
74K
$9.91M
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
6.19K+ 42.9% |
$940K - $1.17M
|
20.6K
$2.76M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.13K+ 17.67% |
$930K - $1.15M
|
40.8K
$5.46M
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.12KNew |
$930K - $1.15M
|
6.12K
$820K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.11K+ 0.5% |
$928K - $1.15M
|
1.23M
$165M
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
6K+ 33.33% |
$911K - $1.13M
|
24K
$3.21M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.94K+ 15.21% |
$903K - $1.12M
|
45K
$6.03M
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.9K+ 316.08% |
$896K - $1.11M
|
7.76K
$1.04M
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.8K+ 1.67% |
$881K - $1.09M
|
353K
$47.2M
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
5.65K+ 24.37% |
$859K - $1.06M
|
28.9K
$3.86M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.65K+ 51.54% |
$858K - $1.06M
|
16.6K
$2.22M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
5.57K+ 14.5% |
$847K - $1.05M
|
44K
$5.89M
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.43K+ 9.08% |
$825K - $1.02M
|
65.2K
$8.73M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
5.4KNew |
$821K - $1.02M
|
5.4K
$724K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.26K+ 70.21% |
$799K - $990K
|
12.7K
$1.71M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
5.24K+ 32.96% |
$796K - $987K
|
21.1K
$2.83M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
5.18K+ 90.79% |
$787K - $976K
|
10.9K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$760K - $942K
|
5K
$670K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.88K+ 42.22% |
$741K - $919K
|
16.4K
$2.2M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.83K+ 22.94% |
$734K - $910K
|
25.9K
$3.47M
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.78K+ 154.03% |
$726K - $900K
|
7.88K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.76K+ 529.11% |
$723K - $897K
|
5.66K
$758K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.72K+ 15.89% |
$718K - $890K
|
34.5K
$4.62M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.7KNew |
$714K - $885K
|
4.7K
$629K
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
4.68K+ 2.43% |
$711K - $882K
|
197K
$26.4M
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.65KNew |
$707K - $876K
|
4.65K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.65KNew |
$707K - $876K
|
4.65K
$623K
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.6K+ 18.26% |
$699K - $867K
|
29.8K
$3.99M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.6KNew |
$699K - $866K
|
4.6K
$616K
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
4.59KNew |
$697K - $864K
|
4.59K
$615K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.57K+ 6.52% |
$694K - $861K
|
74.7K
$10M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.54K+ 259.39% |
$690K - $855K
|
6.29K
$843K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
4.54K+ 3.31% |
$690K - $855K
|
142K
$19M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.53K+ 18.68% |
$687K - $852K
|
28.8K
$3.85M
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.4KNew |
$668K - $829K
|
4.4K
$589K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.38K+ 12.66% |
$665K - $825K
|
39K
$5.22M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.38K+ 1.4% |
$665K - $824K
|
316K
$42.3M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4.33KNew |
$657K - $815K
|
4.33K
$579K
|