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 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.25K+ 189.56% |
$646K - $800K
|
6.49K
$869K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4.21KNew |
$640K - $793K
|
4.21K
$564K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.17K+ 18.99% |
$634K - $786K
|
26.1K
$3.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.13K+ 2.99% |
$628K - $778K
|
143K
$19.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4.13K+ 1037.94% |
$627K - $778K
|
4.53K
$607K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.13K+ 3.94% |
$627K - $777K
|
109K
$14.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.09K+ 14.65% |
$621K - $770K
|
32K
$4.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
4.06K+ 1.18% |
$617K - $765K
|
348K
$46.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.06K+ 7.81% |
$616K - $764K
|
56K
$7.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
4.05K+ 43.73% |
$615K - $762K
|
13.3K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.01K+ 79.68% |
$609K - $755K
|
9.04K
$1.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.97KNew |
$603K - $748K
|
3.97K
$532K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.97K+ 42.82% |
$603K - $748K
|
13.2K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.96K+ 22.45% |
$602K - $746K
|
21.6K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.96K+ 2.6% |
$602K - $746K
|
156K
$20.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.95KNew |
$600K - $744K
|
3.95K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.92K+ 16.83% |
$596K - $738K
|
27.2K
$3.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
3.92KNew |
$595K - $738K
|
3.92K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.92K+ 170.22% |
$595K - $737K
|
6.22K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.9K+ 152.84% |
$593K - $735K
|
6.46K
$864K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.87KNew |
$588K - $728K
|
3.87K
$518K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.85K+ 2.9% |
$585K - $725K
|
136K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.82K+ 17.87% |
$580K - $719K
|
25.2K
$3.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.82KNew |
$580K - $719K
|
3.82K
$511K
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.76K+ 4.16% |
$571K - $708K
|
94.1K
$12.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 5.58% |
$571K - $708K
|
71.1K
$9.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.75K+ 8.32% |
$570K - $706K
|
48.8K
$6.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.6KNew |
$547K - $678K
|
3.6K
$482K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.55K+ 10.44% |
$540K - $669K
|
37.6K
$5.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 9.43% |
$531K - $658K
|
40.6K
$5.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.49KNew |
$530K - $657K
|
3.49K
$467K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.47K+ 10.51% |
$527K - $653K
|
36.5K
$4.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.38K+ 0.24% |
$513K - $636K
|
1.39M
$186M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.36KNew |
$510K - $632K
|
3.36K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.31KNew |
$503K - $623K
|
3.31K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.31K+ 7.57% |
$503K - $623K
|
47K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
3.31K+ 78.08% |
$502K - $623K
|
7.54K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3.25K+ 284.6% |
$494K - $613K
|
4.4K
$589K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 2.76% |
$493K - $611K
|
121K
$16.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.24K+ 31.77% |
$492K - $610K
|
13.4K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.24K+ 20.25% |
$492K - $610K
|
19.2K
$2.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.21KNew |
$488K - $605K
|
3.21K
$430K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.16K+ 142.53% |
$480K - $595K
|
5.37K
$719K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.13K+ 54.65% |
$476K - $590K
|
8.86K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.07K+ 257.65% |
$466K - $577K
|
4.26K
$570K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
3.03K+ 3.77% |
$461K - $571K
|
83.5K
$11.2M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3K+ 43.08% |
$455K - $564K
|
9.95K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.95K+ 827.81% |
$448K - $555K
|
3.3K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 4.28% |
$439K - $544K
|
70.4K
$9.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.85KNew |
$432K - $536K
|
2.85K
$381K
|