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 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.84K+ 50.8% |
$432K - $535K
|
8.43K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
2.83KNew |
$429K - $532K
|
2.83K
$379K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
2.76K+ 4.55% |
$420K - $520K
|
63.5K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.74K+ 21.08% |
$416K - $516K
|
15.7K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.69K+ 3.31% |
$409K - $507K
|
84.1K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.68KNew |
$407K - $505K
|
2.68K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.67KNew |
$406K - $503K
|
2.67K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 17.07% |
$404K - $501K
|
18.2K
$2.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.63K+ 2.79% |
$400K - $496K
|
96.9K
$13M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.6K+ 11.49% |
$395K - $490K
|
25.2K
$3.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.6K+ 2.62% |
$395K - $489K
|
102K
$13.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
2.6KNew |
$394K - $489K
|
2.6K
$348K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.59K+ 26.51% |
$393K - $487K
|
12.3K
$1.65M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.58K+ 18.76% |
$393K - $487K
|
16.4K
$2.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.53K+ 48.83% |
$384K - $476K
|
7.71K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.51KNew |
$382K - $473K
|
2.51K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.49KNew |
$378K - $468K
|
2.49K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.47K+ 170.93% |
$375K - $465K
|
3.92K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.47KNew |
$375K - $465K
|
2.47K
$331K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.44K+ 13.33% |
$370K - $459K
|
20.7K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.43KNew |
$369K - $457K
|
2.43K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.39K+ 3.65% |
$362K - $449K
|
67.8K
$9.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.38K+ 1.32% |
$361K - $448K
|
182K
$24.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 3.64% |
$354K - $439K
|
66.3K
$8.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.33K+ 5.81% |
$354K - $439K
|
42.4K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.32K+ 2.66% |
$352K - $437K
|
89.4K
$12M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.31K+ 3.83% |
$351K - $435K
|
62.6K
$8.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.3K+ 5.52% |
$349K - $433K
|
44K
$5.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.29KNew |
$348K - $431K
|
2.29K
$307K
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.28KNew |
$347K - $430K
|
2.28K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.28K+ 119.12% |
$346K - $429K
|
4.19K
$562K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
2.27KNew |
$345K - $428K
|
2.27K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.23K+ 18.06% |
$339K - $420K
|
14.6K
$1.95M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.2K+ 6.2% |
$334K - $414K
|
37.7K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
2.2K+ 9.61% |
$334K - $414K
|
25.1K
$3.36M
|
|
|
Aug 08, 2024
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
2.2K+ 9.61% |
$334K - $414K
|
25.1K
$3.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.19K+ 2.08% |
$333K - $413K
|
108K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.18KNew |
$331K - $411K
|
2.18K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.16K+ 76.47% |
$329K - $408K
|
4.99K
$669K
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.15K+ 2.3% |
$327K - $405K
|
95.4K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.12K+ 134.84% |
$322K - $399K
|
3.69K
$494K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
2.12K+ 92.12% |
$321K - $399K
|
4.41K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.11K+ 4.59% |
$321K - $397K
|
48.1K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.1KNew |
$319K - $395K
|
2.1K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.09KNew |
$318K - $394K
|
2.09K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.08K+ 2.95% |
$316K - $392K
|
72.5K
$9.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.07K+ 5.81% |
$314K - $389K
|
37.6K
$5.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 5.26% |
$313K - $388K
|
41.2K
$5.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.06K+ 12.33% |
$312K - $387K
|
18.7K
$2.51M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.05K+ 5.29% |
$312K - $387K
|
40.9K
$5.47M
|