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 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.05K+ 2.98% |
$311K - $386K
|
70.8K
$9.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
2.03K+ 65.1% |
$309K - $383K
|
5.16K
$690K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.02K+ 3.1% |
$307K - $380K
|
67.2K
$9M
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2KNew |
$303K - $376K
|
2K
$267K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
1.97K+ 0.3% |
$299K - $371K
|
669K
$89.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.94KNew |
$295K - $366K
|
1.94K
$260K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.94K+ 7.41% |
$295K - $365K
|
28.1K
$3.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.93K+ 1.63% |
$294K - $364K
|
120K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.93K+ 6.86% |
$293K - $363K
|
30K
$4.02M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.92K+ 60.9% |
$292K - $362K
|
5.08K
$680K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.9K+ 1.04% |
$289K - $358K
|
185K
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.9K+ 14.16% |
$288K - $358K
|
15.3K
$2.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.88K+ 37.34% |
$286K - $355K
|
6.93K
$928K
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.87KNew |
$285K - $353K
|
1.87K
$251K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.87K+ 17.67% |
$284K - $352K
|
12.4K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.86K+ 15.37% |
$283K - $351K
|
14K
$1.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 1.97% |
$282K - $350K
|
96.3K
$12.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.84K+ 1021.67% |
$279K - $346K
|
2.02K
$270K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.78K+ 3.21% |
$270K - $335K
|
57.2K
$7.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.78K+ 13.34% |
$270K - $334K
|
15.1K
$2.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
1.77KNew |
$269K - $333K
|
1.77K
$237K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.76KNew |
$267K - $331K
|
1.76K
$235K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.75KNew |
$265K - $329K
|
1.75K
$234K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.73K+ 1.1% |
$263K - $327K
|
160K
$21.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.73KNew |
$263K - $326K
|
1.73K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
1.72K+ 62.99% |
$262K - $325K
|
4.46K
$597K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
1.72K+ 24.48% |
$261K - $324K
|
8.75K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.72K+ 6.87% |
$261K - $323K
|
26.7K
$3.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.7K+ 104.42% |
$259K - $321K
|
3.33K
$446K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.7K+ 24.82% |
$258K - $320K
|
8.54K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.7KNew |
$258K - $319K
|
1.7K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.68K+ 18.62% |
$255K - $317K
|
10.7K
$1.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.67K+ 4.62% |
$253K - $314K
|
37.7K
$5.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.66K+ 44.08% |
$252K - $312K
|
5.42K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.65K+ 105.5% |
$251K - $311K
|
3.21K
$430K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.65K+ 6.13% |
$251K - $311K
|
28.6K
$3.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
1.63K+ 11.79% |
$247K - $307K
|
15.4K
$2.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.63KNew |
$247K - $307K
|
1.63K
$218K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.62K+ 3.48% |
$247K - $306K
|
48.3K
$6.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.62K+ 10.86% |
$246K - $305K
|
16.5K
$2.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.6K+ 65.8% |
$243K - $302K
|
4.04K
$541K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.59KNew |
$242K - $299K
|
1.59K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.58K+ 100.83% |
$240K - $298K
|
3.15K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.57K+ 5.0% |
$239K - $296K
|
33.1K
$4.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.56K+ 19.85% |
$237K - $294K
|
9.44K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 35.8% |
$234K - $291K
|
5.85K
$784K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.54KNew |
$233K - $289K
|
1.54K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.53K+ 3.71% |
$232K - $288K
|
42.6K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.53KNew |
$232K - $287K
|
1.53K
$204K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.52K+ 9.61% |
$231K - $286K
|
17.3K
$2.32M
|