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
|
Plancorp, LLC
|
BUY
|
- |
1.52KNew |
$231K - $286K
|
1.52K
$204K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.51K+ 4.89% |
$229K - $284K
|
32.3K
$4.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 23.38% |
$224K - $278K
|
7.79K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 4.44% |
$224K - $278K
|
34.7K
$4.64M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.46K+ 19.19% |
$222K - $275K
|
9.07K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.46KNew |
$222K - $275K
|
1.46K
$195K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 5.74% |
$221K - $274K
|
26.8K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.46KNew |
$221K - $274K
|
1.46K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.45K+ 1.47% |
$220K - $273K
|
100K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.45K+ 6.46% |
$220K - $273K
|
23.9K
$3.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.44KNew |
$219K - $272K
|
1.44K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.44KNew |
$219K - $271K
|
1.44K
$193K
|
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
1.43K+ 4.18% |
$218K - $270K
|
35.7K
$4.79M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.43K+ 6.05% |
$217K - $269K
|
25.1K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
1.42KNew |
$216K - $268K
|
1.42K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 9.21% |
$216K - $268K
|
16.9K
$2.26M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.42KNew |
$216K - $267K
|
1.42K
$190K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.42K+ 0.75% |
$215K - $267K
|
189K
$25.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
1.39K+ 30.37% |
$211K - $262K
|
5.98K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
1.39K+ 4.51% |
$211K - $262K
|
32.2K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.38KNew |
$210K - $261K
|
1.38K
$185K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
1.36K+ 2.76% |
$207K - $256K
|
50.7K
$6.79M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.36K+ 1.52% |
$207K - $256K
|
90.8K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.35K+ 0.2% |
$205K - $254K
|
682K
$91.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.34K+ 66.29% |
$204K - $253K
|
3.37K
$451K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.34KNew |
$204K - $252K
|
1.34K
$179K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$179K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.34K+ 10.14% |
$203K - $252K
|
14.5K
$1.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.33KNew |
$202K - $251K
|
1.33K
$179K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.33K+ 171.48% |
$202K - $250K
|
2.1K
$282K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$202K - $250K
|
1.33K
$178K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 5.02% |
$201K - $249K
|
27.7K
$3.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.32KNew |
$200K - $248K
|
1.32K
$177K
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
1.3K+ 30.23% |
$197K - $245K
|
5.6K
$750K
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
1.3K+ 1.21% |
$197K - $244K
|
108K
$14.5M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.3KNew |
$197K - $244K
|
1.3K
$174K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.29K+ 7.41% |
$196K - $243K
|
18.7K
$2.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
1.28K+ 2.74% |
$195K - $242K
|
48.1K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.28K+ 9.15% |
$194K - $241K
|
15.3K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.27K+ 7.3% |
$193K - $240K
|
18.7K
$2.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.27K+ 1.91% |
$193K - $239K
|
67.9K
$9.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.26K+ 96.41% |
$192K - $237K
|
2.57K
$344K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.22K+ 1.05% |
$185K - $229K
|
117K
$15.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.21K+ 1.49% |
$184K - $228K
|
82.6K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.21K+ 0.37% |
$184K - $228K
|
328K
$43.9M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1.21K+ 4.27% |
$183K - $227K
|
29.5K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 10.75% |
$182K - $226K
|
12.3K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.17K+ 1.95% |
$177K - $220K
|
60.9K
$8.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 2.06% |
$176K - $218K
|
57.5K
$7.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15K+ 1.78% |
$175K - $217K
|
65.7K
$8.8M
|