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 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1.21K+ 4.27% |
$183K - $227K
|
29.5K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 10.75% |
$182K - $226K
|
12.3K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.17K+ 1.95% |
$177K - $220K
|
60.9K
$7.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 2.06% |
$176K - $218K
|
57.5K
$7.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15K+ 1.78% |
$175K - $217K
|
65.7K
$8.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.15K+ 5.2% |
$175K - $217K
|
23.3K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.14K+ 1.91% |
$173K - $215K
|
60.7K
$7.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
1.13K+ 64.83% |
$172K - $213K
|
2.87K
$361K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1.12K+ 1.53% |
$171K - $212K
|
74.8K
$9.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 11.06% |
$169K - $210K
|
11.2K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.11K+ 83.42% |
$168K - $208K
|
2.43K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.09K+ 9.27% |
$166K - $206K
|
12.9K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.09K+ 16.93% |
$166K - $205K
|
7.53K
$946K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
1.08K+ 2.82% |
$165K - $204K
|
39.6K
$4.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.08K+ 20.82% |
$164K - $204K
|
6.28K
$789K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.08K+ 20.82% |
$164K - $204K
|
6.28K
$789K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.08K+ 14.19% |
$163K - $202K
|
8.65K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.07K+ 14.42% |
$162K - $201K
|
8.45K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.05K+ 1.77% |
$159K - $198K
|
60.4K
$7.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.04K+ 3.59% |
$158K - $196K
|
30K
$3.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.03KNew |
$157K - $195K
|
1.03K
$130K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.03K+ 21.39% |
$157K - $194K
|
5.85K
$735K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.03K+ 4.22% |
$156K - $194K
|
25.4K
$3.19M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.03K+ 1.63% |
$156K - $193K
|
63.7K
$8.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.02K+ 0.33% |
$155K - $192K
|
311K
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.02K+ 3.29% |
$154K - $191K
|
31.9K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.01K+ 3.08% |
$154K - $191K
|
34K
$4.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
1.01K+ 1.14% |
$153K - $190K
|
89.7K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.01K+ 7.47% |
$153K - $189K
|
14.5K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1K+ 12.86% |
$153K - $189K
|
8.81K
$1.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 2.57% |
$152K - $189K
|
40.1K
$5.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
1K+ 2.13% |
$152K - $188K
|
48K
$6.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1KNew |
$152K - $188K
|
1K
$126K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1K+ 73.1% |
$152K - $188K
|
2.37K
$298K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
996+ 0.2% |
$151K - $188K
|
507K
$63.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
994+ 25.38% |
$151K - $187K
|
4.91K
$617K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
994+ 1.99% |
$151K - $187K
|
50.9K
$6.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
990+ 74.94% |
$150K - $186K
|
2.31K
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
979+ 1.09% |
$149K - $184K
|
90.4K
$11.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
976+ 58.13% |
$148K - $184K
|
2.66K
$334K
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
970+ 3.6% |
$147K - $183K
|
27.9K
$3.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
964+ 6.11% |
$146K - $182K
|
16.7K
$2.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
950+ 3.96% |
$144K - $179K
|
24.9K
$3.14M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
949+ 2.91% |
$144K - $179K
|
33.6K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
910+ 9.64% |
$138K - $171K
|
10.3K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
906+ 51.36% |
$138K - $171K
|
2.67K
$336K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
904+ 2.42% |
$137K - $170K
|
38.3K
$4.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
900+ 2.78% |
$137K - $170K
|
33.3K
$4.18M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
899+ 9.11% |
$137K - $169K
|
10.8K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
889+ 4.23% |
$135K - $167K
|
21.9K
$2.76M
|