Purchases and Sales Made in Q3 2023 in United Parcel Service Inc (UPS)

UPS Quotes by TradingView

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
Oct 26, 2023 Q3 2023
Sky Investment Group LLC

BUY
 -
309
+ 0.77%
$46.9K - $58.2K
40.3K $5.06M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
304
+ 14.29%
$46.2K - $57.3K
2.43K $306K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
303
+ 5.74%
$46K - $57.1K
5.58K $701K
Oct 16, 2023 Q3 2023
Community Trust & Investment CO

BUY
 -
303
+ 6.06%
$46K - $57.1K
5.3K $666K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
303
+ 10.74%
$46K - $57.1K
3.13K $393K
Nov 08, 2023 Q3 2023
Carson Advisory Inc.

BUY
 -
303
+ 3.55%
$46K - $57.1K
8.84K $1.11M
Oct 10, 2023 Q3 2023
Stillwater Capital Advisors, LLC

BUY
 -
302
+ 0.44%
$45.9K - $56.9K
69.2K $8.7M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
300
+ 6.63%
$45.6K - $56.5K
4.83K $607K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
300
+ 50.0%
$45.6K - $56.5K
900 $113K
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
300
+ 234.38%
$45.6K - $56.5K
428 $53.8K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
296
+ 4.45%
$45K - $55.7K
6.95K $874K
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

BUY
 -
296
+ 0.08%
$45K - $55.7K
372K $46.8M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
295
+ 18.05%
$44.8K - $55.6K
1.93K $242K
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
294
+ 13.96%
$44.7K - $55.4K
2.4K $302K
Oct 30, 2023 Q3 2023
Bell Bank

BUY
 -
291
+ 0.56%
$44.2K - $54.8K
52.3K $6.58M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
290
+ 5.5%
$44.1K - $54.6K
5.56K $699K
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
287
+ 14.67%
$43.6K - $54.1K
2.24K $282K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
283
+ 2.92%
$43K - $53.3K
9.98K $1.25M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
283
+ 2.0%
$43K - $53.3K
14.4K $1.81M
Oct 18, 2023 Q3 2023
Exchange Traded Concepts, LLC

BUY
 -
274
+ 0.65%
$41.6K - $51.6K
42.1K $5.3M
Oct 18, 2023 Q3 2023
Occidental Asset Management, LLC

BUY
 -
272
+ 4.13%
$41.3K - $51.2K
6.86K $862K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
268
+ 8.87%
$40.7K - $50.5K
3.29K $413K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
268
+ 2.6%
$40.7K - $50.5K
10.6K $1.33M
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
267
+ 3.6%
$40.6K - $50.3K
7.69K $967K
Nov 06, 2023 Q3 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
267
+ 1.45%
$40.6K - $50.3K
18.7K $2.35M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
262
+ 5.7%
$39.8K - $49.3K
4.86K $611K
Nov 14, 2023 Q3 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
259
+ 1.58%
$39.3K - $48.8K
16.7K $2.1M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
258
+ 11.67%
$39.2K - $48.6K
2.47K $310K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
256
New
$38.9K - $48.2K
256 $32.2K
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
256
+ 0.21%
$38.9K - $48.2K
123K $15.4M
Nov 09, 2023 Q3 2023
Waters Parkerson & Co., LLC

BUY
 -
255
+ 0.18%
$38.7K - $48K
144K $18.1M
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
253
+ 1.41%
$38.4K - $47.7K
18.2K $2.28M
Apr 01, 2024 Q3 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
BUY
 -
252
+ 2.0%
$38.3K - $47.5K
12.8K $1.61M
Oct 19, 2023 Q3 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
247
+ 11.84%
$37.5K - $46.5K
2.33K $293K
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
242
+ 10.15%
$36.8K - $45.6K
2.63K $330K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
241
+ 6.71%
$36.6K - $45.4K
3.83K $482K
Nov 07, 2023 Q3 2023
Cookson Peirce & CO Inc

BUY
 -
240
+ 6.16%
$36.5K - $45.2K
4.14K $520K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
238
+ 9.24%
$36.2K - $44.8K
2.81K $354K
Nov 14, 2023 Q3 2023
Quantamental Technologies LLC

White Plains, NY
BUY
 -
237
+ 10.47%
$36K - $44.6K
2.5K $314K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
232
+ 9.67%
$35.2K - $43.7K
2.63K $331K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
230
+ 11.71%
$34.9K - $43.3K
2.19K $276K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
230
+ 2555.56%
$34.9K - $43.3K
239 $30K
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
228
+ 7.97%
$34.6K - $42.9K
3.09K $388K
Nov 14, 2023 Q3 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
228
+ 2.78%
$34.6K - $42.9K
8.43K $1.06M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
225
+ 26.07%
$34.2K - $42.4K
1.09K $137K
Oct 26, 2023 Q3 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
223
+ 6.8%
$33.9K - $42K
3.5K $440K
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
220
+ 7.29%
$33.4K - $41.4K
3.24K $407K
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
218
+ 11.37%
$33.1K - $41.1K
2.14K $268K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
217
+ 0.31%
$33K - $40.9K
69.7K $8.75M

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