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 |
---|---|---|---|---|---|---|---|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
217+ 15.78% |
$33K - $40.9K
|
1.59K
$200K
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
215+ 8.4% |
$32.7K - $40.5K
|
2.78K
$349K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
208+ 1.15% |
$31.6K - $39.2K
|
18.3K
$2.29M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
200+ 10.25% |
$30.4K - $37.7K
|
2.15K
$270K
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
197+ 4.82% |
$29.9K - $37.1K
|
4.28K
$538K
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
196+ 0.01% |
$29.8K - $36.9K
|
1.5M
$188M
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
194+ 1.59% |
$29.5K - $36.5K
|
12.4K
$1.55M
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
194+ 0.95% |
$29.5K - $36.5K
|
20.7K
$2.6M
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
193+ 2.08% |
$29.3K - $36.3K
|
9.49K
$1.19M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
192+ 5.26% |
$29.2K - $36.2K
|
3.84K
$482K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
190+ 2.25% |
$28.9K - $35.8K
|
8.63K
$1.08M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
190+ 13.25% |
$28.9K - $35.8K
|
1.62K
$204K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
190+ 3.33% |
$28.9K - $35.8K
|
5.89K
$741K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
185+ 3.43% |
$28.1K - $34.8K
|
5.58K
$702K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
185+ 9.59% |
$28.1K - $34.8K
|
2.11K
$266K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
182+ 5.97% |
$27.6K - $34.3K
|
3.23K
$406K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
182+ 3.55% |
$27.6K - $34.3K
|
5.31K
$668K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
176+ 2.1% |
$26.7K - $33.1K
|
8.54K
$1.07M
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
175+ 1.71% |
$26.6K - $33K
|
10.4K
$1.31M
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
175+ 0.87% |
$26.6K - $33K
|
20.2K
$2.54M
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
171+ 1.51% |
$26K - $32.2K
|
11.5K
$1.44M
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
170+ 5.19% |
$25.8K - $32K
|
3.44K
$433K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
170New |
$25.8K - $32K
|
170
$21.4K
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
166+ 0.46% |
$25.2K - $31.3K
|
36.6K
$4.6M
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
166+ 1.07% |
$25.2K - $31.3K
|
15.7K
$1.97M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
163+ 8.67% |
$24.8K - $30.7K
|
2.04K
$257K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
163+ 4.04% |
$24.8K - $30.7K
|
4.2K
$528K
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
163+ 0.93% |
$24.8K - $30.7K
|
17.7K
$2.22M
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
161+ 1.29% |
$24.5K - $30.3K
|
12.7K
$1.59M
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
157+ 0.67% |
$23.8K - $29.6K
|
23.7K
$2.98M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
154+ 0.17% |
$23.4K - $29K
|
92.2K
$11.6M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
153+ 2.59% |
$23.2K - $28.8K
|
6.06K
$761K
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
153+ 0.32% |
$23.2K - $28.8K
|
47.5K
$5.97M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
153+ 2.74% |
$23.2K - $28.8K
|
5.74K
$721K
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
153+ 4.73% |
$23.2K - $28.8K
|
3.39K
$425K
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
152+ 0.27% |
$23.1K - $28.6K
|
56.2K
$7.06M
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
150+ 7.34% |
$22.8K - $28.3K
|
2.19K
$276K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
150+ 1.19% |
$22.8K - $28.3K
|
12.7K
$1.6M
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
148+ 7.78% |
$22.5K - $27.9K
|
2.05K
$258K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
148+ 4.57% |
$22.5K - $27.9K
|
3.38K
$425K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
146+ 2.31% |
$22.2K - $27.5K
|
6.47K
$813K
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
145+ 0.84% |
$22K - $27.3K
|
17.5K
$2.2M
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
142+ 1.32% |
$21.6K - $26.7K
|
10.9K
$1.37M
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
142+ 2.02% |
$21.6K - $26.7K
|
7.19K
$903K
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
141+ 1.89% |
$21.4K - $26.6K
|
7.59K
$954K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
139+ 0.93% |
$21.1K - $26.2K
|
15.1K
$1.89M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
138+ 1.82% |
$21K - $26K
|
7.71K
$969K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
135+ 20.83% |
$20.5K - $25.4K
|
783
$98.4K
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
135+ 5.21% |
$20.5K - $25.4K
|
2.73K
$342K
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
135+ 3.51% |
$20.5K - $25.4K
|
3.98K
$500K
|