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 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
135+ 5.2% |
$20.5K - $25.4K
|
2.73K
$343K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
134+ 11.28% |
$20.4K - $25.2K
|
1.32K
$166K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
131+ 3.14% |
$19.9K - $24.7K
|
4.31K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
131+ 0.82% |
$19.9K - $24.7K
|
16K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
130+ 29.89% |
$19.7K - $24.5K
|
565
$71K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
130+ 0.19% |
$19.7K - $24.5K
|
69.6K
$8.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
130+ 2.11% |
$19.7K - $24.5K
|
6.28K
$789K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
129+ 6.41% |
$19.6K - $24.3K
|
2.14K
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
128+ 4.31% |
$19.4K - $24.1K
|
3.1K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
127+ 1.79% |
$19.3K - $23.9K
|
7.21K
$906K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
125+ 0.44% |
$19K - $23.5K
|
28.4K
$3.58M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
125+ 0.4% |
$19K - $23.5K
|
31.1K
$3.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
125+ 2.57% |
$19K - $23.5K
|
4.98K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
125+ 8.22% |
$19K - $23.5K
|
1.65K
$207K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
124+ 6.76% |
$18.8K - $23.4K
|
1.96K
$246K
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
123+ 0.06% |
$18.7K - $23.2K
|
210K
$26.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
123+ 1.26% |
$18.7K - $23.2K
|
9.87K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
122+ 2.5% |
$18.5K - $23K
|
5.01K
$630K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
120+ 0.09% |
$18.2K - $22.6K
|
132K
$16.6M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
119+ 0.04% |
$18.1K - $22.4K
|
332K
$41.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
BUY
|
- |
119+ 0.24% |
$18.1K - $22.4K
|
49.6K
$6.23M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
117+ 9.14% |
$17.8K - $22K
|
1.4K
$176K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
115+ 16.41% |
$17.5K - $21.7K
|
816
$103K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
115+ 4.46% |
$17.5K - $21.7K
|
2.69K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
115+ 2.78% |
$17.5K - $21.7K
|
4.25K
$534K
|
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
114+ 0.63% |
$17.3K - $21.5K
|
18.1K
$2.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
113+ 1.66% |
$17.2K - $21.3K
|
6.92K
$870K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
111+ 4.31% |
$16.9K - $20.9K
|
2.69K
$338K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
111+ 9.3% |
$16.9K - $20.9K
|
1.31K
$164K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
107+ 2.95% |
$16.3K - $20.2K
|
3.73K
$469K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
106+ 8.86% |
$16.1K - $20K
|
1.3K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 2.64% |
$15.9K - $19.8K
|
4.08K
$513K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
103+ 1.32% |
$15.6K - $19.4K
|
7.89K
$991K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
102+ 1.2% |
$15.5K - $19.2K
|
8.57K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
102+ 2.09% |
$15.5K - $19.2K
|
4.99K
$628K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
102+ 0.67% |
$15.5K - $19.2K
|
15.3K
$1.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
100+ 4.34% |
$15.2K - $18.8K
|
2.41K
$302K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 4.19% |
$15.2K - $18.8K
|
2.49K
$313K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
100+ 0.42% |
$15.2K - $18.8K
|
24K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
99+ 0.34% |
$15K - $18.6K
|
28.9K
$3.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
98+ 3.95% |
$14.9K - $18.5K
|
2.58K
$324K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
98+ 0.87% |
$14.9K - $18.5K
|
11.3K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
98+ 0.12% |
$14.9K - $18.5K
|
82.5K
$10.4M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
98+ 69.5% |
$14.9K - $18.5K
|
239
$30K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
96+ 11.88% |
$14.6K - $18.1K
|
904
$114K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
96+ 7.16% |
$14.6K - $18.1K
|
1.44K
$180K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
95+ 0.29% |
$14.4K - $17.9K
|
32.9K
$4.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
95+ 0.37% |
$14.4K - $17.9K
|
26.1K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
92+ 3.32% |
$14K - $17.3K
|
2.87K
$360K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
91+ 5.74% |
$13.8K - $17.1K
|
1.68K
$211K
|