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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
90+ 1.31% |
$13.7K - $17K
|
6.95K
$873K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
90+ 52.94% |
$13.7K - $17K
|
260
$32.7K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
90+ 42.45% |
$13.7K - $17K
|
302
$38K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
90+ 64.75% |
$13.7K - $17K
|
229
$28.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
89+ 3.45% |
$13.5K - $16.8K
|
2.67K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
87+ 3.57% |
$13.2K - $16.4K
|
2.52K
$317K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
85+ 2.44% |
$12.9K - $16K
|
3.57K
$449K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
85+ 2.78% |
$12.9K - $16K
|
3.15K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
85+ 5.85% |
$12.9K - $16K
|
1.54K
$193K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
84+ 0.5% |
$12.8K - $15.8K
|
17K
$2.14M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
84+ 158.49% |
$12.8K - $15.8K
|
137
$17.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
83+ 1.7% |
$12.6K - $15.6K
|
4.96K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
82+ 4.17% |
$12.5K - $15.4K
|
2.05K
$257K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
81+ 10.98% |
$12.3K - $15.3K
|
819
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
80+ 1.81% |
$12.2K - $15.1K
|
4.49K
$565K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
80+ 1.97% |
$12.2K - $15.1K
|
4.14K
$521K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
79+ 2.57% |
$12K - $14.9K
|
3.15K
$396K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
79+ 1.3% |
$12K - $14.9K
|
6.14K
$771K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
78+ 6.42% |
$11.8K - $14.7K
|
1.29K
$163K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
78+ 0.89% |
$11.8K - $14.7K
|
8.83K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
78+ 6.24% |
$11.8K - $14.7K
|
1.33K
$167K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
78+ 5.28% |
$11.8K - $14.7K
|
1.56K
$196K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
77+ 0.51% |
$11.7K - $14.5K
|
15.2K
$1.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
77+ 0.22% |
$11.7K - $14.5K
|
35K
$4.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
76+ 0.09% |
$11.5K - $14.3K
|
85.7K
$10.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
75+ 6.59% |
$11.4K - $14.1K
|
1.21K
$152K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
75+ 1.93% |
$11.4K - $14.1K
|
3.96K
$498K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
75+ 0.4% |
$11.4K - $14.1K
|
19K
$2.38M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
74+ 4.72% |
$11.2K - $13.9K
|
1.64K
$206K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
72+ 8.8% |
$10.9K - $13.6K
|
890
$112K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
72+ 2.34% |
$10.9K - $13.6K
|
3.15K
$395K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
71New |
$10.8K - $13.4K
|
71
$8.92K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
71+ 15.64% |
$10.8K - $13.4K
|
525
$66K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
70+ 0.24% |
$10.6K - $13.2K
|
29.2K
$3.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
69+ 0.46% |
$10.5K - $13K
|
15.1K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
68+ 0.96% |
$10.3K - $12.8K
|
7.12K
$895K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
68+ 0.31% |
$10.3K - $12.8K
|
21.8K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
67+ 1.73% |
$10.2K - $12.6K
|
3.95K
$496K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
65+ 1.72% |
$9.87K - $12.2K
|
3.84K
$483K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
65+ 1.41% |
$9.87K - $12.2K
|
4.68K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
65+ 3.7% |
$9.87K - $12.2K
|
1.82K
$229K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 3.98% |
$9.87K - $12.2K
|
1.7K
$213K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
64+ 0.47% |
$9.72K - $12.1K
|
13.6K
$1.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
64+ 0.9% |
$9.72K - $12.1K
|
7.19K
$903K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
63New |
$9.57K - $11.9K
|
63
$7.92K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
62+ 0.94% |
$9.42K - $11.7K
|
6.67K
$838K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
62+ 0.52% |
$9.42K - $11.7K
|
12K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
61+ 4.52% |
$9.27K - $11.5K
|
1.41K
$177K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
60+ 3.89% |
$9.11K - $11.3K
|
1.6K
$202K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
60+ 0.07% |
$9.11K - $11.3K
|
86.2K
$10.8M
|