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
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-75- 1.02% |
$11.4K - $14.1K
|
7.25K
$911K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-75- 2.54% |
$11.4K - $14.1K
|
2.88K
$362K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-77- 2.87% |
$11.7K - $14.5K
|
2.61K
$328K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-77- 5.14% |
$11.7K - $14.5K
|
1.42K
$179K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-77- 4.62% |
$11.7K - $14.5K
|
1.59K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-77- 0.65% |
$11.7K - $14.5K
|
11.8K
$1.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-77- 3.87% |
$11.7K - $14.5K
|
1.91K
$240K
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-78- 0.26% |
$11.8K - $14.7K
|
30K
$3.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-80- 3.69% |
$12.2K - $15.1K
|
2.09K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-80- 0.25% |
$12.2K - $15.1K
|
32.3K
$4.05M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-80- 0.11% |
$12.2K - $15.1K
|
69.8K
$8.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-81- 1.56% |
$12.3K - $15.3K
|
5.11K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-81- 5.55% |
$12.3K - $15.3K
|
1.38K
$173K
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-82- 1.65% |
$12.5K - $15.4K
|
4.9K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-82- 5.13% |
$12.5K - $15.4K
|
1.52K
$191K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-85- 1.32% |
$12.9K - $16K
|
6.36K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-85- 1.61% |
$12.9K - $16K
|
5.2K
$654K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-85- 1.69% |
$12.9K - $16K
|
4.95K
$622K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-87- 4.54% |
$13.2K - $16.4K
|
1.83K
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-87- 5.29% |
$13.2K - $16.4K
|
1.56K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-87- 0.97% |
$13.2K - $16.4K
|
8.9K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-88- 0.02% |
$13.4K - $16.6K
|
365K
$45.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-88- 1.64% |
$13.4K - $16.6K
|
5.29K
$665K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-88- 3.82% |
$13.4K - $16.6K
|
2.22K
$279K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-89- 0.2% |
$13.5K - $16.8K
|
43.7K
$5.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-90- 2.25% |
$13.7K - $17K
|
3.92K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-92- 5.74% |
$14K - $17.3K
|
1.51K
$190K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-95- 1.06% |
$14.4K - $17.9K
|
8.9K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.27% |
$14.4K - $17.9K
|
4.08K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-95- 3.82% |
$14.4K - $17.9K
|
2.39K
$301K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-97- 4.85% |
$14.7K - $18.3K
|
1.9K
$239K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-99- 3.38% |
$15K - $18.6K
|
2.83K
$355K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-100- 2.04% |
$15.2K - $18.8K
|
4.79K
$603K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-100- 1.43% |
$15.2K - $18.8K
|
6.88K
$865K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-100- 2.74% |
$15.2K - $18.8K
|
3.55K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-100- 5.67% |
$15.2K - $18.8K
|
1.66K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-100- 7.0% |
$15.2K - $18.8K
|
1.33K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-102- 5.08% |
$15.5K - $19.2K
|
1.91K
$240K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-103- 4.85% |
$15.6K - $19.4K
|
2.02K
$254K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-103- 3.5% |
$15.6K - $19.4K
|
2.84K
$357K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-103- 0.62% |
$15.6K - $19.4K
|
16.4K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-105- 1.21% |
$15.9K - $19.8K
|
8.57K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-105- 3.59% |
$15.9K - $19.8K
|
2.82K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-106- 0.91% |
$16.1K - $20K
|
11.6K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-107- 18.35% |
$16.3K - $20.2K
|
476
$59.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-107- 0.18% |
$16.3K - $20.2K
|
58.8K
$7.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-108- 68.35% |
$16.4K - $20.3K
|
50
$6.28K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-108- 1.45% |
$16.4K - $20.3K
|
7.33K
$921K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-108- 4.72% |
$16.4K - $20.3K
|
2.18K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-109- 0.87% |
$16.6K - $20.5K
|
12.4K
$1.56M
|