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 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-175- 11.56% |
$26.6K - $33K
|
1.34K
$168K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-175- 0.79% |
$26.6K - $33K
|
22.1K
$2.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-176- 2.19% |
$26.7K - $33.1K
|
7.86K
$988K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-178- 1.21% |
$27K - $33.5K
|
14.5K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-178- 8.42% |
$27K - $33.5K
|
1.94K
$243K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-179- 9.63% |
$27.2K - $33.7K
|
1.68K
$211K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-183- 6.91% |
$27.8K - $34.5K
|
2.46K
$310K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-183- 8.39% |
$27.8K - $34.5K
|
2K
$251K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-185- 2.03% |
$28.1K - $34.8K
|
8.91K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-185- 3.61% |
$28.1K - $34.8K
|
4.94K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-186- 4.46% |
$28.3K - $35K
|
3.99K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-186- 11.96% |
$28.3K - $35K
|
1.37K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-188- 17.28% |
$28.6K - $35.4K
|
900
$113K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-189- 2.07% |
$28.7K - $35.6K
|
8.93K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-189- 12.01% |
$28.7K - $35.6K
|
1.39K
$174K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-190- 9.3% |
$28.9K - $35.8K
|
1.85K
$233K
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-195- 2.27% |
$29.6K - $36.7K
|
8.4K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-195- 1.28% |
$29.6K - $36.7K
|
15K
$1.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-197- 8.69% |
$29.9K - $37.1K
|
2.07K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-198- 0.53% |
$30.1K - $37.3K
|
37.5K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-198- 97.54% |
$30.1K - $37.3K
|
5
$628
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-198- 9.53% |
$30.1K - $37.3K
|
1.88K
$236K
|
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-200- 3.87% |
$30.4K - $37.7K
|
4.96K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-201- 2.6% |
$30.5K - $37.9K
|
7.53K
$946K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-201- 5.66% |
$30.5K - $37.9K
|
3.35K
$421K
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-202- 5.4% |
$30.7K - $38K
|
3.54K
$445K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-203- 6.65% |
$30.8K - $38.2K
|
2.85K
$358K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-205- 2.8% |
$31.1K - $38.6K
|
7.12K
$895K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-205- 1.13% |
$31.1K - $38.6K
|
18K
$2.26M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-207- 6.61% |
$31.4K - $39K
|
2.92K
$367K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-207- 0.34% |
$31.4K - $39K
|
60.1K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-208- 12.37% |
$31.6K - $39.2K
|
1.47K
$185K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-209- 0.37% |
$31.7K - $39.4K
|
56.5K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-215- 2.09% |
$32.7K - $40.5K
|
10.1K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-219- 2.97% |
$33.3K - $41.2K
|
7.15K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-220- 0.36% |
$33.4K - $41.4K
|
61.1K
$7.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-221- 10.28% |
$33.6K - $41.6K
|
1.93K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-227- 2.15% |
$34.5K - $42.8K
|
10.3K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-227- 38.15% |
$34.5K - $42.8K
|
368
$46.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-228- 23.68% |
$34.6K - $42.9K
|
735
$92.4K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-231- 5.99% |
$35.1K - $43.5K
|
3.63K
$456K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-232- 10.2% |
$35.2K - $43.7K
|
2.04K
$257K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-234- 16.62% |
$35.5K - $44.1K
|
1.17K
$148K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-240- 1.75% |
$36.5K - $45.2K
|
13.5K
$1.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-240- 14.41% |
$36.5K - $45.2K
|
1.43K
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-243- 9.41% |
$36.9K - $45.8K
|
2.34K
$294K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-247- 1.92% |
$37.5K - $46.5K
|
12.6K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-250- 89.93% |
$38K - $47.1K
|
28
$3.52K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-250- 15.15% |
$38K - $47.1K
|
1.4K
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-250- 7.79% |
$38K - $47.1K
|
2.96K
$372K
|