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 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-683- 4.0% |
$104K - $129K
|
16.4K
$2.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-685- 16.43% |
$104K - $129K
|
3.48K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-685- 5.58% |
$104K - $129K
|
11.6K
$1.46M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-685- 16.43% |
$104K - $129K
|
3.48K
$438K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-686- 9.71% |
$104K - $129K
|
6.38K
$802K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-686- 38.24% |
$104K - $129K
|
1.11K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-700- 14.3% |
$106K - $132K
|
4.19K
$527K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-711- 1.0% |
$108K - $134K
|
70.5K
$8.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-717- 21.57% |
$109K - $135K
|
2.61K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-724- 4.73% |
$110K - $136K
|
14.6K
$1.83M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-727- 6.09% |
$110K - $137K
|
11.2K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-744- 47.54% |
$113K - $140K
|
821
$103K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-744- 47.54% |
$113K - $140K
|
821
$103K
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-747- 27.4% |
$113K - $141K
|
1.98K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-754- 21.69% |
$115K - $142K
|
2.72K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-763- 24.54% |
$116K - $144K
|
2.35K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-765- 34.05% |
$116K - $144K
|
1.48K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-767- 3.28% |
$117K - $144K
|
22.6K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-768- 15.67% |
$117K - $145K
|
4.13K
$519K
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-775- 0.45% |
$118K - $146K
|
170K
$21.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-778- 0.83% |
$118K - $147K
|
93K
$11.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-778- 2.62% |
$118K - $147K
|
28.9K
$3.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-787- 1.62% |
$120K - $148K
|
47.9K
$6.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-790- 17.26% |
$120K - $149K
|
3.79K
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-791- 0.49% |
$120K - $149K
|
161K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-792- 10.92% |
$120K - $149K
|
6.46K
$812K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-795- 5.66% |
$121K - $150K
|
13.3K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-798- 1.6% |
$121K - $150K
|
48.9K
$6.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-803- 4.54% |
$122K - $151K
|
16.9K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-808- 16.56% |
$123K - $152K
|
4.07K
$512K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-808- 2.43% |
$123K - $152K
|
32.5K
$4.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-822- 9.66% |
$125K - $155K
|
7.69K
$966K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-824- 9.71% |
$125K - $155K
|
7.67K
$963K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-824- 2.19% |
$125K - $155K
|
36.9K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-825- 13.23% |
$125K - $155K
|
5.41K
$680K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-834- 12.5% |
$127K - $157K
|
5.84K
$734K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-843- 17.36% |
$128K - $159K
|
4.01K
$504K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-847- 4.24% |
$129K - $160K
|
19.1K
$2.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-847- 8.76% |
$129K - $160K
|
8.82K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-848- 5.07% |
$129K - $160K
|
15.9K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-850- 2.07% |
$129K - $160K
|
40.3K
$5.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-853- 5.41% |
$130K - $161K
|
14.9K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-858- 11.06% |
$130K - $162K
|
6.9K
$867K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-866- 37.47% |
$132K - $163K
|
1.45K
$182K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-867- 1.63% |
$132K - $163K
|
52.5K
$6.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-870- 26.39% |
$132K - $164K
|
2.43K
$305K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-874- 9.29% |
$133K - $165K
|
8.53K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-883- 0.78% |
$134K - $166K
|
112K
$14.1M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-884- 2.8% |
$134K - $166K
|
30.7K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-891- 9.13% |
$135K - $168K
|
8.87K
$1.11M
|