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
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
600+ 8.7% |
$91.1K - $113K
|
7.5K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
597+ 1.8% |
$90.7K - $112K
|
33.7K
$4.5M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
588+ 2.85% |
$89.3K - $111K
|
21.2K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
587+ 8.12% |
$89.2K - $111K
|
7.82K
$1.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
585+ 10.64% |
$88.9K - $110K
|
6.08K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
584+ 34.66% |
$88.7K - $110K
|
2.27K
$303K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
582+ 49.2% |
$88.4K - $110K
|
1.77K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
581+ 48.46% |
$88.3K - $109K
|
1.78K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
574+ 1.92% |
$87.2K - $108K
|
30.5K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
557+ 1.33% |
$84.6K - $105K
|
42.4K
$5.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
556+ 3.89% |
$84.5K - $105K
|
14.8K
$1.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
549+ 5.41% |
$83.4K - $103K
|
10.7K
$1.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
547+ 5.85% |
$83.1K - $103K
|
9.9K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
546+ 0.84% |
$82.9K - $103K
|
65.9K
$8.8M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
545+ 4.73% |
$82.8K - $103K
|
12.1K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
544+ 171.07% |
$82.6K - $102K
|
862
$115K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
535+ 11.47% |
$81.3K - $101K
|
5.2K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
534+ 319.76% |
$81.1K - $101K
|
701
$93.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
534+ 15.63% |
$81.1K - $101K
|
3.95K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
532+ 7.15% |
$80.8K - $100K
|
7.98K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
526+ 0.49% |
$79.9K - $99.1K
|
109K
$14.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
511+ 6.38% |
$77.6K - $96.2K
|
8.52K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
507+ 77.17% |
$77K - $95.5K
|
1.16K
$156K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
507+ 0.97% |
$77K - $95.5K
|
52.5K
$7.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
500+ 6.32% |
$76K - $94.2K
|
8.41K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
498+ 0.77% |
$75.6K - $93.8K
|
65.1K
$8.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
496+ 0.65% |
$75.3K - $93.4K
|
77.1K
$10.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
494+ 10.06% |
$75K - $93K
|
5.41K
$722K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
494+ 22.0% |
$75K - $93K
|
2.74K
$366K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
491+ 7.34% |
$74.6K - $92.5K
|
7.18K
$959K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
490+ 5.39% |
$74.4K - $92.3K
|
9.58K
$1.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
489+ 5.82% |
$74.3K - $92.1K
|
8.9K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
482+ 2.13% |
$73.2K - $90.8K
|
23.1K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
481+ 30.21% |
$73.1K - $90.6K
|
2.07K
$277K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
471+ 27.69% |
$71.5K - $88.7K
|
2.17K
$290K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
459+ 63.84% |
$69.7K - $86.4K
|
1.18K
$157K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
456+ 11.28% |
$69.3K - $85.9K
|
4.5K
$601K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
456+ 0.82% |
$69.3K - $85.9K
|
55.8K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
455+ 36.28% |
$69.1K - $85.7K
|
1.71K
$228K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
453+ 1.41% |
$68.8K - $85.3K
|
32.6K
$4.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
446+ 37.83% |
$67.7K - $84K
|
1.63K
$217K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
443+ 4.35% |
$67.3K - $83.4K
|
10.6K
$1.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
436+ 1.48% |
$66.2K - $82.1K
|
29.8K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
433+ 8.65% |
$65.8K - $81.6K
|
5.44K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
429+ 7.97% |
$65.2K - $80.8K
|
5.81K
$776K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
428+ 1.88% |
$65K - $80.6K
|
23.3K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
422+ 2.12% |
$64.1K - $79.5K
|
20.3K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
420+ 13.76% |
$63.8K - $79.1K
|
3.47K
$464K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
419+ 50.79% |
$63.6K - $78.9K
|
1.24K
$166K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
416+ 12.29% |
$63.2K - $78.3K
|
3.8K
$508K
|