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Get Institutions for : 
United Parcel Service Inc (UPS)  
$146.67 0.24 (0.16%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2135    88
Total shares held : 
 512,760,137  
% of shares held : 
 71.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -277  
Amount of shares held : 
 14,674,802  
% of shares held change : 
   2.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $155.08  
Last Quarter's Ending Price : 
 $157.23  
Last Quarter's Average Price : 
 $151.19  
Change from last quarter's     
avg. price to the last closing  : 
4.52 (2.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 8,731,578
 1.7%
 
Increased Positions :
784
 31,968,823
 6.23%
 
Unchanged Positions :
312
 4,993,097
 0.97%
 
Decreased Positions :
973
-23,146,646
-4.51%
 
Closed Positions :
154
-2,878,953
-0.56%
 
Guru Positions :
5
171,087
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEST MICHIGAN ADVISORS LLC 156 *Closed 2023-12-31 0 $0 -2,363
   Ascent Wealth Partners LLC *Closed 2024-03-31 0 $0 -32,258
   SEGALL BRYANT & HAMILL 303 *Closed 2023-12-31 0 $0 -71,070
   McGlone Suttner Wealth Management Inc. 218 *Closed 2024-03-31 0 $0 -1,072
   Shulman DeMeo Asset Management LLC 135 *Closed 2024-03-31 0 $0 -8,908
   Allen Capital Group LLC 205 *Closed 2024-03-31 0 $0 -2,091
   Planned Solutions Inc. 110 *Closed 2024-03-31 0 $0 -1,070
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -37,800
   AFS Financial Group LLC 26 *Closed 2024-03-31 0 $0 -2,804
   TUDOR INVESTMENT CORP ET AL 1559 *Closed 2023-12-31 0 $0 -28,553
   BAKER ELLIS ASSET MANAGEMENT LLC 217 *Closed 2024-03-31 0 $0 -2,910
   WEST OAK CAPITAL LLC 298 *Closed 2024-03-31 0 $0 -362
   Kovack Advisors Inc. 484 *Closed 2024-03-31 0 $0 -4,388
   Ten Capital Wealth Advisors LLC 237 *Closed 2023-06-30 0 $0 -339
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv *Closed 2024-03-31 0 $0 -1,284
   Arcadia Wealth Management LLC *Closed 2023-12-31 0 $0 -1,517
   Vident Investment Advisory LLC 177 *Closed 2023-09-30 0 $0 -37,189
   Boston Partners 713 *Closed 2023-12-31 0 $0 -332,687
   Heartland Bank & Trust Co *Closed 2023-12-31 0 $0 -1,742
   Flaharty Asset Management LLC 194 *Closed 2023-12-31 0 $0 -352
   Deane Retirement Strategies Inc. 73 *Closed 2024-03-31 0 $0 -21,965
   OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 38 *Closed 2024-03-31 0 $0 -110,127
   Nilsine Partners LLC 335 *Closed 2024-03-31 0 $0 -1,337
   Berkeley Capital Partners LLC 152 *Closed 2023-12-31 0 $0 -1,500
   LUMINA FUND MANAGEMENT LLC 9 *Closed 2023-12-31 0 $0 -3,000
   Fund Management at Engine No. 1 LLC 52 *Closed 2023-12-31 0 $0 -10,345
   Auxano Advisors LLC *Closed 2024-03-31 0 $0 -1,295
   D L CARLSON INVESTMENT GROUP INC 139 *Closed 2023-12-31 0 $0 -30,727
   OAK HILL WEALTH ADVISORS LLC 27 *Closed 2024-03-31 0 $0 -1,333
   GABELLI FUNDS LLC 1058 *Closed 2023-12-31 0 $0 -5,000
   Abacus Planning Group Inc. 205 *Closed 2024-03-31 0 $0 -1,285
   Kalos Management Inc. 243 *Closed 2023-06-30 0 $0 -48
   K.J. HARRISON & PARTNERS INC 211 *Closed 2024-03-31 0 $0 -6,375
   DUNCKER STREETT & CO INC 480 *Closed 2024-03-31 0 $0 -100
   LAURION CAPITAL MANAGEMENT LP 292 *Closed 2023-12-31 0 $0 -13,709
   Glassman Wealth Services 1155 *Closed 2024-03-31 0 $0 -1,180
   Milestone Investment Advisors LLC 239 *Closed 2023-12-31 0 $0 -1,034
   Krasney Financial LLC 274 *Closed 2024-03-31 0 $0 -2,994
   ARLINGTON PARTNERS LLC 132 *Closed 2024-03-31 0 $0 -53
   Quadrature Capital LTD 1232 *Closed 2023-12-31 0 $0 -65,199
   Ergoteles LLC 431 *Closed 2023-09-30 0 $0 -47,814
   Wealth Alliance Advisory Group LLC 194 *Closed 2024-03-31 0 $0 -4,716
   ARP AMERICAS LLC 703 *Closed 2023-12-31 0 $0 -5,976
   Western Pacific Wealth Management LP 246 *Closed 2023-12-31 0 $0 -22
   Nebula Research & Development LLC 679 *Closed 2023-12-31 0 $0 -2,099
   Madison Wealth Partners Inc *Closed 2024-03-31 0 $0 -1,286
   Trexquant Investment LP 1611 *Closed 2023-12-31 0 $0 -15,046
   Providence Wealth Advisors LLC 80 *Closed 2023-12-31 0 $0 -1,318
   Sweet Financial Partners LLC 199 *Closed 2024-03-31 0 $0 -8,348
   Occidental Asset Management LLC 212 *Closed 2024-03-31 0 $0 -7,624
   OSBORNE PARTNERS CAPITAL MANAGEMENT 204 *Closed 2024-03-31 0 $0 -1,329
   Fortitude Advisory Group L.L.C. *Closed 2024-03-31 0 $0 -1,422
   Bridgefront Capital LLC 481 *Closed 2023-12-31 0 $0 -6,514
   Kapitalo Investimentos Ltda 589 *Closed 2023-12-31 0 $0 -819
   CANTOR FITZGERALD L. P. 372 *Closed 2023-12-31 0 $0 -10,507
   WEALTH EFFECTS LLC 219 *Closed 2024-03-31 0 $0 -1,300
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 357 *Closed 2023-12-31 0 $0 -69,962
   Alaska Permanent Fund Corp 490 *Closed 2024-03-31 0 $0 -1,583
   VERITY & VERITY, LLC 154 *Closed 2024-03-31 0 $0 -100,231
   BlueChip Wealth Advisors LLC *Closed 2024-03-31 0 $0 -9,250
   Gateway Wealth Partners LLC 245 *Closed 2023-12-31 0 $0 -2,114
   Bayesian Capital Management LP 890 *Closed 2023-12-31 0 $0 -23,500
   HBK INVESTMENTS L P 120 *Closed 2023-09-30 0 $0 -23,437
   BCJ Capital Management LLC 344 *Closed 2023-12-31 0 $0 -3,950
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 150 *Closed 2023-12-31 0 $0 -12,966
   TEILINGER CAPITAL LTD. 21 *Closed 2023-12-31 0 $0 -25,100
   RATHBONE BROTHERS PLC 633 *Closed 2023-12-31 0 $0 -1,696
   Souders Financial Advisors *Closed 2023-12-31 0 $0 -6,744
   CWS Financial Advisors LLC 115 *Closed 2024-03-31 0 $0 -2,653
   VERITABLE LP 261 *Closed 2023-09-30 0 $0 -26,216
   WMS PARTNERS, LLC 274 *Closed 2023-12-31 0 $0 -1,719
   Secure Asset Management LLC *Closed 2024-03-31 0 $0 -2,196
   Lifestyle Asset Management Inc. 116 *Closed 2024-03-31 0 $0 -1,284
   AUA CAPITAL MANAGEMENT LLC 93 *Closed 2024-03-31 0 $0 -1,303
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 128 *Closed 2023-12-31 0 $0 -2,553
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -641
   MEITAV DASH INVESTMENTS LTD 334 *Closed 2024-03-31 0 $0 -4,750
   FSM Wealth Advisors LLC 152 *Closed 2023-09-30 0 $0 -1,185
   THOMAS J. HERZFELD ADVISORS, INC. 245 *Closed 2023-12-31 0 $0 -58
   Vigilare Wealth Management 108 *Closed 2024-03-31 0 $0 -1,285
   PEAK6 Investments LLC 1210 *Closed 2023-12-31 0 $0 -12,123
   GATEWAY ADVISORY, LLC 122 *Closed 2023-12-31 0 $0 -1,944
   Nikulski Financial Inc. 136 *Closed 2024-03-31 0 $0 -2,681
   BOURGEON CAPITAL MANAGEMENT LLC 312 *Closed 2024-03-31 0 $0 -200
   Mork Capital Management 140 *Closed 2023-12-31 0 $0 -4,820
   MEANS INVESTMENT CO. INC. 201 *Closed 2024-03-31 0 $0 -1,610
   Selective Wealth Management 108 *Closed 2024-03-31 0 $0 -1,304
   NEWMAN DIGNAN & SHEERAR, INC. *Closed 2024-03-31 0 $0 -1,536
   CAAS CAPITAL MANAGEMENT LP 155 *Closed 2024-03-31 0 $0 -1,000
   Mountain Capital Investment Advisors Inc 56 *Closed 2024-03-31 0 $0 -5,059
   TIEMANN INVESTMENT ADVISORS LLC 188 *Closed 2023-12-31 0 $0 -1,267
   CYPRESS CAPITAL MANAGEMENT LLC 118 *Closed 2022-12-31 0 $0 -2,891
   GARDA CAPITAL PARTNERS LP 91 *Closed 2023-12-31 0 $0 -2,827
   KCS Wealth Advisory 142 *Closed 2023-09-30 0 $0 -1,158
   INTREPID CAPITAL MANAGEMENT INC 151 *Closed 2023-12-31 0 $0 -16,839
   PETRUS TRUST COMPANY, LTA 676 *Closed 2023-12-31 0 $0 -2,557
   MRP Capital Investments LLC 184 *Closed 2023-12-31 0 $0 -13,474
   Semus Wealth Partners LLC *Closed 2023-12-31 0 $0 -1,700
   MERRIMAN WEALTH MANAGEMENT, LLC 190 *Closed 2023-12-31 0 $0 -2,045
   Arabesque Asset Management Ltd 97 *Closed 2023-03-31 0 $0 -14,423
  100 Records found
  1    
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