Dark
Light
System
Security
UNITED PARCEL SERVICE INC
UNITED PARCEL SERVICE INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 1,218 Institutional holders with a total value of $47,833,432,362.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Madden Advisory Services, Inc. 12 1,000 0.00%
2 WEALTHCARE CAPITAL MANAGEMENT LLC 12 1,000 0.00%
3 FIRST NEW YORK SECURITIES LLC /NY 11 1,066 0.00%
4 FNY Managed Accounts LLC 130 1,090 0.00% Call
5 Lowe Wealth Advisors, LLC 25 2,000 0.00%
6 St. Johns Investment Management Company, LLC 20 2,000 0.00%
7 HAP Trading, LLC 13,100 2,000 0.00% Put
8 ATWOOD & PALMER INC 17 2,000 0.00%
9 BUTENSKY & COHEN FINANCIAL SECURITY, INC 32 3,000 0.00%
10 Tortoise Investment Management, LLC 26 3,000 0.00%
11 B. Riley Wealth Management, Inc. 50 4,000 0.00%
12 WealthTrust-Arizona, LLC 52 5,000 0.00%
13 COUNTRY TRUST BANK 47 5,000 0.00%
14 Genesis Wealth Advisors, LLC 56 5,426 0.00%
15 SRH ADVISORS, LLC 60 6,000 0.00%
16 HOWE & RUSLING INC 57 6,000 0.00%
17 ADVANTAGE INVESTMENT MANAGEMENT, LLC 71 7,000 0.00%
18 HAP Trading, LLC 43,600 7,000 0.00% Call
19 THOMPSON DAVIS & CO., INC. 86 8,000 0.00%
20 Concert Wealth Management Inc. 840,600 8,000 0.00% Put
21 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 78 8,000 0.00%
22 Kessler Investment Group, LLC 98 9,000 0.00%
23 Smith Affiliated Capital Corp. 100 9,691 0.00% PRN
24 FNY Managed Accounts LLC 100 9,691 0.00%
25 AllSquare Wealth Management LLC 100 10,000 0.00%
26 D'Orazio & Associates, Inc. 100 10,000 0.00%
27 HARFST & ASSOCIATES, INC. 106 10,000 0.00%
28 ASSETMARK, INC 114 11,000 0.00%
29 Allworth Financial LP 121 12,000 0.00%
30 Invictus RG Pte. Ltd. 122 12,000 0.00%
31 Focused Wealth Management, Inc 124 12,000 0.00%
32 PIERSHALE FINANCIAL GROUP, INC. 129 13,000 0.00%
33 Strategic Capital Alternatives LLC 143 14,000 0.00%
34 BALENTINE LLC 145 14,000 0.00%
35 Community Financial Services Group, LLC 150 15,000 0.00%
36 NewSquare Capital LLC 177 17,000 0.00%
37 JFS WEALTH ADVISORS, LLC 172 17,000 0.00%
38 Glassman Wealth Services 180 17,000 0.00%
39 Alexandria Capital, LLC 175 17,000 0.00%
40 REILLY FINANCIAL ADVISORS, LLC 185 18,000 0.00%
41 Lenox Wealth Advisors, LLC 185 18,000 0.00%
42 Formidable Asset Management, LLC 183 18,000 0.00%
43 AlphaMark Advisors, LLC 200 19,000 0.00%
44 Global X Management CO LLC 201 19,000 0.00%
45 AGF INVESTMENTS INC. 200 19,000 0.00%
46 Brick & Kyle, Associates 200 19,000 0.00%
47 Cypress Capital Management LLC (WY) 200 19,382 0.00%
48 Advisory Services Network, LLC 218 21,000 0.00%
49 Bank of New York Mellon Corp 212 21,000 0.00% Call
50 Burt Wealth Advisors 220 21,000 0.00%
Page 1 of 25

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.