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UNITED PARCEL SERVICE INC
UNITED PARCEL SERVICE INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 1,282 Institutional holders with a total value of $47,709,039,874.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 1,000 0 0.00% Put
2 WOLVERINE ASSET MANAGEMENT LLC 4 0 0.00% Call
3 Concert Wealth Management Inc. 211,000 0 0.00% Put
4 Concert Wealth Management Inc. 356,300 0 0.00% Call
5 SUMMIT SECURITIES GROUP LLC 5 0 0.00% Put
6 CUTLER GROUP LLC / CA 20,000 0 0.00% Call
7 WEALTHCARE CAPITAL MANAGEMENT LLC 12 1,000 0.00%
8 US FINANCIAL ADVISORS, LLC 6 1,000 0.00%
9 St. Johns Investment Management Company, LLC 20 2,000 0.00%
10 Hillsdale Investment Management Inc. 25 2,000 0.00%
11 ATWOOD & PALMER INC 17 2,000 0.00%
12 Lowe Wealth Advisors, LLC 25 2,000 0.00%
13 AMERICAN NATIONAL BANK & TRUST 20 2,000 0.00%
14 Global X Management CO LLC 19 2,000 0.00%
15 NEW YORK LIFE TRUST CO 36 3,000 0.00%
16 MOSAIC FAMILY WEALTH, LLC 33 3,000 0.00%
17 D. SCOTT NEAL, INC. 27 3,000 0.00%
18 USA MUTUALS ADVISORS, INC. 27 3,000 0.00%
19 Tortoise Investment Management, LLC 26 3,000 0.00%
20 BUTENSKY & COHEN FINANCIAL SECURITY, INC 32 3,000 0.00%
21 American Research & Management Co. 35 3,000 0.00%
22 WealthTrust-Arizona, LLC 53 5,000 0.00%
23 PENSERRA CAPITAL MANAGEMENT LLC 56 5,000 0.00%
24 REILLY FINANCIAL ADVISORS, LLC 50 5,000 0.00%
25 Alexandria Capital, LLC 55 5,000 0.00%
26 SRH ADVISORS, LLC 60 6,000 0.00%
27 Mitsubishi UFJ Securities Holdings Co., Ltd. 60 6,000 0.00%
28 HOWE & RUSLING INC 58 6,000 0.00%
29 Kessler Investment Group, LLC 67 6,000 0.00%
30 Capital Advisors, Ltd. LLC 65 6,000 0.00%
31 WEALTHPLAN PARTNERS, LLC 70 6,736 0.00%
32 PAYDEN & RYGEL 73 7,000 0.00%
33 ADVANTAGE INVESTMENT MANAGEMENT, LLC 71 7,000 0.00%
34 Apriem Advisors 96 9,000 0.00%
35 Smith Affiliated Capital Corp. 100 9,623 0.00% PRN
36 D'Orazio & Associates, Inc. 100 10,000 0.00%
37 LAZARD ASSET MANAGEMENT LLC 112 10,000 0.00%
38 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 104 10,000 0.00%
39 AllSquare Wealth Management LLC 100 10,000 0.00%
40 Chicago Partners Investment Group LLC 100 10,000 0.00%
41 SALZHAUER MICHAEL 4,000 11,000 0.00% Call
42 Focused Wealth Management, Inc 124 12,000 0.00%
43 Endurance Wealth Management, Inc. 125 12,000 0.00%
44 PIERSHALE FINANCIAL GROUP, INC. 131 13,000 0.00%
45 BALENTINE LLC 145 14,000 0.00%
46 TD Securities (USA) LLC 156 15,000 0.00%
47 THOMPSON DAVIS & CO., INC. 153 15,000 0.00%
48 KALOS MANAGEMENT, INC. 15,251 15,000 0.00% PRN
49 Avior Wealth Management, LLC 151 15,000 0.00%
50 Glassman Wealth Services 180 17,000 0.00%
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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.