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

Institutional Holders (2016Q2)
Portfolio Summary: 1,290 Institutional holders with a total value of $53,627,898,861.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Concert Wealth Management Inc. 331,500 0 0.00% Call
2 CUTLER GROUP LLC / CA 200 0 0.00% Put
3 Concert Wealth Management Inc. 211,000 0 0.00% Put
4 Lyons Wealth Management, LLC. 4,000 0 0.00% Put
5 M&T BANK CORP 1 1,000 0.00% Call
6 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 13 1,000 0.00%
7 WEALTHCARE CAPITAL MANAGEMENT LLC 12 1,000 0.00%
8 JAMES INVESTMENT RESEARCH, INC. 13 1,000 0.00%
9 AMERICAN NATIONAL BANK & TRUST 20 2,000 0.00%
10 BUTENSKY & COHEN FINANCIAL SECURITY, INC 32 3,000 0.00%
11 USA MUTUALS ADVISORS, INC. 27 3,000 0.00%
12 Transamerica Financial Advisors, LLC 27 3,000 0.00%
13 Tortoise Investment Management, LLC 26 3,000 0.00%
14 Hartford Financial Management Inc. 36 3,000 0.00%
15 Capital Advisors, Ltd. LLC 30 3,000 0.00%
16 HOWE & RUSLING INC 24 3,000 0.00%
17 MOSAIC FAMILY WEALTH, LLC 33 4,000 0.00%
18 Lowe Wealth Advisors, LLC 41 4,000 0.00%
19 American Research & Management Co. 35 4,000 0.00%
20 Riggs Asset Managment Co. Inc. 46 5,000 0.00%
21 SRH ADVISORS, LLC 60 6,000 0.00%
22 Hillsdale Investment Management Inc. 55 6,000 0.00%
23 WealthTrust-Arizona, LLC 54 6,000 0.00%
24 Kessler Investment Group, LLC 67 7,000 0.00%
25 Alexandria Capital, LLC 62 7,000 0.00%
26 D. SCOTT NEAL, INC. 62 7,000 0.00%
27 INVICTUS RG 69 7,000 0.00%
28 Focused Wealth Management, Inc 74 8,000 0.00%
29 Smith Affiliated Capital Corp. 100 10,772 0.00% PRN
30 AllSquare Wealth Management LLC 100 11,000 0.00%
31 MONETARY MANAGEMENT GROUP INC 100 11,000 0.00%
32 D'Orazio & Associates, Inc. 100 11,000 0.00%
33 Financial Management Professionals, Inc. 113 12,000 0.00%
34 LAZARD ASSET MANAGEMENT LLC 112 12,000 0.00%
35 Advisors Preferred, LLC 125 13,000 0.00%
36 Burt Wealth Advisors 127 13,000 0.00%
37 Endurance Wealth Management, Inc. 125 13,000 0.00%
38 PIERSHALE FINANCIAL GROUP, INC. 133 14,000 0.00%
39 ADVANTAGE INVESTMENT MANAGEMENT, LLC 129 14,000 0.00%
40 Cordasco Financial Network 150 16,000 0.00%
41 BALENTINE LLC 166 18,000 0.00%
42 Hanson & Doremus Investment Management 175 19,000 0.00%
43 Glassman Wealth Services 180 19,000 0.00%
44 Cable Hill Partners, LLC 172 19,000 0.00%
45 EDMOND DE ROTHSCHILD (EUROPE) 185 20,000 0.00%
46 Plante Moran Financial Advisors, LLC 198 21,000 0.00%
47 Lenox Wealth Advisors, LLC 190 21,000 0.00%
48 Brick & Kyle, Associates 200 22,000 0.00%
49 RIVERHEAD CAPITAL MANAGEMENT LLC 1,364 22,000 0.00%
50 AGF INVESTMENTS INC. 200 22,000 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.