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

Institutional Holders (2016Q4)
Portfolio Summary: 1,396 Institutional holders with a total value of $56,852,674,973.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 M&T BANK CORP 1 0 0.00% Call
2 Concert Wealth Management Inc. 100 0 0.00% Call
3 PACIFIC CENTER FOR FINANCIAL SERVICES 13 1,000 0.00%
4 Transamerica Financial Advisors, LLC 5 1,000 0.00%
5 WEALTHCARE CAPITAL MANAGEMENT LLC 12 1,000 0.00%
6 JAMES INVESTMENT RESEARCH, INC. 13 1,000 0.00%
7 Private Ocean, LLC 19 2,000 0.00%
8 Lowe Wealth Advisors, LLC 25 3,000 0.00%
9 Tortoise Investment Management, LLC 26 3,000 0.00%
10 BUTENSKY & COHEN FINANCIAL SECURITY, INC 32 4,000 0.00%
11 Riggs Asset Managment Co. Inc. 39 4,000 0.00%
12 American Research & Management Co. 35 4,000 0.00%
13 MOSAIC FAMILY WEALTH, LLC 33 4,000 0.00%
14 PHH INVESTMENTS, LTD. 5 5,000 0.00%
15 WealthTrust-Arizona, LLC 54 6,000 0.00%
16 REILLY FINANCIAL ADVISORS, LLC 50 6,000 0.00%
17 SARGENT BICKHAM LAGUDIS LLC 50 6,000 0.00%
18 Barnett & Company, Inc. 58 7,000 0.00%
19 CENTERSTAR FUND, LLC 63 7,000 0.00% PRN
20 CREATIVE FINANCIAL DESIGNS INC /ADV 60 7,000 0.00%
21 SRH ADVISORS, LLC 60 7,000 0.00%
22 Alexandria Capital, LLC 62 7,000 0.00%
23 Hartford Financial Management Inc. 74 8,000 0.00%
24 Kessler Investment Group, LLC 67 8,000 0.00%
25 Live Your Vision, LLC 67 8,000 0.00%
26 Focused Wealth Management, Inc 74 8,000 0.00%
27 Burt Wealth Advisors 77 9,000 0.00%
28 DELPHI PRIVATE ADVISORS LLC 76 9,000 0.00%
29 Hillsdale Investment Management Inc. 80 9,000 0.00%
30 Avior Wealth Management, LLC 81 9,000 0.00%
31 MONETARY MANAGEMENT GROUP INC 100 11,000 0.00%
32 AllSquare Wealth Management LLC 100 11,000 0.00%
33 AlphaMark Advisors, LLC 100 11,000 0.00%
34 D'Orazio & Associates, Inc. 100 11,000 0.00%
35 Smith Affiliated Capital Corp. 100 11,464 0.00% PRN
36 LAZARD ASSET MANAGEMENT LLC 112 12,000 0.00%
37 Endurance Wealth Management, Inc. 125 14,000 0.00%
38 HOWE & RUSLING INC 129 15,000 0.00%
39 FUSION FAMILY WEALTH, LLC 157 17,000 0.00% SH
40 NEW CAPITAL MANAGEMENT LP 150 17,000 0.00%
41 Cable Hill Partners, LLC 144 17,000 0.00%
42 Cordasco Financial Network 150 17,000 0.00%
43 CENTRAL BANK & TRUST CO 165 19,000 0.00%
44 C-J ADVISORY, INC. 178 20,000 0.00%
45 Hanson & Doremus Investment Management 175 20,062 0.00%
46 Capital Advisors, Ltd. LLC 180 21,000 0.00%
47 JACOBI CAPITAL MANAGEMENT LLC 182 21,000 0.00%
48 Glassman Wealth Services 193 22,000 0.00%
49 Lenox Wealth Advisors, LLC 193 22,000 0.00%
50 Brick & Kyle, Associates 200 23,000 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.