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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
2001
Thomas J. Herzfeld Advisors
Florida
$5K +$2.2K +11 +100%
IRAG
2002
Investment Research & Advisory Group
Georgia
$5K +$4.4K +22 New
HC
2003
Hoese & Co
Minnesota
$4K -$5.6K -28 -58%
FWM
2004
Filbrandt Wealth Management
Wisconsin
$4K -$200 -1 -5%
H
2005
HoyleCohen
California
$3.98K +$13K +65 +0.3%
AP
2006
Atwood & Palmer
Missouri
$3K
GC
2007
Globeflex Capital
California
$3K
PP
2008
Pacifica Partners
Canada
$3K +$3K +15 New
ARIS
2009
Advanced Research Investment Solutions
California
$2K
IF
2010
Ironwood Financial
Arizona
$2K
TFA
2011
Transamerica Financial Advisors
Florida
$1K
PI
2012
PEAK6 Investments
Illinois
$1K +$800 +4 New
BFA
2013
Brendel Financial Advisors
New Hampshire
$1K +$1K +5 New
WIM
2014
Westside Investment Management
California
$48 +$9.6K +48 +26%
Parallax Volatility Advisers
2015
Parallax Volatility Advisers
California
-$72M -359,865 Closed
Arrowstreet Capital
2016
Arrowstreet Capital
Massachusetts
-$33.7M -198,246 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
2017
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$21.1M -124,202 Closed
CAI
2018
Capital Advisors Inc
Oklahoma
-$20.8M -122,322 Closed
EP
2019
Edgestream Partners
New Jersey
-$19.2M -112,824 Closed
GGI
2020
Godsey & Gibb Inc
Virginia
-$16.2M -95,175 Closed
CC
2021
Carlson Capital
Texas
-$10.4M -61,237 Closed
KA
2022
KLCM Advisors
Wisconsin
-$9.81M -57,687 Closed
N
2023
Natixis
France
-$9.43M -55,444 Closed
CBT
2024
Capital Bank & Trust
California
-$7.36M -43,277 Closed
BPM
2025
Bronson Point Management
Connecticut
-$6.8M -40,000 Closed