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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
2001
L & S Advisors
California
– -$4.21M -20,249 Closed
FC
2002
FORA Capital
Florida
– -$3.56M -17,111 Closed
Wealth Enhancement Advisory Services
2003
Wealth Enhancement Advisory Services
Minnesota
– -$3.49M -16,382 Closed
B
2004
BP
United Kingdom
– -$3.39M -16,278 Closed
6M
2005
6 Meridian
Kansas
– -$3.33M -16,019 Closed
RCM
2006
Radnor Capital Management
Pennsylvania
– -$3.15M -15,120 Closed
CIC
2007
Chilton Investment Company
Connecticut
– -$3.04M -14,626 Closed
GWM
2008
GSB Wealth Management
Connecticut
– -$2.8M -13,454 Closed
NAG
2009
Northstar Advisory Group
New Jersey
– -$2.73M -13,135 Closed
GWM
2010
Graybill Wealth Management
Illinois
– -$2.6M -12,480 Closed
SC
2011
Samlyn Capital
New York
– -$2.58M -12,414 Closed
TA
2012
Townsend & Associates
Colorado
– -$2.21M -10,352 Closed
EI
2013
EDMP Inc
Florida
– -$2.12M -10,183 Closed
ECM
2014
ExodusPoint Capital Management
New York
– -$1.98M -9,501 Closed
CL
2015
CPWM LLC
Washington
– -$1.88M -9,046 Closed
BHB
2016
Bank Hapoalim BM
Israel
– -$1.77M -8,504 Closed
Balyasny Asset Management
2017
Balyasny Asset Management
Illinois
– -$1.76M -8,479 Closed
DF
2018
Donoghue Forlines
Massachusetts
– -$1.75M -8,412 Closed
SSA
2019
Schonfeld Strategic Advisors
New York
– -$1.71M -8,200 Closed
SCC
2020
Steel Canyon Capital
Arizona
– -$1.68M -8,070 Closed
PP
2021
Paloma Partners
Connecticut
– -$1.67M -8,006 Closed
CC
2022
Claybrook Capital
Massachusetts
– -$1.63M -7,859 Closed
AI
2023
AXS Investments
New York
– -$1.56M -7,523 Closed
CP
2024
Clayton Partners
California
– -$1.53M -7,372 Closed
FPCG
2025
Fort Pitt Capital Group
Pennsylvania
– -$1.47M -7,075 Closed