Purchases and Sales Made in Q1 2023 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 2023. The information is specifically focused on institutions that hold shares of UNITED PARCEL SERVICE INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.1M+ 210.73% |
$1.76B - $1.97B
|
14.9M
$2B
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
7.5MNew |
$1.3B - $1.46B
|
7.5M
$1B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.9M+ 369900.0% |
$331M - $370M
|
1.91M
$255M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.35M+ 36752.77% |
$234M - $261M
|
1.35M
$181M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
851K+ 5.2% |
$148M - $165M
|
17.2M
$2.31B
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
681K+ 36.82% |
$118M - $132M
|
2.53M
$339M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
667K+ 53.87% |
$116M - $129M
|
1.9M
$255M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
515KNew |
$89.5M - $99.8M
|
515K
$68.9M
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
504K+ 20.46% |
$87.6M - $97.8M
|
2.97M
$397M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
498K+ 17.11% |
$86.6M - $96.7M
|
3.41M
$457M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
498K+ 17.11% |
$86.6M - $96.7M
|
3.41M
$457M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
478K+ 12431.07% |
$83.2M - $92.8M
|
482K
$64.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
467K+ 19560.23% |
$81.2M - $90.7M
|
470K
$62.9M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
415K+ 3.24% |
$72.1M - $80.5M
|
13.2M
$1.77B
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
413K+ 3161.11% |
$71.7M - $80M
|
426K
$57M
|
|
|
May 15, 2023
Q1 2023
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
384KNew |
$66.7M - $74.4M
|
384K
$51.4M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
376K+ 5.39% |
$65.3M - $72.9M
|
7.35M
$984M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
343K+ 1.69% |
$59.7M - $66.6M
|
20.7M
$2.77B
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
315K+ 858.37% |
$54.7M - $61M
|
351K
$47M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299K+ 3.99% |
$51.9M - $57.9M
|
7.79M
$1.04B
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
273K+ 935.95% |
$47.4M - $52.9M
|
302K
$40.4M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
259KNew |
$45M - $50.2M
|
259K
$34.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
256K+ 79.84% |
$44.6M - $49.7M
|
577K
$77.3M
|
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
251KNew |
$43.5M - $48.6M
|
251K
$33.5M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
224K+ 19.99% |
$39M - $43.5M
|
1.35M
$180M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
217K+ 95.47% |
$37.7M - $42.1M
|
444K
$59.5M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
215KNew |
$37.3M - $41.6M
|
215K
$28.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
213K+ 16.36% |
$37M - $41.3M
|
1.51M
$203M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
212K+ 437.18% |
$36.9M - $41.2M
|
261K
$35M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
211K+ 33.68% |
$36.6M - $40.8M
|
836K
$112M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
193K+ 2.44% |
$33.6M - $37.5M
|
8.11M
$1.09B
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
191K+ 6.59% |
$33.2M - $37.1M
|
3.09M
$414M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 21.94% |
$30.2M - $33.7M
|
966K
$129M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
162K+ 25.55% |
$28.1M - $31.4M
|
794K
$106M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
155K+ 971.75% |
$26.9M - $30M
|
171K
$22.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
140K+ 87.85% |
$24.3M - $27.1M
|
299K
$40.1M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
124K+ 4.02% |
$21.6M - $24.2M
|
3.22M
$432M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
124K+ 25.01% |
$21.5M - $24M
|
620K
$83M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
119K+ 39.84% |
$20.8M - $23.2M
|
419K
$56.1M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
117KNew |
$20.4M - $22.8M
|
117K
$15.7M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
117K+ 7.4% |
$20.4M - $22.8M
|
1.7M
$228M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
111K+ 3.51% |
$19.3M - $21.5M
|
3.28M
$439M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
109K+ 4.27% |
$19M - $21.2M
|
2.67M
$357M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
106K+ 26.47% |
$18.4M - $20.5M
|
505K
$67.6M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
96.9K+ 15.77% |
$16.8M - $18.8M
|
711K
$95.3M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
87.9K+ 4070.23% |
$15.3M - $17.1M
|
90.1K
$12.1M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
85.4KNew |
$14.9M - $16.6M
|
85.4K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.6K+ 8.37% |
$14.5M - $16.2M
|
1.08M
$145M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
81.3K+ 3055.77% |
$14.1M - $15.8M
|
83.9K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
80.2K+ 5.48% |
$13.9M - $15.6M
|
1.54M
$207M
|