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 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.37K+ 20.66% |
$237K - $265K
|
7.98K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
BUY
|
- |
1.36K+ 1.67% |
$237K - $264K
|
82.8K
$11.1M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.36K+ 31.04% |
$236K - $264K
|
5.74K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.36KNew |
$236K - $264K
|
1.36K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.35K+ 14.21% |
$235K - $262K
|
10.9K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.34K+ 476.79% |
$232K - $259K
|
1.62K
$216K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.33K+ 9.89% |
$231K - $258K
|
14.8K
$1.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.33KNew |
$230K - $257K
|
1.33K
$178K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.32K+ 20.47% |
$230K - $256K
|
7.77K
$1.04M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.32KNew |
$229K - $256K
|
1.32K
$177K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.32KNew |
$229K - $256K
|
1.32K
$177K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
1.32K+ 2.96% |
$229K - $255K
|
45.8K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.32K+ 28.4% |
$229K - $255K
|
5.95K
$797K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.31K+ 45.29% |
$227K - $254K
|
4.2K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.31K+ 14.11% |
$227K - $253K
|
10.6K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.31K+ 9.73% |
$227K - $253K
|
14.7K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.3K+ 34.33% |
$226K - $253K
|
5.1K
$683K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.3KNew |
$226K - $253K
|
1.3K
$174K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3K+ 2.7% |
$226K - $252K
|
49.4K
$6.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.29KNew |
$225K - $251K
|
1.29K
$173K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.28K+ 43.33% |
$223K - $249K
|
4.25K
$569K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.28KNew |
$222K - $248K
|
1.28K
$171K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.27K+ 95.5% |
$221K - $247K
|
2.61K
$349K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 5.37% |
$220K - $246K
|
24.9K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.26K+ 4.38% |
$220K - $245K
|
30.2K
$4.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.26KNew |
$220K - $245K
|
1.26K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.26KNew |
$219K - $244K
|
1.26K
$169K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.26KNew |
$218K - $244K
|
1.26K
$168K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.26KNew |
$218K - $244K
|
1.26K
$168K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$218K - $243K
|
1.25K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.25KNew |
$217K - $242K
|
1.25K
$167K
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
1.24K+ 14.88% |
$216K - $241K
|
9.57K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.24KNew |
$215K - $240K
|
1.24K
$166K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24K+ 11.41% |
$215K - $240K
|
12.1K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.24KNew |
$215K - $240K
|
1.24K
$166K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.23KNew |
$213K - $238K
|
1.23K
$164K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.21K+ 11.03% |
$211K - $236K
|
12.2K
$1.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.21K+ 21.51% |
$210K - $235K
|
6.84K
$915K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.2KNew |
$209K - $233K
|
1.2K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 17.41% |
$208K - $232K
|
8.08K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.2KNew |
$208K - $232K
|
1.2K
$160K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.2K+ 2.8% |
$208K - $232K
|
43.9K
$5.87M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.19KNew |
$207K - $231K
|
1.19K
$160K
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
1.19KNew |
$206K - $230K
|
1.19K
$159K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.19KNew |
$206K - $230K
|
1.19K
$159K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
1.18K+ 0.37% |
$204K - $228K
|
315K
$42.2M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.17K+ 1.12% |
$203K - $227K
|
106K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.16KNew |
$202K - $226K
|
1.16K
$156K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
1.16KNew |
$202K - $225K
|
1.16K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 47.4% |
$201K - $225K
|
3.6K
$483K
|