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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.15K+ 8.03% |
$200K - $223K
|
15.5K
$2.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.15KNew |
$200K - $223K
|
1.15K
$154K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
1.15KNew |
$200K - $223K
|
1.15K
$154K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.15KNew |
$199K - $222K
|
1.15K
$153K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.14KNew |
$199K - $222K
|
1.14K
$153K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.14KNew |
$199K - $222K
|
1.14K
$153K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
1.14KNew |
$198K - $221K
|
1.14K
$153K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.13KNew |
$197K - $220K
|
1.13K
$152K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.13KNew |
$197K - $220K
|
1.13K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.13K+ 71.66% |
$196K - $219K
|
2.71K
$363K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.13KNew |
$196K - $219K
|
1.13K
$151K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
1.13KNew |
$196K - $218K
|
1.13K
$151K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.12K+ 3.76% |
$194K - $217K
|
30.8K
$4.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.11KNew |
$193K - $216K
|
1.11K
$149K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.11KNew |
$193K - $216K
|
1.11K
$149K
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$147K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$147K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$147K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$190K - $212K
|
1.09K
$146K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.09K+ 37.84% |
$189K - $211K
|
3.97K
$531K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$146K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$146K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$146K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 6.41% |
$188K - $210K
|
18K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
1.08KNew |
$188K - $209K
|
1.08K
$144K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.08KNew |
$187K - $209K
|
1.08K
$144K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.08KNew |
$187K - $209K
|
1.08K
$144K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.08K+ 30.26% |
$187K - $209K
|
4.63K
$620K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.08KNew |
$187K - $209K
|
1.08K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
1.08K+ 13.26% |
$187K - $209K
|
9.18K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.07KNew |
$186K - $208K
|
1.07K
$143K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.07K+ 3.13% |
$186K - $208K
|
35.3K
$4.73M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.07KNew |
$186K - $207K
|
1.07K
$143K
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.07K+ 1.36% |
$186K - $207K
|
79.8K
$10.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.07KNew |
$185K - $207K
|
1.07K
$143K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.07KNew |
$185K - $207K
|
1.07K
$143K
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.06KNew |
$185K - $206K
|
1.06K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1.6% |
$185K - $206K
|
67.6K
$9.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.06K+ 1.08% |
$184K - $205K
|
99.4K
$13.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.06KNew |
$184K - $205K
|
1.06K
$142K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.06KNew |
$184K - $205K
|
1.06K
$142K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.05KNew |
$183K - $204K
|
1.05K
$141K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.05K+ 5.66% |
$183K - $204K
|
19.6K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.05K+ 6.84% |
$183K - $204K
|
16.4K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.05K+ 72.65% |
$182K - $203K
|
2.49K
$334K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.05K+ 32.29% |
$182K - $203K
|
4.29K
$575K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.05K+ 87.69% |
$182K - $203K
|
2.24K
$300K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.05KNew |
$182K - $203K
|
1.05K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.05K+ 4.81% |
$182K - $203K
|
22.8K
$3.05M
|