Purchases and Sales Made in Q1 2023 in United Parcel Service Inc (UPS)

UPS Quotes by TradingView

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 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
1.05K
New
$182K - $203K
1.05K $140K
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
1.05K
New
$182K - $203K
1.05K $140K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.04K
New
$181K - $202K
1.04K $139K
May 05, 2023 Q1 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
1.04K
New
$181K - $202K
1.04K $139K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.04K
+ 6.21%
$181K - $202K
17.8K $2.38M
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
1.04K
New
$180K - $201K
1.04K $139K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.03K
New
$180K - $201K
1.03K $138K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
1.03K
New
$179K - $200K
1.03K $138K
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
1.03K
+ 38.78%
$179K - $199K
3.68K $493K
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
1.02K
+ 20.4%
$177K - $198K
6.02K $806K
Jun 14, 2024 Q1 2023
Srn Advisors, LLC

Huntingdon Valley, PA
BUY
 -
1.02K
+ 32.02%
$176K - $197K
4.19K $560K
May 01, 2023 Q1 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
1.01K
+ 14.38%
$176K - $197K
8.07K $1.08M
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
997
+ 5.2%
$173K - $193K
20.2K $2.7M
Apr 21, 2023 Q1 2023
Keystone Financial Planning, Inc.

BUY
 -
978
+ 2.36%
$170K - $190K
42.5K $5.69M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
975
+ 0.0%
$169K - $189K
67.3M $9.01B
May 09, 2023 Q1 2023
Unigestion Holding Sa

BUY
 -
968
+ 1.08%
$168K - $188K
90.8K $12.2M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
965
+ 2.73%
$168K - $187K
36.4K $4.87M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
951
+ 0.84%
$165K - $184K
115K $15.4M
May 15, 2023 Q1 2023
Hodges Capital Management Inc.

BUY
 -
949
+ 4.47%
$165K - $184K
22.2K $2.97M
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
948
+ 42.76%
$165K - $184K
3.17K $424K
May 10, 2023 Q1 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
947
+ 3.12%
$165K - $184K
31.3K $4.2M
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
946
+ 16.6%
$164K - $184K
6.64K $890K
May 09, 2023 Q1 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
943
+ 4.48%
$164K - $183K
22K $2.95M
Apr 14, 2023 Q1 2023
Signature Wealth Management Group

BUY
 -
938
+ 5.12%
$163K - $182K
19.3K $2.58M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
929
New
$161K - $180K
929 $124K
Apr 18, 2023 Q1 2023
Hudson Capital Management LLC

BUY
 -
925
+ 4.87%
$161K - $179K
19.9K $2.67M
May 09, 2023 Q1 2023
Gouws Capital LLC

BUY
 -
911
+ 18.54%
$158K - $177K
5.83K $780K
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

BUY
 -
909
+ 1.37%
$158K - $176K
67.2K $8.99M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
909
+ 22.36%
$158K - $176K
4.98K $666K
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
903
+ 23.02%
$157K - $175K
4.83K $646K
May 11, 2023 Q1 2023
Bowen Hanes & CO Inc

Atlanta, GA
BUY
 -
900
+ 3.81%
$156K - $175K
24.5K $3.28M
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
898
+ 1.12%
$156K - $174K
81K $10.8M
May 08, 2023 Q1 2023
Live Oak Private Wealth LLC

BUY
 -
894
+ 2.05%
$155K - $173K
44.5K $5.96M
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
BUY
 -
884
+ 1.69%
$154K - $171K
53.1K $7.12M
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
883
+ 4.87%
$153K - $171K
19K $2.55M
May 15, 2023 Q1 2023
Df Dent & CO Inc

Baltimore, MD
BUY
 -
882
+ 11.87%
$153K - $171K
8.31K $1.11M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
875
+ 14.5%
$152K - $170K
6.91K $925K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
869
New
$151K - $169K
869 $116K
May 03, 2023 Q1 2023
Tfo Tdc, LLC

BUY
 -
867
+ 43350.0%
$151K - $168K
869 $116K
Oct 24, 2023 Q1 2023
Lynch & Associates

BUY
 -
850
+ 1.38%
$148K - $165K
62.5K $8.38M
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
848
+ 5.96%
$147K - $165K
15.1K $2.02M
Apr 20, 2023 Q1 2023
44 Wealth Management LLC

BUY
 -
845
+ 6.06%
$147K - $164K
14.8K $1.98M
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
824
+ 6.49%
$143K - $160K
13.5K $1.81M
Apr 05, 2023 Q1 2023
Martin Capital Partners, LLC

BUY
 -
820
+ 2.54%
$143K - $159K
33.1K $4.43M
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
818
+ 4.15%
$142K - $159K
20.6K $2.75M
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
817
+ 10.17%
$142K - $158K
8.85K $1.19M
Apr 24, 2023 Q1 2023
Alta Capital Management LLC

BUY
 -
815
+ 5.48%
$142K - $158K
15.7K $2.1M
Apr 19, 2023 Q1 2023
Atwater Malick LLC

BUY
 -
808
+ 3.03%
$140K - $157K
27.4K $3.68M
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
806
+ 1.62%
$140K - $156K
50.7K $6.78M

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