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 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
801+ 16.74% |
$139K - $155K
|
5.59K
$748K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
800+ 13.79% |
$139K - $155K
|
6.6K
$884K
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
795+ 4.14% |
$138K - $154K
|
20K
$2.68M
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
793+ 58.87% |
$138K - $154K
|
2.14K
$287K
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
786+ 5.57% |
$137K - $152K
|
14.9K
$1.99M
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
781+ 0.18% |
$136K - $152K
|
434K
$58.1M
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
780+ 4.92% |
$136K - $151K
|
16.6K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
759+ 50.1% |
$132K - $147K
|
2.27K
$305K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
755+ 2.24% |
$131K - $146K
|
34.4K
$4.61M
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
751New |
$131K - $146K
|
751
$101K
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
748+ 12.47% |
$130K - $145K
|
6.75K
$904K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
747+ 1.62% |
$130K - $145K
|
46.9K
$6.28M
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
745+ 2.62% |
$129K - $145K
|
29.1K
$3.9M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
744+ 15.4% |
$129K - $144K
|
5.58K
$747K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
740New |
$129K - $144K
|
740
$99.1K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
733New |
$127K - $142K
|
733
$98.2K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
731+ 7.06% |
$127K - $142K
|
11.1K
$1.49M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
728+ 6.28% |
$127K - $141K
|
12.3K
$1.65M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
712+ 0.37% |
$124K - $138K
|
191K
$25.5M
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
696+ 1.77% |
$121K - $135K
|
40.1K
$5.37M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
685+ 9.29% |
$119K - $133K
|
8.06K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
681+ 17.05% |
$118K - $132K
|
4.68K
$626K
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
680+ 2.19% |
$118K - $132K
|
31.7K
$4.25M
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
680+ 3.71% |
$118K - $132K
|
19K
$2.55M
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
658+ 6.43% |
$114K - $128K
|
10.9K
$1.46M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
656+ 1.07% |
$114K - $127K
|
62.2K
$8.32M
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
654+ 5.63% |
$114K - $127K
|
12.3K
$1.64M
|
|
May 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
654+ 0.89% |
$114K - $127K
|
73.7K
$9.87M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
651+ 20.99% |
$113K - $126K
|
3.75K
$502K
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
647+ 1.85% |
$112K - $126K
|
35.6K
$4.77M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
643+ 7.09% |
$112K - $125K
|
9.72K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
631+ 81.21% |
$110K - $122K
|
1.41K
$189K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
625+ 0.19% |
$109K - $121K
|
323K
$43.3M
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
621+ 3.11% |
$108K - $120K
|
20.6K
$2.75M
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
619+ 2.09% |
$108K - $120K
|
30.2K
$4.05M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
618+ 7.85% |
$107K - $120K
|
8.49K
$1.14M
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
617+ 10.6% |
$107K - $120K
|
6.44K
$862K
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
615+ 1.01% |
$107K - $119K
|
61.5K
$8.23M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
615+ 0.13% |
$107K - $119K
|
466K
$62.4M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
612+ 3.99% |
$106K - $119K
|
15.9K
$2.13M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
611+ 2.16% |
$106K - $119K
|
28.9K
$3.86M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
609+ 0.38% |
$106K - $118K
|
160K
$21.4M
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
609+ 14.03% |
$106K - $118K
|
4.95K
$663K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
605+ 2.56% |
$105K - $117K
|
24.2K
$3.24M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
604+ 0.7% |
$105K - $117K
|
86.3K
$11.6M
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
601+ 15.24% |
$104K - $117K
|
4.55K
$609K
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
596+ 7.47% |
$104K - $116K
|
8.58K
$1.15M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
595+ 0.27% |
$103K - $115K
|
222K
$29.8M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
590+ 9.88% |
$103K - $114K
|
6.56K
$879K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
584+ 1.83% |
$102K - $113K
|
32.5K
$4.35M
|