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 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
583+ 8.13% |
$101K - $113K
|
7.76K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
583New |
$101K - $113K
|
583
$78.1K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
583+ 8.59% |
$101K - $113K
|
7.37K
$987K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
582+ 9.56% |
$101K - $113K
|
6.67K
$893K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
582+ 9.09% |
$101K - $113K
|
6.98K
$935K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
581+ 4.95% |
$101K - $113K
|
12.3K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
571+ 3.59% |
$99.3K - $111K
|
16.5K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
571+ 0.53% |
$99.3K - $111K
|
108K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
569+ 16.74% |
$98.9K - $110K
|
3.97K
$532K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
561+ 35.0% |
$97.5K - $109K
|
2.16K
$290K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
560+ 0.66% |
$97.3K - $109K
|
86K
$11.5M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
557+ 10.11% |
$96.8K - $108K
|
6.07K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
539+ 26.95% |
$93.7K - $105K
|
2.54K
$340K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
532+ 3.39% |
$92.5K - $103K
|
16.2K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
525+ 35.98% |
$91.3K - $102K
|
1.98K
$266K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
523+ 2.0% |
$90.9K - $101K
|
26.7K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
518+ 4.34% |
$90K - $100K
|
12.4K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
517+ 9.11% |
$89.9K - $100K
|
6.19K
$829K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
516+ 3.88% |
$89.7K - $100K
|
13.8K
$1.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
511+ 3.69% |
$88.8K - $99.1K
|
14.4K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
510+ 1.69% |
$88.6K - $98.9K
|
30.8K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
509+ 2.33% |
$88.5K - $98.7K
|
22.4K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
503New |
$87.4K - $97.6K
|
503
$67.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
500+ 1.95% |
$86.9K - $97K
|
26.1K
$3.49M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
496+ 3.21% |
$86.2K - $96.2K
|
16K
$2.14M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
495+ 14.62% |
$86K - $96K
|
3.88K
$520K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
494+ 932.08% |
$85.9K - $95.8K
|
547
$73.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
493+ 0.99% |
$85.7K - $95.6K
|
50.5K
$6.76M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
488+ 12.83% |
$84.8K - $94.7K
|
4.29K
$575K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
484+ 8.23% |
$84.1K - $93.9K
|
6.37K
$853K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
482+ 12.04% |
$83.8K - $93.5K
|
4.49K
$601K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
478+ 3.71% |
$83.1K - $92.7K
|
13.4K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
475+ 286.14% |
$82.6K - $92.1K
|
641
$85.8K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
472+ 12.69% |
$82K - $91.6K
|
4.19K
$561K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
466+ 2.67% |
$81K - $90.4K
|
17.9K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
464+ 3.17% |
$80.7K - $90K
|
15.1K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
464+ 18.49% |
$80.7K - $90K
|
2.97K
$398K
|
|
|
Apr 28, 2023
Q1 2023
|
Fosun International LTD
|
BUY
|
- |
463+ 1.9% |
$80.5K - $89.8K
|
24.8K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
463+ 0.54% |
$80.5K - $89.8K
|
85.5K
$11.5M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
462+ 0.47% |
$80.3K - $89.6K
|
98.2K
$13.2M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
457+ 9.02% |
$79.4K - $88.7K
|
5.53K
$740K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
455+ 7.78% |
$79.1K - $88.3K
|
6.3K
$844K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
452+ 9.72% |
$78.6K - $87.7K
|
5.1K
$683K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
447+ 6.31% |
$77.7K - $86.7K
|
7.53K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
441+ 3.11% |
$76.7K - $85.5K
|
14.6K
$1.96M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
439+ 10.63% |
$76.3K - $85.2K
|
4.57K
$612K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
437+ 2.77% |
$76K - $84.8K
|
16.2K
$2.17M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
436+ 5.54% |
$75.8K - $84.6K
|
8.31K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
430+ 1.35% |
$74.7K - $83.4K
|
32.2K
$4.31M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
429+ 2.2% |
$74.6K - $83.2K
|
19.9K
$2.67M
|