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 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
429+ 1.39% |
$74.6K - $83.2K
|
31.3K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
425+ 0.69% |
$73.9K - $82.4K
|
62.3K
$8.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
424+ 6.26% |
$73.7K - $82.3K
|
7.2K
$964K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
420+ 0.73% |
$73K - $81.5K
|
58K
$7.76M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
417+ 0.13% |
$72.5K - $80.9K
|
332K
$44.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
415+ 2.43% |
$72.1K - $80.5K
|
17.5K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
413+ 6.09% |
$71.8K - $80.1K
|
7.19K
$963K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
412+ 1.52% |
$71.6K - $79.9K
|
27.4K
$3.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
410+ 0.68% |
$71.3K - $79.5K
|
60.4K
$8.09M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
408+ 13.89% |
$70.9K - $79.1K
|
3.35K
$448K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
407+ 5.83% |
$70.7K - $79K
|
7.39K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
406+ 22.71% |
$70.6K - $78.8K
|
2.19K
$294K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
404+ 9.82% |
$70.2K - $78.4K
|
4.52K
$605K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
400+ 22.22% |
$69.5K - $77.6K
|
2.2K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.31% |
$69.5K - $77.6K
|
131K
$17.5M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
400+ 459.77% |
$69.5K - $77.6K
|
487
$65.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
398New |
$69.2K - $77.2K
|
398
$53.3K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
394+ 7.13% |
$68.5K - $76.4K
|
5.92K
$793K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
390+ 6.74% |
$67.8K - $75.7K
|
6.18K
$827K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
378+ 8.16% |
$65.7K - $73.3K
|
5.01K
$671K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
377+ 10.27% |
$65.5K - $73.1K
|
4.05K
$542K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
374+ 22.22% |
$65K - $72.6K
|
2.06K
$275K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
370+ 17.9% |
$64.3K - $71.8K
|
2.44K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
369+ 3.84% |
$64.1K - $71.6K
|
9.98K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
366+ 18.98% |
$63.6K - $71K
|
2.29K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
364+ 5.2% |
$63.3K - $70.6K
|
7.37K
$987K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
363+ 1.62% |
$63.1K - $70.4K
|
22.8K
$3.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
361+ 0.83% |
$62.7K - $70K
|
43.9K
$5.88M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
360+ 0.7% |
$62.6K - $69.8K
|
51.9K
$6.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
359+ 149.58% |
$62.4K - $69.6K
|
599
$80.2K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
358+ 0.29% |
$62.2K - $69.4K
|
124K
$16.6M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
355New |
$61.7K - $68.9K
|
355
$47.5K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
354+ 0.55% |
$61.5K - $68.7K
|
65.2K
$8.74M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
353+ 4.51% |
$61.4K - $68.5K
|
8.18K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
351+ 1.6% |
$61K - $68.1K
|
22.4K
$2.99M
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
350+ 0.09% |
$60.8K - $67.9K
|
388K
$51.9M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
350+ 15.06% |
$60.8K - $67.9K
|
2.67K
$358K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
343+ 0.59% |
$59.6K - $66.5K
|
58.2K
$7.79M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
343+ 3.76% |
$59.6K - $66.5K
|
9.46K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
340+ 1.08% |
$59.1K - $66K
|
31.9K
$4.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
336+ 2.58% |
$58.4K - $65.2K
|
13.4K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
336+ 18.39% |
$58.4K - $65.2K
|
2.16K
$290K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
335+ 0.22% |
$58.2K - $65K
|
151K
$20.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
335+ 0.85% |
$58.2K - $65K
|
39.7K
$5.32M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
332+ 0.63% |
$57.7K - $64.4K
|
52.7K
$7.06M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
330+ 8.73% |
$57.4K - $64K
|
4.11K
$551K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
329+ 4.48% |
$57.2K - $63.8K
|
7.67K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
327+ 6.73% |
$56.8K - $63.4K
|
5.19K
$695K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
321+ 0.68% |
$55.8K - $62.3K
|
47.5K
$6.36M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
320+ 266.67% |
$55.6K - $62.1K
|
440
$58.9K
|