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 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
317+ 13.1% |
$55.1K - $61.5K
|
2.74K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
312+ 5.17% |
$54.2K - $60.5K
|
6.35K
$851K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
308+ 6.56% |
$53.5K - $59.7K
|
5K
$670K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
308+ 4.81% |
$53.5K - $59.7K
|
6.72K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
303+ 0.24% |
$52.7K - $58.8K
|
127K
$17M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
302+ 5.55% |
$52.5K - $58.6K
|
5.74K
$769K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
300+ 19.42% |
$52.1K - $58.2K
|
1.85K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
300+ 0.88% |
$52.1K - $58.2K
|
34.4K
$4.61M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
299+ 1.41% |
$52K - $58K
|
21.5K
$2.88M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
299+ 11.78% |
$52K - $58K
|
2.84K
$380K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
292+ 7.21% |
$50.8K - $56.6K
|
4.34K
$582K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
291+ 8.37% |
$50.6K - $56.5K
|
3.77K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
290+ 175.76% |
$50.4K - $56.3K
|
455
$60.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
289+ 2.34% |
$50.2K - $56.1K
|
12.6K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
288+ 2.43% |
$50.1K - $55.9K
|
12.2K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
288+ 0.88% |
$50.1K - $55.9K
|
33K
$4.41M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
287+ 0.57% |
$49.9K - $55.7K
|
50.5K
$6.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
284+ 23.07% |
$49.4K - $55.1K
|
1.52K
$203K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
282+ 6.38% |
$49K - $54.7K
|
4.7K
$629K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
282+ 13.38% |
$49K - $54.7K
|
2.39K
$320K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
281+ 12.93% |
$48.8K - $54.5K
|
2.46K
$329K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
276+ 8.77% |
$48K - $53.5K
|
3.42K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
275+ 12.49% |
$47.8K - $53.3K
|
2.48K
$332K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
274+ 6.17% |
$47.6K - $53.2K
|
4.72K
$631K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
272+ 15.67% |
$47.3K - $52.8K
|
2.01K
$269K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
272+ 15.51% |
$47.3K - $52.8K
|
2.03K
$271K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
272+ 0.48% |
$47.3K - $52.8K
|
57.2K
$7.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
268+ 46.85% |
$46.6K - $52K
|
840
$112K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
265+ 0.34% |
$46.1K - $51.4K
|
78.8K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
255+ 20.4% |
$44.3K - $49.5K
|
1.51K
$202K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
254+ 3.4% |
$44.2K - $49.3K
|
7.73K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
253+ 10.58% |
$44K - $49.1K
|
2.65K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
252+ 3.18% |
$43.8K - $48.9K
|
8.18K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
251+ 5.38% |
$43.6K - $48.7K
|
4.92K
$658K
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
246+ 1.36% |
$42.8K - $47.7K
|
18.4K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
245+ 41.11% |
$42.6K - $47.5K
|
841
$113K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
243+ 3.68% |
$42.2K - $47.1K
|
6.84K
$916K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
242+ 1.32% |
$42.1K - $46.9K
|
18.5K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
241+ 1.4% |
$41.9K - $46.8K
|
17.5K
$2.34M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
241+ 13.64% |
$41.9K - $46.8K
|
2.01K
$269K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
239+ 1.57% |
$41.5K - $46.4K
|
15.5K
$2.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
238+ 6.55% |
$41.4K - $46.2K
|
3.87K
$518K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
238+ 6.84% |
$41.4K - $46.2K
|
3.72K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
238+ 7.15% |
$41.4K - $46.2K
|
3.57K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
237+ 3.19% |
$41.2K - $46K
|
7.66K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
236+ 0.3% |
$41K - $45.8K
|
79.8K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
233+ 2.69% |
$40.5K - $45.2K
|
8.91K
$1.19M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
231+ 8.86% |
$40.2K - $44.8K
|
2.84K
$380K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
229+ 6.99% |
$39.8K - $44.4K
|
3.5K
$469K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
227+ 0.29% |
$39.5K - $44K
|
77.9K
$10.4M
|