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 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
227+ 1.87% |
$39.5K - $44K
|
12.4K
$1.66M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
226+ 2.01% |
$39.3K - $43.8K
|
11.5K
$1.54M
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
226+ 0.8% |
$39.3K - $43.8K
|
28.5K
$3.82M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
226+ 1.06% |
$39.3K - $43.8K
|
21.5K
$2.88M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
224+ 9.28% |
$38.9K - $43.5K
|
2.64K
$353K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
224+ 27.15% |
$38.9K - $43.5K
|
1.05K
$140K
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
222+ 2.7% |
$38.6K - $43.1K
|
8.45K
$1.13M
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
221+ 42.34% |
$38.4K - $42.9K
|
743
$99.5K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
220+ 3.11% |
$38.2K - $42.7K
|
7.28K
$975K
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
217+ 3.32% |
$37.7K - $42.1K
|
6.75K
$904K
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
217+ 1.42% |
$37.7K - $42.1K
|
15.5K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 3.08% |
$36.3K - $40.5K
|
6.99K
$936K
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
205+ 14.42% |
$35.6K - $39.8K
|
1.63K
$218K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
203+ 5.38% |
$35.3K - $39.4K
|
3.97K
$532K
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
203+ 1.86% |
$35.3K - $39.4K
|
11.1K
$1.49M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.42% |
$34.8K - $38.8K
|
47.4K
$6.35M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
200+ 2.41% |
$34.8K - $38.8K
|
8.49K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
200+ 8.43% |
$34.8K - $38.8K
|
2.57K
$344K
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
195+ 5.43% |
$33.9K - $37.8K
|
3.79K
$507K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
193+ 4.31% |
$33.5K - $37.4K
|
4.67K
$626K
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
193+ 1.46% |
$33.5K - $37.4K
|
13.4K
$1.79M
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
193+ 5.93% |
$33.5K - $37.4K
|
3.45K
$462K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
193+ 13.83% |
$33.5K - $37.4K
|
1.59K
$213K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
192+ 0.88% |
$33.4K - $37.2K
|
22K
$2.95M
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
192+ 3.56% |
$33.4K - $37.2K
|
5.58K
$747K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
190+ 9.12% |
$33K - $36.9K
|
2.27K
$305K
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
190+ 2.76% |
$33K - $36.9K
|
7.07K
$947K
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
189+ 5.49% |
$32.9K - $36.7K
|
3.63K
$486K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
186+ 16.12% |
$32.3K - $36.1K
|
1.34K
$179K
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
186+ 2.71% |
$32.3K - $36.1K
|
7.04K
$943K
|
|
May 05, 2023
Q1 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
184+ 0.63% |
$32K - $35.7K
|
29.5K
$3.95M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
182+ 2.58% |
$31.6K - $35.3K
|
7.22K
$967K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
180+ 6.37% |
$31.3K - $34.9K
|
3.01K
$402K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
176+ 0.54% |
$30.6K - $34.1K
|
33K
$4.42M
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
175+ 10.42% |
$30.4K - $33.9K
|
1.85K
$248K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
175+ 0.07% |
$30.4K - $33.9K
|
250K
$33.5M
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
173+ 14.0% |
$30.1K - $33.6K
|
1.41K
$189K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
173+ 0.17% |
$30.1K - $33.6K
|
105K
$14M
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
173+ 3.19% |
$30.1K - $33.6K
|
5.59K
$748K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
173+ 0.39% |
$30.1K - $33.6K
|
44.8K
$6M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
172+ 7.15% |
$29.9K - $33.4K
|
2.58K
$345K
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
171+ 1.22% |
$29.7K - $33.2K
|
14.1K
$1.89M
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
171+ 8.03% |
$29.7K - $33.2K
|
2.3K
$308K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
170+ 14.31% |
$29.5K - $33K
|
1.36K
$182K
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
169+ 5.45% |
$29.4K - $32.8K
|
3.27K
$438K
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
168+ 14.4% |
$29.2K - $32.6K
|
1.34K
$179K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$29K - $32.4K
|
167
$22.4K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
166+ 0.29% |
$28.9K - $32.2K
|
57.7K
$7.73M
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
166+ 13.98% |
$28.9K - $32.2K
|
1.35K
$181K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
165+ 1.06% |
$28.7K - $32K
|
15.7K
$2.11M
|