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 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
163+ 3.63% |
$28.3K - $31.6K
|
4.65K
$623K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
163+ 1.12% |
$28.3K - $31.6K
|
14.7K
$1.97M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
162+ 7.96% |
$28.2K - $31.4K
|
2.2K
$294K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
162+ 0.34% |
$28.2K - $31.4K
|
47.3K
$6.34M
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
156+ 1.15% |
$27.1K - $30.3K
|
13.7K
$1.83M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
155+ 1.65% |
$26.9K - $30.1K
|
9.53K
$1.28M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
154+ 252.46% |
$26.8K - $29.9K
|
215
$28.8K
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
153+ 6.82% |
$26.6K - $29.7K
|
2.4K
$321K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
153+ 5.86% |
$26.6K - $29.7K
|
2.76K
$370K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
152+ 19.82% |
$26.4K - $29.5K
|
919
$123K
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
152+ 0.65% |
$26.4K - $29.5K
|
23.5K
$3.15M
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
150+ 10.96% |
$26.1K - $29.1K
|
1.52K
$203K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
148+ 1.43% |
$25.7K - $28.7K
|
10.5K
$1.41M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
147+ 76.56% |
$25.6K - $28.5K
|
339
$45.4K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
147+ 39.2% |
$25.6K - $28.5K
|
522
$69.9K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
146+ 5.78% |
$25.4K - $28.3K
|
2.67K
$358K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
145+ 1.45% |
$25.2K - $28.1K
|
10.1K
$1.36M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
144+ 6.35% |
$25K - $27.9K
|
2.41K
$323K
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
144+ 7.8% |
$25K - $27.9K
|
1.99K
$267K
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
143+ 1.02% |
$24.9K - $27.7K
|
14.2K
$1.9M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
141+ 414.71% |
$24.5K - $27.4K
|
175
$23.4K
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
140+ 1.14% |
$24.3K - $27.2K
|
12.4K
$1.66M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
139+ 4.78% |
$24.2K - $27K
|
3.05K
$408K
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
139+ 6.93% |
$24.2K - $27K
|
2.15K
$287K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
138+ 1.75% |
$24K - $26.8K
|
8.03K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
138+ 2.39% |
$24K - $26.8K
|
5.92K
$793K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
137+ 7.35% |
$23.8K - $26.6K
|
2K
$268K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
136+ 2.86% |
$23.6K - $26.4K
|
4.9K
$656K
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
135+ 0.58% |
$23.5K - $26.2K
|
23.6K
$3.16M
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
133+ 8.33% |
$23.1K - $25.8K
|
1.73K
$232K
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
131+ 11.36% |
$22.8K - $25.4K
|
1.28K
$172K
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
131+ 3.72% |
$22.8K - $25.4K
|
3.66K
$489K
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
130+ 8.9% |
$22.6K - $25.2K
|
1.59K
$213K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
130+ 2.6% |
$22.6K - $25.2K
|
5.12K
$686K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
128+ 8.68% |
$22.2K - $24.8K
|
1.6K
$215K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
125+ 2.43% |
$21.7K - $24.2K
|
5.27K
$706K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
123+ 205.0% |
$21.4K - $23.9K
|
183
$24.5K
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
123+ 0.25% |
$21.4K - $23.9K
|
50.3K
$6.74M
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
119+ 1.43% |
$20.7K - $23.1K
|
8.45K
$1.13M
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
119+ 1.75% |
$20.7K - $23.1K
|
6.9K
$925K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
115+ 4.4% |
$20K - $22.3K
|
2.73K
$365K
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
115+ 0.54% |
$20K - $22.3K
|
21.4K
$2.87M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
112+ 11.98% |
$19.5K - $21.7K
|
1.05K
$140K
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
111+ 3.23% |
$19.3K - $21.5K
|
3.55K
$475K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
110+ 1.45% |
$19.1K - $21.3K
|
7.68K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
110+ 2.11% |
$19.1K - $21.3K
|
5.33K
$714K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
109New |
$18.9K - $21.1K
|
109
$14.6K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
109+ 8.12% |
$18.9K - $21.1K
|
1.45K
$194K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109+ 23.7% |
$18.9K - $21.1K
|
569
$76.2K
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
108+ 3.05% |
$18.8K - $21K
|
3.65K
$488K
|