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 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
108+ 4.51% |
$18.8K - $21K
|
2.5K
$335K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
107+ 3.05% |
$18.6K - $20.8K
|
3.62K
$484K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
107+ 6.1% |
$18.6K - $20.8K
|
1.86K
$249K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
107+ 0.93% |
$18.6K - $20.8K
|
11.6K
$1.56M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
106+ 4.58% |
$18.4K - $20.6K
|
2.42K
$324K
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
104+ 1.06% |
$18.1K - $20.2K
|
9.92K
$1.33M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
104+ 4.59% |
$18.1K - $20.2K
|
2.37K
$317K
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
104+ 3.32% |
$18.1K - $20.2K
|
3.24K
$433K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
104+ 2.33% |
$18.1K - $20.2K
|
4.57K
$611K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
104+ 10.4% |
$18.1K - $20.2K
|
1.1K
$148K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
102+ 0.54% |
$17.7K - $19.8K
|
19.2K
$2.57M
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
101+ 10.73% |
$17.6K - $19.6K
|
1.04K
$140K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
101New |
$17.6K - $19.6K
|
101
$13.5K
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
100+ 3.8% |
$17.4K - $19.4K
|
2.73K
$366K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 5.21% |
$17.4K - $19.4K
|
2.02K
$271K
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 1.52% |
$17.4K - $19.4K
|
6.7K
$897K
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 6.97% |
$17.4K - $19.4K
|
1.54K
$206K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
99+ 2.33% |
$17.2K - $19.2K
|
4.34K
$582K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
99+ 2.46% |
$17.2K - $19.2K
|
4.12K
$551K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
99+ 2.46% |
$17.2K - $19.2K
|
4.12K
$551K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
97+ 0.84% |
$16.9K - $18.8K
|
11.6K
$1.56M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
96+ 5.8% |
$16.7K - $18.6K
|
1.75K
$234K
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
95+ 5.85% |
$16.5K - $18.4K
|
1.72K
$230K
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
94+ 1.37% |
$16.3K - $18.2K
|
6.98K
$935K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
94+ 3.42% |
$16.3K - $18.2K
|
2.85K
$381K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
93+ 5.95% |
$16.2K - $18K
|
1.66K
$222K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
93+ 0.03% |
$16.2K - $18K
|
319K
$42.8M
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
93+ 0.93% |
$16.2K - $18K
|
10K
$1.34M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
92+ 1.34% |
$16K - $17.8K
|
6.95K
$931K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
92+ 0.14% |
$16K - $17.8K
|
65K
$8.71M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
92+ 4.77% |
$16K - $17.8K
|
2.02K
$271K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 0.21% |
$15.6K - $17.5K
|
42.1K
$5.64M
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
90+ 0.35% |
$15.6K - $17.5K
|
26K
$3.48M
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
90+ 0.4% |
$15.6K - $17.5K
|
22.4K
$3M
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
90+ 0.61% |
$15.6K - $17.5K
|
14.8K
$1.98M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
90+ 2.65% |
$15.6K - $17.5K
|
3.48K
$466K
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
89+ 0.01% |
$15.5K - $17.3K
|
678K
$90.8M
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.5% |
$15.3K - $17.1K
|
17.6K
$2.36M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
88+ 11.62% |
$15.3K - $17.1K
|
845
$113K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 2.2% |
$15.3K - $17.1K
|
4.09K
$547K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
86+ 1.89% |
$14.9K - $16.7K
|
4.65K
$622K
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
86+ 860.0% |
$14.9K - $16.7K
|
96
$12.9K
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
85+ 2.07% |
$14.8K - $16.5K
|
4.18K
$560K
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
84+ 0.34% |
$14.6K - $16.3K
|
24.8K
$3.32M
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
84+ 0.41% |
$14.6K - $16.3K
|
20.8K
$2.79M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 1.49% |
$14.4K - $16.1K
|
5.65K
$756K
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
81+ 5.07% |
$14.1K - $15.7K
|
1.68K
$225K
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
80New |
$13.9K - $15.5K
|
80
$10.7K
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
80+ 6.12% |
$13.9K - $15.5K
|
1.39K
$186K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
80+ 21.62% |
$13.9K - $15.5K
|
450
$60.3K
|