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 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
79+ 1.18% |
$13.7K - $15.3K
|
6.75K
$904K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
76+ 2.44% |
$13.2K - $14.7K
|
3.2K
$428K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
76+ 1.45% |
$13.2K - $14.7K
|
5.31K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
76+ 0.29% |
$13.2K - $14.7K
|
26K
$3.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
75+ 4.17% |
$13K - $14.5K
|
1.88K
$251K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75+ 4.49% |
$13K - $14.5K
|
1.75K
$234K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
72+ 0.36% |
$12.5K - $14K
|
20.2K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
71+ 1.44% |
$12.3K - $13.8K
|
5.02K
$672K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
69+ 2.03% |
$12K - $13.4K
|
3.46K
$463K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
68+ 2.4% |
$11.8K - $13.2K
|
2.91K
$389K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
68+ 5.84% |
$11.8K - $13.2K
|
1.23K
$165K
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
67+ 0.47% |
$11.6K - $13K
|
14.4K
$1.93M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
66+ 4.44% |
$11.5K - $12.8K
|
1.55K
$208K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
66+ 0.39% |
$11.5K - $12.8K
|
16.8K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
66+ 0.29% |
$11.5K - $12.8K
|
22.9K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
65+ 2.71% |
$11.3K - $12.6K
|
2.47K
$330K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
64+ 4.77% |
$11.1K - $12.4K
|
1.41K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
64+ 2.14% |
$11.1K - $12.4K
|
3.05K
$408K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
62+ 38.99% |
$10.8K - $12K
|
221
$29.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
62+ 1.22% |
$10.8K - $12K
|
5.13K
$687K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
61+ 0.28% |
$10.6K - $11.8K
|
22.2K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
61+ 0.88% |
$10.6K - $11.8K
|
7.03K
$941K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
60+ 0.57% |
$10.4K - $11.6K
|
10.5K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
60+ 1.34% |
$10.4K - $11.6K
|
4.53K
$606K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
60+ 0.33% |
$10.4K - $11.6K
|
18.4K
$2.46M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
60+ 0.33% |
$10.4K - $11.6K
|
18.4K
$2.46M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
60+ 3.9% |
$10.4K - $11.6K
|
1.6K
$214K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
59+ 9.98% |
$10.3K - $11.4K
|
650
$87K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
59+ 9.98% |
$10.3K - $11.4K
|
650
$87K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
59+ 2.36% |
$10.3K - $11.4K
|
2.55K
$342K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
58+ 56.86% |
$10.1K - $11.3K
|
160
$21.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
57+ 0.64% |
$9.91K - $11.1K
|
8.95K
$1.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
57+ 3.04% |
$9.91K - $11.1K
|
1.93K
$258K
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
56+ 0.5% |
$9.73K - $10.9K
|
11.2K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
56+ 0.8% |
$9.73K - $10.9K
|
7.02K
$940K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 5.36% |
$9.73K - $10.9K
|
1.1K
$147K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
55+ 2.64% |
$9.56K - $10.7K
|
2.14K
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
53+ 0.87% |
$9.21K - $10.3K
|
6.17K
$826K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
53+ 0.3% |
$9.21K - $10.3K
|
17.5K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
53+ 0.07% |
$9.21K - $10.3K
|
73.8K
$9.88M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
52+ 0.74% |
$9.04K - $10.1K
|
7.04K
$943K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
51+ 0.06% |
$8.86K - $9.89K
|
85.8K
$11.5M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
51+ 1.51% |
$8.86K - $9.89K
|
3.43K
$459K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.4% |
$8.86K - $9.89K
|
12.8K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
50+ 1.89% |
$8.69K - $9.7K
|
2.7K
$361K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.79% |
$8.69K - $9.7K
|
1.84K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 100.0% |
$8.69K - $9.7K
|
100
$13.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
49+ 0.04% |
$8.52K - $9.51K
|
134K
$17.9M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
49+ 1.52% |
$8.52K - $9.51K
|
3.28K
$440K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
49+ 3.84% |
$8.52K - $9.51K
|
1.33K
$177K
|