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
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
49+ 0.32% |
$8.52K - $9.51K
|
15.2K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
48+ 0.69% |
$8.34K - $9.31K
|
7.03K
$942K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
48New |
$8.34K - $9.31K
|
48
$6.43K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
48+ 1.01% |
$8.34K - $9.31K
|
4.78K
$641K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
48+ 400.0% |
$8.34K - $9.31K
|
60
$8.04K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
47+ 8.16% |
$8.17K - $9.12K
|
623
$83.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
46+ 3.98% |
$8K - $8.92K
|
1.2K
$161K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
46+ 3.98% |
$8K - $8.92K
|
1.2K
$161K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
46+ 3.67% |
$8K - $8.92K
|
1.3K
$174K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
46+ 0.99% |
$8K - $8.92K
|
4.67K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
45+ 3.31% |
$7.82K - $8.73K
|
1.41K
$188K
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 0.48% |
$7.82K - $8.73K
|
9.41K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
43+ 1.66% |
$7.47K - $8.34K
|
2.64K
$353K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
43+ 0.4% |
$7.47K - $8.34K
|
10.7K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
43+ 0.65% |
$7.47K - $8.34K
|
6.63K
$887K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
42+ 0.03% |
$7.3K - $8.15K
|
144K
$19.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
41+ 0.14% |
$7.13K - $7.95K
|
29.2K
$3.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
41+ 1.74% |
$7.13K - $7.95K
|
2.4K
$322K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
41+ 0.8% |
$7.13K - $7.95K
|
5.19K
$695K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
41+ 0.4% |
$7.13K - $7.95K
|
10.3K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
41+ 17.3% |
$7.13K - $7.95K
|
278
$37.2K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
40+ 1.88% |
$6.95K - $7.76K
|
2.17K
$290K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40+ 1.26% |
$6.95K - $7.76K
|
3.22K
$432K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
40+ 22.99% |
$6.95K - $7.76K
|
214
$28.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
39+ 1.63% |
$6.78K - $7.57K
|
2.43K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
39+ 2.1% |
$6.78K - $7.57K
|
1.9K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
39+ 0.87% |
$6.78K - $7.57K
|
4.51K
$603K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
38+ 1.33% |
$6.61K - $7.37K
|
2.9K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
36+ 0.51% |
$6.26K - $6.98K
|
7.12K
$953K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
36+ 2.65% |
$6.26K - $6.98K
|
1.4K
$187K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
35+ 2.8% |
$6.08K - $6.79K
|
1.29K
$172K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
35+ 0.25% |
$6.08K - $6.79K
|
13.8K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35+ 4.21% |
$6.08K - $6.79K
|
866
$116K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 2.19% |
$5.91K - $6.6K
|
1.59K
$213K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34+ 1.74% |
$5.91K - $6.6K
|
1.98K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
34+ 0.23% |
$5.91K - $6.6K
|
15K
$2.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
33+ 0.91% |
$5.74K - $6.4K
|
3.66K
$490K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
33+ 0.19% |
$5.74K - $6.4K
|
17.7K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
33+ 1.94% |
$5.74K - $6.4K
|
1.74K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
33+ 1.13% |
$5.74K - $6.4K
|
2.95K
$395K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
32+ 0.35% |
$5.56K - $6.21K
|
9.18K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 2.63% |
$5.56K - $6.21K
|
1.25K
$167K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
30+ 2.6% |
$5.21K - $5.82K
|
1.18K
$158K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
29+ 2.01% |
$5.04K - $5.63K
|
1.47K
$197K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.69% |
$4.87K - $5.43K
|
4.1K
$548K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
27+ 9.0% |
$4.69K - $5.24K
|
327
$43.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
26+ 0.35% |
$4.52K - $5.04K
|
7.47K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
26New |
$4.52K - $5.04K
|
26
$3.48K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
25+ 0.99% |
$4.35K - $4.85K
|
2.56K
$342K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
25+ 0.15% |
$4.35K - $4.85K
|
16.5K
$2.21M
|