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 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25+ 1.86% |
$4.35K - $4.85K
|
1.37K
$183K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
24+ 0.73% |
$4.17K - $4.66K
|
3.33K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
24New |
$4.17K - $4.66K
|
24
$3.21K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 1.3% |
$4.17K - $4.66K
|
1.88K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
23+ 25.0% |
$4K - $4.46K
|
115
$15.4K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.84% |
$4K - $4.46K
|
2.78K
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
22+ 1.84% |
$3.82K - $4.27K
|
1.22K
$163K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
22+ 0.19% |
$3.82K - $4.27K
|
11.9K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 2.64% |
$3.82K - $4.27K
|
855
$115K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
21+ 9.29% |
$3.65K - $4.07K
|
247
$33.1K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
21+ 0.69% |
$3.65K - $4.07K
|
3.07K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
21+ 0.36% |
$3.65K - $4.07K
|
5.8K
$777K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 4.0% |
$3.48K - $3.88K
|
520
$69.6K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20+ 1.25% |
$3.48K - $3.88K
|
1.62K
$217K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
20+ 1.08% |
$3.48K - $3.88K
|
1.87K
$251K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.29% |
$3.48K - $3.88K
|
6.84K
$915K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19+ 57.58% |
$3.3K - $3.69K
|
52
$6.96K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 0.51% |
$3.13K - $3.49K
|
3.57K
$478K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
18+ 4.6% |
$3.13K - $3.49K
|
409
$54.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 1.42% |
$2.95K - $3.3K
|
1.21K
$163K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
17+ 0.41% |
$2.95K - $3.3K
|
4.14K
$554K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
17+ 0.04% |
$2.95K - $3.3K
|
38.5K
$5.15M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
16+ 2.94% |
$2.78K - $3.1K
|
560
$75K
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
15+ 0.49% |
$2.61K - $2.91K
|
3.05K
$408K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
15+ 0.06% |
$2.61K - $2.91K
|
25K
$3.35M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 1.03% |
$2.61K - $2.91K
|
1.48K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.68% |
$2.61K - $2.91K
|
908
$122K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
14+ 0.89% |
$2.43K - $2.72K
|
1.6K
$214K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.88% |
$2.43K - $2.72K
|
1.61K
$215K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.58% |
$2.43K - $2.72K
|
2.44K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
14+ 0.15% |
$2.43K - $2.72K
|
9.48K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 9.09% |
$2.26K - $2.52K
|
156
$20.9K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
13+ 0.65% |
$2.26K - $2.52K
|
2.01K
$269K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
BUY
|
- |
12+ 0.5% |
$2.09K - $2.33K
|
2.44K
$326K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12+ 0.88% |
$2.09K - $2.33K
|
1.37K
$184K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.67% |
$2.09K - $2.33K
|
1.81K
$242K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
12+ 0.57% |
$2.09K - $2.33K
|
2.1K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
12+ 0.09% |
$2.09K - $2.33K
|
13.8K
$1.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 20.75% |
$1.91K - $2.13K
|
64
$8.57K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
11+ 0.88% |
$1.91K - $2.13K
|
1.27K
$170K
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
11+ 0.06% |
$1.91K - $2.13K
|
18.8K
$2.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 2.33% |
$1.91K - $2.13K
|
483
$64.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$1.91K - $2.13K
|
3.58K
$479K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11+ 220.0% |
$1.91K - $2.13K
|
16
$2.14K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$1.91K - $2.13K
|
11
$1.47K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
11New |
$1.91K - $2.13K
|
11
$1.47K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11+ 4.47% |
$1.91K - $2.13K
|
257
$34.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10+ 0.8% |
$1.74K - $1.94K
|
1.25K
$168K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
10+ 0.52% |
$1.74K - $1.94K
|
1.92K
$257K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
10+ 0.5% |
$1.74K - $1.94K
|
2.01K
$269K
|