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
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 4.2% |
$1.74K - $1.94K
|
248
$33.2K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10+ 0.7% |
$1.74K - $1.94K
|
1.44K
$193K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.69% |
$1.56K - $1.75K
|
1.31K
$175K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
9+ 1.58% |
$1.56K - $1.75K
|
580
$77.7K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$1.56K - $1.75K
|
9
$1.21K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9+ 0.7% |
$1.56K - $1.75K
|
1.3K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
9+ 0.18% |
$1.56K - $1.75K
|
4.95K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
9+ 0.05% |
$1.56K - $1.75K
|
16.8K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
8+ 0.27% |
$1.39K - $1.55K
|
3.02K
$404K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8+ 0.64% |
$1.39K - $1.55K
|
1.27K
$170K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8+ 0.17% |
$1.39K - $1.55K
|
4.83K
$647K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
8+ 0.59% |
$1.39K - $1.55K
|
1.36K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
8+ 0.41% |
$1.39K - $1.55K
|
1.97K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
8+ 0.31% |
$1.39K - $1.55K
|
2.57K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.67% |
$1.39K - $1.55K
|
1.2K
$161K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.32% |
$1.22K - $1.36K
|
2.2K
$294K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7+ 22.58% |
$1.22K - $1.36K
|
38
$5.09K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.55% |
$1.22K - $1.36K
|
1.29K
$173K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.04% |
$1.22K - $1.36K
|
18.2K
$2.44M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 5.79% |
$1.22K - $1.36K
|
128
$17.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
6+ 0.45% |
$1.04K - $1.16K
|
1.34K
$179K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.5% |
$1.04K - $1.16K
|
1.22K
$163K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
6+ 0.46% |
$1.04K - $1.16K
|
1.31K
$175K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6+ 0.39% |
$1.04K - $1.16K
|
1.55K
$208K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
6+ 0.26% |
$1.04K - $1.16K
|
2.27K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.23% |
$1.04K - $1.16K
|
2.59K
$347K
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5+ 0.02% |
$869 - $970
|
20.1K
$2.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.08% |
$869 - $970
|
6.42K
$859K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.09% |
$869 - $970
|
5.39K
$722K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5+ 0.26% |
$869 - $970
|
1.94K
$260K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5+ 0.34% |
$869 - $970
|
1.5K
$200K
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5+ 0.33% |
$869 - $970
|
1.54K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.25% |
$869 - $970
|
2.02K
$271K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.83% |
$695 - $776
|
486
$65.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
4+ 0.01% |
$695 - $776
|
41.8K
$5.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 1.29% |
$695 - $776
|
314
$42.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.29% |
$695 - $776
|
1.4K
$188K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.05% |
$695 - $776
|
8.39K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.5% |
$695 - $776
|
807
$108K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
4+ 0.27% |
$695 - $776
|
1.48K
$198K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.18% |
$695 - $776
|
2.24K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4+ 200.0% |
$695 - $776
|
6
$804
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.05% |
$695 - $776
|
7.41K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.26% |
$695 - $776
|
1.53K
$205K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.12% |
$521 - $582
|
2.47K
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.06% |
$521 - $582
|
287
$38.4K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.02% |
$521 - $582
|
18.7K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.21% |
$521 - $582
|
1.45K
$194K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
3+ 0.03% |
$521 - $582
|
8.64K
$1.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 1.23% |
$348 - $388
|
164
$22K
|