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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.08% |
$348 - $388
|
2.43K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.12% |
$348 - $388
|
1.74K
$233K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.08% |
$348 - $388
|
187
$25K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.17% |
$348 - $388
|
1.17K
$157K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.3% |
$348 - $388
|
667
$89.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
2+ 0.01% |
$348 - $388
|
18.7K
$2.51M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.05% |
$348 - $388
|
3.78K
$507K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.04% |
$348 - $388
|
4.62K
$619K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
2+ 0.11% |
$348 - $388
|
1.75K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$348 - $388
|
10.3K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.08% |
$348 - $388
|
188
$25.2K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.29% |
$348 - $388
|
699
$93.6K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2+ 0.1% |
$348 - $388
|
1.94K
$260K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.1% |
$348 - $388
|
183
$24.5K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.02% |
$348 - $388
|
9.08K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.02% |
$348 - $388
|
9.79K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.02% |
$174 - $194
|
5.11K
$685K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$174 - $194
|
2.99K
$400K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$174 - $194
|
3.48K
$466K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$174 - $194
|
2.88K
$386K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.07% |
$174 - $194
|
1.4K
$187K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$174 - $194
|
2.86K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.17% |
$174 - $194
|
598
$80.1K
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1+ 0.03% |
$174 - $194
|
3.59K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$174 - $194
|
1.44K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1+ 0.06% |
$174 - $194
|
1.69K
$227K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.7% |
$174 - $194
|
143
$19.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1- -0.0% |
$174 - $194
|
25.4K
$3.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 0.58% |
$174 - $194
|
170
$22.8K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.06% |
$174 - $194
|
1.6K
$215K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 0.78% |
$348 - $388
|
254
$34K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-3- 0.1% |
$521 - $582
|
3.03K
$405K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.01% |
$521 - $582
|
22.6K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3- 0.17% |
$521 - $582
|
1.75K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3- 0.01% |
$521 - $582
|
39.7K
$5.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-4- 0.05% |
$695 - $776
|
7.34K
$983K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-4- 0.03% |
$695 - $776
|
15.2K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4- 0.24% |
$695 - $776
|
1.66K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$695 - $776
|
13.5K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-4- 0.16% |
$695 - $776
|
2.46K
$329K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5- 0.1% |
$869 - $970
|
4.95K
$663K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5- 0.38% |
$869 - $970
|
1.32K
$177K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5- 0.03% |
$869 - $970
|
15.2K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.1% |
$869 - $970
|
5.2K
$696K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$869 - $970
|
5.99K
$803K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 0.63% |
$1.04K - $1.16K
|
954
$128K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.53% |
$1.04K - $1.16K
|
1.14K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7- 0.09% |
$1.22K - $1.36K
|
8.01K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-8- 0.34% |
$1.39K - $1.55K
|
2.37K
$317K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-9- 0.21% |
$1.56K - $1.75K
|
4.28K
$574K
|