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 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9- 0.03% |
$1.56K - $1.75K
|
35.2K
$4.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-10- 0.07% |
$1.74K - $1.94K
|
13.6K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-10- 0.2% |
$1.74K - $1.94K
|
5.12K
$685K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.38% |
$1.74K - $1.94K
|
2.61K
$350K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.17% |
$1.74K - $1.94K
|
5.92K
$792K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-10- 0.88% |
$1.74K - $1.94K
|
1.12K
$150K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-11- 0.5% |
$1.91K - $2.13K
|
2.21K
$296K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-12- 0.11% |
$2.09K - $2.33K
|
10.8K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-12- 0.4% |
$2.09K - $2.33K
|
2.99K
$401K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-12- 0.09% |
$2.09K - $2.33K
|
13.7K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12- 0.53% |
$2.09K - $2.33K
|
2.26K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-13- 0.11% |
$2.26K - $2.52K
|
11.9K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-13- 0.56% |
$2.26K - $2.52K
|
2.32K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-13- 0.14% |
$2.26K - $2.52K
|
8.99K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-14- 0.05% |
$2.43K - $2.72K
|
30.4K
$4.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.02% |
$2.61K - $2.91K
|
87K
$11.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-16- 0.13% |
$2.78K - $3.1K
|
12.5K
$1.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-16- 0.21% |
$2.78K - $3.1K
|
7.56K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-16- 0.39% |
$2.78K - $3.1K
|
4.11K
$550K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-17- 0.27% |
$2.95K - $3.3K
|
6.18K
$827K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-17- 0.98% |
$2.95K - $3.3K
|
1.72K
$230K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-17- 0.14% |
$2.95K - $3.3K
|
12.2K
$1.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-17- 0.6% |
$2.95K - $3.3K
|
2.83K
$380K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17- 0.44% |
$2.95K - $3.3K
|
3.81K
$510K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 0.96% |
$3.13K - $3.49K
|
1.86K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-18- 2.68% |
$3.13K - $3.49K
|
654
$87.6K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-18- 0.14% |
$3.13K - $3.49K
|
13.1K
$1.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 1.17% |
$3.3K - $3.69K
|
1.61K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-19- 0.83% |
$3.3K - $3.69K
|
2.27K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-19- 0.94% |
$3.3K - $3.69K
|
1.99K
$267K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 1.75% |
$3.48K - $3.88K
|
1.13K
$151K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-20- 0.12% |
$3.48K - $3.88K
|
17.3K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20- 0.31% |
$3.48K - $3.88K
|
6.46K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.57% |
$3.48K - $3.88K
|
3.52K
$471K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-21- 1.24% |
$3.65K - $4.07K
|
1.67K
$224K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-22- 0.69% |
$3.82K - $4.27K
|
3.18K
$426K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-23- 0.52% |
$4K - $4.46K
|
4.41K
$591K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-23- 1.77% |
$4K - $4.46K
|
1.28K
$171K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-23- 2.64% |
$4K - $4.46K
|
849
$114K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-23- 0.99% |
$4K - $4.46K
|
2.3K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-23- 1.05% |
$4K - $4.46K
|
2.17K
$291K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-23- 0.04% |
$4K - $4.46K
|
54.6K
$7.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-24- 1.64% |
$4.17K - $4.66K
|
1.44K
$193K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 0.51% |
$4.35K - $4.85K
|
4.89K
$654K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-26- 11.11% |
$4.52K - $5.04K
|
208
$27.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.1% |
$4.52K - $5.04K
|
26.6K
$3.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-27- 1.02% |
$4.69K - $5.24K
|
2.63K
$352K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 5.92% |
$4.69K - $5.24K
|
429
$57.5K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-27- 1.9% |
$4.69K - $5.24K
|
1.39K
$187K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-27- 1.82% |
$4.69K - $5.24K
|
1.45K
$195K
|