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 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-28- 0.68% |
$4.87K - $5.43K
|
4.1K
$549K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-28- 0.07% |
$4.87K - $5.43K
|
37.9K
$5.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-28- 0.76% |
$4.87K - $5.43K
|
3.67K
$491K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-30- 2.48% |
$5.21K - $5.82K
|
1.18K
$158K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-30- 0.39% |
$5.21K - $5.82K
|
7.59K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 1.82% |
$5.21K - $5.82K
|
1.61K
$216K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-31- 0.57% |
$5.39K - $6.01K
|
5.42K
$726K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-32- 0.9% |
$5.56K - $6.21K
|
3.53K
$472K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33- 0.46% |
$5.74K - $6.4K
|
7.12K
$953K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-34- 1.08% |
$5.91K - $6.6K
|
3.13K
$419K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-35- 1.31% |
$6.08K - $6.79K
|
2.64K
$353K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-35- 0.05% |
$6.08K - $6.79K
|
77K
$10.3M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-35- 1.67% |
$6.08K - $6.79K
|
2.06K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-35- 0.28% |
$6.08K - $6.79K
|
12.4K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-35- 0.03% |
$6.08K - $6.79K
|
115K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-35- 0.26% |
$6.08K - $6.79K
|
13.3K
$1.78M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-35- 23.18% |
$6.08K - $6.79K
|
116
$15.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 2.06% |
$6.26K - $6.98K
|
1.71K
$229K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-38- 1.97% |
$6.61K - $7.37K
|
1.9K
$254K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-38- 0.63% |
$6.61K - $7.37K
|
6.03K
$808K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-38- 1.96% |
$6.61K - $7.37K
|
1.9K
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-39- 1.45% |
$6.78K - $7.57K
|
2.66K
$356K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-39- 0.2% |
$6.78K - $7.57K
|
19.5K
$2.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-40- 0.39% |
$6.95K - $7.76K
|
10.3K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 1.6% |
$6.95K - $7.76K
|
2.46K
$330K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-40- 0.62% |
$6.95K - $7.76K
|
6.38K
$854K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-41- 0.84% |
$7.13K - $7.95K
|
4.86K
$651K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-41- 0.81% |
$7.13K - $7.95K
|
5.05K
$676K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-41- 0.53% |
$7.13K - $7.95K
|
7.68K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-41- 1.42% |
$7.13K - $7.95K
|
2.86K
$382K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-42- 1.87% |
$7.3K - $8.15K
|
2.21K
$296K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-43- 0.24% |
$7.47K - $8.34K
|
17.7K
$2.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.4% |
$7.65K - $8.54K
|
10.9K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-46- 0.95% |
$8K - $8.92K
|
4.81K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-46- 1.85% |
$8K - $8.92K
|
2.44K
$327K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-47- 1.03% |
$8.17K - $9.12K
|
4.52K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-47- 3.39% |
$8.17K - $9.12K
|
1.34K
$180K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-48- 0.97% |
$8.34K - $9.31K
|
4.91K
$657K
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-48- 0.18% |
$8.34K - $9.31K
|
27K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-48- 3.41% |
$8.34K - $9.31K
|
1.36K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-49- 0.75% |
$8.52K - $9.51K
|
6.46K
$865K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 1.11% |
$8.69K - $9.7K
|
4.45K
$596K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-50- 3.33% |
$8.69K - $9.7K
|
1.45K
$194K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-50- 4.08% |
$8.69K - $9.7K
|
1.18K
$157K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 2.19% |
$8.69K - $9.7K
|
2.24K
$300K
|
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 0.36% |
$8.69K - $9.7K
|
14K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 1.39% |
$8.69K - $9.7K
|
3.56K
$477K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 5.13% |
$8.69K - $9.7K
|
924
$124K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.47% |
$8.69K - $9.7K
|
10.5K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-50- 3.13% |
$8.69K - $9.7K
|
1.55K
$207K
|