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 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-50- 3.12% |
$8.69K - $9.7K
|
1.56K
$208K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 34.97% |
$8.69K - $9.7K
|
93
$12.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-51- 4.08% |
$8.86K - $9.89K
|
1.2K
$161K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-51- 3.35% |
$8.86K - $9.89K
|
1.47K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-51- 2.44% |
$8.86K - $9.89K
|
2.04K
$273K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-52- 45.22% |
$9.04K - $10.1K
|
63
$8.44K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-53- 10.64% |
$9.21K - $10.3K
|
445
$59.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-53- 1.5% |
$9.21K - $10.3K
|
3.48K
$466K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-55- 4.08% |
$9.56K - $10.7K
|
1.29K
$173K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-56- 0.56% |
$9.73K - $10.9K
|
9.98K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-57- 1.02% |
$9.91K - $11.1K
|
5.55K
$743K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-58- 0.5% |
$10.1K - $11.3K
|
11.6K
$1.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-58- 0.47% |
$10.1K - $11.3K
|
12.3K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-59- 2.61% |
$10.3K - $11.4K
|
2.2K
$295K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-60- 1.43% |
$10.4K - $11.6K
|
4.13K
$553K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 22.56% |
$10.4K - $11.6K
|
206
$27.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-61- 1.26% |
$10.6K - $11.8K
|
4.77K
$639K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-64- 0.41% |
$11.1K - $12.4K
|
15.7K
$2.1M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-64- 3.23% |
$11.1K - $12.4K
|
1.92K
$257K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-64- 3.07% |
$11.1K - $12.4K
|
2.02K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-65- 0.66% |
$11.3K - $12.6K
|
9.71K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-65- 1.88% |
$11.3K - $12.6K
|
3.4K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-65- 0.26% |
$11.3K - $12.6K
|
24.9K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-65- 0.93% |
$11.3K - $12.6K
|
6.91K
$925K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-66- 2.12% |
$11.5K - $12.8K
|
3.04K
$408K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-70- 4.02% |
$12.2K - $13.6K
|
1.67K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-70- 1.34% |
$12.2K - $13.6K
|
5.17K
$692K
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-70- 3.97% |
$12.2K - $13.6K
|
1.7K
$227K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-70- 0.29% |
$12.2K - $13.6K
|
23.8K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-70- 2.93% |
$12.2K - $13.6K
|
2.32K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-71- 0.87% |
$12.3K - $13.8K
|
8.08K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-71- 50.0% |
$12.3K - $13.8K
|
71
$9.51K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-72- 0.47% |
$12.5K - $14K
|
15.2K
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-72- 0.17% |
$12.5K - $14K
|
42.9K
$5.75M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-73- 3.67% |
$12.7K - $14.2K
|
1.91K
$256K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-73- 5.96% |
$12.7K - $14.2K
|
1.15K
$154K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-74- 1.11% |
$12.9K - $14.4K
|
6.62K
$887K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-74- 1.39% |
$12.9K - $14.4K
|
5.23K
$701K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-74- 10.44% |
$12.9K - $14.4K
|
635
$85K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-74- 0.67% |
$12.9K - $14.4K
|
11K
$1.47M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-75- 5.69% |
$13K - $14.5K
|
1.24K
$166K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-75- 10.89% |
$13K - $14.5K
|
614
$82.2K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-75- 0.29% |
$13K - $14.5K
|
26.1K
$3.49M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-75- 88.24% |
$13K - $14.5K
|
10
$1.34K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-77- 1.06% |
$13.4K - $14.9K
|
7.16K
$958K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-77- 0.85% |
$13.4K - $14.9K
|
8.94K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 3.64% |
$13.6K - $15.1K
|
2.07K
$277K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-78- 0.11% |
$13.6K - $15.1K
|
69.3K
$9.29M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-78- 1.11% |
$13.6K - $15.1K
|
6.93K
$928K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-79- 3.79% |
$13.7K - $15.3K
|
2.01K
$269K
|