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 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-79- 0.08% |
$13.7K - $15.3K
|
105K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-80- 0.27% |
$13.9K - $15.5K
|
29.5K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-80- 0.26% |
$13.9K - $15.5K
|
31.2K
$4.17M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-81- 0.14% |
$14.1K - $15.7K
|
59.5K
$7.97M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-82- 3.26% |
$14.3K - $15.9K
|
2.43K
$326K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-83- 2.61% |
$14.4K - $16.1K
|
3.1K
$415K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-83- 0.8% |
$14.4K - $16.1K
|
10.3K
$1.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-84- 2.26% |
$14.6K - $16.3K
|
3.63K
$486K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-84- 7.26% |
$14.6K - $16.3K
|
1.07K
$144K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-85- 3.53% |
$14.8K - $16.5K
|
2.33K
$311K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-85- 0.61% |
$14.8K - $16.5K
|
13.9K
$1.86M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-88- 4.65% |
$15.3K - $17.1K
|
1.8K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-88- 2.1% |
$15.3K - $17.1K
|
4.1K
$548K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-89- 3.1% |
$15.5K - $17.3K
|
2.79K
$373K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-89- 2.34% |
$15.5K - $17.3K
|
3.71K
$497K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-91- 5.87% |
$15.8K - $17.7K
|
1.46K
$195K
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-93- 0.28% |
$16.2K - $18K
|
33.7K
$4.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-93- 0.25% |
$16.2K - $18K
|
37.2K
$4.98M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-93- 0.71% |
$16.2K - $18K
|
13K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-93- 5.01% |
$16.2K - $18K
|
1.76K
$236K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-94- 5.49% |
$16.3K - $18.2K
|
1.62K
$217K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-94- 4.86% |
$16.3K - $18.2K
|
1.84K
$246K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-95- 1.75% |
$16.5K - $18.4K
|
5.33K
$714K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-96- 2.99% |
$16.7K - $18.6K
|
3.11K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-96- 0.42% |
$16.7K - $18.6K
|
22.5K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-97- 1.59% |
$16.9K - $18.8K
|
5.99K
$802K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-97- 1.63% |
$16.9K - $18.8K
|
5.86K
$785K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-97- 0.14% |
$16.9K - $18.8K
|
70.3K
$9.41M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-98- 1.33% |
$17K - $19K
|
7.28K
$975K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-99- 0.58% |
$17.2K - $19.2K
|
17K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-99- 3.82% |
$17.2K - $19.2K
|
2.49K
$333K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-99- 2.18% |
$17.2K - $19.2K
|
4.44K
$595K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-100- 5.29% |
$17.4K - $19.4K
|
1.79K
$240K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 1.1% |
$17.4K - $19.4K
|
8.97K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-100- 2.45% |
$17.4K - $19.4K
|
3.98K
$532K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.69% |
$17.4K - $19.4K
|
5.82K
$780K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-100- 1.7% |
$17.4K - $19.4K
|
5.79K
$775K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-101- 2.19% |
$17.6K - $19.6K
|
4.5K
$603K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-101- 0.5% |
$17.6K - $19.6K
|
19.9K
$2.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-102- 5.53% |
$17.7K - $19.8K
|
1.74K
$233K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-102- 3.28% |
$17.7K - $19.8K
|
3.01K
$403K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-103- 9.68% |
$17.9K - $20K
|
961
$129K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-104- 3.24% |
$18.1K - $20.2K
|
3.11K
$416K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-109- 7.54% |
$18.9K - $21.1K
|
1.34K
$179K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-109- 0.43% |
$18.9K - $21.1K
|
25.3K
$3.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-110- 5.69% |
$19.1K - $21.3K
|
1.82K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-110- 3.44% |
$19.1K - $21.3K
|
3.09K
$414K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-111- 1.57% |
$19.3K - $21.5K
|
6.95K
$931K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-113- 0.98% |
$19.6K - $21.9K
|
11.4K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-114- 1.83% |
$19.8K - $22.1K
|
6.1K
$817K
|