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
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-114- 24.0% |
$19.8K - $22.1K
|
361
$48.3K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-115- 0.06% |
$20K - $22.3K
|
178K
$23.8M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-115- 3.01% |
$20K - $22.3K
|
3.71K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-116- 5.99% |
$20.2K - $22.5K
|
1.82K
$244K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-118- 0.44% |
$20.5K - $22.9K
|
26.4K
$3.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-119- 0.64% |
$20.7K - $23.1K
|
18.5K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-120- 8.73% |
$20.9K - $23.3K
|
1.25K
$168K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-123- 5.78% |
$21.4K - $23.9K
|
2K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-123- 2.15% |
$21.4K - $23.9K
|
5.6K
$749K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123- 3.45% |
$21.4K - $23.9K
|
3.45K
$461K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-125- 0.63% |
$21.7K - $24.2K
|
19.6K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-126- 0.39% |
$21.9K - $24.4K
|
32K
$4.29M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-126- 10.01% |
$21.9K - $24.4K
|
1.13K
$152K
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-128- 1.43% |
$22.2K - $24.8K
|
8.8K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-128- 0.92% |
$22.2K - $24.8K
|
13.8K
$1.85M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-128- 1.43% |
$22.2K - $24.8K
|
8.8K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-131- 2.14% |
$22.8K - $25.4K
|
6K
$804K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-133- 3.01% |
$23.1K - $25.8K
|
4.28K
$573K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-133- 7.29% |
$23.1K - $25.8K
|
1.69K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-134- 4.93% |
$23.3K - $26K
|
2.58K
$346K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-135- 1.0% |
$23.5K - $26.2K
|
13.4K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-135- 0.34% |
$23.5K - $26.2K
|
40.1K
$5.37M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-135- 27.0% |
$23.5K - $26.2K
|
365
$48.9K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-135- 0.58% |
$23.5K - $26.2K
|
23K
$3.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-137- 0.07% |
$23.8K - $26.6K
|
199K
$26.7M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-140- 6.11% |
$24.3K - $27.2K
|
2.15K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-141- 80.57% |
$24.5K - $27.4K
|
34
$4.55K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-144- 2.75% |
$25K - $27.9K
|
5.09K
$682K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-146- 0.27% |
$25.4K - $28.3K
|
53K
$7.1M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-146- 12.18% |
$25.4K - $28.3K
|
1.05K
$141K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-147- 4.19% |
$25.6K - $28.5K
|
3.36K
$450K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-149- 0.25% |
$25.9K - $28.9K
|
60.3K
$8.08M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-149- 3.6% |
$25.9K - $28.9K
|
3.99K
$535K
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-150- 2.94% |
$26.1K - $29.1K
|
4.94K
$662K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 0.66% |
$26.1K - $29.1K
|
22.4K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-150- 3.17% |
$26.1K - $29.1K
|
4.59K
$615K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-152- 5.21% |
$26.4K - $29.5K
|
2.76K
$370K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-152- 0.92% |
$26.4K - $29.5K
|
16.4K
$2.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-157- 4.41% |
$27.3K - $30.5K
|
3.4K
$456K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-159- 5.11% |
$27.6K - $30.8K
|
2.95K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-159- 3.3% |
$27.6K - $30.8K
|
4.66K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-159- 0.38% |
$27.6K - $30.8K
|
41.3K
$5.53M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-160- 2.92% |
$27.8K - $31K
|
5.32K
$712K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-160- 13.66% |
$27.8K - $31K
|
1.01K
$135K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-161- 1.24% |
$28K - $31.2K
|
12.9K
$1.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-161- 0.21% |
$28K - $31.2K
|
74.9K
$10M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-162- 3.22% |
$28.2K - $31.4K
|
4.88K
$653K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-165- 0.95% |
$28.7K - $32K
|
17.2K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-165- 0.59% |
$28.7K - $32K
|
27.6K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-167- 7.01% |
$29K - $32.4K
|
2.22K
$297K
|