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 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-168- 5.75% |
$29.2K - $32.6K
|
2.76K
$369K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-170- 1.14% |
$29.5K - $33K
|
14.7K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-170- 0.43% |
$29.5K - $33K
|
39.1K
$5.23M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-171- 3.37% |
$29.7K - $33.2K
|
4.9K
$656K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-172- 26.42% |
$29.9K - $33.4K
|
479
$64.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-173- 3.62% |
$30.1K - $33.6K
|
4.6K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-173- 2.71% |
$30.1K - $33.6K
|
6.22K
$832K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-174- 8.07% |
$30.2K - $33.8K
|
1.98K
$266K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-179- 3.49% |
$31.1K - $34.7K
|
4.95K
$663K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-179- 2.48% |
$31.1K - $34.7K
|
7.03K
$942K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-180- 4.55% |
$31.3K - $34.9K
|
3.78K
$506K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-180- 2.34% |
$31.3K - $34.9K
|
7.5K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-180- 6.68% |
$31.3K - $34.9K
|
2.51K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-181- 1.09% |
$31.5K - $35.1K
|
16.5K
$2.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-183- 2.04% |
$31.8K - $35.5K
|
8.8K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-185- 0.46% |
$32.2K - $35.9K
|
40.3K
$5.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-191- 7.06% |
$33.2K - $37.1K
|
2.52K
$337K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-192- 6.06% |
$33.4K - $37.2K
|
2.98K
$398K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-193- 3.67% |
$33.5K - $37.4K
|
5.07K
$678K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-194- 23.01% |
$33.7K - $37.6K
|
649
$86.9K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-194- 2.13% |
$33.7K - $37.6K
|
8.91K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-194- 1.2% |
$33.7K - $37.6K
|
15.9K
$2.13M
|
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-195- 24.44% |
$33.9K - $37.8K
|
603
$80.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-199- 5.52% |
$34.6K - $38.6K
|
3.4K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-199- 16.09% |
$34.6K - $38.6K
|
1.04K
$139K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-200- 3.85% |
$34.8K - $38.8K
|
5K
$670K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 3.4% |
$34.8K - $38.8K
|
5.68K
$760K
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 0.49% |
$34.8K - $38.8K
|
40.6K
$5.43M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-200- 4.19% |
$34.8K - $38.8K
|
4.57K
$612K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-200- 0.22% |
$34.8K - $38.8K
|
91.3K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 2.66% |
$34.8K - $38.8K
|
7.32K
$980K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 8.91% |
$34.8K - $38.8K
|
2.04K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-200- 13.46% |
$34.8K - $38.8K
|
1.29K
$172K
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-200- 4.64% |
$34.8K - $38.8K
|
4.11K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 20.0% |
$34.8K - $38.8K
|
800
$107K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-202- 3.27% |
$35.1K - $39.2K
|
5.97K
$800K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-204- 7.34% |
$35.5K - $39.6K
|
2.58K
$345K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-205- 0.19% |
$35.6K - $39.8K
|
106K
$14.2M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-205- 9.03% |
$35.6K - $39.8K
|
2.07K
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 1.56% |
$35.8K - $40K
|
13K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-208- 2.72% |
$36.2K - $40.3K
|
7.43K
$995K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-211- 6.39% |
$36.7K - $40.9K
|
3.09K
$414K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-214- 5.9% |
$37.2K - $41.5K
|
3.41K
$457K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-220- 4.07% |
$38.2K - $42.7K
|
5.18K
$694K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-221- 1.69% |
$38.4K - $42.9K
|
12.9K
$1.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-222- 1.73% |
$38.6K - $43.1K
|
12.6K
$1.69M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-224- 0.36% |
$38.9K - $43.5K
|
62.5K
$8.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-225- 4.24% |
$39.1K - $43.6K
|
5.08K
$680K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-225- 16.33% |
$39.1K - $43.6K
|
1.15K
$154K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-225- 12.14% |
$39.1K - $43.6K
|
1.63K
$218K
|