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 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-214- 5.9% |
$37.2K - $41.5K
|
3.41K
$375K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-220- 4.07% |
$38.2K - $42.7K
|
5.18K
$570K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-221- 1.69% |
$38.4K - $42.9K
|
12.9K
$1.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-222- 1.73% |
$38.6K - $43.1K
|
12.6K
$1.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-224- 0.36% |
$38.9K - $43.5K
|
62.5K
$6.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-225- 4.24% |
$39.1K - $43.6K
|
5.08K
$559K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-225- 16.33% |
$39.1K - $43.6K
|
1.15K
$127K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-225- 12.14% |
$39.1K - $43.6K
|
1.63K
$179K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-228- 0.96% |
$39.6K - $44.2K
|
23.6K
$2.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-228- 2.0% |
$39.6K - $44.2K
|
11.2K
$1.23M
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-228- 1.41% |
$39.6K - $44.2K
|
15.9K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-230- 10.62% |
$40K - $44.6K
|
1.94K
$213K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-231- 2.8% |
$40.2K - $44.8K
|
8.03K
$883K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-233- 14.64% |
$40.5K - $45.2K
|
1.36K
$149K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-238- 5.78% |
$41.4K - $46.2K
|
3.88K
$427K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-241- 1.2% |
$41.9K - $46.8K
|
19.8K
$2.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-243- 6.97% |
$42.2K - $47.1K
|
3.25K
$357K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-245- 2.03% |
$42.6K - $47.5K
|
11.8K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-250- 1.96% |
$43.5K - $48.5K
|
12.5K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-250- 12.39% |
$43.5K - $48.5K
|
1.77K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-250- 1.82% |
$43.5K - $48.5K
|
13.5K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-250- 1.36% |
$43.5K - $48.5K
|
18.1K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-250- 4.51% |
$43.5K - $48.5K
|
5.3K
$583K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-252- 0.99% |
$43.8K - $48.9K
|
25.3K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-252- 4.86% |
$43.8K - $48.9K
|
4.94K
$543K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-254- 12.43% |
$44.2K - $49.3K
|
1.79K
$197K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-255- 0.28% |
$44.3K - $49.5K
|
91.4K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-256- 3.17% |
$44.5K - $49.7K
|
7.81K
$859K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-258- 4.55% |
$44.8K - $50K
|
5.42K
$596K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-258- 0.98% |
$44.8K - $50K
|
26K
$2.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-260- 1.32% |
$45.2K - $50.4K
|
19.4K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-262- 1.25% |
$45.5K - $50.8K
|
20.6K
$2.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-265- 0.85% |
$46.1K - $51.4K
|
30.8K
$3.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-266- 1.67% |
$46.2K - $51.6K
|
15.7K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-270- 20.47% |
$46.9K - $52.4K
|
1.05K
$115K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-273- 2.97% |
$47.5K - $53K
|
8.91K
$980K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-274- 1.64% |
$47.6K - $53.2K
|
16.5K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-274- 1.86% |
$47.6K - $53.2K
|
14.4K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-274- 0.78% |
$47.6K - $53.2K
|
35.1K
$3.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-296- 8.61% |
$51.5K - $57.4K
|
3.14K
$346K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-296- 0.55% |
$51.5K - $57.4K
|
53.1K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-298- 3.35% |
$51.8K - $57.8K
|
8.59K
$944K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-300- 0.81% |
$52.1K - $58.2K
|
36.6K
$4.03M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-317- 16.61% |
$55.1K - $61.5K
|
1.59K
$175K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-320- 3.94% |
$55.6K - $62.1K
|
7.8K
$857K
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-321- 4.29% |
$55.8K - $62.3K
|
7.16K
$788K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-323- 5.25% |
$56.1K - $62.7K
|
5.84K
$642K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-325- 6.17% |
$56.5K - $63K
|
4.94K
$543K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-331- 5.85% |
$57.5K - $64.2K
|
5.32K
$585K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-331- 0.91% |
$57.5K - $64.2K
|
35.9K
$3.95M
|