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 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-335- 6.22% |
$58.2K - $65K
|
5.05K
$555K
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-335- 8.11% |
$58.2K - $65K
|
3.8K
$417K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-341- 2.64% |
$59.3K - $66.2K
|
12.6K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-342- 3.41% |
$59.4K - $66.3K
|
9.68K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-344- 8.12% |
$59.8K - $66.7K
|
3.89K
$428K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-348- 7.0% |
$60.5K - $67.5K
|
4.62K
$508K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-348- 2.85% |
$60.5K - $67.5K
|
11.9K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-348- 5.14% |
$60.5K - $67.5K
|
6.42K
$706K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-349- 7.98% |
$60.7K - $67.7K
|
4.02K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-349- 6.7% |
$60.7K - $67.7K
|
4.86K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-350- 43.0% |
$60.8K - $67.9K
|
464
$51K
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-350- 8.69% |
$60.8K - $67.9K
|
3.68K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-357- 1.06% |
$62.1K - $69.3K
|
33.2K
$3.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-362- 0.98% |
$62.9K - $70.2K
|
36.7K
$4.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-364- 0.4% |
$63.3K - $70.6K
|
91.5K
$10.1M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-369- 4.96% |
$64.1K - $71.6K
|
7.08K
$778K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-369- 4.96% |
$64.1K - $71.6K
|
7.08K
$778K
|
|
|
Apr 04, 2023
Q1 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-375- 0.22% |
$65.2K - $72.7K
|
170K
$18.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-375- 23.19% |
$65.2K - $72.7K
|
1.24K
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-380- 4.77% |
$66.1K - $73.7K
|
7.58K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-382- 5.82% |
$66.4K - $74.1K
|
6.19K
$680K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-383- 22.57% |
$66.6K - $74.3K
|
1.31K
$145K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-384- 43.59% |
$66.7K - $74.5K
|
497
$54.7K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-386- 13.53% |
$67.1K - $74.9K
|
2.47K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-386- 6.91% |
$67.1K - $74.9K
|
5.2K
$572K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-389- 4.71% |
$67.6K - $75.5K
|
7.87K
$865K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-390- 0.87% |
$67.8K - $75.7K
|
44.5K
$4.89M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-395- 23.06% |
$68.7K - $76.6K
|
1.32K
$145K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-396- 7.14% |
$68.8K - $76.8K
|
5.15K
$566K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-398- 1.92% |
$69.2K - $77.2K
|
20.4K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-399- 2.53% |
$69.4K - $77.4K
|
15.4K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-400- 16.45% |
$69.5K - $77.6K
|
2.03K
$223K
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-407- 4.35% |
$70.7K - $79K
|
8.95K
$984K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-409- 47.17% |
$71.1K - $79.3K
|
458
$50.4K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-419- 1.83% |
$72.8K - $81.3K
|
22.5K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-420- 0.74% |
$73K - $81.5K
|
56.2K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-421- 6.9% |
$73.2K - $81.7K
|
5.68K
$625K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-425- 10.24% |
$73.9K - $82.4K
|
3.73K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-427- 6.08% |
$74.2K - $82.8K
|
6.6K
$726K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-432- 0.97% |
$75.1K - $83.8K
|
44K
$4.84M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-438- 5.17% |
$76.1K - $85K
|
8.03K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 0.31% |
$76.8K - $85.7K
|
142K
$15.6M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-447- 0.38% |
$77.7K - $86.7K
|
118K
$13M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-448- 2.44% |
$77.9K - $86.9K
|
17.9K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-460- 4.58% |
$80K - $89.2K
|
9.58K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-462- 11.24% |
$80.3K - $89.6K
|
3.65K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-470- 18.16% |
$81.7K - $91.2K
|
2.12K
$233K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-471- 5.18% |
$81.9K - $91.4K
|
8.61K
$947K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-480- 1.12% |
$83.4K - $93.1K
|
42.6K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-481- 28.53% |
$83.6K - $93.3K
|
1.21K
$133K
|