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 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-502- 2.82% |
$87.3K - $97.4K
|
17.3K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-504- 9.45% |
$87.6K - $97.8K
|
4.83K
$647K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-508- 2.79% |
$88.3K - $98.5K
|
17.7K
$2.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-512- 25.82% |
$89K - $99.3K
|
1.47K
$197K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-512- 5.89% |
$89K - $99.3K
|
8.18K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-513- 2.0% |
$89.2K - $99.5K
|
25.1K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-517- 20.08% |
$89.9K - $100K
|
2.06K
$276K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-521- 17.81% |
$90.6K - $101K
|
2.41K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-521- 6.01% |
$90.6K - $101K
|
8.15K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-524- 12.84% |
$91.1K - $102K
|
3.56K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-532- 27.31% |
$92.5K - $103K
|
1.42K
$190K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-538- 8.63% |
$93.5K - $104K
|
5.69K
$762K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-539- 2.79% |
$93.7K - $105K
|
18.8K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-546- 5.54% |
$94.9K - $106K
|
9.31K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-547- 0.36% |
$95.1K - $106K
|
150K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-550- 4.9% |
$95.6K - $107K
|
10.7K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-556- 26.44% |
$96.6K - $108K
|
1.55K
$207K
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-560- 0.71% |
$97.3K - $109K
|
78K
$10.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-562- 3.9% |
$97.7K - $109K
|
13.9K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-572- 4.26% |
$99.4K - $111K
|
12.9K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-577- 29.82% |
$100K - $112K
|
1.36K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-597- 29.26% |
$104K - $116K
|
1.44K
$193K
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-600- 5.0% |
$104K - $116K
|
11.4K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-600- 1.19% |
$104K - $116K
|
49.9K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-606- 0.73% |
$105K - $118K
|
82.8K
$11.1M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-616- 5.02% |
$107K - $119K
|
11.7K
$1.56M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-619- 9.82% |
$108K - $120K
|
5.68K
$761K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-619- 9.82% |
$108K - $120K
|
5.68K
$761K
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-637- 0.86% |
$111K - $124K
|
73.7K
$9.87M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-638- 6.03% |
$111K - $124K
|
9.93K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-642- 0.54% |
$112K - $125K
|
119K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-647- 1.83% |
$112K - $126K
|
34.6K
$4.64M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-650- 5.03% |
$113K - $126K
|
12.3K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-662- 13.76% |
$115K - $128K
|
4.15K
$556K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-663- 37.86% |
$115K - $129K
|
1.09K
$146K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-669- 15.97% |
$116K - $130K
|
3.52K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-674- 3.99% |
$117K - $131K
|
16.2K
$2.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-684- 7.53% |
$119K - $133K
|
8.4K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-689- 6.97% |
$120K - $134K
|
9.19K
$1.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 2.4% |
$122K - $136K
|
28.4K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-721- 0.68% |
$125K - $140K
|
106K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-724- 8.93% |
$126K - $140K
|
7.38K
$989K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-725- 2.33% |
$126K - $141K
|
30.4K
$4.07M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-726- 9.19% |
$126K - $141K
|
7.17K
$961K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-729- 3.11% |
$127K - $141K
|
22.7K
$3.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-743- 9.88% |
$129K - $144K
|
6.78K
$908K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-750- 27.87% |
$130K - $145K
|
1.94K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-750- 85.62% |
$130K - $145K
|
126
$16.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-753- 35.81% |
$131K - $146K
|
1.35K
$181K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-755- 10.39% |
$131K - $146K
|
6.51K
$872K
|