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 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-757- 15.3% |
$132K - $147K
|
4.19K
$561K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-762- 8.71% |
$132K - $148K
|
7.99K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-772- 0.84% |
$134K - $150K
|
91K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-778- 1.81% |
$135K - $151K
|
42.2K
$5.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-781- 1.0% |
$136K - $152K
|
77.2K
$10.3M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-781- 0.95% |
$136K - $152K
|
81.6K
$10.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-793- 4.09% |
$138K - $154K
|
18.6K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-820- 11.06% |
$143K - $159K
|
6.6K
$883K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-823- 0.47% |
$143K - $160K
|
174K
$23.3M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-832- 1.2% |
$145K - $161K
|
68.4K
$9.17M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-842- 7.83% |
$146K - $163K
|
9.92K
$1.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-844- 1.39% |
$147K - $164K
|
59.7K
$8M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-851- 1.95% |
$148K - $165K
|
42.8K
$5.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-853- 9.15% |
$148K - $165K
|
8.47K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-853- 2.32% |
$148K - $165K
|
35.9K
$4.81M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-859- 9.35% |
$149K - $167K
|
8.33K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-884- 41.82% |
$154K - $171K
|
1.23K
$165K
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-892- 1.44% |
$155K - $173K
|
61.2K
$8.2M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-906- 91.42% |
$157K - $176K
|
85
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Oakview Capital Management, L.P.
Dallas, TX |
SELL
|
- |
-943- 0.92% |
$164K - $183K
|
101K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-944- 6.56% |
$164K - $183K
|
13.4K
$1.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-966- 2.47% |
$168K - $187K
|
38.1K
$5.11M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-996- 3.51% |
$173K - $193K
|
27.4K
$3.67M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-1K- 1.25% |
$174K - $194K
|
79K
$10.6M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.01K- 1.78% |
$175K - $195K
|
55.7K
$7.45M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.01K- 0.3% |
$175K - $196K
|
338K
$45.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.01K- 35.72% |
$176K - $196K
|
1.82K
$244K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.01K- 1.7% |
$176K - $197K
|
58.7K
$7.86M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.02K- 0.28% |
$177K - $197K
|
368K
$49.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.03K- 26.7% |
$178K - $199K
|
2.82K
$377K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.03K- 7.95% |
$179K - $199K
|
11.9K
$1.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.03K- 2.01% |
$179K - $200K
|
50.3K
$6.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.05K- 1.14% |
$183K - $204K
|
91.8K
$12.3M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 1.14% |
$183K - $204K
|
91.8K
$12.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 20.56% |
$188K - $210K
|
4.19K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.09K- 2.76% |
$189K - $211K
|
38.4K
$5.15M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-1.09K- 38.66% |
$190K - $212K
|
1.73K
$232K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.09K- 15.65% |
$190K - $212K
|
5.89K
$789K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 8.92% |
$191K - $213K
|
11.2K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.1K- 3.16% |
$191K - $213K
|
33.8K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.1K- 2.77% |
$192K - $214K
|
38.6K
$5.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.11K- 13.04% |
$193K - $216K
|
7.41K
$993K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.14K- 1.54% |
$198K - $221K
|
72.7K
$9.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.15K- 19.93% |
$200K - $223K
|
4.61K
$618K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.15K- 10.53% |
$200K - $223K
|
9.78K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.18K- 1.43% |
$205K - $229K
|
81.2K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.19K- 1.01% |
$206K - $230K
|
116K
$15.6M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-1.2K- 7.38% |
$209K - $233K
|
15.1K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.2K- 37.35% |
$209K - $233K
|
2.02K
$270K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.21K- 8.7% |
$209K - $234K
|
12.7K
$1.69M
|