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 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.22K- 14.83% |
$212K - $237K
|
7.02K
$940K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.22K- 3.95% |
$213K - $237K
|
29.8K
$3.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.24K- 3.06% |
$215K - $240K
|
39.2K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.25K- 1.02% |
$216K - $242K
|
121K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 13.27% |
$221K - $247K
|
8.31K
$1.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.29K- 8.47% |
$224K - $249K
|
13.9K
$1.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.3K- 14.35% |
$225K - $251K
|
7.73K
$1.04M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.32K- 57.7% |
$229K - $256K
|
967
$130K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.32K- 0.79% |
$230K - $256K
|
165K
$22.2M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.33K- 39.16% |
$231K - $258K
|
2.07K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.34K- 0.42% |
$232K - $259K
|
316K
$42.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.35K- 3.79% |
$234K - $262K
|
34.2K
$4.59M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-1.36K- 4.94% |
$236K - $264K
|
26.2K
$3.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 23.27% |
$237K - $265K
|
4.5K
$603K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 71.06% |
$239K - $267K
|
560
$75K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.39K- 5.51% |
$242K - $270K
|
23.9K
$3.2M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.4K- 3.13% |
$243K - $272K
|
43.3K
$5.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 10.83% |
$246K - $275K
|
11.7K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.42K- 1.92% |
$247K - $275K
|
72.4K
$9.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.43K- 8.54% |
$248K - $277K
|
15.3K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.43K- 9.68% |
$249K - $277K
|
13.3K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.44K- 5.88% |
$250K - $279K
|
23K
$3.08M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.44K- 4.73% |
$250K - $279K
|
29K
$3.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-1.45K- 2.85% |
$251K - $280K
|
49.3K
$6.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.46K- 7.09% |
$254K - $284K
|
19.2K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.47K- 1.18% |
$256K - $286K
|
123K
$16.4M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.48K- 2.71% |
$256K - $286K
|
53K
$7.1M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 3.95% |
$258K - $288K
|
36.2K
$4.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.5K- 26.27% |
$261K - $291K
|
4.21K
$563K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.53K- 1.39% |
$265K - $296K
|
108K
$14.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.62K- 75.37% |
$281K - $313K
|
528
$70.7K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.63K- 11.45% |
$282K - $315K
|
12.6K
$1.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.65K- 3.09% |
$286K - $320K
|
51.6K
$6.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.67K- 34.55% |
$290K - $324K
|
3.16K
$424K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.68K- 29.51% |
$291K - $325K
|
4K
$536K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.71K- 1.91% |
$297K - $331K
|
87.6K
$11.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.71K- 16.18% |
$297K - $331K
|
8.85K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.73K- 0.25% |
$301K - $336K
|
682K
$91.3M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 55.98% |
$302K - $338K
|
1.37K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.8K- 17.46% |
$313K - $349K
|
8.51K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.84K- 1.28% |
$319K - $356K
|
141K
$18.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.9K- 46.71% |
$330K - $368K
|
2.16K
$290K
|
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.91K- 15.86% |
$332K - $370K
|
10.1K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.92K- 33.17% |
$333K - $372K
|
3.86K
$517K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.93K- 1.22% |
$336K - $375K
|
156K
$20.9M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.96K- 3.63% |
$340K - $379K
|
51.9K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.96K- 61.09% |
$340K - $379K
|
1.25K
$167K
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-2K- 0.79% |
$347K - $388K
|
251K
$33.6M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2K- 47.44% |
$348K - $389K
|
2.22K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.03K- 3.12% |
$353K - $393K
|
63.1K
$8.45M
|