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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.65K- 58.6% |
$635K - $709K
|
2.58K
$346K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.78K- 34.85% |
$657K - $734K
|
7.07K
$947K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-3.88K- 0.73% |
$675K - $753K
|
528K
$70.7M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.93K- 24.76% |
$683K - $762K
|
11.9K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.99K- 0.88% |
$694K - $774K
|
452K
$60.5M
|
|
|
May 02, 2023
Q1 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-4K- 8.0% |
$695K - $776K
|
46K
$6.16M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-4.02K- 36.62% |
$699K - $780K
|
6.96K
$932K
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-4.06K- 20.84% |
$706K - $788K
|
15.4K
$2.07M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.08K- 3.51% |
$709K - $792K
|
112K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4.2K- 6.54% |
$730K - $815K
|
60.1K
$8.04M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-4.22K- 56.09% |
$733K - $818K
|
3.3K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4.25K- 1.89% |
$739K - $825K
|
221K
$29.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.3K- 11.15% |
$747K - $834K
|
34.2K
$4.58M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.38K- 2.12% |
$762K - $850K
|
202K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-4.63K- 15.76% |
$805K - $899K
|
24.8K
$3.32M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.66K- 0.63% |
$809K - $903K
|
731K
$97.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-4.66K- 5.41% |
$811K - $905K
|
81.5K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-4.71K- 62.16% |
$819K - $914K
|
2.87K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.72K- 0.06% |
$821K - $916K
|
7.57M
$1.01B
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.74K- 13.8% |
$823K - $919K
|
29.6K
$3.96M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-4.85K- 4.11% |
$843K - $940K
|
113K
$15.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.94K- 11.57% |
$858K - $958K
|
37.8K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-4.99K- 28.29% |
$867K - $967K
|
12.6K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5K- 10.28% |
$869K - $970K
|
43.6K
$5.84M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.15K- 10.31% |
$896K - $1M
|
44.8K
$6.01M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.33K- 5.52% |
$926K - $1.03M
|
91.3K
$12.2M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-5.33K- 54.4% |
$927K - $1.03M
|
4.47K
$598K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.52K- 33.12% |
$959K - $1.07M
|
11.1K
$1.49M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.53K- 82.96% |
$961K - $1.07M
|
1.14K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.58K- 48.72% |
$970K - $1.08M
|
5.87K
$787K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.64K- 99.21% |
$981K - $1.09M
|
45
$6.03K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-5.74K- 1.56% |
$998K - $1.11M
|
363K
$48.6M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.81K- 6.55% |
$1.01M - $1.13M
|
82.9K
$11.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.99K- 31.28% |
$1.04M - $1.16M
|
13.2K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.07K- 4.44% |
$1.05M - $1.18M
|
131K
$17.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-6.23K- 22.87% |
$1.08M - $1.21M
|
21K
$2.81M
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-6.37K- 1.67% |
$1.11M - $1.23M
|
374K
$50.1M
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-6.45K- 21.41% |
$1.12M - $1.25M
|
23.7K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.5K- 2.98% |
$1.13M - $1.26M
|
211K
$28.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.58K- 14.71% |
$1.14M - $1.28M
|
38.1K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.65K- 3.86% |
$1.16M - $1.29M
|
166K
$22.2M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-6.86K- 99.9% |
$1.19M - $1.33M
|
7
$937
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7.15K- 11.89% |
$1.24M - $1.39M
|
53K
$7.1M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.21K- 11.05% |
$1.25M - $1.4M
|
58K
$7.77M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.31K- 22.14% |
$1.27M - $1.42M
|
25.7K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.75K- 4.55% |
$1.35M - $1.5M
|
163K
$21.8M
|
|
|
May 11, 2023
Q1 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-7.78K- 3.33% |
$1.35M - $1.51M
|
225K
$30.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-8.14K- 1.52% |
$1.41M - $1.58M
|
528K
$70.6M
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-8.26K- 8.47% |
$1.44M - $1.6M
|
89.3K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.48K- 46.26% |
$1.47M - $1.64M
|
9.85K
$1.32M
|