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 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
10.4K+ 31.52% |
$1.81M - $2.02M
|
43.4K
$5.81M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.1K+ 5.26% |
$1.76M - $1.96M
|
202K
$27.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
9.72KNew |
$1.69M - $1.89M
|
9.72K
$1.3M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.72K+ 34.65% |
$1.69M - $1.89M
|
37.8K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.68K+ 24.34% |
$1.68M - $1.88M
|
49.4K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.58K+ 2.22% |
$1.67M - $1.86M
|
442K
$59.2M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
9.55K+ 15.18% |
$1.66M - $1.85M
|
72.5K
$9.7M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.49KNew |
$1.65M - $1.84M
|
9.49K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
9.43K+ 2.21% |
$1.64M - $1.83M
|
437K
$58.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.25K+ 15.34% |
$1.61M - $1.79M
|
69.6K
$9.32M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
9.17KNew |
$1.59M - $1.78M
|
9.17K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.96KNew |
$1.56M - $1.74M
|
8.96K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.89K+ 62.31% |
$1.54M - $1.72M
|
23.2K
$3.1M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
8.87KNew |
$1.54M - $1.72M
|
8.87K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.84K+ 19.57% |
$1.54M - $1.72M
|
54K
$7.23M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
8.67K+ 16.37% |
$1.51M - $1.68M
|
61.6K
$8.26M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.5K+ 568.83% |
$1.48M - $1.65M
|
10K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.47K+ 261.95% |
$1.47M - $1.64M
|
11.7K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
8.42KNew |
$1.46M - $1.63M
|
8.42K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.4K+ 185.41% |
$1.46M - $1.63M
|
12.9K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
8.36K+ 1.5% |
$1.45M - $1.62M
|
564K
$75.6M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.29KNew |
$1.44M - $1.61M
|
8.29K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.12K+ 13.27% |
$1.41M - $1.58M
|
69.3K
$9.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.03K+ 8.97% |
$1.4M - $1.56M
|
97.5K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.9K+ 35.97% |
$1.37M - $1.53M
|
29.9K
$4M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
7.78K+ 109.34% |
$1.35M - $1.51M
|
14.9K
$2M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.7K+ 7.06% |
$1.34M - $1.49M
|
117K
$15.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
7.56K+ 6.61% |
$1.31M - $1.47M
|
122K
$16.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
7.54K+ 2.26% |
$1.31M - $1.46M
|
341K
$45.6M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
7.54K+ 2.26% |
$1.31M - $1.46M
|
341K
$45.6M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.47K+ 34.62% |
$1.3M - $1.45M
|
29.1K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.42K+ 5.92% |
$1.29M - $1.44M
|
133K
$17.8M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.37KNew |
$1.28M - $1.43M
|
7.37K
$986K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.27KNew |
$1.26M - $1.41M
|
7.27K
$974K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
7.27K+ 37.0% |
$1.26M - $1.41M
|
26.9K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.08K+ 1.45% |
$1.23M - $1.37M
|
494K
$66.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.05K+ 59.29% |
$1.23M - $1.37M
|
18.9K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.03KNew |
$1.22M - $1.36M
|
7.03K
$941K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.93K+ 12.46% |
$1.2M - $1.34M
|
62.5K
$8.37M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.92K+ 5.5% |
$1.2M - $1.34M
|
133K
$17.8M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
6.88K+ 98228.57% |
$1.2M - $1.33M
|
6.88K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.83K+ 9.81% |
$1.19M - $1.33M
|
76.5K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6.72K+ 3.38% |
$1.17M - $1.3M
|
206K
$27.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.71K+ 32.95% |
$1.17M - $1.3M
|
27.1K
$3.62M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.61KNew |
$1.15M - $1.28M
|
6.61K
$885K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
6.58KNew |
$1.14M - $1.28M
|
6.58K
$882K
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
6.56K+ 0.54% |
$1.14M - $1.27M
|
1.22M
$164M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.54K+ 0.49% |
$1.14M - $1.27M
|
1.34M
$179M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.48K+ 2.39% |
$1.13M - $1.26M
|
278K
$37.3M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.4K+ 21.88% |
$1.11M - $1.24M
|
35.6K
$4.77M
|