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 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
6.33K+ 14.39% |
$1.1M - $1.23M
|
50.3K
$6.73M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.31KNew |
$1.1M - $1.22M
|
6.31K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
6.28K+ 17.48% |
$1.09M - $1.22M
|
42.2K
$5.65M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.25KNew |
$1.09M - $1.21M
|
6.25K
$836K
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.24KNew |
$1.09M - $1.21M
|
6.24K
$836K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.21K+ 1.08% |
$1.08M - $1.2M
|
580K
$77.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.18K+ 0.91% |
$1.07M - $1.2M
|
682K
$91.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6.16K+ 58.09% |
$1.07M - $1.19M
|
16.8K
$2.24M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.1KNew |
$1.06M - $1.18M
|
6.1K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
6.09K+ 16.11% |
$1.06M - $1.18M
|
43.9K
$5.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
6.07K+ 225.71% |
$1.05M - $1.18M
|
8.76K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.03K+ 101.34% |
$1.05M - $1.17M
|
12K
$1.61M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
5.9K+ 6.46% |
$1.03M - $1.15M
|
97.3K
$13M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.87K+ 0.68% |
$1.02M - $1.14M
|
868K
$116M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
5.82K+ 7.02% |
$1.01M - $1.13M
|
88.7K
$11.9M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
5.75K+ 9.14% |
$1M - $1.12M
|
68.7K
$9.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.74K+ 15.17% |
$998K - $1.11M
|
43.6K
$5.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.71K+ 33.48% |
$993K - $1.11M
|
22.8K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.71K+ 45.25% |
$993K - $1.11M
|
18.3K
$2.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.66K+ 23.79% |
$984K - $1.1M
|
29.5K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.6K+ 109.67% |
$974K - $1.09M
|
10.7K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.39K+ 1.53% |
$937K - $1.05M
|
357K
$47.8M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.33KNew |
$927K - $1.03M
|
5.33K
$714K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.22K+ 13.84% |
$907K - $1.01M
|
42.9K
$5.75M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.17K+ 45.44% |
$898K - $1M
|
16.5K
$2.21M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
5.1K+ 9.94% |
$887K - $990K
|
56.4K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.09K+ 3.6% |
$885K - $988K
|
147K
$19.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
5.09K+ 10.48% |
$885K - $987K
|
53.7K
$7.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.07K+ 0.23% |
$882K - $984K
|
2.25M
$302M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.03K+ 24.51% |
$874K - $975K
|
25.5K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5K+ 7.67% |
$869K - $970K
|
70.2K
$9.4M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.98K+ 9.44% |
$866K - $967K
|
57.8K
$7.74M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.91K+ 14.41% |
$854K - $953K
|
39K
$5.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.9K+ 12.37% |
$852K - $951K
|
44.5K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.81K+ 17.13% |
$836K - $933K
|
32.9K
$4.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.79K+ 10.43% |
$833K - $930K
|
50.8K
$6.8M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.79K+ 17.98% |
$833K - $929K
|
31.4K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.74K+ 7.28% |
$824K - $920K
|
69.9K
$9.36M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4.66K+ 3.61% |
$809K - $903K
|
134K
$17.9M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
4.62KNew |
$802K - $895K
|
4.62K
$618K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.51K+ 7.2% |
$784K - $875K
|
67.2K
$9M
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
4.5KNew |
$782K - $873K
|
4.5K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.49KNew |
$781K - $871K
|
4.49K
$601K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.48K+ 9.57% |
$779K - $869K
|
51.3K
$6.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
4.45K+ 11.1% |
$773K - $863K
|
44.5K
$5.96M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.45KNew |
$773K - $862K
|
4.45K
$595K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.44KNew |
$772K - $861K
|
4.44K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.43K+ 6.76% |
$769K - $859K
|
69.9K
$9.36M
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.42K+ 2.7% |
$769K - $858K
|
169K
$22.6M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.41KNew |
$766K - $855K
|
4.41K
$590K
|