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 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.34K+ 7.54% |
$754K - $841K
|
61.8K
$8.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.28K+ 27.27% |
$743K - $830K
|
20K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.25K+ 11478.38% |
$738K - $824K
|
4.28K
$574K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.23K+ 4.31% |
$736K - $821K
|
103K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.22KNew |
$733K - $818K
|
4.22K
$565K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.18K+ 104.84% |
$727K - $811K
|
8.17K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.12KNew |
$716K - $799K
|
4.12K
$552K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.02K+ 221.98% |
$699K - $780K
|
5.83K
$781K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4K+ 10.27% |
$696K - $777K
|
43K
$5.75M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4K+ 34.53% |
$695K - $775K
|
15.6K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.98KNew |
$691K - $772K
|
3.98K
$533K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.96K+ 18.97% |
$689K - $768K
|
24.8K
$3.33M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.88K+ 7.71% |
$674K - $752K
|
54.2K
$7.26M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.88K+ 0.4% |
$674K - $752K
|
977K
$131M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.87K+ 4.47% |
$673K - $752K
|
90.5K
$12.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.87K+ 4.61% |
$672K - $750K
|
87.8K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
3.86K+ 27.97% |
$672K - $750K
|
17.7K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.83K+ 71.94% |
$666K - $744K
|
9.16K
$1.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.77KNew |
$655K - $732K
|
3.77K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.77K+ 3.01% |
$655K - $731K
|
129K
$17.2M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3.76K+ 2.17% |
$654K - $729K
|
177K
$23.8M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.73K+ 4.58% |
$648K - $724K
|
85.3K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.71KNew |
$645K - $720K
|
3.71K
$497K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
3.71K+ 78.69% |
$645K - $720K
|
8.43K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.68K+ 297.26% |
$640K - $714K
|
4.92K
$659K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.61K+ 26.67% |
$627K - $700K
|
17.1K
$2.29M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.55K+ 96.6% |
$617K - $688K
|
7.22K
$967K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.53K+ 0.2% |
$613K - $685K
|
1.73M
$231M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.49K+ 40.16% |
$607K - $677K
|
12.2K
$1.63M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.48K+ 4.23% |
$606K - $676K
|
85.9K
$11.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.45K+ 5.82% |
$599K - $668K
|
62.7K
$8.39M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.44K+ 1.94% |
$598K - $667K
|
181K
$24.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.43KNew |
$597K - $666K
|
3.43K
$460K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.39K+ 62.62% |
$588K - $657K
|
8.79K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.38K+ 11.71% |
$587K - $655K
|
32.2K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.32K+ 8.23% |
$577K - $644K
|
43.6K
$5.84M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 162.1% |
$574K - $641K
|
5.34K
$715K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.26KNew |
$567K - $632K
|
3.26K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.25K+ 27.38% |
$564K - $629K
|
15.1K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.23K+ 12.3% |
$562K - $627K
|
29.5K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.21K+ 31.28% |
$557K - $622K
|
13.5K
$1.8M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.17KNew |
$552K - $616K
|
3.17K
$425K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
3.14K+ 25.22% |
$546K - $609K
|
15.6K
$2.09M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.11K+ 9.27% |
$541K - $603K
|
36.7K
$4.91M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 19.34% |
$537K - $599K
|
19.1K
$2.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.07K+ 13.03% |
$534K - $596K
|
26.6K
$3.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.06K+ 15.03% |
$531K - $593K
|
23.4K
$3.13M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.04K+ 5.16% |
$529K - $590K
|
62.1K
$8.31M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.04K+ 82.05% |
$528K - $589K
|
6.74K
$902K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.99KNew |
$520K - $580K
|
2.99K
$401K
|