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 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.93K+ 255.81% |
$509K - $568K
|
4.07K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.93KNew |
$509K - $568K
|
2.93K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.92K+ 4.36% |
$508K - $567K
|
69.9K
$9.37M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.9K+ 1.14% |
$504K - $562K
|
258K
$34.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.89KNew |
$502K - $561K
|
2.89K
$387K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.86K+ 0.95% |
$497K - $555K
|
304K
$40.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
2.86K+ 3.7% |
$496K - $554K
|
80K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.82K+ 13.43% |
$489K - $546K
|
23.8K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 25.99% |
$485K - $541K
|
13.5K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.76K+ 2.16% |
$480K - $536K
|
130K
$17.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
2.75K+ 1.65% |
$478K - $533K
|
170K
$22.7M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.75K+ 23.91% |
$478K - $533K
|
14.2K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.69K+ 17.13% |
$468K - $522K
|
18.4K
$2.47M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.68K+ 51.4% |
$466K - $520K
|
7.9K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.68K+ 8.01% |
$466K - $520K
|
36.1K
$4.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.64K+ 4.3% |
$459K - $513K
|
64.1K
$8.59M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.63K+ 35.57% |
$456K - $509K
|
10K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.62K+ 1.2% |
$455K - $508K
|
222K
$29.7M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.61K+ 4.18% |
$453K - $505K
|
65K
$8.7M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.59KNew |
$451K - $503K
|
2.59K
$347K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.59K+ 40.75% |
$449K - $501K
|
8.93K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.58KNew |
$448K - $500K
|
2.58K
$345K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.54KNew |
$441K - $492K
|
2.54K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.52K+ 10.87% |
$438K - $489K
|
25.7K
$3.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
2.46K+ 19.69% |
$428K - $477K
|
15K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.45K+ 2.92% |
$426K - $475K
|
86.4K
$11.6M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.42KNew |
$420K - $469K
|
2.42K
$324K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.42K+ 1.24% |
$420K - $469K
|
197K
$26.3M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.41K+ 174.04% |
$418K - $467K
|
3.79K
$508K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.4K+ 7.32% |
$418K - $466K
|
35.2K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 2.35% |
$406K - $453K
|
102K
$13.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.33K+ 35.93% |
$405K - $452K
|
8.82K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
2.32K+ 6.34% |
$403K - $450K
|
38.9K
$5.21M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
2.32K+ 5.91% |
$403K - $450K
|
41.6K
$5.57M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 2.28% |
$402K - $449K
|
104K
$13.9M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
2.31KNew |
$402K - $449K
|
2.31K
$310K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.29K+ 18.89% |
$398K - $444K
|
14.4K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.29K+ 11.23% |
$397K - $443K
|
22.6K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.28K+ 3.74% |
$396K - $442K
|
63.1K
$8.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.27K+ 4.02% |
$394K - $440K
|
58.7K
$7.87M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.25K+ 20.12% |
$392K - $437K
|
13.5K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.25K+ 1.26% |
$391K - $437K
|
181K
$24.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.25K+ 82.31% |
$391K - $436K
|
4.98K
$667K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.25K+ 7.26% |
$390K - $436K
|
33.2K
$4.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.25K+ 4.0% |
$390K - $436K
|
58.4K
$7.82M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.23KNew |
$388K - $433K
|
2.23K
$299K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.23KNew |
$387K - $432K
|
2.23K
$298K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.22K+ 2.87% |
$386K - $431K
|
79.7K
$10.7M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.22K+ 3.01% |
$385K - $430K
|
75.8K
$10.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.2K+ 11.5% |
$383K - $427K
|
21.3K
$2.86M
|