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 |
|---|---|---|---|---|---|---|---|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.19KNew |
$381K - $425K
|
2.19K
$293K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.18K+ 158.13% |
$379K - $423K
|
3.56K
$476K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.16K+ 1.17% |
$375K - $418K
|
187K
$25M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.15KNew |
$374K - $417K
|
2.15K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2.14K+ 6.81% |
$372K - $415K
|
33.5K
$4.49M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.13K+ 46.21% |
$370K - $413K
|
6.74K
$902K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.13KNew |
$370K - $413K
|
2.13K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.11K+ 74.53% |
$367K - $410K
|
4.95K
$663K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.11K+ 50.3% |
$367K - $410K
|
6.31K
$845K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
2.1K+ 8.48% |
$366K - $408K
|
26.9K
$3.6M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.1KNew |
$365K - $408K
|
2.1K
$281K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.1K+ 1.06% |
$365K - $407K
|
200K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.1KNew |
$365K - $407K
|
2.1K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.09K+ 28.36% |
$363K - $406K
|
9.47K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.09KNew |
$363K - $405K
|
2.09K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.08KNew |
$361K - $403K
|
2.08K
$278K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.07KNew |
$361K - $402K
|
2.07K
$278K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.06K+ 10.55% |
$358K - $399K
|
21.6K
$2.89M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.05K+ 6.13% |
$357K - $398K
|
35.5K
$4.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.05K+ 21.84% |
$356K - $397K
|
11.4K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.02K+ 3.39% |
$351K - $392K
|
61.6K
$8.25M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.01K+ 41.05% |
$350K - $390K
|
6.91K
$925K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2KNew |
$348K - $388K
|
2K
$268K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.99KNew |
$347K - $387K
|
1.99K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.99K+ 0.6% |
$346K - $386K
|
332K
$44.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.97K+ 10.03% |
$342K - $381K
|
21.6K
$2.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.95K+ 0.72% |
$339K - $378K
|
274K
$36.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.92KNew |
$334K - $373K
|
1.92K
$258K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92K+ 6.42% |
$334K - $372K
|
31.8K
$4.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
1.91K+ 20.13% |
$332K - $371K
|
11.4K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.91K+ 27.38% |
$332K - $370K
|
8.88K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.9K+ 1.68% |
$330K - $368K
|
115K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.9KNew |
$330K - $368K
|
1.9K
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.9K+ 1.87% |
$330K - $368K
|
103K
$13.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
1.89K+ 0.95% |
$328K - $366K
|
200K
$26.8M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$326K - $364K
|
1.88K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.86KNew |
$324K - $362K
|
1.86K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.85KNew |
$321K - $359K
|
1.85K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 3.63% |
$320K - $358K
|
52.6K
$7.05M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.84K+ 14.53% |
$320K - $357K
|
14.5K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.82K+ 15.7% |
$317K - $354K
|
13.4K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.81KNew |
$315K - $352K
|
1.81K
$243K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 5.73% |
$313K - $349K
|
33.2K
$4.45M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.8K+ 71.35% |
$313K - $349K
|
4.32K
$578K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.79K+ 41.24% |
$312K - $348K
|
6.14K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.79KNew |
$311K - $347K
|
1.79K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.78K+ 61.76% |
$310K - $346K
|
4.67K
$625K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 12.39% |
$310K - $345K
|
16.2K
$2.16M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.78K+ 2.13% |
$309K - $345K
|
85.4K
$11.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.78K+ 0.95% |
$309K - $345K
|
189K
$25.3M
|