Purchases and Sales Made in Q1 2023 in United Parcel Service Inc (UPS)

UPS Quotes by TradingView

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 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
1.76K
New
$306K - $341K
1.76K $236K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.76K
+ 1.5%
$305K - $341K
119K $15.9M
May 15, 2023 Q1 2023
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
1.75K
New
$304K - $339K
1.75K $234K
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.75K
+ 7.25%
$304K - $339K
25.9K $3.46M
Apr 19, 2023 Q1 2023
Steigerwald, Gordon & Koch Inc.

BUY
 -
1.74K
+ 2.0%
$303K - $338K
88.7K $11.9M
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
1.72K
+ 12.72%
$300K - $334K
15.3K $2.05M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.68K
+ 52.35%
$292K - $326K
4.89K $655K
Apr 26, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.68K
+ 117.34%
$292K - $326K
3.11K $416K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
1.66K
+ 0.76%
$288K - $322K
219K $29.4M
Apr 10, 2023 Q1 2023
Kesler, Norman & Wride, LLC

BUY
 -
1.66K
+ 4.84%
$288K - $321K
35.9K $4.8M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
1.65K
+ 15.34%
$286K - $320K
12.4K $1.66M
May 12, 2023 Q1 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.65K
+ 4.14%
$286K - $320K
41.4K $5.55M
May 15, 2023 Q1 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
1.63K
New
$283K - $316K
1.63K $218K
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
1.63K
+ 16.75%
$283K - $316K
11.4K $1.52M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.63K
+ 1.61%
$283K - $316K
103K $13.8M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
1.62K
+ 6.38%
$281K - $314K
27K $3.61M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.62K
+ 7.01%
$281K - $314K
24.7K $3.3M
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1.61K
+ 28.95%
$279K - $312K
7.15K $958K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
1.59K
+ 2.59%
$276K - $308K
63.1K $8.45M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.56K
+ 12.53%
$271K - $303K
14K $1.88M
Apr 18, 2023 Q1 2023
Eagle Ridge Investment Management

BUY
 -
1.56K
+ 2.81%
$270K - $302K
56.8K $7.61M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
1.55K
New
$270K - $301K
1.55K $208K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
1.54K
+ 38.12%
$268K - $300K
5.59K $749K
Apr 06, 2023 Q1 2023
Radnor Capital Management, LLC

BUY
 -
1.53K
+ 9.25%
$266K - $297K
18.1K $2.43M
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.53K
+ 2.12%
$266K - $297K
73.8K $9.88M
May 04, 2023 Q1 2023
Canal Capital Management, LLC

BUY
 -
1.53K
+ 5.51%
$265K - $296K
29.2K $3.92M
May 15, 2023 Q1 2023
Delphia (Usa) Inc.

Toronto, A6
BUY
 -
1.51K
New
$262K - $293K
1.51K $202K
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.51K
+ 87.1%
$262K - $292K
3.24K $433K
Feb 22, 2024 Q1 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
1.51K
New
$262K - $292K
1.51K $202K
May 05, 2023 Q1 2023
Renasant Bank

BUY
 -
1.51K
New
$262K - $292K
1.51K $202K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.5K
+ 3.23%
$261K - $292K
48.1K $6.44M
May 12, 2023 Q1 2023
Dodge & Cox

San Francisco, CA
BUY
 -
1.5K
New
$261K - $291K
1.5K $201K
May 10, 2023 Q1 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.49K
+ 30.61%
$260K - $290K
6.37K $853K
May 15, 2023 Q1 2023
Investmark Advisory Group LLC

BUY
 -
1.49K
+ 11.71%
$258K - $288K
14.2K $1.9M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
1.48K
+ 20.09%
$258K - $287K
8.86K $1.19M
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
1.47K
+ 20.3%
$256K - $286K
8.73K $1.17M
Apr 07, 2023 Q1 2023
Sanders Morris Harris LLC

BUY
 -
1.47K
New
$256K - $285K
1.47K $197K
May 04, 2023 Q1 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
1.46K
New
$253K - $282K
1.46K $195K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
1.45K
+ 15.06%
$252K - $282K
11.1K $1.49M
Apr 12, 2023 Q1 2023
Ellsworth Advisors, LLC

BUY
 -
1.45K
+ 7.04%
$252K - $281K
22K $2.95M
May 09, 2023 Q1 2023
Ing Groep Nv

BUY
 -
1.45K
New
$252K - $281K
1.45K $194K
Apr 21, 2023 Q1 2023
Monument Capital Management

BUY
 -
1.44K
+ 7.26%
$251K - $280K
21.3K $2.86M
May 12, 2023 Q1 2023
Norinchukin Bank, The

Tokyo, M0
BUY
 -
1.41K
+ 2.94%
$245K - $274K
49.4K $6.62M
May 05, 2023 Q1 2023
Amica Retiree Medical Trust

BUY
 -
1.4K
+ 35.34%
$244K - $272K
5.37K $718K
Apr 21, 2023 Q1 2023
Fortem Financial Group, LLC

BUY
 -
1.4K
+ 24.31%
$242K - $271K
7.13K $955K
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
1.38K
+ 15.88%
$240K - $268K
10.1K $1.35M
May 12, 2023 Q1 2023
Geller Advisors LLC

New York, NY
BUY
 -
1.37K
New
$238K - $266K
1.37K $184K
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
1.37K
+ 20.66%
$237K - $265K
7.98K $1.07M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.37K
+ 20.66%
$237K - $265K
7.98K $1.07M

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