Purchases and Sales Made in Q2 2023 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
749+ 9.78% |
$125K - $147K
|
8.41K
$1.13M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
749+ 10.73% |
$125K - $147K
|
7.73K
$1.04M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
738New |
$123K - $145K
|
738
$98.8K
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
736+ 8.78% |
$123K - $144K
|
9.12K
$1.22M
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
736+ 0.46% |
$123K - $144K
|
162K
$21.7M
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
728+ 15.65% |
$121K - $143K
|
5.38K
$720K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
713+ 10.8% |
$119K - $140K
|
7.31K
$979K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
712+ 1.99% |
$119K - $140K
|
36.6K
$4.9M
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
710+ 2.9% |
$118K - $139K
|
25.2K
$3.38M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
702+ 0.46% |
$117K - $138K
|
152K
$20.4M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
700+ 64.16% |
$117K - $137K
|
1.79K
$240K
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
698+ 0.79% |
$116K - $137K
|
89.4K
$12M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
697+ 0.28% |
$116K - $137K
|
251K
$33.6M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
684+ 0.6% |
$114K - $134K
|
115K
$15.5M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
682+ 5.69% |
$114K - $134K
|
12.7K
$1.7M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
679+ 2.25% |
$113K - $133K
|
30.8K
$4.13M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
679+ 2.0% |
$113K - $133K
|
34.7K
$4.64M
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
666+ 27.21% |
$111K - $131K
|
3.11K
$417K
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
647+ 3.62% |
$108K - $127K
|
18.5K
$2.48M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
646New |
$108K - $127K
|
646
$86.5K
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
645+ 45.45% |
$107K - $126K
|
2.06K
$276K
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
638+ 8.18% |
$106K - $125K
|
8.43K
$1.13M
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
637+ 5.47% |
$106K - $125K
|
12.3K
$1.64M
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
626+ 0.68% |
$104K - $123K
|
92.2K
$12.3M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
620+ 1.48% |
$103K - $122K
|
42.6K
$5.71M
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
617+ 2.87% |
$103K - $121K
|
22.1K
$2.96M
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
608+ 2.6% |
$101K - $119K
|
24K
$3.21M
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
604+ 12.14% |
$101K - $118K
|
5.58K
$747K
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
602+ 1.59% |
$100K - $118K
|
38.5K
$5.16M
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
602+ 15.93% |
$100K - $118K
|
4.38K
$587K
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
602+ 2.64% |
$100K - $118K
|
23.4K
$3.13M
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
600+ 2.44% |
$100K - $118K
|
25.2K
$3.37M
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
BUY
|
- |
595+ 0.35% |
$99.1K - $117K
|
171K
$22.9M
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
591+ 1.75% |
$98.5K - $116K
|
34.3K
$4.59M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
584+ 6.6% |
$97.3K - $114K
|
9.44K
$1.26M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
578+ 0.89% |
$96.3K - $113K
|
65.6K
$8.78M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
571+ 2.96% |
$95.1K - $112K
|
19.9K
$2.66M
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
569+ 3.26% |
$94.8K - $112K
|
18K
$2.42M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
569+ 0.99% |
$94.8K - $112K
|
58.3K
$7.8M
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
569+ 41.59% |
$94.8K - $112K
|
1.94K
$259K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
564+ 3.15% |
$94K - $111K
|
18.5K
$2.47M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
546+ 5.73% |
$91K - $107K
|
10.1K
$1.35M
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
543+ 0.84% |
$90.5K - $106K
|
65.5K
$8.77M
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
540+ 47.16% |
$90K - $106K
|
1.69K
$226K
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
530+ 3.74% |
$88.3K - $104K
|
14.7K
$1.97M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
527+ 1.0% |
$87.8K - $103K
|
53.3K
$7.13M
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
523+ 5.38% |
$87.1K - $103K
|
10.2K
$1.37M
|
|
Jul 27, 2023
Q2 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
520+ 1.33% |
$86.6K - $102K
|
39.6K
$5.3M
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
513+ 14.42% |
$85.5K - $101K
|
4.07K
$545K
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
510+ 5.95% |
$85K - $100K
|
9.09K
$1.22M
|