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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
509+ 26.95% |
$84.8K - $99.8K
|
2.4K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
507+ 18.0% |
$84.5K - $99.4K
|
3.32K
$445K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
506New |
$84.3K - $99.2K
|
506
$67.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
504+ 3.3% |
$84K - $98.8K
|
15.8K
$2.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
502+ 7.96% |
$83.6K - $98.4K
|
6.81K
$912K
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
502+ 24.39% |
$83.6K - $98.4K
|
2.56K
$343K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
501+ 3.82% |
$83.5K - $98.2K
|
13.6K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
501+ 5.45% |
$83.5K - $98.2K
|
9.69K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
496+ 0.89% |
$82.6K - $97.2K
|
56.3K
$7.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
496+ 0.99% |
$82.6K - $97.2K
|
50.8K
$6.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
494+ 6.89% |
$82.3K - $96.8K
|
7.67K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
491+ 0.03% |
$81.8K - $96.3K
|
1.5M
$200M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
484+ 0.26% |
$80.6K - $94.9K
|
189K
$25.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
481+ 7.57% |
$80.1K - $94.3K
|
6.83K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
481+ 18.7% |
$80.1K - $94.3K
|
3.05K
$409K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
477+ 1.5% |
$79.5K - $93.5K
|
32.2K
$4.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
476+ 0.7% |
$79.3K - $93.3K
|
68.9K
$9.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
470+ 10.67% |
$78.3K - $92.1K
|
4.88K
$653K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
469+ 1.36% |
$78.1K - $91.9K
|
34.9K
$4.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
469+ 5.37% |
$78.1K - $91.9K
|
9.2K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
464+ 6.78% |
$77.3K - $91K
|
7.3K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
455+ 4.89% |
$75.8K - $89.2K
|
9.76K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
454+ 25.94% |
$75.6K - $89K
|
2.2K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
452+ 3.07% |
$75.3K - $88.6K
|
15.2K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
450+ 0.37% |
$75K - $88.2K
|
123K
$16.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
448+ 9.28% |
$74.6K - $87.8K
|
5.28K
$707K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
446+ 10.27% |
$74.3K - $87.4K
|
4.79K
$641K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
445+ 10.09% |
$74.1K - $87.2K
|
4.86K
$650K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
444+ 0.4% |
$74K - $87K
|
113K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
444+ 25.44% |
$74K - $87K
|
2.19K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
442+ 40.96% |
$73.6K - $86.6K
|
1.52K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
440+ 2.5% |
$73.3K - $86.3K
|
18K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
439+ 1.99% |
$73.1K - $86.1K
|
22.4K
$3.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
434+ 3.91% |
$72.3K - $85.1K
|
11.5K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
433+ 2.87% |
$72.1K - $84.9K
|
15.5K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
429+ 17.6% |
$71.5K - $84.1K
|
2.87K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
425+ 15.55% |
$70.8K - $83.3K
|
3.16K
$423K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
424+ 1.4% |
$70.6K - $83.1K
|
30.8K
$4.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
424+ 6.99% |
$70.6K - $83.1K
|
6.49K
$870K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
423+ 2.05% |
$70.5K - $82.9K
|
21.1K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
423+ 0.52% |
$70.5K - $82.9K
|
81.4K
$10.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
422+ 3.14% |
$70.3K - $82.7K
|
13.9K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
420+ 6.98% |
$70K - $82.3K
|
6.44K
$862K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
417+ 17.3% |
$69.5K - $81.7K
|
2.83K
$379K
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
417+ 7.45% |
$69.5K - $81.7K
|
6.01K
$805K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
415+ 18.64% |
$69.1K - $81.4K
|
2.64K
$354K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
413+ 1.4% |
$68.8K - $81K
|
30K
$4.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
412+ 0.97% |
$68.6K - $80.8K
|
42.9K
$5.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
411+ 0.32% |
$68.5K - $80.6K
|
128K
$17.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
410+ 1.01% |
$68.3K - $80.4K
|
41K
$5.49M
|