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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
408+ 1.43% |
$68K - $80K
|
28.9K
$3.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
406+ 10.23% |
$67.6K - $79.6K
|
4.37K
$586K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
406+ 4.09% |
$67.6K - $79.6K
|
10.3K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
404+ 14.82% |
$67.3K - $79.2K
|
3.13K
$419K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
401New |
$66.8K - $78.6K
|
401
$53.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
396+ 10.5% |
$66K - $77.6K
|
4.17K
$558K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
394+ 7.88% |
$65.6K - $77.2K
|
5.4K
$723K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
391+ 2.01% |
$65.1K - $76.6K
|
19.8K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
391+ 0.48% |
$65.1K - $76.6K
|
81.4K
$10.9M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
390+ 37.5% |
$65K - $76.5K
|
1.43K
$192K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
389+ 2.74% |
$64.8K - $76.3K
|
14.6K
$1.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
386+ 0.37% |
$64.3K - $75.7K
|
105K
$14.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
381+ 8.46% |
$63.5K - $74.7K
|
4.89K
$654K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
379+ 1.49% |
$63.1K - $74.3K
|
25.8K
$3.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
376+ 7.69% |
$62.6K - $73.7K
|
5.27K
$705K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
375New |
$62.5K - $73.5K
|
375
$50.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
373+ 0.72% |
$62.1K - $73.1K
|
52.3K
$7M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
373+ 1.09% |
$62.1K - $73.1K
|
34.6K
$4.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
372+ 4.85% |
$62K - $72.9K
|
8.04K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
372+ 9.77% |
$62K - $72.9K
|
4.18K
$560K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
369+ 13.63% |
$61.5K - $72.3K
|
3.08K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
367+ 12.69% |
$61.1K - $71.9K
|
3.26K
$436K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
365New |
$60.8K - $71.6K
|
365
$48.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
361+ 28.83% |
$60.1K - $70.8K
|
1.61K
$216K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
361+ 2.87% |
$60.1K - $70.8K
|
12.9K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
359+ 34.22% |
$59.8K - $70.4K
|
1.41K
$189K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
356+ 7.41% |
$59.3K - $69.8K
|
5.16K
$691K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
356New |
$59.3K - $69.8K
|
356
$47.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
347+ 9.96% |
$57.8K - $68K
|
3.83K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
339+ 5.73% |
$56.5K - $66.5K
|
6.26K
$838K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
335+ 76.14% |
$55.8K - $65.7K
|
775
$104K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
333+ 9.39% |
$55.5K - $65.3K
|
3.88K
$519K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
329+ 8.65% |
$54.8K - $64.5K
|
4.13K
$553K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
319+ 4.38% |
$53.1K - $62.5K
|
7.6K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
312+ 19.61% |
$52K - $61.2K
|
1.9K
$255K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
306+ 24.15% |
$51K - $60K
|
1.57K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
305+ 1.37% |
$50.8K - $59.8K
|
22.5K
$3.01M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
302+ 18.05% |
$50.3K - $59.2K
|
1.98K
$264K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
302New |
$50.3K - $59.2K
|
302
$40.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
301+ 20.69% |
$50.1K - $59K
|
1.76K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
301+ 15.48% |
$50.1K - $59K
|
2.25K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
300+ 5.73% |
$50K - $58.8K
|
5.53K
$741K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
298+ 10.38% |
$49.6K - $58.4K
|
3.17K
$424K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
287+ 0.57% |
$47.8K - $56.3K
|
50.9K
$6.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
285+ 3.01% |
$47.5K - $55.9K
|
9.75K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
285+ 21.61% |
$47.5K - $55.9K
|
1.6K
$215K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
284+ 1.2% |
$47.3K - $55.7K
|
23.9K
$3.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
284+ 2.76% |
$47.3K - $55.7K
|
10.6K
$1.42M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
284+ 11.19% |
$47.3K - $55.7K
|
2.82K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
275+ 0.01% |
$45.8K - $53.9K
|
4.62M
$619M
|