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 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
275+ 2.53% |
$45.8K - $53.9K
|
11.1K
$1.49M
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
273+ 1.16% |
$45.5K - $53.5K
|
23.9K
$3.19M
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
269+ 1.43% |
$44.8K - $52.7K
|
19.1K
$2.56M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
267+ 5.01% |
$44.5K - $52.3K
|
5.6K
$749K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
259+ 3.6% |
$43.2K - $50.8K
|
7.45K
$998K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
259+ 2.55% |
$43.2K - $50.8K
|
10.4K
$1.39M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
257+ 11.88% |
$42.8K - $50.4K
|
2.42K
$324K
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
254+ 2.41% |
$42.3K - $49.8K
|
10.8K
$1.45M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
253+ 1.62% |
$42.2K - $49.6K
|
15.9K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
252+ 3.08% |
$42K - $49.4K
|
8.43K
$1.13M
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
250+ 0.92% |
$41.7K - $49K
|
27.3K
$3.66M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
250+ 892.86% |
$41.7K - $49K
|
278
$37.2K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
250+ 11.42% |
$41.7K - $49K
|
2.44K
$327K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
247+ 23.37% |
$41.2K - $48.4K
|
1.3K
$175K
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
246+ 3.63% |
$41K - $48.2K
|
7.03K
$941K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
244+ 1.08% |
$40.7K - $47.8K
|
22.9K
$3.06M
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
241+ 5.04% |
$40.2K - $47.2K
|
5.03K
$673K
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
240+ 0.58% |
$40K - $47K
|
41.8K
$5.6M
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
237+ 4.46% |
$39.5K - $46.5K
|
5.55K
$743K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
236+ 5.17% |
$39.3K - $46.3K
|
4.8K
$643K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
236+ 0.63% |
$39.3K - $46.3K
|
37.4K
$5.01M
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
235+ 0.59% |
$39.2K - $46.1K
|
40K
$5.35M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
235New |
$39.2K - $46.1K
|
235
$31.5K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
234+ 5.04% |
$39K - $45.9K
|
4.88K
$653K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
234+ 0.5% |
$39K - $45.9K
|
47.1K
$6.31M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
230+ 19.09% |
$38.3K - $45.1K
|
1.44K
$192K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
223New |
$37.2K - $43.7K
|
223
$29.9K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
220+ 17.24% |
$36.7K - $43.1K
|
1.5K
$200K
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
220+ 1.78% |
$36.7K - $43.1K
|
12.6K
$1.69M
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 56.07% |
$36.2K - $42.5K
|
604
$80.9K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
216+ 1.61% |
$36K - $42.3K
|
13.6K
$1.82M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
215+ 0.61% |
$35.8K - $42.1K
|
35.5K
$4.75M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
215+ 31.39% |
$35.8K - $42.1K
|
900
$121K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
214+ 7.2% |
$35.7K - $42K
|
3.19K
$427K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
212New |
$35.3K - $41.6K
|
212
$28.4K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
209+ 4.14% |
$34.8K - $41K
|
5.26K
$704K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
209+ 40.98% |
$34.8K - $41K
|
719
$96.3K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
206+ 7.24% |
$34.3K - $40.4K
|
3.05K
$409K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
204+ 1.22% |
$34K - $40K
|
17K
$2.27M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
203+ 0.94% |
$33.8K - $39.8K
|
21.7K
$2.91M
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
200+ 0.62% |
$33.3K - $39.2K
|
32.4K
$4.34M
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
200+ 2.56% |
$33.3K - $39.2K
|
8K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 2.99% |
$33.3K - $39.2K
|
6.9K
$924K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
199+ 2.03% |
$33.2K - $39K
|
10K
$1.34M
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
198+ 10.73% |
$33K - $38.8K
|
2.04K
$274K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
195+ 1.05% |
$32.5K - $38.2K
|
18.7K
$2.51M
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
193+ 3.39% |
$32.2K - $37.8K
|
5.89K
$788K
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
192+ 4.22% |
$32K - $37.6K
|
4.74K
$634K
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
190+ 2.64% |
$31.7K - $37.2K
|
7.39K
$989K
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
189+ 7.78% |
$31.5K - $37K
|
2.62K
$351K
|