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 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
119New |
$19.8K - $23.3K
|
119
$15.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
119+ 0.87% |
$19.8K - $23.3K
|
13.8K
$1.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
116+ 1.94% |
$19.3K - $22.7K
|
6.09K
$815K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
115+ 5.35% |
$19.2K - $22.5K
|
2.27K
$303K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
114+ 4.76% |
$19K - $22.3K
|
2.51K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
110+ 192.98% |
$18.3K - $21.6K
|
167
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
110+ 4.5% |
$18.3K - $21.6K
|
2.55K
$342K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
109+ 5.18% |
$18.2K - $21.4K
|
2.22K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
108+ 216.0% |
$18K - $21.2K
|
158
$21.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
107+ 2.03% |
$17.8K - $21K
|
5.38K
$720K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
106+ 1.31% |
$17.7K - $20.8K
|
8.17K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
106+ 0.16% |
$17.7K - $20.8K
|
65.4K
$8.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
104+ 0.82% |
$17.3K - $20.4K
|
12.8K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
104+ 7.76% |
$17.3K - $20.4K
|
1.45K
$194K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
102+ 8.38% |
$17K - $20K
|
1.32K
$177K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
102+ 1.4% |
$17K - $20K
|
7.37K
$987K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
101+ 4.28% |
$16.8K - $19.8K
|
2.46K
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
100+ 22.22% |
$16.7K - $19.6K
|
550
$73.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 3.22% |
$16.7K - $19.6K
|
3.21K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
100+ 0.09% |
$16.7K - $19.6K
|
108K
$14.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
99+ 1.95% |
$16.5K - $19.4K
|
5.17K
$692K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
99+ 1.36% |
$16.5K - $19.4K
|
7.38K
$988K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
97+ 1.36% |
$16.2K - $19K
|
7.25K
$971K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
97+ 6.32% |
$16.2K - $19K
|
1.63K
$219K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
95+ 0.14% |
$15.8K - $18.6K
|
69.4K
$9.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
95+ 0.2% |
$15.8K - $18.6K
|
48.2K
$6.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
93+ 2.22% |
$15.5K - $18.2K
|
4.28K
$573K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
90+ 0.7% |
$15K - $17.6K
|
13K
$1.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 43.69% |
$15K - $17.6K
|
296
$39.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
90+ 0.11% |
$15K - $17.6K
|
81.3K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
90+ 1.59% |
$15K - $17.6K
|
5.77K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
88New |
$14.7K - $17.3K
|
88
$11.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
87+ 1.08% |
$14.5K - $17.1K
|
8.12K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
86+ 0.38% |
$14.3K - $16.9K
|
22.6K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
85+ 0.75% |
$14.2K - $16.7K
|
11.5K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
85+ 2.97% |
$14.2K - $16.7K
|
2.95K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
85+ 163.46% |
$14.2K - $16.7K
|
137
$18.3K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
85+ 6.11% |
$14.2K - $16.7K
|
1.48K
$198K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
84+ 0.23% |
$14K - $16.5K
|
36K
$4.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
83+ 5.1% |
$13.8K - $16.3K
|
1.71K
$229K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
82+ 2.17% |
$13.7K - $16.1K
|
3.86K
$517K
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
82+ 0.41% |
$13.7K - $16.1K
|
20.1K
$2.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
82+ 11.04% |
$13.7K - $16.1K
|
825
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
82+ 0.81% |
$13.7K - $16.1K
|
10.2K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
81+ 0.47% |
$13.5K - $15.9K
|
17.4K
$2.33M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
81+ 4.18% |
$13.5K - $15.9K
|
2.02K
$270K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
79+ 1.02% |
$13.2K - $15.5K
|
7.81K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
79+ 0.63% |
$13.2K - $15.5K
|
12.5K
$1.68M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
78+ 1.47% |
$13K - $15.3K
|
5.4K
$723K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
78+ 6.49% |
$13K - $15.3K
|
1.28K
$171K
|