Purchases and Sales Made in Q2 2023 in United Parcel Service Inc (UPS)

UPS Quotes by TradingView

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 26, 2023 Q2 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
78
+ 1.4%
$13K - $15.3K
5.66K $758K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
78
New
$13K - $15.3K
78 $10.4K
Aug 01, 2023 Q2 2023
Tevis Investment Management

BUY
 -
77
+ 6.84%
$12.8K - $15.1K
1.2K $161K
Apr 02, 2024 Q2 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
76
+ 2.83%
$12.7K - $14.9K
2.76K $370K
Aug 11, 2023 Q2 2023
Taylor Hoffman Wealth Management

Richmond, VA
BUY
 -
75
+ 1.02%
$12.5K - $14.7K
7.46K $999K
Aug 11, 2023 Q2 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
75
+ 0.6%
$12.5K - $14.7K
12.6K $1.68M
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
74
+ 15.45%
$12.3K - $14.5K
553 $74.1K
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
72
+ 0.85%
$12K - $14.1K
8.52K $1.14M
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
72
+ 0.23%
$12K - $14.1K
31.4K $4.2M
Jul 06, 2023 Q2 2023
Deane Retirement Strategies, Inc.

BUY
 -
71
+ 0.66%
$11.8K - $13.9K
10.8K $1.45M
Aug 15, 2023 Q2 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
71
+ 100.0%
$11.8K - $13.9K
142 $19K
Apr 22, 2024 Q2 2023
Deane Retirement Strategies, Inc.

BUY
 -
71
+ 0.66%
$11.8K - $13.9K
10.8K $1.45M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
70
+ 5.57%
$11.7K - $13.7K
1.33K $178K
Jul 31, 2023 Q2 2023
Ridgecrest Wealth Partners, LLC

BUY
 -
70
+ 3.36%
$11.7K - $13.7K
2.15K $288K
Jul 27, 2023 Q2 2023
Fulcrum Capital LLC

BUY
 -
68
+ 5.91%
$11.3K - $13.3K
1.22K $163K
Jul 11, 2023 Q2 2023
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
67
+ 3.22%
$11.2K - $13.1K
2.15K $287K
Aug 11, 2023 Q2 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
67
+ 0.41%
$11.2K - $13.1K
16.5K $2.22M
Jul 20, 2023 Q2 2023
Benedetti & Gucer, Inc.

BUY
 -
66
+ 0.53%
$11K - $12.9K
12.6K $1.68M
Jul 26, 2023 Q2 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
66
+ 4.0%
$11K - $12.9K
1.72K $230K
Jul 27, 2023 Q2 2023
Exeter Financial, LLC

BUY
 -
66
+ 0.44%
$11K - $12.9K
15.1K $2.02M
Aug 01, 2023 Q2 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
66
+ 2.35%
$11K - $12.9K
2.87K $384K
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
66
+ 1.1%
$11K - $12.9K
6.06K $812K
Jul 11, 2023 Q2 2023
Norway Savings Bank

BUY
 -
65
+ 0.63%
$10.8K - $12.7K
10.3K $1.39M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
65
+ 1.5%
$10.8K - $12.7K
4.41K $590K
Aug 14, 2023 Q2 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
65
+ 1.84%
$10.8K - $12.7K
3.59K $481K
Jul 11, 2023 Q2 2023
Btc Capital Management, Inc.

BUY
 -
61
+ 0.46%
$10.2K - $12K
13.5K $1.8M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
61
+ 6.66%
$10.2K - $12K
977 $131K
Aug 07, 2023 Q2 2023
Private Wealth Strategies, L.L.C.

BUY
 -
61
+ 0.87%
$10.2K - $12K
7.08K $948K
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
61
+ 2.23%
$10.2K - $12K
2.79K $374K
Jul 20, 2023 Q2 2023
Gleason Group, Inc.

BUY
 -
60
+ 0.97%
$10K - $11.8K
6.23K $834K
Jul 26, 2023 Q2 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
60
+ 0.5%
$10K - $11.8K
12K $1.61M
Aug 02, 2023 Q2 2023
Ifs Advisors, LLC

BUY
 -
60
+ 1200.0%
$10K - $11.8K
65 $8.7K
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
59
+ 1.43%
$9.83K - $11.6K
4.17K $559K
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
58
+ 6.86%
$9.66K - $11.4K
903 $121K
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

BUY
 -
57
+ 2.7%
$9.5K - $11.2K
2.17K $290K
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
57
+ 1.9%
$9.5K - $11.2K
3.06K $410K
Sep 07, 2023 Q2 2023
Jag Capital Management, LLC

BUY
 -
57
+ 1.0%
$9.5K - $11.2K
5.74K $769K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
56
+ 4.5%
$9.33K - $11K
1.3K $174K
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
56
+ 0.42%
$9.33K - $11K
13.5K $1.81M
Aug 11, 2023 Q2 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
56
+ 2.23%
$9.33K - $11K
2.57K $344K
Aug 14, 2023 Q2 2023
Kingfisher Capital LLC

BUY
 -
56
+ 1.48%
$9.33K - $11K
3.84K $514K
Jul 10, 2023 Q2 2023
Mechanics Bank Trust Department

BUY
 -
55
+ 0.37%
$9.16K - $10.8K
14.8K $1.98M
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
55
+ 0.78%
$9.16K - $10.8K
7.12K $954K
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
55
+ 3.39%
$9.16K - $10.8K
1.68K $225K
Aug 09, 2023 Q2 2023
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
55
+ 2.89%
$9.16K - $10.8K
1.96K $262K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
54
+ 337.5%
$9K - $10.6K
70 $9.37K
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
54
+ 0.24%
$9K - $10.6K
22.3K $2.99M
Jul 27, 2023 Q2 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
53
+ 2.47%
$8.83K - $10.4K
2.2K $294K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
52
+ 2.57%
$8.66K - $10.2K
2.08K $278K

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