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 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
52+ 0.38% |
$8.66K - $10.2K
|
13.7K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 4.08% |
$8.33K - $9.8K
|
1.28K
$171K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
50+ 23.15% |
$8.33K - $9.8K
|
266
$35.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
50+ 2.68% |
$8.33K - $9.8K
|
1.91K
$256K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 1000.0% |
$8.33K - $9.8K
|
55
$7.37K
|
|
|
Nov 13, 2023
Q2 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 0.53% |
$8.33K - $9.8K
|
9.46K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 17.56% |
$8.16K - $9.61K
|
328
$43.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
49+ 0.47% |
$8.16K - $9.61K
|
10.6K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
49+ 0.19% |
$8.16K - $9.61K
|
26K
$3.48M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
48+ 0.51% |
$8K - $9.41K
|
9.55K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
47+ 0.26% |
$7.83K - $9.21K
|
18.2K
$2.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
47+ 2.45% |
$7.83K - $9.21K
|
1.97K
$263K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
46New |
$7.66K - $9.02K
|
46
$6.16K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
45+ 3.55% |
$7.5K - $8.82K
|
1.31K
$176K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
45+ 2.26% |
$7.5K - $8.82K
|
2.04K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
45+ 0.4% |
$7.5K - $8.82K
|
11.3K
$1.51M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
44+ 0.67% |
$7.33K - $8.63K
|
6.61K
$885K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
44+ 7.86% |
$7.33K - $8.63K
|
604
$80.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
43+ 0.95% |
$7.16K - $8.43K
|
4.55K
$609K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
43+ 1.64% |
$7.16K - $8.43K
|
2.66K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
43+ 1.26% |
$7.16K - $8.43K
|
3.47K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
43+ 0.53% |
$7.16K - $8.43K
|
8.2K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
42+ 1.23% |
$7K - $8.23K
|
3.45K
$463K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
41+ 3.69% |
$6.83K - $8.04K
|
1.15K
$154K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
40+ 0.65% |
$6.66K - $7.84K
|
6.23K
$834K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
40+ 0.28% |
$6.66K - $7.84K
|
14.3K
$1.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
39+ 0.46% |
$6.5K - $7.65K
|
8.44K
$1.13M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 3.5% |
$6.33K - $7.45K
|
1.13K
$151K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38+ 37.62% |
$6.33K - $7.45K
|
139
$18.6K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
36+ 1.46% |
$6K - $7.06K
|
2.5K
$335K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
36+ 0.15% |
$6K - $7.06K
|
23.8K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35+ 2.43% |
$5.83K - $6.86K
|
1.47K
$197K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
34+ 5.1% |
$5.66K - $6.67K
|
701
$93.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
34+ 1.9% |
$5.66K - $6.67K
|
1.83K
$244K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
34+ 3.56% |
$5.66K - $6.67K
|
988
$132K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33+ 2.64% |
$5.5K - $6.47K
|
1.28K
$172K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
33+ 0.45% |
$5.5K - $6.47K
|
7.43K
$994K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
32+ 0.81% |
$5.33K - $6.27K
|
4.01K
$537K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
32+ 2.59% |
$5.33K - $6.27K
|
1.27K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 0.9% |
$5.16K - $6.08K
|
3.48K
$466K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
30+ 2.31% |
$5K - $5.88K
|
1.33K
$178K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
30+ 0.96% |
$5K - $5.88K
|
3.16K
$423K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
30+ 0.58% |
$5K - $5.88K
|
5.22K
$699K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
30+ 1.93% |
$5K - $5.88K
|
1.58K
$212K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
29+ 0.44% |
$4.83K - $5.68K
|
6.67K
$894K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
29+ 1.67% |
$4.83K - $5.68K
|
1.77K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
29+ 0.23% |
$4.83K - $5.68K
|
12.5K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28+ 0.94% |
$4.67K - $5.49K
|
3.02K
$405K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
28+ 2.17% |
$4.67K - $5.49K
|
1.32K
$177K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
27+ 0.36% |
$4.5K - $5.29K
|
7.49K
$1M
|