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 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
27+ 0.11% |
$4.5K - $5.29K
|
23.6K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27New |
$4.5K - $5.29K
|
27
$3.62K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
26+ 0.74% |
$4.33K - $5.1K
|
3.53K
$473K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
26+ 1.02% |
$4.33K - $5.1K
|
2.58K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
26+ 0.39% |
$4.33K - $5.1K
|
6.78K
$908K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
25+ 2.1% |
$4.17K - $4.9K
|
1.21K
$162K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
25+ 0.83% |
$4.17K - $4.9K
|
3.04K
$407K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
25+ 6.31% |
$4.17K - $4.9K
|
421
$56.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
25+ 0.43% |
$4.17K - $4.9K
|
5.89K
$788K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
24+ 0.8% |
$4K - $4.7K
|
3.01K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
BUY
|
- |
24+ 0.73% |
$4K - $4.7K
|
3.3K
$442K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
24+ 1.42% |
$4K - $4.7K
|
1.72K
$230K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
23+ 0.77% |
$3.83K - $4.51K
|
3.02K
$405K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
23+ 0.13% |
$3.83K - $4.51K
|
18.4K
$2.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.51% |
$3.67K - $4.31K
|
4.3K
$576K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
21+ 0.17% |
$3.5K - $4.12K
|
12.7K
$1.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 0.44% |
$3.33K - $3.92K
|
4.52K
$606K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
20+ 62.5% |
$3.33K - $3.92K
|
52
$6.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 133.33% |
$3.33K - $3.92K
|
35
$4.69K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19+ 0.27% |
$3.17K - $3.72K
|
7.05K
$944K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.46% |
$3K - $3.53K
|
1.25K
$167K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 242.86% |
$2.83K - $3.33K
|
24
$3.21K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
17+ 0.6% |
$2.83K - $3.33K
|
2.85K
$382K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
16+ 51.61% |
$2.67K - $3.14K
|
47
$6.29K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
16+ 0.7% |
$2.67K - $3.14K
|
2.29K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
16+ 0.45% |
$2.67K - $3.14K
|
3.58K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 0.68% |
$2.67K - $3.14K
|
2.39K
$319K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
15+ 1.25% |
$2.5K - $2.94K
|
1.22K
$163K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$2.5K - $2.94K
|
15
$2.01K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
15+ 0.06% |
$2.5K - $2.94K
|
26K
$3.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 7.01% |
$2.5K - $2.94K
|
229
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15+ 0.76% |
$2.5K - $2.94K
|
2K
$268K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
15+ 0.46% |
$2.5K - $2.94K
|
3.26K
$436K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
14New |
$2.33K - $2.74K
|
14
$1.87K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
14+ 0.9% |
$2.33K - $2.74K
|
1.57K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
14+ 0.29% |
$2.33K - $2.74K
|
4.92K
$658K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
14+ 0.7% |
$2.33K - $2.74K
|
2.02K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
14+ 0.19% |
$2.33K - $2.74K
|
7.45K
$997K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13+ 0.95% |
$2.17K - $2.55K
|
1.39K
$186K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$2.17K - $2.55K
|
3.59K
$481K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13+ 0.09% |
$2.17K - $2.55K
|
13.8K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
13+ 0.1% |
$2.17K - $2.55K
|
13.2K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13+ 0.43% |
$2.17K - $2.55K
|
3.02K
$404K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12+ 0.37% |
$2K - $2.35K
|
3.28K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
12+ 0.43% |
$2K - $2.35K
|
2.78K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
12+ 0.34% |
$2K - $2.35K
|
3.53K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
12+ 0.46% |
$2K - $2.35K
|
2.59K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11+ 3.01% |
$1.83K - $2.16K
|
376
$50.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10+ 0.01% |
$1.67K - $1.96K
|
77K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
10+ 0.06% |
$1.67K - $1.96K
|
17.7K
$2.37M
|