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 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.65% |
$1.67K - $1.96K
|
1.56K
$208K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
10+ 0.71% |
$1.67K - $1.96K
|
1.41K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
10+ 6.06% |
$1.67K - $1.96K
|
175
$23.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.03% |
$1.67K - $1.96K
|
30.5K
$4.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
9+ 0.07% |
$1.5K - $1.76K
|
12.3K
$1.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
9+ 0.48% |
$1.5K - $1.76K
|
1.89K
$253K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9New |
$1.5K - $1.76K
|
9
$1.21K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.16% |
$1.33K - $1.57K
|
5.13K
$687K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.68% |
$1.33K - $1.57K
|
1.18K
$158K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
8+ 0.09% |
$1.33K - $1.57K
|
8.59K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
8+ 0.26% |
$1.33K - $1.57K
|
3.05K
$409K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7+ 0.56% |
$1.17K - $1.37K
|
1.26K
$169K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7+ 0.95% |
$1.17K - $1.37K
|
740
$99.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.27% |
$1.17K - $1.37K
|
2.6K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$1.17K - $1.37K
|
10.6K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
7+ 0.01% |
$1.17K - $1.37K
|
65K
$8.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.25% |
$1K - $1.18K
|
2.44K
$326K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
6+ 0.02% |
$1K - $1.18K
|
37.9K
$5.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6+ 0.21% |
$1K - $1.18K
|
2.86K
$383K
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
5+ 0.33% |
$833 - $980
|
1.54K
$206K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.62% |
$833 - $980
|
812
$109K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.08% |
$833 - $980
|
6.42K
$860K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5+ 0.07% |
$833 - $980
|
7.41K
$992K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.27% |
$833 - $980
|
1.88K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
5+ 0.1% |
$833 - $980
|
4.9K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.25% |
$833 - $980
|
2.03K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 1.08% |
$833 - $980
|
469
$62.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 1.03% |
$833 - $980
|
491
$65.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.35% |
$666 - $784
|
1.13K
$152K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
4+ 4.49% |
$666 - $784
|
93
$12.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.19% |
$666 - $784
|
2.14K
$286K
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4+ 0.66% |
$666 - $784
|
607
$81.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$666 - $784
|
29.5K
$3.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$666 - $784
|
1.9K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$666 - $784
|
17.5K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.27% |
$666 - $784
|
1.48K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
4+ 0.05% |
$666 - $784
|
8.8K
$1.18M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 1.21% |
$500 - $588
|
250
$33.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.03% |
$500 - $588
|
8.97K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$500 - $588
|
2.61K
$350K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$500 - $588
|
3.56K
$477K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.07% |
$500 - $588
|
4.53K
$606K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.12% |
$500 - $588
|
2.47K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.43% |
$500 - $588
|
702
$94K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.46% |
$500 - $588
|
657
$88K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.22% |
$500 - $588
|
1.4K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.05% |
$500 - $588
|
290
$38.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.12% |
$500 - $588
|
2.49K
$333K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.06% |
$333 - $392
|
3.48K
$466K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$333 - $392
|
2.88K
$386K
|