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 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2+ 0.1% |
$333 - $392
|
1.95K
$260K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.33% |
$333 - $392
|
601
$80.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.04% |
$333 - $392
|
4.62K
$619K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.02% |
$333 - $392
|
9.8K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2+ 0.02% |
$333 - $392
|
8.8K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
2+ 0.08% |
$333 - $392
|
2.58K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.09% |
$333 - $392
|
2.35K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
2+ 0.06% |
$333 - $392
|
3.59K
$481K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
2+ 0.11% |
$333 - $392
|
1.81K
$242K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2+ 0.02% |
$333 - $392
|
8.8K
$1.18M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.4% |
$333 - $392
|
145
$19.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.61% |
$167 - $196
|
165
$22.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1+ 0.03% |
$167 - $196
|
3.25K
$435K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.56% |
$167 - $196
|
65
$8.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1+ 0.04% |
$167 - $196
|
2.7K
$361K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1+ 0.08% |
$167 - $196
|
1.18K
$158K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.53% |
$167 - $196
|
188
$25.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $196
|
6.03K
$808K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.01% |
$167 - $196
|
12.3K
$1.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$167 - $196
|
3.4K
$456K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $196
|
5.19K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$167 - $196
|
4.45K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.05% |
$167 - $196
|
2.01K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.53% |
$167 - $196
|
189
$25.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$167 - $196
|
8.99K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.02% |
$167 - $196
|
4.29K
$574K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1+ 0.01% |
$167 - $196
|
15.9K
$2.13M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.05% |
$167 - $196
|
1.96K
$263K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.08% |
$167 - $196
|
1.33K
$179K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1- 0.15% |
$167 - $196
|
648
$86.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1- 0.01% |
$167 - $196
|
17.7K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-1- 0.09% |
$167 - $196
|
1.14K
$152K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1- 0.01% |
$167 - $196
|
15.7K
$2.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1- 0.04% |
$167 - $196
|
2.56K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.04% |
$167 - $196
|
2.84K
$380K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.04% |
$167 - $196
|
2.84K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2- 0.12% |
$333 - $392
|
1.69K
$226K
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-2- 0.08% |
$333 - $392
|
2.47K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.14% |
$333 - $392
|
1.45K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.03% |
$333 - $392
|
6.1K
$817K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-3- 0.08% |
$500 - $588
|
3.63K
$486K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-3- 0.04% |
$500 - $588
|
6.86K
$919K
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-3- 0.01% |
$500 - $588
|
27K
$3.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3- 0.02% |
$500 - $588
|
19.9K
$2.67M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.13% |
$500 - $588
|
2.25K
$302K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-4- 0.26% |
$666 - $784
|
1.55K
$207K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-4- 66.67% |
$666 - $784
|
2
$268
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4- 0.3% |
$666 - $784
|
1.32K
$177K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-5- 0.26% |
$833 - $980
|
1.89K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-5- 0.06% |
$833 - $980
|
7.92K
$1.06M
|