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 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.31% |
$833 - $980
|
1.6K
$215K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5- 0.44% |
$833 - $980
|
1.14K
$152K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7- 0.49% |
$1.17K - $1.37K
|
1.43K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7- 0.57% |
$1.17K - $1.37K
|
1.23K
$164K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-8- 0.36% |
$1.33K - $1.57K
|
2.21K
$296K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-8- 0.01% |
$1.33K - $1.57K
|
132K
$17.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8- 0.22% |
$1.33K - $1.57K
|
3.57K
$478K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-8- 0.19% |
$1.33K - $1.57K
|
4.11K
$551K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 17.39% |
$1.33K - $1.57K
|
38
$5.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-8- 0.04% |
$1.33K - $1.57K
|
22.5K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9- 4.33% |
$1.5K - $1.76K
|
199
$26.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10- 0.85% |
$1.67K - $1.96K
|
1.17K
$156K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-10- 0.87% |
$1.67K - $1.96K
|
1.14K
$153K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-10- 0.17% |
$1.67K - $1.96K
|
6.01K
$805K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-10- 0.26% |
$1.67K - $1.96K
|
3.78K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 0.24% |
$1.67K - $1.96K
|
4.1K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.38% |
$1.67K - $1.96K
|
2.62K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10- 0.24% |
$1.67K - $1.96K
|
4.12K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-10- 0.17% |
$1.67K - $1.96K
|
5.97K
$800K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-11- 0.45% |
$1.83K - $2.16K
|
2.46K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-11- 0.13% |
$1.83K - $2.16K
|
8.3K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-12- 7.69% |
$2K - $2.35K
|
144
$19.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
SELL
|
- |
-12- 0.45% |
$2K - $2.35K
|
2.65K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 1.09% |
$2K - $2.35K
|
1.09K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-12- 0.2% |
$2K - $2.35K
|
6.09K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-12- 0.68% |
$2K - $2.35K
|
1.75K
$234K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-13- 0.27% |
$2.17K - $2.55K
|
4.85K
$649K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-13- 1.06% |
$2.17K - $2.55K
|
1.22K
$163K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13- 0.76% |
$2.17K - $2.55K
|
1.7K
$228K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-13- 0.04% |
$2.17K - $2.55K
|
35.2K
$4.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-14- 0.28% |
$2.33K - $2.74K
|
4.94K
$661K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14- 0.3% |
$2.33K - $2.74K
|
4.66K
$624K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-15- 3.3% |
$2.5K - $2.94K
|
440
$58.9K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-15- 5.28% |
$2.5K - $2.94K
|
269
$36K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15- 39.47% |
$2.5K - $2.94K
|
23
$3.08K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-15- 1.1% |
$2.5K - $2.94K
|
1.35K
$181K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.36% |
$2.5K - $2.94K
|
4.18K
$559K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-15- 0.32% |
$2.5K - $2.94K
|
4.61K
$618K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-15- 1.65% |
$2.5K - $2.94K
|
893
$120K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-16- 0.08% |
$2.67K - $3.14K
|
21K
$2.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16- 0.52% |
$2.67K - $3.14K
|
3.09K
$413K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-17- 0.99% |
$2.83K - $3.33K
|
1.7K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17- 0.84% |
$2.83K - $3.33K
|
2.02K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-17- 0.81% |
$2.83K - $3.33K
|
2.09K
$279K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-18- 0.67% |
$3K - $3.53K
|
2.68K
$359K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
SELL
|
- |
-18- 0.36% |
$3K - $3.53K
|
4.98K
$667K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 3.73% |
$3K - $3.53K
|
465
$62.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-18- 0.66% |
$3K - $3.53K
|
2.71K
$363K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 0.65% |
$3K - $3.53K
|
2.74K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-18- 0.36% |
$3K - $3.53K
|
4.93K
$661K
|