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 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-19- 0.52% |
$3.17K - $3.72K
|
3.63K
$486K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-19- 0.77% |
$3.17K - $3.72K
|
2.44K
$326K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-19- 2.07% |
$3.17K - $3.72K
|
900
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-19- 10.38% |
$3.17K - $3.72K
|
164
$22K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-20- 0.29% |
$3.33K - $3.92K
|
6.93K
$928K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-20- 0.28% |
$3.33K - $3.92K
|
7.01K
$939K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 0.77% |
$3.33K - $3.92K
|
2.59K
$347K
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-20- 1.37% |
$3.33K - $3.92K
|
1.44K
$193K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-20- 0.59% |
$3.33K - $3.92K
|
3.38K
$453K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.52% |
$3.33K - $3.92K
|
3.85K
$515K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-20- 0.09% |
$3.33K - $3.92K
|
22.4K
$3M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-20- 0.07% |
$3.33K - $3.92K
|
29K
$3.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-20- 1.19% |
$3.33K - $3.92K
|
1.66K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.48% |
$3.33K - $3.92K
|
4.18K
$559K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-21- 1.18% |
$3.5K - $4.12K
|
1.76K
$236K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-21- 1.66% |
$3.5K - $4.12K
|
1.24K
$166K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-21- 0.99% |
$3.5K - $4.12K
|
2.1K
$281K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-22- 1.72% |
$3.67K - $4.31K
|
1.26K
$168K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-22- 1.62% |
$3.67K - $4.31K
|
1.34K
$179K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-22- 0.53% |
$3.67K - $4.31K
|
4.11K
$551K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-23- 0.85% |
$3.83K - $4.51K
|
2.67K
$358K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 1.51% |
$4K - $4.7K
|
1.57K
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-24- 0.81% |
$4K - $4.7K
|
2.93K
$392K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 1.51% |
$4K - $4.7K
|
1.57K
$210K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.43% |
$4.17K - $4.9K
|
5.8K
$776K
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-25- 0.66% |
$4.17K - $4.9K
|
3.77K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-25- 0.43% |
$4.17K - $4.9K
|
5.78K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-25- 1.78% |
$4.17K - $4.9K
|
1.38K
$185K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-26- 16.88% |
$4.33K - $5.1K
|
128
$17.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-26- 0.27% |
$4.33K - $5.1K
|
9.69K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-26- 3.0% |
$4.33K - $5.1K
|
840
$112K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-27- -0.0% |
$4.5K - $5.29K
|
785K
$105M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-27- 1.36% |
$4.5K - $5.29K
|
1.96K
$262K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-28- 1.28% |
$4.67K - $5.49K
|
2.17K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-28- 0.18% |
$4.67K - $5.49K
|
15.7K
$2.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-28- 0.54% |
$4.67K - $5.49K
|
5.12K
$686K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-28- 2.1% |
$4.67K - $5.49K
|
1.31K
$175K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-29- 0.04% |
$4.83K - $5.68K
|
81.6K
$10.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-30- 0.05% |
$5K - $5.88K
|
60.3K
$8.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-30- 0.45% |
$5K - $5.88K
|
6.64K
$889K
|
|
|
Aug 04, 2023
Q2 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-30- 1.77% |
$5K - $5.88K
|
1.67K
$223K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30- 1.49% |
$5K - $5.88K
|
1.99K
$267K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31- 50.82% |
$5.16K - $6.08K
|
30
$4.02K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-31- 0.07% |
$5.16K - $6.08K
|
41.7K
$5.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-32- 1.58% |
$5.33K - $6.27K
|
1.99K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-33- 0.65% |
$5.5K - $6.47K
|
5.08K
$680K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-33- 2.34% |
$5.5K - $6.47K
|
1.38K
$184K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-34- 2.51% |
$5.66K - $6.67K
|
1.32K
$177K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-35- 0.68% |
$5.83K - $6.86K
|
5.13K
$687K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35- 0.16% |
$5.83K - $6.86K
|
22K
$2.94M
|