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 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-35- 2.88% |
$5.83K - $6.86K
|
1.18K
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-35- 0.79% |
$5.83K - $6.86K
|
4.41K
$591K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-35- 0.48% |
$5.83K - $6.86K
|
7.31K
$978K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-35- 0.99% |
$5.83K - $6.86K
|
3.48K
$467K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-35- 0.02% |
$5.83K - $6.86K
|
141K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-35- 7.97% |
$5.83K - $6.86K
|
404
$54.1K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-35- 2.06% |
$5.83K - $6.86K
|
1.67K
$223K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-37- 1.8% |
$6.16K - $7.25K
|
2.02K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-38- 0.12% |
$6.33K - $7.45K
|
32K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-38- 0.47% |
$6.33K - $7.45K
|
7.98K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-39- 3.16% |
$6.5K - $7.65K
|
1.2K
$160K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.49% |
$6.5K - $7.65K
|
7.99K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-39- 0.06% |
$6.5K - $7.65K
|
61.2K
$8.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-40- 3.39% |
$6.66K - $7.84K
|
1.14K
$153K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-40- 1.26% |
$6.66K - $7.84K
|
3.12K
$418K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-40- 2.18% |
$6.66K - $7.84K
|
1.79K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-40- 2.78% |
$6.66K - $7.84K
|
1.4K
$187K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-40- 0.87% |
$6.66K - $7.84K
|
4.58K
$613K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-41- 1.71% |
$6.83K - $8.04K
|
2.36K
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-41- 7.07% |
$6.83K - $8.04K
|
539
$72.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-42- 0.25% |
$7K - $8.23K
|
16.4K
$2.2M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 27.81% |
$7K - $8.23K
|
109
$14.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-43- 1.77% |
$7.16K - $8.43K
|
2.39K
$320K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-43- 1.99% |
$7.16K - $8.43K
|
2.12K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-43- 8.65% |
$7.16K - $8.43K
|
454
$60.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-43- 1.56% |
$7.16K - $8.43K
|
2.72K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-43- 17.77% |
$7.16K - $8.43K
|
199
$26.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-44- 0.9% |
$7.33K - $8.63K
|
4.86K
$651K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-45- 2.72% |
$7.5K - $8.82K
|
1.61K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-45- 12.47% |
$7.5K - $8.82K
|
316
$42.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-46- 5.42% |
$7.66K - $9.02K
|
803
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 5.5% |
$7.83K - $9.21K
|
808
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-47- 1.99% |
$7.83K - $9.21K
|
2.31K
$309K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-48- 0.03% |
$8K - $9.41K
|
177K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-48- 0.37% |
$8K - $9.41K
|
12.9K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-49- 13.35% |
$8.16K - $9.61K
|
318
$42.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 19.76% |
$8.16K - $9.61K
|
199
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-49- 0.32% |
$8.16K - $9.61K
|
15.3K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-50- 1.01% |
$8.33K - $9.8K
|
4.89K
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-50- 0.04% |
$8.33K - $9.8K
|
133K
$17.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-50- 2.75% |
$8.33K - $9.8K
|
1.77K
$237K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-50- 2.2% |
$8.33K - $9.8K
|
2.22K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 0.33% |
$8.33K - $9.8K
|
15.2K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-50- 2.3% |
$8.33K - $9.8K
|
2.12K
$284K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-51- 4.25% |
$8.5K - $10K
|
1.15K
$154K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-51- 3.47% |
$8.5K - $10K
|
1.42K
$190K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-51- 85.0% |
$8.5K - $10K
|
9
$1.21K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-52- 1.39% |
$8.66K - $10.2K
|
3.7K
$496K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-52- 1.14% |
$8.66K - $10.2K
|
4.52K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-52- 1.71% |
$8.66K - $10.2K
|
3K
$401K
|