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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-52- 4.73% |
$8.66K - $10.2K
|
1.05K
$140K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-53- 2.01% |
$8.83K - $10.4K
|
2.58K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-53- 0.13% |
$8.83K - $10.4K
|
40.2K
$5.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-55- 1.09% |
$9.16K - $10.8K
|
5.01K
$671K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-55- 0.29% |
$9.16K - $10.8K
|
18.7K
$2.51M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-55- 5.69% |
$9.16K - $10.8K
|
912
$122K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 4.19% |
$9.33K - $11K
|
1.28K
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-56- 0.89% |
$9.33K - $11K
|
6.24K
$836K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-56- 0.06% |
$9.33K - $11K
|
87K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-57- 9.28% |
$9.5K - $11.2K
|
557
$74.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-57- 3.49% |
$9.5K - $11.2K
|
1.57K
$211K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-58- 1.92% |
$9.66K - $11.4K
|
2.97K
$398K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58- 4.12% |
$9.66K - $11.4K
|
1.35K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-58- 0.57% |
$9.66K - $11.4K
|
10.2K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-59- 0.01% |
$9.83K - $11.6K
|
678K
$90.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-59- 0.26% |
$9.83K - $11.6K
|
23K
$3.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-60- 1.24% |
$10K - $11.8K
|
4.78K
$640K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-60- 3.76% |
$10K - $11.8K
|
1.54K
$206K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-61- 0.27% |
$10.2K - $12K
|
22.5K
$3.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-62- 28.05% |
$10.3K - $12.2K
|
159
$21.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-63- 3.63% |
$10.5K - $12.3K
|
1.67K
$224K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-63- 3.89% |
$10.5K - $12.3K
|
1.56K
$208K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-63- 6.02% |
$10.5K - $12.3K
|
984
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-63- 1.59% |
$10.5K - $12.3K
|
3.91K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-63- 0.16% |
$10.5K - $12.3K
|
39.7K
$5.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-64- 4.0% |
$10.7K - $12.5K
|
1.54K
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-64- 1.29% |
$10.7K - $12.5K
|
4.89K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-64- 2.52% |
$10.7K - $12.5K
|
2.48K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-65- 0.29% |
$10.8K - $12.7K
|
22.2K
$2.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-66- 4.1% |
$11K - $12.9K
|
1.54K
$207K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-66- 4.31% |
$11K - $12.9K
|
1.47K
$196K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-67- 1.74% |
$11.2K - $13.1K
|
3.79K
$508K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-67- 0.47% |
$11.2K - $13.1K
|
14.3K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-67- 0.33% |
$11.2K - $13.1K
|
20.5K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-69- 0.45% |
$11.5K - $13.5K
|
15.4K
$2.06M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-70- 5.63% |
$11.7K - $13.7K
|
1.17K
$157K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-70- 1.07% |
$11.7K - $13.7K
|
6.44K
$863K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-70- 13.86% |
$11.7K - $13.7K
|
435
$58.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.26% |
$11.8K - $13.9K
|
3.07K
$411K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-74- 1.06% |
$12.3K - $14.5K
|
6.91K
$926K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-74- 1.5% |
$12.3K - $14.5K
|
4.87K
$652K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-75- 3.35% |
$12.5K - $14.7K
|
2.16K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-75- 5.4% |
$12.5K - $14.7K
|
1.31K
$176K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-75- 3.76% |
$12.5K - $14.7K
|
1.92K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-76- 3.28% |
$12.7K - $14.9K
|
2.24K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-76- 5.05% |
$12.7K - $14.9K
|
1.43K
$191K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-77- 1.63% |
$12.8K - $15.1K
|
4.64K
$622K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-77- 2.65% |
$12.8K - $15.1K
|
2.83K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-78- 0.69% |
$13K - $15.3K
|
11.3K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-78- 0.34% |
$13K - $15.3K
|
22.9K
$3.06M
|