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 |
|---|---|---|---|---|---|---|---|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-78- 0.8% |
$13K - $15.3K
|
9.7K
$1.3M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-78- 91.76% |
$13K - $15.3K
|
7
$937
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-79- 3.76% |
$13.2K - $15.5K
|
2.02K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-79- 7.58% |
$13.2K - $15.5K
|
963
$129K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-80- 0.26% |
$13.3K - $15.7K
|
30.7K
$4.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-81- 0.39% |
$13.5K - $15.9K
|
20.5K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-81- 2.2% |
$13.5K - $15.9K
|
3.61K
$483K
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-82- 0.09% |
$13.7K - $16.1K
|
93.3K
$12.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 0.53% |
$13.7K - $16.1K
|
15.4K
$2.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-85- 2.67% |
$14.2K - $16.7K
|
3.1K
$415K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-85- 2.55% |
$14.2K - $16.7K
|
3.24K
$434K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-85- 0.17% |
$14.2K - $16.7K
|
50.4K
$6.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-87- 0.2% |
$14.5K - $17.1K
|
43.8K
$5.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-88- 3.99% |
$14.7K - $17.3K
|
2.12K
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-88- 1.95% |
$14.7K - $17.3K
|
4.43K
$593K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-88- 2.2% |
$14.7K - $17.3K
|
3.92K
$524K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-89- 4.44% |
$14.8K - $17.4K
|
1.92K
$256K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-89- 4.31% |
$14.8K - $17.4K
|
1.98K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-90- 6.12% |
$15K - $17.6K
|
1.38K
$185K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-90- 0.79% |
$15K - $17.6K
|
11.2K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-90- 19.4% |
$15K - $17.6K
|
374
$50.1K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-90- 4.66% |
$15K - $17.6K
|
1.84K
$246K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-91- 49.73% |
$15.2K - $17.8K
|
92
$12.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-91- 0.61% |
$15.2K - $17.8K
|
14.9K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-92- 3.32% |
$15.3K - $18K
|
2.68K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-92- 6.95% |
$15.3K - $18K
|
1.23K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-92- 4.55% |
$15.3K - $18K
|
1.93K
$258K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-93- 1.51% |
$15.5K - $18.2K
|
6.08K
$815K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-95- 4.01% |
$15.8K - $18.6K
|
2.27K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-95- 0.95% |
$15.8K - $18.6K
|
9.91K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-96- 1.72% |
$16K - $18.8K
|
5.5K
$736K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-97- 1.06% |
$16.2K - $19K
|
9.06K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-98- 10.2% |
$16.3K - $19.2K
|
863
$116K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-99- 0.54% |
$16.5K - $19.4K
|
18.3K
$2.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-99- 5.16% |
$16.5K - $19.4K
|
1.82K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 6.2% |
$16.7K - $19.6K
|
1.51K
$203K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 2.78% |
$16.7K - $19.6K
|
3.5K
$468K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-100- 8.92% |
$16.7K - $19.6K
|
1.02K
$137K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 1.98% |
$16.7K - $19.6K
|
4.96K
$665K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-101- 5.39% |
$16.8K - $19.8K
|
1.77K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-101- 1.89% |
$16.8K - $19.8K
|
5.23K
$700K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-103- 1.34% |
$17.2K - $20.2K
|
7.58K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-104- 2.21% |
$17.3K - $20.4K
|
4.6K
$615K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-104- 2.42% |
$17.3K - $20.4K
|
4.19K
$561K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-104- 6.49% |
$17.3K - $20.4K
|
1.5K
$201K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-104- 1.63% |
$17.3K - $20.4K
|
6.27K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-104- 8.0% |
$17.3K - $20.4K
|
1.2K
$160K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-106- 0.12% |
$17.7K - $20.8K
|
85.6K
$11.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-106- 7.57% |
$17.7K - $20.8K
|
1.3K
$173K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-106- 0.91% |
$17.7K - $20.8K
|
11.5K
$1.54M
|