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 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-106- 2.65% |
$17.7K - $20.8K
|
3.89K
$521K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-107- 8.32% |
$17.8K - $21K
|
1.18K
$158K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-108- 4.67% |
$18K - $21.2K
|
2.2K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-108- 6.04% |
$18K - $21.2K
|
1.68K
$225K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-109- 6.02% |
$18.2K - $21.4K
|
1.7K
$228K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-111- 2.27% |
$18.5K - $21.8K
|
4.77K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-111- 8.23% |
$18.5K - $21.8K
|
1.24K
$166K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-112- 1.09% |
$18.7K - $22K
|
10.1K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-114- 8.39% |
$19K - $22.3K
|
1.24K
$167K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-114- 2.34% |
$19K - $22.3K
|
4.76K
$638K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-114- 0.35% |
$19K - $22.3K
|
32.3K
$4.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-114- 0.27% |
$19K - $22.3K
|
41.6K
$5.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-115- 4.81% |
$19.2K - $22.5K
|
2.28K
$305K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-115- 6.12% |
$19.2K - $22.5K
|
1.76K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-116- 3.13% |
$19.3K - $22.7K
|
3.59K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-116- 4.57% |
$19.3K - $22.7K
|
2.42K
$324K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-117- 0.21% |
$19.5K - $22.9K
|
56.7K
$7.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-117- 3.66% |
$19.5K - $22.9K
|
3.08K
$412K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-118- 1.91% |
$19.7K - $23.1K
|
6.06K
$811K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-119- 3.25% |
$19.8K - $23.3K
|
3.54K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-120- 6.7% |
$20K - $23.5K
|
1.67K
$224K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-121- 3.21% |
$20.2K - $23.7K
|
3.65K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-121- 0.04% |
$20.2K - $23.7K
|
332K
$44.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 9.33% |
$20.3K - $23.9K
|
1.19K
$159K
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-122- 2.92% |
$20.3K - $23.9K
|
4.06K
$544K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-123- 1.62% |
$20.5K - $24.1K
|
7.46K
$999K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-123- 6.96% |
$20.5K - $24.1K
|
1.65K
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-123- 5.93% |
$20.5K - $24.1K
|
1.95K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-123- 6.61% |
$20.5K - $24.1K
|
1.74K
$233K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-125- 6.3% |
$20.8K - $24.5K
|
1.86K
$249K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-127- 1.43% |
$21.2K - $24.9K
|
8.79K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-129- 0.49% |
$21.5K - $25.3K
|
26.3K
$3.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-131- 1.18% |
$21.8K - $25.7K
|
11K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-132- 7.63% |
$22K - $25.9K
|
1.6K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-132- 8.23% |
$22K - $25.9K
|
1.47K
$197K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-133- 0.23% |
$22.2K - $26.1K
|
57.8K
$7.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-133- 0.37% |
$22.2K - $26.1K
|
35.5K
$4.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-134- 1.03% |
$22.3K - $26.3K
|
12.9K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-134- 3.61% |
$22.3K - $26.3K
|
3.57K
$478K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-135- 2.67% |
$22.5K - $26.5K
|
4.91K
$658K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-135- 3.04% |
$22.5K - $26.5K
|
4.31K
$577K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-135- 2.28% |
$22.5K - $26.5K
|
5.78K
$774K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-136- 1.91% |
$22.7K - $26.7K
|
6.98K
$935K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-138- 5.65% |
$23K - $27.1K
|
2.31K
$309K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-140- 4.42% |
$23.3K - $27.4K
|
3.03K
$405K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-140- 1.18% |
$23.3K - $27.4K
|
11.7K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-140- 3.4% |
$23.3K - $27.4K
|
3.98K
$533K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-140- 0.77% |
$23.3K - $27.4K
|
17.9K
$2.4M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-140- 3.4% |
$23.3K - $27.4K
|
3.98K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-143- 1.41% |
$23.8K - $28K
|
9.98K
$1.34M
|