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 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-145- 57.09% |
$24.2K - $28.4K
|
109
$14.6K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-145- 3.83% |
$24.2K - $28.4K
|
3.65K
$488K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-146- 0.17% |
$24.3K - $28.6K
|
85.8K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-149- 10.96% |
$24.8K - $29.2K
|
1.21K
$162K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-150- 2.1% |
$25K - $29.4K
|
6.98K
$935K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 6.79% |
$25K - $29.4K
|
2.06K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-150- 9.88% |
$25K - $29.4K
|
1.37K
$183K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-150- 2.55% |
$25K - $29.4K
|
5.74K
$769K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-151- 3.88% |
$25.2K - $29.6K
|
3.74K
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-152- 2.0% |
$25.3K - $29.8K
|
7.43K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-157- 3.72% |
$26.2K - $30.8K
|
4.06K
$544K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-160- 11.1% |
$26.7K - $31.4K
|
1.28K
$172K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-160- 4.91% |
$26.7K - $31.4K
|
3.1K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-162- 0.51% |
$27K - $31.8K
|
31.6K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-162- 28.47% |
$27K - $31.8K
|
407
$54.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-164- 6.14% |
$27.3K - $32.1K
|
2.51K
$336K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-164- 5.51% |
$27.3K - $32.1K
|
2.81K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-165- 8.25% |
$27.5K - $32.3K
|
1.84K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-166- 5.37% |
$27.7K - $32.5K
|
2.92K
$391K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-168- 7.6% |
$28K - $32.9K
|
2.04K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-168- 0.51% |
$28K - $32.9K
|
33.1K
$4.43M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-169- 7.33% |
$28.2K - $33.1K
|
2.14K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-172- 0.44% |
$28.7K - $33.7K
|
38.8K
$5.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-173- 0.61% |
$28.8K - $33.9K
|
28.3K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-173- 0.04% |
$28.8K - $33.9K
|
452K
$60.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-174- 4.79% |
$29K - $34.1K
|
3.46K
$463K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-174- 4.67% |
$29K - $34.1K
|
3.55K
$476K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-175- 3.0% |
$29.2K - $34.3K
|
5.66K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-176- 0.17% |
$29.3K - $34.5K
|
104K
$14M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-178- 10.34% |
$29.7K - $34.9K
|
1.54K
$207K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-179- 2.5% |
$29.8K - $35.1K
|
6.98K
$935K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-180- 10.33% |
$30K - $35.3K
|
1.56K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-181- 0.44% |
$30.2K - $35.5K
|
41.1K
$5.51M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-181- 10.34% |
$30.2K - $35.5K
|
1.57K
$210K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-181- 2.65% |
$30.2K - $35.5K
|
6.66K
$891K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-188- 2.93% |
$31.3K - $36.9K
|
6.23K
$834K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-188- 5.22% |
$31.3K - $36.9K
|
3.42K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-190- 0.22% |
$31.7K - $37.2K
|
86.1K
$11.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-192- 2.09% |
$32K - $37.6K
|
8.99K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-195- 10.55% |
$32.5K - $38.2K
|
1.65K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-195- 4.76% |
$32.5K - $38.2K
|
3.9K
$522K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-196- 11.13% |
$32.7K - $38.4K
|
1.57K
$210K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-196- 11.71% |
$32.7K - $38.4K
|
1.48K
$198K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-198- 1.07% |
$33K - $38.8K
|
18.4K
$2.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-199- 0.3% |
$33.2K - $39K
|
67K
$8.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-199- 10.34% |
$33.2K - $39K
|
1.73K
$231K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-199- 0.93% |
$33.2K - $39K
|
21.2K
$2.84M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-200- 2.03% |
$33.3K - $39.2K
|
9.67K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-200- 4.87% |
$33.3K - $39.2K
|
3.91K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.9% |
$33.3K - $39.2K
|
10.3K
$1.38M
|