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 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-200- 3.62% |
$33.3K - $39.2K
|
5.33K
$713K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-201- 2.58% |
$33.5K - $39.4K
|
7.59K
$1.02M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-204- 1.37% |
$34K - $40K
|
14.7K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-205- 4.47% |
$34.2K - $40.2K
|
4.38K
$587K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-208- 5.23% |
$34.7K - $40.8K
|
3.77K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-211- 1.4% |
$35.2K - $41.4K
|
14.9K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-212- 4.16% |
$35.3K - $41.6K
|
4.89K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-214- 2.36% |
$35.7K - $42K
|
8.87K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-218- 14.39% |
$36.3K - $42.7K
|
1.3K
$174K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-222- 1.46% |
$37K - $43.5K
|
15K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-225- 2.89% |
$37.5K - $44.1K
|
7.55K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-233- 9.32% |
$38.8K - $45.7K
|
2.27K
$304K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-236- 0.3% |
$39.3K - $46.3K
|
79.5K
$10.6M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-236- 0.3% |
$39.3K - $46.3K
|
79.5K
$10.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-239- 1.82% |
$39.8K - $46.9K
|
12.9K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-240- 3.37% |
$40K - $47K
|
6.88K
$921K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-241- 16.01% |
$40.2K - $47.2K
|
1.26K
$169K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-242- 9.53% |
$40.3K - $47.4K
|
2.3K
$308K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-245- 10.06% |
$40.8K - $48K
|
2.19K
$293K
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-245- 2.47% |
$40.8K - $48K
|
9.67K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-245- 0.07% |
$40.8K - $48K
|
367K
$49.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-246- 0.08% |
$41K - $48.2K
|
319K
$42.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-246- 29.25% |
$41K - $48.2K
|
595
$79.7K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-247- 12.9% |
$41.2K - $48.4K
|
1.67K
$223K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-248- 1.23% |
$41.3K - $48.6K
|
20K
$2.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-249- 0.96% |
$41.5K - $48.8K
|
25.8K
$3.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-249- 2.04% |
$41.5K - $48.8K
|
12K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-253- 0.69% |
$42.2K - $49.6K
|
36.5K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-255- 55.68% |
$42.5K - $50K
|
203
$27.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-257- 5.58% |
$42.8K - $50.4K
|
4.35K
$582K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-257- 11.69% |
$42.8K - $50.4K
|
1.94K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-258- 6.94% |
$43K - $50.6K
|
3.46K
$464K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-259- 6.44% |
$43.2K - $50.8K
|
3.76K
$504K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-260- 4.69% |
$43.3K - $51K
|
5.29K
$708K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-262- 40.87% |
$43.7K - $51.4K
|
379
$50.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-264- 0.85% |
$44K - $51.8K
|
30.9K
$4.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-265- 13.47% |
$44.2K - $51.9K
|
1.7K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-268- 11.75% |
$44.7K - $52.5K
|
2.01K
$269K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-269- 3.01% |
$44.8K - $52.7K
|
8.68K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-272- 0.21% |
$45.3K - $53.3K
|
130K
$17.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-273- 24.1% |
$45.5K - $53.5K
|
860
$115K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-274- 6.68% |
$45.7K - $53.7K
|
3.83K
$513K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-275- 2.9% |
$45.8K - $53.9K
|
9.21K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-277- 1.38% |
$46.2K - $54.3K
|
19.8K
$2.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-279- 9.15% |
$46.5K - $54.7K
|
2.77K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-279- 19.33% |
$46.5K - $54.7K
|
1.16K
$156K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-280- 2.23% |
$46.7K - $54.9K
|
12.3K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-280- 8.82% |
$46.7K - $54.9K
|
2.89K
$388K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-281- 1.06% |
$46.8K - $55.1K
|
26.3K
$3.52M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-285- 6.1% |
$47.5K - $55.9K
|
4.39K
$587K
|