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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-287- 0.82% |
$47.8K - $56.3K
|
34.8K
$4.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-289- 7.06% |
$48.2K - $56.7K
|
3.81K
$510K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-291- 1.3% |
$48.5K - $57K
|
22.1K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-291- 0.55% |
$48.5K - $57K
|
52.3K
$7.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-291- 15.5% |
$48.5K - $57K
|
1.59K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-294- 0.43% |
$49K - $57.6K
|
67.3K
$9.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-296- 5.79% |
$49.3K - $58K
|
4.82K
$645K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-300- 0.82% |
$50K - $58.8K
|
36.3K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-300- 10.4% |
$50K - $58.8K
|
2.59K
$346K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-301- 1.89% |
$50.1K - $59K
|
15.6K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-304- 2.78% |
$50.6K - $59.6K
|
10.6K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-305- 0.72% |
$50.8K - $59.8K
|
41.9K
$5.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-306- 1.89% |
$51K - $60K
|
15.9K
$2.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-306- 9.49% |
$51K - $60K
|
2.92K
$391K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-306- 14.3% |
$51K - $60K
|
1.83K
$246K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-307- 13.38% |
$51.1K - $60.2K
|
1.99K
$266K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-313- 0.3% |
$52.1K - $61.4K
|
106K
$14.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-320- 22.04% |
$53.3K - $62.7K
|
1.13K
$152K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-320- 4.62% |
$53.3K - $62.7K
|
6.61K
$885K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-322- 3.21% |
$53.6K - $63.1K
|
9.72K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-322- 6.0% |
$53.6K - $63.1K
|
5.04K
$675K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-323- 0.98% |
$53.8K - $63.3K
|
32.8K
$4.39M
|
|
|
Jul 26, 2023
Q2 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-325- 2.95% |
$54.1K - $63.7K
|
10.7K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-325- 2.32% |
$54.1K - $63.7K
|
13.7K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-325- 0.81% |
$54.1K - $63.7K
|
39.8K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-325- 4.02% |
$54.1K - $63.7K
|
7.75K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-332- 17.82% |
$55.3K - $65.1K
|
1.53K
$205K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-333- 0.94% |
$55.5K - $65.3K
|
35K
$4.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-336- 10.94% |
$56K - $65.9K
|
2.73K
$366K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-340- 4.21% |
$56.6K - $66.7K
|
7.73K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-341- 0.34% |
$56.8K - $66.8K
|
99K
$13.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-342- 1.16% |
$57K - $67K
|
29.2K
$3.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-344- 0.42% |
$57.3K - $67.4K
|
82.4K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-345- 1.0% |
$57.5K - $67.6K
|
34.3K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-351- 4.99% |
$58.5K - $68.8K
|
6.69K
$896K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-360- 1.49% |
$60K - $70.6K
|
23.8K
$3.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-360- 10.09% |
$60K - $70.6K
|
3.21K
$430K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-361- 1.24% |
$60.1K - $70.8K
|
28.8K
$3.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-361- 6.46% |
$60.1K - $70.8K
|
5.23K
$700K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-362- 19.87% |
$60.3K - $71K
|
1.46K
$196K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-364- 20.69% |
$60.6K - $71.4K
|
1.4K
$187K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-365- 10.26% |
$60.8K - $71.6K
|
3.19K
$427K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-371- 14.17% |
$61.8K - $72.7K
|
2.25K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-374- 18.36% |
$62.3K - $73.3K
|
1.66K
$223K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-376- 0.12% |
$62.6K - $73.7K
|
310K
$41.5M
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-380- 7.21% |
$63.3K - $74.5K
|
4.89K
$655K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-384- 11.04% |
$64K - $75.3K
|
3.1K
$414K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-384- 64.21% |
$64K - $75.3K
|
214
$28.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-385- 2.68% |
$64.1K - $75.5K
|
14K
$1.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-386- 0.61% |
$64.3K - $75.7K
|
62.7K
$8.4M
|