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 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-384- 11.04% |
$64K - $75.3K
|
3.1K
$346K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-384- 64.21% |
$64K - $75.3K
|
214
$23.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-385- 2.68% |
$64.1K - $75.5K
|
14K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-386- 0.61% |
$64.3K - $75.7K
|
62.7K
$7.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-387- 22.72% |
$64.5K - $75.9K
|
1.32K
$147K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-390- 17.15% |
$65K - $76.5K
|
1.88K
$211K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-391- 4.59% |
$65.1K - $76.6K
|
8.12K
$908K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 0.67% |
$66.6K - $78.4K
|
59.3K
$6.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-400- 4.49% |
$66.6K - $78.4K
|
8.51K
$951K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-400- 88.89% |
$66.6K - $78.4K
|
50
$5.59K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-400- 82.14% |
$66.6K - $78.4K
|
87
$9.72K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-401- 8.61% |
$66.8K - $78.6K
|
4.26K
$476K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-404- 6.01% |
$67.3K - $79.2K
|
6.31K
$706K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-405- 11.34% |
$67.5K - $79.4K
|
3.17K
$354K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-420- 7.4% |
$70K - $82.3K
|
5.26K
$587K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-421- 9.75% |
$70.1K - $82.5K
|
3.9K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-423- 17.47% |
$70.5K - $82.9K
|
2K
$223K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-424- 4.62% |
$70.6K - $83.1K
|
8.75K
$978K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-425- 3.98% |
$70.8K - $83.3K
|
10.3K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-426- 6.07% |
$71K - $83.5K
|
6.59K
$737K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-429- 1.69% |
$71.5K - $84.1K
|
24.9K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-434- 0.3% |
$72.3K - $85.1K
|
143K
$16M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-442- 1.98% |
$73.6K - $86.6K
|
21.9K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-443- 3.9% |
$73.8K - $86.8K
|
10.9K
$1.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-449- 2.25% |
$74.8K - $88K
|
19.5K
$2.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-450- 3.62% |
$75K - $88.2K
|
12K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-450- 0.64% |
$75K - $88.2K
|
69.4K
$7.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-463- 7.27% |
$77.1K - $90.8K
|
5.91K
$660K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-464- 2.17% |
$77.3K - $91K
|
20.9K
$2.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-465- 13.54% |
$77.5K - $91.2K
|
2.97K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-468- 25.43% |
$78K - $91.7K
|
1.37K
$153K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-474- 22.94% |
$79K - $92.9K
|
1.59K
$178K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-474- 1.09% |
$79K - $92.9K
|
43.1K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-474- 8.88% |
$79K - $92.9K
|
4.87K
$544K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-475- 10.51% |
$79.1K - $93.1K
|
4.04K
$452K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-477- 14.26% |
$79.5K - $93.5K
|
2.87K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-482- 11.8% |
$80.3K - $94.5K
|
3.6K
$403K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-484- 6.19% |
$80.6K - $94.9K
|
7.33K
$819K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-485- 33.87% |
$80.8K - $95.1K
|
947
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-493- 3.1% |
$82.1K - $96.6K
|
15.4K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-493- 94.08% |
$82.1K - $96.6K
|
31
$3.46K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-495- 4.1% |
$82.5K - $97K
|
11.6K
$1.29M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-507- 5.17% |
$84.5K - $99.4K
|
9.29K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-514- 4.33% |
$85.6K - $101K
|
11.3K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-515- 7.38% |
$85.8K - $101K
|
6.47K
$723K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
SELL
|
- |
-524- 2.8% |
$87.3K - $103K
|
18.2K
$2.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-530- 2.65% |
$88.3K - $104K
|
19.5K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-533- 6.28% |
$88.8K - $104K
|
7.96K
$890K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-535- 6.21% |
$89.1K - $105K
|
8.08K
$903K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-536- 61.68% |
$89.3K - $105K
|
333
$37.2K
|