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 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-552- 10.18% |
$92K - $108K
|
4.87K
$652K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-552- 9.62% |
$92K - $108K
|
5.19K
$694K
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-552- 5.76% |
$92K - $108K
|
9.03K
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-552- 3.36% |
$92K - $108K
|
15.9K
$2.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-560- 6.86% |
$93.3K - $110K
|
7.61K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-563- 30.95% |
$93.8K - $110K
|
1.26K
$168K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-566- 7.37% |
$94.3K - $111K
|
7.12K
$953K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-579- 3.58% |
$96.5K - $114K
|
15.6K
$2.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-582- 0.51% |
$97K - $114K
|
114K
$15.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-583- 4.77% |
$97.1K - $114K
|
11.6K
$1.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-599- 27.62% |
$99.8K - $117K
|
1.57K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-600- 29.82% |
$100K - $118K
|
1.41K
$189K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 1.81% |
$100K - $118K
|
32.6K
$4.37M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-613- 0.68% |
$102K - $120K
|
89.5K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-626- 13.11% |
$104K - $123K
|
4.15K
$556K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-630- 0.71% |
$105K - $123K
|
88.7K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-640- 3.23% |
$107K - $125K
|
19.2K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-645- 22.42% |
$107K - $126K
|
2.23K
$299K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-647- 4.68% |
$108K - $127K
|
13.2K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-650- 8.82% |
$108K - $127K
|
6.72K
$900K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-661- 36.34% |
$110K - $130K
|
1.16K
$155K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-663- 2.4% |
$110K - $130K
|
27K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-665- 2.69% |
$111K - $130K
|
24K
$3.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-666- 6.76% |
$111K - $131K
|
9.18K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-671- 4.38% |
$112K - $132K
|
14.6K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-672- 26.71% |
$112K - $132K
|
1.84K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-678- 10.53% |
$113K - $133K
|
5.76K
$771K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-680- 18.6% |
$113K - $133K
|
2.98K
$398K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-694- 1.46% |
$116K - $136K
|
46.8K
$6.27M
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-699- 4.82% |
$116K - $137K
|
13.8K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-716- 29.12% |
$119K - $140K
|
1.74K
$233K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-717- 8.46% |
$119K - $141K
|
7.76K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-720- 10.34% |
$120K - $141K
|
6.24K
$836K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-730- 2.01% |
$122K - $143K
|
35.5K
$4.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-732- 1.43% |
$122K - $143K
|
50.3K
$6.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-759- 0.39% |
$126K - $149K
|
193K
$25.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-767- 39.52% |
$128K - $150K
|
1.17K
$157K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-769- 40.49% |
$128K - $151K
|
1.13K
$151K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-778- 0.66% |
$130K - $153K
|
118K
$15.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-782- 14.0% |
$130K - $153K
|
4.8K
$643K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-786- 4.43% |
$131K - $154K
|
17K
$2.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-788- 8.89% |
$131K - $154K
|
8.07K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-794- 11.77% |
$132K - $156K
|
5.95K
$797K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-802- 2.7% |
$134K - $157K
|
28.9K
$3.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-831- 13.37% |
$138K - $163K
|
5.39K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-834- 1.44% |
$139K - $163K
|
57.2K
$7.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-837- 5.37% |
$139K - $164K
|
14.8K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-840- 15.5% |
$140K - $165K
|
4.58K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-842- 37.71% |
$140K - $165K
|
1.39K
$186K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-844- 4.55% |
$141K - $165K
|
17.7K
$2.37M
|