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 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-837- 5.37% |
$139K - $164K
|
14.8K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-840- 15.5% |
$140K - $165K
|
4.58K
$518K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-842- 37.71% |
$140K - $165K
|
1.39K
$157K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-844- 4.55% |
$141K - $165K
|
17.7K
$2M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-845- 6.07% |
$141K - $166K
|
13.1K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-849- 1.36% |
$141K - $166K
|
61.7K
$6.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-850- 3.0% |
$142K - $167K
|
27.5K
$3.11M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-850- 1.36% |
$142K - $167K
|
61.7K
$6.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-853- 9.64% |
$142K - $167K
|
8K
$905K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-855- 7.61% |
$142K - $168K
|
10.4K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-877- 0.87% |
$146K - $172K
|
99.5K
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-882- 1.42% |
$147K - $173K
|
61.3K
$6.93M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-886- 5.81% |
$148K - $174K
|
14.4K
$1.62M
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 8.84% |
$150K - $176K
|
9.28K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-900- 46.15% |
$150K - $176K
|
1.05K
$119K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-904- 16.18% |
$151K - $177K
|
4.68K
$530K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-912- 18.42% |
$152K - $179K
|
4.04K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-923- 11.55% |
$154K - $181K
|
7.07K
$799K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-934- 0.83% |
$156K - $183K
|
112K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952- 19.36% |
$159K - $187K
|
3.97K
$448K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-957- 2.27% |
$159K - $188K
|
41.2K
$4.66M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-958- 0.5% |
$160K - $188K
|
190K
$21.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-995- 2.29% |
$166K - $195K
|
42.4K
$4.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1K- 3.48% |
$167K - $196K
|
27.7K
$3.14M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.01K- 13.95% |
$168K - $198K
|
6.24K
$705K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 0.86% |
$169K - $199K
|
118K
$13.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.02K- 1.93% |
$170K - $200K
|
52K
$5.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.02K- 3.54% |
$170K - $200K
|
27.8K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.03K- 15.25% |
$171K - $201K
|
5.71K
$646K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.03K- 29.89% |
$172K - $202K
|
2.42K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.03K- 28.5% |
$172K - $202K
|
2.59K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.04K- 4.25% |
$172K - $203K
|
23.3K
$2.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1.04K- 1.28% |
$173K - $204K
|
80.5K
$9.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.05K- 6.82% |
$175K - $206K
|
14.4K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.06K- 3.24% |
$176K - $207K
|
31.6K
$3.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.07K- 46.16% |
$178K - $210K
|
1.25K
$141K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.08K- 5.67% |
$180K - $211K
|
17.9K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.08K- 4.26% |
$180K - $212K
|
24.2K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.09K- 25.69% |
$182K - $214K
|
3.16K
$357K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.09K- 2.06% |
$182K - $214K
|
52K
$5.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.1K- 2.07% |
$183K - $215K
|
51.9K
$5.88M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.55% |
$183K - $216K
|
199K
$22.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.12K- 2.56% |
$186K - $219K
|
42.5K
$4.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.13K- 3.47% |
$188K - $221K
|
31.3K
$3.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.13K- 8.49% |
$189K - $222K
|
12.2K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.14K- 3.32% |
$190K - $224K
|
33.3K
$3.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.15K- 0.95% |
$191K - $224K
|
120K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.15K- 37.2% |
$192K - $225K
|
1.94K
$220K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.15K- 4.51% |
$192K - $226K
|
24.4K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.16K- 25.04% |
$192K - $226K
|
3.46K
$391K
|