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
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.18K- 9.17% |
$196K - $231K
|
11.7K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 3.24% |
$197K - $231K
|
35.2K
$4.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.2K- 2.09% |
$199K - $234K
|
56K
$7.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 26.24% |
$200K - $235K
|
3.37K
$451K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.21K- 3.79% |
$201K - $236K
|
30.6K
$4.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.24K- 8.58% |
$206K - $243K
|
13.2K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.26K- 41.96% |
$209K - $246K
|
1.74K
$232K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.27K- 16.17% |
$212K - $249K
|
6.59K
$883K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.28K- 2.04% |
$212K - $250K
|
61.3K
$8.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.28K- 1.82% |
$213K - $251K
|
69.2K
$9.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.29K- 2.93% |
$214K - $252K
|
42.6K
$5.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.29K- 10.0% |
$214K - $252K
|
11.6K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.31K- 2.16% |
$218K - $256K
|
59.1K
$7.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.35K- 8.0% |
$224K - $264K
|
15.5K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.37K- 20.71% |
$228K - $268K
|
5.23K
$701K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.37K- 6.02% |
$228K - $268K
|
21.3K
$2.86M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.37K- 3.59% |
$228K - $268K
|
36.8K
$4.93M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.38K- 1.2% |
$229K - $270K
|
113K
$15.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.39K- 3.64% |
$231K - $272K
|
36.8K
$4.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-1.39K- 6.52% |
$232K - $273K
|
20K
$2.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.39K- 2.95% |
$232K - $273K
|
45.9K
$6.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-1.4K- 1.79% |
$233K - $274K
|
76.6K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.4K- 8.23% |
$233K - $274K
|
15.6K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.47K- 21.36% |
$245K - $288K
|
5.41K
$725K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.48K- 0.49% |
$247K - $290K
|
300K
$40.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.49K- 29.06% |
$248K - $292K
|
3.64K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.49K- 2.02% |
$248K - $292K
|
72.3K
$9.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.5K- 11.85% |
$249K - $293K
|
11.1K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-1.5K- 25.86% |
$250K - $294K
|
4.3K
$576K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.51K- 4.58% |
$252K - $296K
|
31.5K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mayar Capital Ltd.
|
SELL
|
- |
-1.56K- 1.89% |
$260K - $306K
|
81.2K
$10.9M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.57K- 3.67% |
$262K - $308K
|
41.3K
$5.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.58K- 17.95% |
$264K - $310K
|
7.24K
$969K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.59K- 8.35% |
$264K - $311K
|
17.4K
$2.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 5.93% |
$266K - $313K
|
25.4K
$3.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.61K- 11.57% |
$268K - $315K
|
12.3K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.61K- 3.85% |
$268K - $315K
|
40.1K
$5.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 38.51% |
$269K - $316K
|
2.58K
$345K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.62K- 3.01% |
$269K - $317K
|
52K
$6.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.62K- 8.44% |
$270K - $317K
|
17.5K
$2.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.65K- 4.11% |
$275K - $323K
|
38.4K
$5.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.66K- 47.98% |
$276K - $324K
|
1.79K
$240K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.67K- 33.75% |
$278K - $327K
|
3.28K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.69K- 5.12% |
$281K - $330K
|
31.3K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.69K- 0.25% |
$281K - $331K
|
680K
$91.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.69K- 6.28% |
$281K - $331K
|
25.2K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.69K- 0.76% |
$282K - $332K
|
220K
$29.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.72K- 5.48% |
$287K - $338K
|
29.7K
$3.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.76K- 1.66% |
$293K - $345K
|
104K
$14M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.78K- 24.2% |
$297K - $350K
|
5.58K
$748K
|