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 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.88K- 4.94% |
$479K - $564K
|
55.3K
$7.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.92K- 2.87% |
$487K - $573K
|
98.8K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.93K- 13.6% |
$489K - $575K
|
18.6K
$2.5M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.93K- 13.6% |
$489K - $575K
|
18.6K
$2.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.94K- 0.87% |
$490K - $577K
|
335K
$44.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.01K- 72.44% |
$501K - $589K
|
1.14K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.02K- 56.59% |
$503K - $592K
|
2.32K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.06K- 42.3% |
$509K - $599K
|
4.17K
$558K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.06K- 42.3% |
$509K - $599K
|
4.17K
$558K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.27K- 5.56% |
$544K - $640K
|
55.5K
$7.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-3.3K- 34.45% |
$549K - $647K
|
6.27K
$840K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-3.36K- 4.56% |
$560K - $659K
|
70.3K
$9.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.39K- 12.27% |
$565K - $665K
|
24.2K
$3.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.43K- 13.21% |
$571K - $672K
|
22.5K
$3.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.44K- 7.23% |
$573K - $675K
|
44.1K
$5.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.47K- 8.0% |
$578K - $680K
|
39.9K
$5.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-3.5K- 6.73% |
$583K - $686K
|
48.4K
$6.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.57K- 14.38% |
$595K - $700K
|
21.3K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.68K- 5.84% |
$613K - $722K
|
59.4K
$7.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.69K- 5.0% |
$615K - $724K
|
70.1K
$9.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.69K- 10.22% |
$615K - $724K
|
32.4K
$4.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.8K- 49.13% |
$634K - $746K
|
3.94K
$527K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.85K- 5.53% |
$641K - $755K
|
65.8K
$8.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.85K- 1.22% |
$642K - $755K
|
312K
$41.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.86K- 2.96% |
$642K - $756K
|
126K
$16.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.86K- 5.41% |
$643K - $757K
|
67.5K
$9.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.88K- 14.09% |
$646K - $760K
|
23.7K
$3.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.91K- 13.46% |
$652K - $767K
|
25.1K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.92K- 2.67% |
$653K - $768K
|
143K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.93K- 2.41% |
$654K - $770K
|
159K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-3.93K- 27.68% |
$655K - $771K
|
10.3K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.97K- 56.07% |
$661K - $778K
|
3.11K
$416K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.97K- 56.07% |
$661K - $778K
|
3.11K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4K- 29.75% |
$667K - $785K
|
9.45K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.09K- 1.52% |
$682K - $803K
|
265K
$35.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.13K- 13.26% |
$688K - $809K
|
27K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.15K- 0.77% |
$691K - $813K
|
536K
$71.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.4K- 27.16% |
$733K - $863K
|
11.8K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.43K- 10.32% |
$738K - $868K
|
38.5K
$5.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-4.45K- 33.11% |
$741K - $872K
|
8.99K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.55K- 6.51% |
$758K - $892K
|
65.4K
$8.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.62K- 56.48% |
$770K - $906K
|
3.56K
$477K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.64K- 2.52% |
$773K - $909K
|
179K
$24M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-4.68K- 47.11% |
$780K - $917K
|
5.25K
$704K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-4.81K- 52.34% |
$801K - $942K
|
4.38K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 5.54% |
$806K - $948K
|
82.4K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4.85K- 9.72% |
$808K - $951K
|
45.1K
$6.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.92K- 9.28% |
$820K - $965K
|
48.1K
$6.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5K- 77.49% |
$834K - $981K
|
1.45K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 10.09% |
$907K - $1.07M
|
48.5K
$6.49M
|