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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 5.54% |
$806K - $948K
|
82.4K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-4.85K- 9.72% |
$808K - $951K
|
45.1K
$5.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.92K- 9.28% |
$820K - $965K
|
48.1K
$5.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5K- 77.49% |
$834K - $981K
|
1.45K
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 10.09% |
$907K - $1.07M
|
48.5K
$5.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.5K- 8.53% |
$916K - $1.08M
|
58.9K
$6.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-5.57K- 1.68% |
$928K - $1.09M
|
326K
$36.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-5.6K- 30.11% |
$933K - $1.1M
|
13K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5.72K- 43.99% |
$952K - $1.12M
|
7.28K
$823K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.73K- 21.37% |
$955K - $1.12M
|
21.1K
$2.39M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-5.77K- 66.83% |
$962K - $1.13M
|
2.87K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.78K- 2.07% |
$962K - $1.13M
|
273K
$30.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-5.84K- 2.06% |
$972K - $1.14M
|
278K
$31.4M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.87K- 71.04% |
$978K - $1.15M
|
2.39K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.93K- 22.58% |
$988K - $1.16M
|
20.3K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.08K- 5.09% |
$1.01M - $1.19M
|
113K
$12.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.31K- 14.97% |
$1.05M - $1.24M
|
35.9K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.35K- 76.37% |
$1.06M - $1.24M
|
1.96K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.44K- 14.77% |
$1.07M - $1.26M
|
37.2K
$4.21M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.68K- 1.54% |
$1.11M - $1.31M
|
427K
$48.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.7K- 5.11% |
$1.12M - $1.31M
|
124K
$14.1M
|
|
|
Aug 15, 2023
Q2 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-6.71K- 0.62% |
$1.12M - $1.32M
|
1.08M
$122M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.84K- 2.92% |
$1.14M - $1.34M
|
227K
$25.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.98K- 1.64% |
$1.16M - $1.37M
|
419K
$47.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.1K- 14.36% |
$1.18M - $1.39M
|
42.3K
$4.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.48K- 64.1% |
$1.25M - $1.47M
|
4.19K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-7.58K- 2.18% |
$1.26M - $1.49M
|
339K
$38.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.63K- 30.39% |
$1.27M - $1.5M
|
17.5K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.06K- 82.96% |
$1.34M - $1.58M
|
1.66K
$187K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-8.11K- 1.08% |
$1.35M - $1.59M
|
745K
$84.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.12K- 3.97% |
$1.35M - $1.59M
|
196K
$22.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
SELL
|
- |
-8.21K- 15.34% |
$1.37M - $1.61M
|
45.3K
$5.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.32K- 19.55% |
$1.39M - $1.63M
|
34.2K
$3.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-8.4K- 10.87% |
$1.4M - $1.65M
|
68.8K
$7.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.46K- 18.86% |
$1.41M - $1.66M
|
36.4K
$4.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.66K- 0.62% |
$1.44M - $1.7M
|
1.39M
$157M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-8.66K- 4.99% |
$1.44M - $1.7M
|
165K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-8.74K- 69.1% |
$1.46M - $1.71M
|
3.91K
$442K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.8K- 22.88% |
$1.47M - $1.73M
|
29.7K
$3.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-8.89K- 3.54% |
$1.48M - $1.74M
|
242K
$27.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-8.98K- 9.14% |
$1.5M - $1.76M
|
89.2K
$10.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-9.08K- 1.3% |
$1.51M - $1.78M
|
690K
$78M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.09K- 1.55% |
$1.51M - $1.78M
|
578K
$65.4M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.17K- 24.26% |
$1.53M - $1.8M
|
28.6K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-9.34K- 7.18% |
$1.56M - $1.83M
|
121K
$13.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.36K- 78.91% |
$1.56M - $1.83M
|
2.5K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-9.39K- 21.32% |
$1.56M - $1.84M
|
34.6K
$3.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-9.39K- 5.22% |
$1.56M - $1.84M
|
170K
$19.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-9.55K- 40.33% |
$1.59M - $1.87M
|
14.1K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-9.58K- 32.04% |
$1.6M - $1.88M
|
20.3K
$2.3M
|