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 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.77K+ 51.76% |
$961K - $1.13M
|
16.9K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
5.68KNew |
$947K - $1.11M
|
5.68K
$761K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.62K+ 24.27% |
$936K - $1.1M
|
28.8K
$3.85M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.61K+ 10.35% |
$934K - $1.1M
|
59.8K
$8.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.49K+ 19.23% |
$915K - $1.08M
|
34.1K
$4.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.45K+ 32.43% |
$908K - $1.07M
|
22.3K
$2.98M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
5.31K+ 59.84% |
$885K - $1.04M
|
14.2K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5.2K+ 1.42% |
$867K - $1.02M
|
372K
$49.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
5.16KNew |
$860K - $1.01M
|
5.16K
$692K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
5.15K+ 6.84% |
$858K - $1.01M
|
80.5K
$10.8M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.06K+ 3.31% |
$843K - $992K
|
158K
$21.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
BUY
|
- |
5.01KNew |
$834K - $981K
|
5.01K
$670K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5K+ 8.11% |
$833K - $980K
|
66.6K
$8.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.99K+ 2.53% |
$831K - $977K
|
202K
$27M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.91K+ 14.34% |
$818K - $963K
|
39.1K
$5.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.9KNew |
$817K - $961K
|
4.9K
$656K
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.89K+ 44.08% |
$815K - $959K
|
16K
$2.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.89K+ 5.72% |
$815K - $958K
|
90.3K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.85K+ 2.69% |
$808K - $951K
|
186K
$24.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
4.85K+ 10.89% |
$808K - $951K
|
49.4K
$6.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
4.8K+ 11.99% |
$800K - $941K
|
44.9K
$6.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
4.77K+ 5820.73% |
$795K - $936K
|
4.86K
$650K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.75KNew |
$791K - $931K
|
4.75K
$636K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.7KNew |
$782K - $921K
|
4.7K
$629K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.67KNew |
$777K - $915K
|
4.67K
$625K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.61K+ 6.63% |
$769K - $904K
|
74.2K
$9.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.61K+ 10.37% |
$768K - $904K
|
49.1K
$6.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.53K+ 51.05% |
$755K - $888K
|
13.4K
$1.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
4.31K+ 7.63% |
$718K - $845K
|
60.8K
$8.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
4.3KNew |
$717K - $843K
|
4.3K
$576K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.25K+ 6.77% |
$708K - $833K
|
67.1K
$8.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.24K+ 5.12% |
$706K - $831K
|
87.1K
$11.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.24K+ 4.62% |
$706K - $831K
|
96K
$12.9M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.24K+ 4.62% |
$706K - $831K
|
96K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
4.23KNew |
$705K - $830K
|
4.23K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.22K+ 127.72% |
$702K - $826K
|
7.52K
$1.01M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.22K+ 127.72% |
$702K - $826K
|
7.52K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.14KNew |
$689K - $811K
|
4.14K
$554K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.11K+ 1.67% |
$685K - $806K
|
250K
$33.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
4.09K+ 30.43% |
$682K - $802K
|
17.5K
$2.35M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.05K+ 2.56% |
$674K - $793K
|
162K
$21.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.05K+ 1.48% |
$674K - $793K
|
278K
$37.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.04K+ 50.03% |
$674K - $793K
|
12.1K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.03K+ 4.13% |
$672K - $791K
|
102K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4.02K+ 23.64% |
$670K - $788K
|
21K
$2.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.92K+ 12.77% |
$653K - $768K
|
34.6K
$4.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.89K+ 10.3% |
$648K - $763K
|
41.7K
$5.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.88K+ 86.4% |
$646K - $760K
|
8.36K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.84K+ 17.15% |
$639K - $752K
|
26.2K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.83KNew |
$637K - $750K
|
3.83K
$512K
|