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 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.84K+ 17.15% |
$639K - $752K
|
26.2K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.83KNew |
$637K - $750K
|
3.83K
$428K
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
3.82K+ 0.87% |
$636K - $748K
|
441K
$49.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.81K+ 33.29% |
$635K - $747K
|
15.3K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
3.78K+ 2.83% |
$629K - $740K
|
137K
$15.3M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.77K+ 9.71% |
$628K - $739K
|
42.6K
$4.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.76KNew |
$627K - $738K
|
3.76K
$421K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.76K+ 4.16% |
$626K - $737K
|
94.2K
$10.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$625K - $735K
|
3.75K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.7KNew |
$616K - $725K
|
3.7K
$413K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.69KNew |
$615K - $724K
|
3.69K
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.66K+ 8.51% |
$609K - $717K
|
46.6K
$5.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.64K+ 19.12% |
$607K - $714K
|
22.7K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.62K+ 40.68% |
$604K - $710K
|
12.5K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.59K+ 29.46% |
$598K - $704K
|
15.8K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
3.59K+ 4.33% |
$598K - $704K
|
86.4K
$9.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.56K+ 29.02% |
$593K - $698K
|
15.8K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.55KNew |
$592K - $696K
|
3.55K
$397K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.55K+ 12.04% |
$591K - $695K
|
33K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.53K+ 22.7% |
$589K - $693K
|
19.1K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.53KNew |
$588K - $691K
|
3.53K
$394K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
3.51K+ 41.7% |
$585K - $689K
|
11.9K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.49K+ 53.01% |
$581K - $684K
|
10.1K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.43K+ 31.81% |
$571K - $672K
|
14.2K
$1.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.41K+ 24.3% |
$567K - $668K
|
17.4K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.38KNew |
$563K - $662K
|
3.38K
$377K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.37KNew |
$562K - $661K
|
3.37K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.34K+ 11.18% |
$556K - $654K
|
33.2K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.3KNew |
$550K - $647K
|
3.3K
$369K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.3K+ 53.69% |
$550K - $647K
|
9.44K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.29K+ 5.85% |
$548K - $644K
|
59.5K
$6.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.24K+ 22.45% |
$539K - $634K
|
17.6K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.23K+ 3368.75% |
$539K - $634K
|
3.33K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3.23KNew |
$538K - $634K
|
3.23K
$361K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.11KNew |
$518K - $609K
|
3.11K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
3.1KNew |
$517K - $608K
|
3.1K
$347K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.03K+ 48.07% |
$505K - $595K
|
9.35K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
3.02K+ 0.89% |
$504K - $593K
|
344K
$38.4M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
3.02K+ 0.89% |
$504K - $593K
|
344K
$38.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3K+ 218.53% |
$499K - $587K
|
4.37K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.99K+ 3.27% |
$499K - $587K
|
94.4K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.98KNew |
$496K - $583K
|
2.98K
$333K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.96KNew |
$493K - $580K
|
2.96K
$331K
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.94KNew |
$489K - $575K
|
2.94K
$328K
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
BUY
|
- |
2.91K+ 50.02% |
$486K - $571K
|
8.74K
$977K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.88KNew |
$480K - $565K
|
2.88K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.85K+ 16.49% |
$476K - $559K
|
20.2K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.84K+ 6.37% |
$473K - $556K
|
47.3K
$5.29M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.8K+ 4.86% |
$466K - $548K
|
60.3K
$6.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.79K+ 4.65% |
$465K - $547K
|
62.9K
$7.03M
|