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 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.72KNew |
$453K - $533K
|
2.72K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.69K+ 112.02% |
$449K - $528K
|
5.1K
$683K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.68K+ 2.17% |
$447K - $526K
|
126K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 26.81% |
$446K - $524K
|
12.7K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.66KNew |
$443K - $521K
|
2.66K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.58K+ 9.93% |
$430K - $506K
|
28.6K
$3.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.51K+ 77.56% |
$418K - $492K
|
5.74K
$769K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.49K+ 10.92% |
$415K - $488K
|
25.3K
$3.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.48K+ 41.44% |
$413K - $486K
|
8.47K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.46K+ 49.83% |
$410K - $482K
|
7.39K
$990K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.45K+ 12.15% |
$408K - $480K
|
22.6K
$3.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.43K+ 12.83% |
$405K - $477K
|
21.4K
$2.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.42K+ 6.59% |
$403K - $474K
|
39.1K
$5.23M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2.4K+ 3.91% |
$400K - $470K
|
63.9K
$8.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.39KNew |
$399K - $469K
|
2.39K
$321K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
2.38K+ 108.36% |
$397K - $467K
|
4.58K
$614K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
2.36K+ 0.79% |
$394K - $463K
|
302K
$40.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
2.36K+ 51.47% |
$394K - $463K
|
6.95K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.36K+ 14.39% |
$393K - $463K
|
18.8K
$2.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.34K+ 33.91% |
$390K - $459K
|
9.25K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$383K - $451K
|
2.3K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.28K+ 1.38% |
$380K - $447K
|
168K
$22.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.28K+ 144.83% |
$380K - $447K
|
3.86K
$516K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.27K+ 5.47% |
$378K - $444K
|
43.7K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.26KNew |
$377K - $444K
|
2.26K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.26K+ 3.63% |
$376K - $443K
|
64.5K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.26K+ 95.43% |
$376K - $442K
|
4.62K
$619K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.26K+ 95.43% |
$376K - $442K
|
4.62K
$619K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.24K+ 8.68% |
$374K - $440K
|
28.1K
$3.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.22K+ 3.73% |
$370K - $436K
|
61.7K
$8.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.22KNew |
$369K - $434K
|
2.22K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.2KNew |
$367K - $432K
|
2.2K
$295K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.2KNew |
$366K - $430K
|
2.2K
$294K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.17K+ 7.03% |
$361K - $424K
|
33K
$4.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.15K+ 26.69% |
$358K - $422K
|
10.2K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.15KNew |
$358K - $421K
|
2.15K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.14K+ 306.6% |
$356K - $419K
|
2.83K
$380K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.11KNew |
$351K - $413K
|
2.11K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.06K+ 21.74% |
$344K - $405K
|
11.6K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.06K+ 4.02% |
$344K - $404K
|
53.3K
$7.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.03K+ 789.88% |
$338K - $398K
|
2.29K
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.03KNew |
$338K - $397K
|
2.03K
$271K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$335K - $394K
|
2.01K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.01KNew |
$335K - $394K
|
2.01K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2K+ 6.91% |
$333K - $391K
|
30.9K
$4.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.99KNew |
$331K - $390K
|
1.99K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.99K+ 1.12% |
$331K - $389K
|
180K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.98K+ 2.97% |
$330K - $388K
|
68.7K
$9.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.98K+ 282.31% |
$330K - $388K
|
2.68K
$359K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.94K+ 38.13% |
$324K - $381K
|
7.04K
$943K
|