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 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.94K+ 74.97% |
$324K - $381K
|
4.54K
$608K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.94K+ 24.2% |
$324K - $381K
|
9.97K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.92K+ 7.0% |
$320K - $377K
|
29.4K
$3.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.92K+ 152.46% |
$320K - $377K
|
3.18K
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.9K+ 1.71% |
$316K - $372K
|
113K
$15.1M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
1.9K+ 9.67% |
$316K - $371K
|
21.5K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.88KNew |
$314K - $369K
|
1.88K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.87KNew |
$311K - $366K
|
1.87K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.83K+ 31.44% |
$305K - $359K
|
7.66K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.83K+ 0.11% |
$305K - $359K
|
1.73M
$231M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82K+ 5.07% |
$303K - $356K
|
37.7K
$5.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.82K+ 5.52% |
$302K - $356K
|
34.7K
$4.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.77K+ 4.74% |
$294K - $346K
|
39.1K
$5.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.76K+ 36.43% |
$293K - $345K
|
6.58K
$882K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.75K+ 26.02% |
$292K - $344K
|
8.49K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.75KNew |
$292K - $343K
|
1.75K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.75K+ 41.48% |
$291K - $342K
|
5.95K
$797K
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.74K+ 3.47% |
$290K - $342K
|
52K
$6.97M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.7K+ 5.04% |
$283K - $333K
|
35.5K
$4.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.7KNew |
$283K - $333K
|
1.7K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.69K+ 40.42% |
$282K - $332K
|
5.88K
$788K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.68KNew |
$280K - $329K
|
1.68K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.67K+ 11.44% |
$279K - $328K
|
16.3K
$2.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.67K+ 13.46% |
$278K - $327K
|
14.1K
$1.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.64K+ 9.83% |
$273K - $321K
|
18.3K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.64K+ 36.83% |
$272K - $321K
|
6.07K
$813K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.63KNew |
$272K - $320K
|
1.63K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
1.63KNew |
$272K - $320K
|
1.63K
$218K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.63KNew |
$272K - $320K
|
1.63K
$218K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.62K+ 1.89% |
$270K - $317K
|
87.2K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.61K+ 43.84% |
$269K - $316K
|
5.29K
$709K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.61K+ 1.38% |
$268K - $315K
|
118K
$15.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
1.61K+ 0.44% |
$267K - $315K
|
365K
$48.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.6KNew |
$267K - $314K
|
1.6K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.6KNew |
$266K - $313K
|
1.6K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.59KNew |
$265K - $311K
|
1.59K
$213K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.57K+ 26.18% |
$262K - $308K
|
7.58K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.57KNew |
$262K - $308K
|
1.57K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.56KNew |
$261K - $307K
|
1.56K
$209K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.56K+ 2.47% |
$259K - $305K
|
64.6K
$8.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.55K+ 1.69% |
$258K - $303K
|
92.8K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.55KNew |
$258K - $303K
|
1.55K
$207K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.53K+ 17.4% |
$255K - $300K
|
10.3K
$1.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.53K+ 1.48% |
$255K - $300K
|
105K
$14M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
1.53KNew |
$254K - $299K
|
1.53K
$204K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 6.12% |
$254K - $298K
|
26.4K
$3.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 1.0% |
$252K - $296K
|
152K
$20.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.48KNew |
$246K - $290K
|
1.48K
$198K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.47K+ 1.68% |
$245K - $288K
|
89.1K
$11.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.46K+ 90.28% |
$243K - $286K
|
3.07K
$412K
|