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
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.46K+ 24.45% |
$242K - $285K
|
7.41K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 14.49% |
$241K - $284K
|
11.4K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.45K+ 4.7% |
$241K - $284K
|
32.2K
$4.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.44K+ 33.47% |
$239K - $282K
|
5.73K
$767K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.43K+ 17.89% |
$238K - $280K
|
9.4K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$236K - $278K
|
1.42K
$190K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.41K+ 2.08% |
$235K - $277K
|
69.5K
$9.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$233K - $274K
|
1.4K
$187K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.38KNew |
$230K - $271K
|
1.38K
$185K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.38K+ 8.36% |
$229K - $270K
|
17.9K
$2.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.37K+ 9.88% |
$228K - $268K
|
15.2K
$2.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 2.15% |
$224K - $264K
|
64K
$8.57M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
1.34K+ 4.98% |
$223K - $263K
|
28.2K
$3.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.33KNew |
$221K - $260K
|
1.33K
$178K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 7.71% |
$221K - $260K
|
18.5K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.31K+ 1.35% |
$218K - $257K
|
98.6K
$13.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.31KNew |
$218K - $256K
|
1.31K
$175K
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.31KNew |
$217K - $256K
|
1.31K
$175K
|
|
|
Aug 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
1.3K+ 15.41% |
$217K - $255K
|
9.75K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.29KNew |
$216K - $254K
|
1.29K
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 29.96% |
$215K - $253K
|
5.59K
$749K
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.29K+ 4.26% |
$214K - $252K
|
31.5K
$4.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.29K+ 10.0% |
$214K - $252K
|
14.2K
$1.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.28KNew |
$213K - $251K
|
1.28K
$171K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.28K+ 11.13% |
$213K - $251K
|
12.8K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.28K+ 11.74% |
$213K - $251K
|
12.2K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.28K+ 4.9% |
$213K - $250K
|
27.4K
$3.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.28K+ 4.07% |
$213K - $250K
|
32.6K
$4.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.27K+ 21.46% |
$212K - $249K
|
7.2K
$964K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
1.26K+ 9.5% |
$211K - $248K
|
14.6K
$1.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 4.67% |
$210K - $248K
|
28.3K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$209K - $246K
|
1.25K
$168K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.25K+ 4.7% |
$209K - $246K
|
27.9K
$3.74M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
1.24K+ 16.15% |
$207K - $244K
|
8.95K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.22K+ 0.51% |
$203K - $238K
|
238K
$31.9M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1.21K+ 1.67% |
$202K - $238K
|
73.7K
$9.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.2KNew |
$201K - $236K
|
1.2K
$161K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.2K+ 15.13% |
$199K - $234K
|
9.1K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.19K+ 13.28% |
$198K - $233K
|
10.1K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.19K+ 0.84% |
$198K - $233K
|
143K
$19.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.19KNew |
$198K - $233K
|
1.19K
$159K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.18K+ 23.64% |
$196K - $231K
|
6.15K
$824K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.17KNew |
$194K - $229K
|
1.17K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.15K+ 2.38% |
$191K - $224K
|
49.2K
$6.59M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.14K+ 1.66% |
$190K - $223K
|
69.9K
$9.36M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.14KNew |
$190K - $223K
|
1.14K
$153K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.13K+ 2.51% |
$188K - $221K
|
46K
$6.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.13K+ 16.67% |
$187K - $221K
|
7.87K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.12K+ 6.28% |
$186K - $219K
|
18.9K
$2.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.1K+ 19.17% |
$183K - $216K
|
6.85K
$917K
|