Purchases and Sales Made in Q1 2023 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.91K- 15.86% |
$332K - $370K
|
10.1K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.92K- 33.17% |
$333K - $372K
|
3.86K
$444K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.93K- 1.22% |
$336K - $375K
|
156K
$17.9M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.96K- 3.63% |
$340K - $379K
|
51.9K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.96K- 61.09% |
$340K - $379K
|
1.25K
$143K
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-2K- 0.79% |
$347K - $388K
|
251K
$28.9M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2K- 47.44% |
$348K - $389K
|
2.22K
$255K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.03K- 3.12% |
$353K - $393K
|
63.1K
$7.26M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.04K- 7.52% |
$355K - $396K
|
25.1K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-2.06K- 12.93% |
$359K - $400K
|
13.9K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.07K- 53.18% |
$359K - $401K
|
1.82K
$209K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.08K- 46.82% |
$361K - $403K
|
2.36K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.08K- 8.02% |
$362K - $403K
|
23.8K
$2.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.13K- 0.7% |
$370K - $413K
|
301K
$34.7M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.14K- 3.21% |
$372K - $415K
|
64.4K
$7.42M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.18K- 13.62% |
$378K - $422K
|
13.8K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.19K- 1.01% |
$381K - $425K
|
215K
$24.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.24K- 1.37% |
$389K - $435K
|
161K
$18.5M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.27K- 1.16% |
$395K - $441K
|
194K
$22.3M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.28K- 6.82% |
$396K - $442K
|
31.1K
$3.58M
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.28K- 11.83% |
$397K - $443K
|
17K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.29K- 7.85% |
$397K - $443K
|
26.8K
$3.09M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-2.32K- 0.66% |
$403K - $449K
|
347K
$39.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.33K- 0.39% |
$405K - $452K
|
588K
$67.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.37K- 6.51% |
$411K - $459K
|
34K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.37K- 4.91% |
$412K - $460K
|
46K
$5.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.38K- 5.19% |
$413K - $461K
|
43.4K
$5M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.43K- 15.66% |
$423K - $472K
|
13.1K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.43K- 62.95% |
$423K - $472K
|
1.43K
$165K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.53K- 33.91% |
$440K - $491K
|
4.93K
$568K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.56K- 12.36% |
$446K - $497K
|
18.2K
$2.09M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.59K- 52.31% |
$451K - $503K
|
2.37K
$272K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.63K- 3.59% |
$456K - $509K
|
70.4K
$8.11M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.67K- 51.21% |
$463K - $517K
|
2.54K
$292K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.7K- 9.88% |
$468K - $523K
|
24.6K
$2.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.78K- 2.89% |
$483K - $539K
|
93.4K
$10.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-2.84K- 17.47% |
$494K - $552K
|
13.4K
$1.55M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.89K- 71.04% |
$503K - $561K
|
1.18K
$136K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.91K- 2.38% |
$506K - $565K
|
119K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.91K- 13.0% |
$507K - $565K
|
19.5K
$2.25M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.93K- 30.35% |
$509K - $568K
|
6.72K
$774K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.98K- 1.6% |
$518K - $578K
|
184K
$21.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.05K- 8.58% |
$529K - $591K
|
32.4K
$3.73M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.06K- 2.3% |
$531K - $593K
|
130K
$15M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-3.07K- 57.78% |
$534K - $596K
|
2.25K
$258K
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.08K- 7.12% |
$535K - $597K
|
40.1K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3.13K- 15.54% |
$543K - $606K
|
17K
$1.96M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-3.2K- 10.06% |
$556K - $620K
|
28.6K
$3.29M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.21K- 15.6% |
$557K - $622K
|
17.3K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 14.36% |
$563K - $628K
|
19.3K
$2.22M
|