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 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
192+ 4.22% |
$32K - $37.6K
|
4.74K
$615K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
190+ 2.64% |
$31.7K - $37.2K
|
7.39K
$958K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
189+ 7.78% |
$31.5K - $37K
|
2.62K
$340K
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
185+ 10.77% |
$30.8K - $36.3K
|
1.9K
$247K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
185+ 1.91% |
$30.8K - $36.3K
|
9.87K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
185+ 6.46% |
$30.8K - $36.3K
|
3.05K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
185+ 2.63% |
$30.8K - $36.3K
|
7.23K
$938K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
183+ 9.83% |
$30.5K - $35.9K
|
2.04K
$265K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
176+ 3.73% |
$29.3K - $34.5K
|
4.89K
$635K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
176+ 1.58% |
$29.3K - $34.5K
|
11.3K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
176+ 5.24% |
$29.3K - $34.5K
|
3.54K
$459K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
175+ 2.26% |
$29.2K - $34.3K
|
7.91K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
174+ 8.67% |
$29K - $34.1K
|
2.18K
$283K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
173+ 2.51% |
$28.8K - $33.9K
|
7.08K
$918K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
173+ 0.92% |
$28.8K - $33.9K
|
18.9K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
173+ 10.87% |
$28.8K - $33.9K
|
1.76K
$229K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
172+ 12.32% |
$28.7K - $33.7K
|
1.57K
$203K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
171+ 0.59% |
$28.5K - $33.5K
|
29.3K
$3.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
170+ 6.44% |
$28.3K - $33.3K
|
2.81K
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
170+ 3.39% |
$28.3K - $33.3K
|
5.18K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
167+ 2.4% |
$27.8K - $32.7K
|
7.12K
$924K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
163+ 1.63% |
$27.2K - $32K
|
10.1K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
163+ 1.2% |
$27.2K - $32K
|
13.7K
$1.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
163+ 1.05% |
$27.2K - $32K
|
15.6K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
162+ 0.15% |
$27K - $31.8K
|
106K
$13.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
161+ 5.17% |
$26.8K - $31.6K
|
3.27K
$425K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$105K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$105K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
159+ 29.07% |
$26.5K - $31.2K
|
706
$91.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
157+ 4.54% |
$26.2K - $30.8K
|
3.62K
$469K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
155+ 13.44% |
$25.8K - $30.4K
|
1.31K
$170K
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
BUY
|
- |
150+ 0.3% |
$25K - $29.4K
|
49.5K
$6.42M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
148+ 0.46% |
$24.7K - $29K
|
32.1K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
148+ 1.41% |
$24.7K - $29K
|
10.7K
$1.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
148+ 4.51% |
$24.7K - $29K
|
3.43K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
147+ 2.09% |
$24.5K - $28.8K
|
7.17K
$930K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
146+ 3.91% |
$24.3K - $28.6K
|
3.88K
$503K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
145+ 0.58% |
$24.2K - $28.4K
|
25.1K
$3.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
143+ 9.81% |
$23.8K - $28K
|
1.6K
$208K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
142+ 0.86% |
$23.7K - $27.8K
|
16.7K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
142+ 10.45% |
$23.7K - $27.8K
|
1.5K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
141+ 2.28% |
$23.5K - $27.6K
|
6.33K
$821K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
141New |
$23.5K - $27.6K
|
141
$18.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
137+ 1.53% |
$22.8K - $26.9K
|
9.09K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
136+ 0.74% |
$22.7K - $26.7K
|
18.5K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
135+ 0.89% |
$22.5K - $26.5K
|
15.4K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
131+ 0.19% |
$21.8K - $25.7K
|
70.4K
$9.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
131+ 1.98% |
$21.8K - $25.7K
|
6.76K
$876K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
130+ 0.39% |
$21.7K - $25.5K
|
33.1K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
129+ 0.91% |
$21.5K - $25.3K
|
14.3K
$1.85M
|