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 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.69K- 6.28% |
$281K - $331K
|
25.2K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.69K- 0.76% |
$282K - $332K
|
220K
$28.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.72K- 5.48% |
$287K - $338K
|
29.7K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.76K- 1.66% |
$293K - $345K
|
104K
$13.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.78K- 24.2% |
$297K - $350K
|
5.58K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.79K- 23.91% |
$299K - $351K
|
5.7K
$740K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.8K- 4.04% |
$300K - $353K
|
42.7K
$5.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.82K- 6.17% |
$303K - $357K
|
27.7K
$3.59M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.83KClosed |
$305K - $358K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.84K- 12.18% |
$306K - $360K
|
13.2K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.84K- 3.65% |
$307K - $361K
|
48.6K
$6.31M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.85K- 3.32% |
$308K - $362K
|
53.8K
$6.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.85K- 6.75% |
$308K - $362K
|
25.5K
$3.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.88K- 3.64% |
$313K - $369K
|
49.7K
$6.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 27.57% |
$317K - $373K
|
5K
$649K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.91K- 7.8% |
$318K - $375K
|
22.6K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.92K- 7.47% |
$320K - $377K
|
23.8K
$3.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
SELL
|
- |
-1.95K- 17.56% |
$325K - $383K
|
9.17K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.96K- 4.73% |
$327K - $384K
|
39.5K
$5.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2K- 1.25% |
$333K - $392K
|
159K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.01K- 54.03% |
$334K - $393K
|
1.71K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.02K- 17.66% |
$336K - $396K
|
9.41K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.03K- 27.68% |
$337K - $397K
|
5.29K
$686K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 15.18% |
$338K - $398K
|
11.3K
$1.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.03K- 1.27% |
$339K - $399K
|
158K
$20.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-2.05K- 38.64% |
$342K - $403K
|
3.26K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 15.26% |
$344K - $404K
|
11.5K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.08K- 10.22% |
$347K - $408K
|
18.3K
$2.37M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-2.1K- 9.23% |
$350K - $412K
|
20.7K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.11K- 45.11% |
$351K - $413K
|
2.57K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.12K- 32.17% |
$354K - $416K
|
4.48K
$581K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.16K- 6.51% |
$360K - $423K
|
31K
$4.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.25K- 31.82% |
$375K - $441K
|
4.82K
$625K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.27K- 15.25% |
$379K - $446K
|
12.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.28K- 12.85% |
$380K - $447K
|
15.4K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.33K- 9.06% |
$388K - $456K
|
23.4K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.34K- 13.03% |
$391K - $459K
|
15.6K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.36K- 3.38% |
$393K - $462K
|
67.5K
$8.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.38K- 1.53% |
$396K - $466K
|
153K
$19.9M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.45K- 8.35% |
$409K - $481K
|
26.9K
$3.49M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-2.46K- 11.42% |
$410K - $482K
|
19.1K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.48K- 0.96% |
$413K - $486K
|
256K
$33.2M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.48K- 10.39% |
$413K - $486K
|
21.4K
$2.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.54K- 5.15% |
$424K - $499K
|
46.8K
$6.07M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.56K- 4.68% |
$426K - $501K
|
52.1K
$6.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.58K- 15.04% |
$429K - $505K
|
14.5K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-2.58K- 21.01% |
$430K - $506K
|
9.7K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.6K- 5.49% |
$433K - $510K
|
44.8K
$5.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.62K- 17.77% |
$436K - $513K
|
12.1K
$1.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.63K- 12.86% |
$438K - $515K
|
17.8K
$2.31M
|