Purchases and Sales Made in Q2 2023 in United Parcel Service Inc (UPS)

UPS Quotes by TradingView

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 11, 2023 Q2 2023
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
1.13K
+ 2.51%
$188K - $221K
46K $5.32M
Aug 09, 2023 Q2 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
1.13K
+ 16.67%
$187K - $221K
7.87K $910K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.12K
+ 6.28%
$186K - $219K
18.9K $2.19M
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
1.1K
+ 19.17%
$183K - $216K
6.85K $792K
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
1.06K
+ 18.12%
$177K - $208K
6.91K $799K
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
1.05K
+ 26.42%
$175K - $206K
5.03K $582K
Aug 01, 2023 Q2 2023
Spinnaker Trust

BUY
 -
1.04K
+ 2.26%
$173K - $203K
46.9K $5.42M
Aug 14, 2023 Q2 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
1.04K
+ 63.68%
$173K - $203K
2.67K $309K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.04K
+ 19.95%
$173K - $203K
6.24K $721K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
1.04K
+ 12.46%
$173K - $203K
9.35K $1.08M
Aug 02, 2023 Q2 2023
Stack Financial Management, Inc

BUY
 -
1.02K
+ 1.39%
$170K - $200K
74.8K $8.65M
Aug 07, 2023 Q2 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
1.01K
New
$168K - $198K
1.01K $117K
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1K
+ 8.66%
$167K - $197K
12.6K $1.46M
Aug 14, 2023 Q2 2023
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
1K
+ 6.79%
$167K - $197K
15.8K $1.82M
Jul 20, 2023 Q2 2023
Garland Capital Management Inc

BUY
 -
1K
+ 2.55%
$167K - $196K
40.2K $4.65M
Jul 12, 2023 Q2 2023
American National Bank

BUY
 -
1K
+ 44.54%
$167K - $196K
3.25K $375K
Jul 27, 2023 Q2 2023
Robert Olstein Olstein Capital Management, L.P.
BUY
 -
1K
+ 2.17%
$167K - $196K
47K $5.44M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
996
+ 43.29%
$166K - $195K
3.3K $381K
Aug 01, 2023 Q2 2023
Griffin Asset Management, Inc.

BUY
 -
994
+ 2.55%
$166K - $195K
40K $4.62M
Aug 14, 2023 Q2 2023
Wahed Invest LLC

New York, NY
BUY
 -
993
+ 10.48%
$165K - $195K
10.5K $1.21M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
987
New
$164K - $193K
987 $114K
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
967
+ 0.88%
$161K - $190K
110K $12.8M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
961
+ 0.43%
$160K - $188K
223K $25.7M
Jul 20, 2023 Q2 2023
Jlb & Associates Inc

BUY
 -
953
+ 6.37%
$159K - $187K
15.9K $1.84M
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
947
+ 13.85%
$158K - $186K
7.78K $900K
Aug 10, 2023 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
932
+ 38.54%
$155K - $183K
3.35K $387K
Jun 25, 2024 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
932
+ 38.54%
$155K - $183K
3.35K $387K
Aug 11, 2023 Q2 2023
Ossiam

Paris, I0
BUY
 -
924
+ 4.73%
$154K - $181K
20.4K $2.36M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
921
+ 19.93%
$153K - $181K
5.54K $641K
Jul 19, 2023 Q2 2023
Heartwood Wealth Advisors LLC

BUY
 -
912
+ 71.03%
$152K - $179K
2.2K $254K
Jul 28, 2023 Q2 2023
Hallmark Capital Management Inc

BUY
 -
907
+ 3.63%
$151K - $178K
25.9K $3M
Jul 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
897
+ 9.49%
$149K - $176K
10.4K $1.2M
Jul 10, 2023 Q2 2023
Signature Wealth Management Group

BUY
 -
889
+ 4.61%
$148K - $174K
20.2K $2.33M
Aug 14, 2023 Q2 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
878
+ 2.62%
$146K - $172K
34.4K $3.98M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
877
+ 25.55%
$146K - $172K
4.31K $498K
Jul 20, 2023 Q2 2023
Telos Capital Management, Inc.

BUY
 -
862
+ 1.19%
$144K - $169K
73.6K $8.51M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
861
+ 34.76%
$143K - $169K
3.34K $386K
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
858
+ 11.99%
$143K - $168K
8.01K $926K
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
856
+ 6.33%
$143K - $168K
14.4K $1.66M
Jul 24, 2023 Q2 2023
Boston Trust Walden Corp

BUY
 -
852
+ 0.13%
$142K - $167K
667K $77.1M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
844
+ 7.1%
$141K - $165K
12.7K $1.47M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
844
+ 2.21%
$141K - $165K
39K $4.51M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
839
+ 67.72%
$140K - $164K
2.08K $240K
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
818
New
$136K - $160K
818 $94.6K
Jul 18, 2023 Q2 2023
Culbertson A N & CO Inc

BUY
 -
802
+ 2.92%
$134K - $157K
28.2K $3.27M
Jul 24, 2023 Q2 2023
Ellsworth Advisors, LLC

BUY
 -
797
+ 3.62%
$133K - $156K
22.8K $2.64M
Jul 13, 2023 Q2 2023
Hudson Capital Management LLC

BUY
 -
793
+ 3.98%
$132K - $155K
20.7K $2.39M
Aug 01, 2023 Q2 2023
Monarch Capital Management Inc

BUY
 -
774
+ 4.77%
$129K - $152K
17K $1.97M
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
765
+ 6.21%
$127K - $150K
13.1K $1.51M

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