Purchases and Sales Made in Q1 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.38K+ 10.47% |
$268K - $319K
|
14.5K
$1.94M
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.37K+ 3.42% |
$266K - $317K
|
41.3K
$5.53M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 2.48% |
$263K - $313K
|
55.8K
$7.48M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.35K+ 10.93% |
$262K - $312K
|
13.6K
$1.83M
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.34K+ 50.04% |
$261K - $311K
|
4.02K
$538K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.34K+ 15.59% |
$260K - $310K
|
9.91K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
BUY
|
- |
1.34KNew |
$260K - $310K
|
1.34K
$179K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$260K - $309K
|
1.33K
$178K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$257K - $306K
|
1.32K
$177K
|
|
|
Apr 13, 2022
Q1 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.3K+ 18.06% |
$253K - $302K
|
8.5K
$1.14M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.3K+ 92.46% |
$253K - $302K
|
2.71K
$362K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
1.29K+ 4.79% |
$251K - $299K
|
28.2K
$3.77M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.27K+ 15.8% |
$248K - $295K
|
9.33K
$1.25M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
1.27KNew |
$247K - $295K
|
1.27K
$170K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 5.59% |
$246K - $293K
|
23.8K
$3.19M
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.26KNew |
$246K - $293K
|
1.26K
$169K
|
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
1.26KNew |
$245K - $292K
|
1.26K
$168K
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.25K+ 3.68% |
$244K - $290K
|
35.2K
$4.71M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.23K+ 2.02% |
$239K - $285K
|
62K
$8.3M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.23KNew |
$239K - $285K
|
1.23K
$164K
|
|
|
May 13, 2022
Q1 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
1.21K+ 11.22% |
$237K - $282K
|
12K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.21K+ 13.36% |
$236K - $281K
|
10.3K
$1.37M
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.21KNew |
$236K - $281K
|
1.21K
$162K
|
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.21KNew |
$236K - $281K
|
1.21K
$162K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.2K+ 51.1% |
$235K - $279K
|
3.56K
$477K
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
1.2K+ 2.34% |
$233K - $278K
|
52.2K
$6.99M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.19K+ 9.68% |
$231K - $276K
|
13.5K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.18K+ 0.7% |
$231K - $275K
|
171K
$22.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.18K+ 3.85% |
$229K - $273K
|
31.7K
$4.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.17K+ 1.03% |
$227K - $270K
|
114K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.16KNew |
$226K - $269K
|
1.16K
$155K
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.16K+ 5.45% |
$225K - $268K
|
22.4K
$2.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.15K+ 1.15% |
$224K - $266K
|
101K
$13.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.15KNew |
$223K - $266K
|
1.15K
$153K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.15KNew |
$223K - $266K
|
1.15K
$153K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.13K+ 3.74% |
$221K - $263K
|
31.5K
$4.21M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.13K+ 3.04% |
$219K - $261K
|
38.2K
$5.11M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.12KNew |
$219K - $261K
|
1.12K
$151K
|
|
|
Apr 19, 2022
Q1 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.12K+ 1.52% |
$219K - $261K
|
74.8K
$10M
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.12KNew |
$218K - $260K
|
1.12K
$150K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.12K+ 8.29% |
$218K - $259K
|
14.6K
$1.95M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.12KNew |
$217K - $259K
|
1.12K
$149K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.12K+ 13.89% |
$217K - $259K
|
9.14K
$1.22M
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
1.11K+ 26.05% |
$216K - $257K
|
5.37K
$719K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
1.11K+ 35.59% |
$215K - $257K
|
4.21K
$564K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$215K - $256K
|
1.1K
$147K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.1K+ 98.48% |
$214K - $255K
|
2.22K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.09KNew |
$212K - $253K
|
1.09K
$146K
|
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.08K+ 3.92% |
$211K - $251K
|
28.7K
$3.85M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 36.28% |
$210K - $250K
|
4.05K
$542K
|