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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.07KNew |
$208K - $248K
|
1.07K
$143K
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.06KNew |
$206K - $245K
|
1.06K
$142K
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$206K - $245K
|
1.06K
$141K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.05K+ 9.1% |
$204K - $243K
|
12.6K
$1.68M
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.05K+ 5.02% |
$204K - $243K
|
21.9K
$2.93M
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.04K+ 1.08% |
$202K - $241K
|
97.4K
$13M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.82% |
$198K - $236K
|
125K
$16.7M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.01K+ 30.46% |
$198K - $235K
|
4.34K
$582K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.01K+ 6.27% |
$197K - $235K
|
17.2K
$2.3M
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.01KNew |
$197K - $234K
|
1.01K
$135K
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.01K+ 8.04% |
$196K - $234K
|
13.6K
$1.82M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.01K+ 20.52% |
$196K - $234K
|
5.92K
$793K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1K+ 23.81% |
$195K - $233K
|
5.22K
$698K
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
999+ 4.54% |
$195K - $232K
|
23K
$3.08M
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
994New |
$194K - $231K
|
994
$133K
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
983+ 1.76% |
$192K - $228K
|
56.9K
$7.62M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
981New |
$191K - $228K
|
981
$131K
|
|
Apr 05, 2022
Q1 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
972+ 3.1% |
$189K - $226K
|
32.4K
$4.33M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
967+ 0.37% |
$188K - $224K
|
260K
$34.9M
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
963New |
$188K - $224K
|
963
$129K
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
955+ 12.63% |
$186K - $222K
|
8.51K
$1.14M
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
955New |
$186K - $222K
|
955
$128K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
951+ 17.3% |
$185K - $221K
|
6.45K
$864K
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
950+ 41.39% |
$185K - $221K
|
3.25K
$435K
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
944New |
$184K - $219K
|
944
$126K
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
944+ 0.6% |
$184K - $219K
|
159K
$21.2M
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
940New |
$183K - $218K
|
940
$126K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
939+ 149.76% |
$183K - $218K
|
1.57K
$210K
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
936New |
$182K - $217K
|
936
$125K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
926+ 36.24% |
$180K - $215K
|
3.48K
$466K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
924+ 43.16% |
$180K - $214K
|
3.07K
$410K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
920+ 62.2% |
$179K - $214K
|
2.4K
$321K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
920+ 14.26% |
$179K - $214K
|
7.37K
$987K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
904+ 0.21% |
$176K - $210K
|
441K
$59.1M
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
904+ 16.43% |
$176K - $210K
|
6.41K
$858K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
902+ 16.61% |
$176K - $209K
|
6.33K
$848K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
901New |
$176K - $209K
|
901
$121K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
900+ 21.79% |
$175K - $209K
|
5.03K
$674K
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
889+ 45.15% |
$173K - $206K
|
2.86K
$383K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
839+ 16.99% |
$163K - $195K
|
5.78K
$774K
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
832+ 1.37% |
$162K - $193K
|
61.6K
$8.24M
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
826+ 7.01% |
$161K - $192K
|
12.6K
$1.69M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
823+ 10.33% |
$160K - $191K
|
8.79K
$1.18M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
809+ 27.57% |
$158K - $188K
|
3.74K
$501K
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
799+ 11.15% |
$156K - $185K
|
7.97K
$1.07M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
792New |
$154K - $184K
|
792
$106K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
791+ 2.23% |
$154K - $184K
|
36.2K
$4.85M
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
790+ 0.25% |
$154K - $183K
|
319K
$42.7M
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
786+ 0.44% |
$153K - $182K
|
179K
$23.9M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
781+ 9.39% |
$152K - $181K
|
9.1K
$1.22M
|