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 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
468New |
$91.2K - $109K
|
468
$62.7K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
467+ 3.2% |
$91K - $108K
|
15.1K
$2.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
466+ 8.64% |
$90.8K - $108K
|
5.86K
$785K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
465+ 41.59% |
$90.6K - $108K
|
1.58K
$212K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
462+ 12.73% |
$90K - $107K
|
4.09K
$548K
|
|
|
May 04, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
450New |
$87.7K - $104K
|
450
$60.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
450+ 1.24% |
$87.7K - $104K
|
36.8K
$4.93M
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
449+ 1.17% |
$87.5K - $104K
|
38.7K
$5.18M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
446+ 2.02% |
$86.9K - $104K
|
22.6K
$3.02M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
438+ 37.73% |
$85.3K - $102K
|
1.6K
$214K
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
436+ 0.78% |
$84.9K - $101K
|
56K
$7.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
435+ 6.92% |
$84.8K - $101K
|
6.72K
$900K
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
432+ 3.23% |
$84.2K - $100K
|
13.8K
$1.85M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
431+ 43.54% |
$84K - $100K
|
1.42K
$190K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
430+ 6.78% |
$83.8K - $99.8K
|
6.77K
$907K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
424+ 16.08% |
$82.6K - $98.4K
|
3.06K
$410K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
421+ 16.19% |
$82K - $97.7K
|
3.02K
$405K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
419+ 4.83% |
$81.6K - $97.3K
|
9.1K
$1.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
419+ 1.21% |
$81.6K - $97.3K
|
35K
$4.69M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
419+ 2.26% |
$81.6K - $97.3K
|
19K
$2.54M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
419+ 9.98% |
$81.6K - $97.3K
|
4.62K
$618K
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
417+ 2.07% |
$81.2K - $96.8K
|
20.6K
$2.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
409+ 1.29% |
$79.7K - $94.9K
|
32.2K
$4.31M
|
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
409+ 5.41% |
$79.7K - $94.9K
|
7.96K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
408New |
$79.5K - $94.7K
|
408
$54.6K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
407+ 3.32% |
$79.3K - $94.5K
|
12.7K
$1.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
403+ 3.07% |
$78.5K - $93.5K
|
13.5K
$1.81M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
401+ 1.99% |
$78.1K - $93.1K
|
20.5K
$2.75M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
400+ 2.84% |
$77.9K - $92.8K
|
14.5K
$1.94M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
388+ 9.8% |
$75.6K - $90.1K
|
4.35K
$582K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
387+ 32.8% |
$75.4K - $89.8K
|
1.57K
$210K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
386+ 17.4% |
$75.2K - $89.6K
|
2.6K
$349K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
386+ 1.31% |
$75.2K - $89.6K
|
29.9K
$4M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
386+ 11.11% |
$75.2K - $89.6K
|
3.86K
$517K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
384+ 0.94% |
$74.8K - $89.1K
|
41.2K
$5.52M
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
382+ 2.92% |
$74.4K - $88.7K
|
13.5K
$1.8M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
380+ 8.12% |
$74K - $88.2K
|
5.06K
$678K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
377+ 6.94% |
$73.5K - $87.5K
|
5.81K
$778K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
377+ 15.28% |
$73.5K - $87.5K
|
2.84K
$381K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
373+ 16.99% |
$72.7K - $86.6K
|
2.57K
$344K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
372+ 8.01% |
$72.5K - $86.3K
|
5.02K
$672K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
372+ 2.34% |
$72.5K - $86.3K
|
16.2K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
368+ 0.5% |
$71.7K - $85.4K
|
74.5K
$9.98M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
364+ 10.16% |
$70.9K - $84.5K
|
3.95K
$528K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
363+ 23.68% |
$70.7K - $84.3K
|
1.9K
$254K
|
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
360+ 22.24% |
$70.1K - $83.6K
|
1.98K
$265K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
359+ 5.45% |
$69.9K - $83.3K
|
6.95K
$930K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
357+ 1.07% |
$69.6K - $82.9K
|
33.7K
$4.52M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
356+ 13.98% |
$69.4K - $82.6K
|
2.9K
$389K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
351New |
$68.4K - $81.5K
|
351
$47K
|