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 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
250+ 3.39% |
$48.7K - $58K
|
7.63K
$1.02M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
247+ 4.37% |
$48.1K - $57.3K
|
5.9K
$790K
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
247+ 2.03% |
$48.1K - $57.3K
|
12.4K
$1.66M
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
227+ 3.76% |
$44.2K - $52.7K
|
6.26K
$839K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
227New |
$44.2K - $52.7K
|
227
$30.4K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
226+ 4.36% |
$44K - $52.5K
|
5.41K
$725K
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
221+ 8.73% |
$43.1K - $51.3K
|
2.75K
$369K
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
217+ 7.85% |
$42.3K - $50.4K
|
2.98K
$399K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
214+ 13.33% |
$41.7K - $49.7K
|
1.82K
$244K
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
210+ 1.7% |
$40.9K - $48.7K
|
12.5K
$1.68M
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
210+ 11.47% |
$40.9K - $48.7K
|
2.04K
$273K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
209+ 7.11% |
$40.7K - $48.5K
|
3.15K
$421K
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
204+ 10.19% |
$39.7K - $47.4K
|
2.21K
$295K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
204+ 4.43% |
$39.7K - $47.4K
|
4.8K
$643K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
204New |
$39.7K - $47.4K
|
204
$27.3K
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
203+ 3.87% |
$39.6K - $47.1K
|
5.44K
$729K
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
202+ 19.2% |
$39.4K - $46.9K
|
1.25K
$168K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
200+ 14.21% |
$39K - $46.4K
|
1.61K
$215K
|
|
Apr 19, 2022
Q1 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 9.76% |
$39K - $46.4K
|
2.25K
$301K
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 17.32% |
$39K - $46.4K
|
1.36K
$181K
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
200+ 0.95% |
$39K - $46.4K
|
21.2K
$2.84M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
197+ 6.24% |
$38.4K - $45.7K
|
3.35K
$449K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
194+ 13.82% |
$37.8K - $45K
|
1.6K
$214K
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
192+ 0.59% |
$37.4K - $44.6K
|
32.7K
$4.38M
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
190+ 5.08% |
$37K - $44.1K
|
3.93K
$526K
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
189+ 0.96% |
$36.8K - $43.9K
|
19.9K
$2.67M
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
189+ 1.17% |
$36.8K - $43.9K
|
16.3K
$2.18M
|
|
May 16, 2022
Q1 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
189+ 2.59% |
$36.8K - $43.9K
|
7.48K
$1M
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
187+ 32.58% |
$36.4K - $43.4K
|
761
$102K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
186+ 2.05% |
$36.2K - $43.2K
|
9.26K
$1.24M
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
185+ 4.88% |
$36K - $42.9K
|
3.98K
$533K
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
185+ 18.14% |
$36K - $42.9K
|
1.21K
$161K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
184+ 2.65% |
$35.8K - $42.7K
|
7.13K
$955K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
184+ 0.25% |
$35.8K - $42.7K
|
73.2K
$9.8M
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
183+ 9.3% |
$35.7K - $42.5K
|
2.15K
$288K
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
182+ 4.22% |
$35.5K - $42.2K
|
4.49K
$602K
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
180+ 0.9% |
$35.1K - $41.8K
|
20.1K
$2.7M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
178+ 11.48% |
$34.7K - $41.3K
|
1.73K
$232K
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
177+ 2.44% |
$34.5K - $41.1K
|
7.42K
$993K
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
177+ 12.03% |
$34.5K - $41.1K
|
1.65K
$221K
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
176+ 0.13% |
$34.3K - $40.9K
|
140K
$18.7M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
176+ 1.1% |
$34.3K - $40.9K
|
16.2K
$2.17M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
175+ 1.25% |
$34.1K - $40.6K
|
14.2K
$1.9M
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
173+ 9.07% |
$33.7K - $40.2K
|
2.08K
$279K
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
173+ 16.51% |
$33.7K - $40.2K
|
1.22K
$164K
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
172+ 3.56% |
$33.5K - $39.9K
|
5K
$670K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
172+ 9.39% |
$33.5K - $39.9K
|
2K
$268K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
171+ 9.17% |
$33.3K - $39.7K
|
2.04K
$273K
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
170+ 2.77% |
$33.1K - $39.5K
|
6.3K
$844K
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
170+ 0.24% |
$33.1K - $39.5K
|
71.3K
$9.54M
|