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 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
169+ 12.88% |
$32.9K - $39.2K
|
1.48K
$198K
|
|
May 05, 2022
Q1 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
165+ 13.11% |
$32.1K - $38.3K
|
1.42K
$191K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
164+ 2.08% |
$32K - $38.1K
|
8.06K
$1.08M
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
164+ 39.05% |
$32K - $38.1K
|
584
$78.2K
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
163+ 0.25% |
$31.8K - $37.8K
|
65.5K
$8.77M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
163+ 1.84% |
$31.8K - $37.8K
|
9.03K
$1.21M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
161+ 3.25% |
$31.4K - $37.4K
|
5.11K
$685K
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
159+ 3.05% |
$31K - $36.9K
|
5.37K
$719K
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
158+ 0.81% |
$30.8K - $36.7K
|
19.6K
$2.63M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
156+ 3.23% |
$30.4K - $36.2K
|
4.98K
$667K
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
155+ 6.57% |
$30.2K - $36K
|
2.52K
$337K
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
155+ 4.01% |
$30.2K - $36K
|
4.02K
$538K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
153+ 3.29% |
$29.8K - $35.5K
|
4.81K
$644K
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
153+ 4.13% |
$29.8K - $35.5K
|
3.86K
$517K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
151New |
$29.4K - $35K
|
151
$20.2K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
151+ 19.11% |
$29.4K - $35K
|
941
$126K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
151+ 12.38% |
$29.4K - $35K
|
1.37K
$184K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
151+ 2.08% |
$29.4K - $35K
|
7.42K
$994K
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
150+ 7.87% |
$29.2K - $34.8K
|
2.06K
$275K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
149+ 2.25% |
$29K - $34.6K
|
6.77K
$907K
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
148+ 10.55% |
$28.8K - $34.4K
|
1.55K
$208K
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
147+ 15.22% |
$28.6K - $34.1K
|
1.11K
$149K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
147+ 7.24% |
$28.6K - $34.1K
|
2.18K
$292K
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
146+ 0.64% |
$28.4K - $33.9K
|
23K
$3.08M
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
145+ 2.56% |
$28.3K - $33.7K
|
5.81K
$778K
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
145+ 9.8% |
$28.3K - $33.7K
|
1.62K
$217K
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
144+ 3.9% |
$28.1K - $33.4K
|
3.84K
$514K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
143New |
$27.9K - $33.2K
|
143
$19.2K
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
142+ 1.2% |
$27.7K - $33K
|
12K
$1.61M
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
140New |
$27.3K - $32.5K
|
140
$18.7K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
138+ 6.1% |
$26.9K - $32K
|
2.4K
$322K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
138+ 4.78% |
$26.9K - $32K
|
3.03K
$405K
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
137+ 3.02% |
$26.7K - $31.8K
|
4.68K
$627K
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
137+ 3.33% |
$26.7K - $31.8K
|
4.25K
$569K
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
136+ 3.43% |
$26.5K - $31.6K
|
4.1K
$549K
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
135+ 2.51% |
$26.3K - $31.3K
|
5.51K
$738K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
134+ 11.25% |
$26.1K - $31.1K
|
1.33K
$177K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
134+ 14.05% |
$26.1K - $31.1K
|
1.09K
$146K
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
133+ 8.93% |
$25.9K - $30.9K
|
1.62K
$217K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 1.68% |
$25.7K - $30.6K
|
7.98K
$1.07M
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
130+ 0.64% |
$25.3K - $30.2K
|
20.4K
$2.73M
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
130+ 3.51% |
$25.3K - $30.2K
|
3.84K
$514K
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
130+ 4.2% |
$25.3K - $30.2K
|
3.23K
$432K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
129+ 2.62% |
$25.1K - $29.9K
|
5.06K
$677K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
127+ 2.8% |
$24.7K - $29.5K
|
4.66K
$624K
|
|
May 16, 2022
Q1 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
127+ 1.35% |
$24.7K - $29.5K
|
9.54K
$1.28M
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
125+ 3.27% |
$24.4K - $29K
|
3.94K
$528K
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
125+ 2.49% |
$24.4K - $29K
|
5.16K
$690K
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
124+ 2.08% |
$24.2K - $28.8K
|
6.1K
$817K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
123New |
$24K - $28.5K
|
123
$16.5K
|