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 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
122+ 5.55% |
$23.8K - $28.3K
|
2.32K
$311K
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
122+ 1.93% |
$23.8K - $28.3K
|
6.45K
$864K
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
121+ 2.33% |
$23.6K - $28.1K
|
5.31K
$711K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
121New |
$23.6K - $28.1K
|
121
$16.2K
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
120+ 0.14% |
$23.4K - $27.9K
|
88.6K
$11.9M
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
120+ 11.73% |
$23.4K - $27.9K
|
1.14K
$153K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
120+ 5.05% |
$23.4K - $27.9K
|
2.5K
$334K
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
119+ 4.0% |
$23.2K - $27.6K
|
3.09K
$414K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
118+ 0.19% |
$23K - $27.4K
|
63.2K
$8.46M
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
118+ 8.27% |
$23K - $27.4K
|
1.54K
$207K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
117+ 4.89% |
$22.8K - $27.2K
|
2.51K
$336K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
116New |
$22.6K - $26.9K
|
116
$15.5K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
112+ 3.7% |
$21.8K - $26K
|
3.14K
$421K
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
112+ 9.99% |
$21.8K - $26K
|
1.23K
$165K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
112+ 16.79% |
$21.8K - $26K
|
779
$104K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
111+ 9.68% |
$21.6K - $25.8K
|
1.26K
$168K
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
108+ 5.24% |
$21K - $25.1K
|
2.17K
$290K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
107+ 0.48% |
$20.8K - $24.8K
|
22.6K
$3.02M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 2.48% |
$20.8K - $24.8K
|
4.43K
$593K
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
105+ 1.62% |
$20.5K - $24.4K
|
6.6K
$884K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
105+ 5.46% |
$20.5K - $24.4K
|
2.03K
$272K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
105+ 0.78% |
$20.5K - $24.4K
|
13.5K
$1.81M
|
|
Apr 26, 2022
Q1 2022
|
Gouws Capital LLC
|
BUY
|
- |
105+ 5.29% |
$20.5K - $24.4K
|
2.09K
$280K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
105+ 10.71% |
$20.5K - $24.4K
|
1.09K
$145K
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
105+ 2.59% |
$20.5K - $24.4K
|
4.15K
$556K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
104+ 5.57% |
$20.3K - $24.1K
|
1.97K
$264K
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
104+ 1.7% |
$20.3K - $24.1K
|
6.23K
$835K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
104+ 0.82% |
$20.3K - $24.1K
|
12.7K
$1.7M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
104+ 4.29% |
$20.3K - $24.1K
|
2.53K
$338K
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
103+ 0.76% |
$20.1K - $23.9K
|
13.6K
$1.82M
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
103+ 8.25% |
$20.1K - $23.9K
|
1.35K
$181K
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
103+ 10.23% |
$20.1K - $23.9K
|
1.11K
$149K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
103New |
$20.1K - $23.9K
|
103
$13.8K
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
102+ 3.95% |
$19.9K - $23.7K
|
2.68K
$359K
|
|
Apr 20, 2022
Q1 2022
|
Profit Investment Management, LLC
|
BUY
|
- |
100+ 2.32% |
$19.5K - $23.2K
|
4.4K
$590K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 3.16% |
$19.5K - $23.2K
|
3.27K
$437K
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
100+ 10.6% |
$19.5K - $23.2K
|
1.04K
$140K
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 4.66% |
$19.5K - $23.2K
|
2.25K
$301K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
100+ 5.01% |
$19.5K - $23.2K
|
2.1K
$281K
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
100+ 1.57% |
$19.5K - $23.2K
|
6.46K
$865K
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
100+ 1.3% |
$19.5K - $23.2K
|
7.77K
$1.04M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
100+ 3.7% |
$19.5K - $23.2K
|
2.8K
$375K
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
99+ 5.05% |
$19.3K - $23K
|
2.06K
$276K
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
98+ 3.28% |
$19.1K - $22.7K
|
3.09K
$414K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98+ 1.33% |
$19.1K - $22.7K
|
7.49K
$1M
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
97+ 2.42% |
$18.9K - $22.5K
|
4.11K
$550K
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
96+ 1.21% |
$18.7K - $22.3K
|
8.03K
$1.07M
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
96+ 4.66% |
$18.7K - $22.3K
|
2.16K
$289K
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
95+ 6.87% |
$18.5K - $22.1K
|
1.48K
$198K
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
94+ 6.57% |
$18.3K - $21.8K
|
1.52K
$204K
|