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 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
92+ 0.15% |
$17.9K - $21.4K
|
62.2K
$8.33M
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
92+ 3.03% |
$17.9K - $21.4K
|
3.13K
$419K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
92+ 2.42% |
$17.9K - $21.4K
|
3.89K
$521K
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
91+ 0.61% |
$17.7K - $21.1K
|
15K
$2.01M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
91+ 0.11% |
$17.7K - $21.1K
|
83.3K
$11.2M
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
91+ 2.03% |
$17.7K - $21.1K
|
4.57K
$612K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
90+ 3.23% |
$17.5K - $20.9K
|
2.88K
$385K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
90+ 8.32% |
$17.5K - $20.9K
|
1.17K
$157K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
90+ 4.96% |
$17.5K - $20.9K
|
1.91K
$255K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
89+ 0.25% |
$17.3K - $20.7K
|
35.1K
$4.71M
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
89+ 3.15% |
$17.3K - $20.7K
|
2.91K
$390K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
88+ 2.85% |
$17.1K - $20.4K
|
3.18K
$425K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
88+ 10.68% |
$17.1K - $20.4K
|
912
$122K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
88+ 4.34% |
$17.1K - $20.4K
|
2.12K
$283K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
87+ 0.39% |
$17K - $20.2K
|
22.4K
$2.99M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
86+ 95.56% |
$16.8K - $20K
|
176
$23.6K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
86+ 4.82% |
$16.8K - $20K
|
1.87K
$250K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
85+ 1.1% |
$16.6K - $19.7K
|
7.79K
$1.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
85+ 0.35% |
$16.6K - $19.7K
|
24.2K
$3.24M
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
85+ 19.36% |
$16.6K - $19.7K
|
524
$70.2K
|
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
85+ 20.24% |
$16.6K - $19.7K
|
505
$67.6K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
83+ 4.15% |
$16.2K - $19.3K
|
2.09K
$279K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
82+ 6.94% |
$16K - $19K
|
1.26K
$169K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
82+ 2.92% |
$16K - $19K
|
2.89K
$387K
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
81+ 3.11% |
$15.8K - $18.8K
|
2.69K
$360K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
80+ 0.66% |
$15.6K - $18.6K
|
12.2K
$1.63M
|
|
|
May 05, 2022
Q1 2022
|
Sws Partners
|
BUY
|
- |
80+ 0.67% |
$15.6K - $18.6K
|
11.9K
$1.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
80New |
$15.6K - $18.6K
|
80
$10.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
79+ 7.1% |
$15.4K - $18.3K
|
1.19K
$159K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
79+ 15.19% |
$15.4K - $18.3K
|
599
$80.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
78+ 2.19% |
$15.2K - $18.1K
|
3.63K
$487K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
78+ 6.4% |
$15.2K - $18.1K
|
1.3K
$174K
|
|
|
May 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
BUY
|
- |
75+ 5.75% |
$14.6K - $17.4K
|
1.38K
$185K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 0.32% |
$14.6K - $17.4K
|
23.5K
$3.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
75+ 4.06% |
$14.6K - $17.4K
|
1.92K
$258K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75+ 1.0% |
$14.6K - $17.4K
|
7.57K
$1.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
74+ 16.3% |
$14.4K - $17.2K
|
528
$70.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
74+ 0.2% |
$14.4K - $17.2K
|
37.4K
$5.01M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
73+ 2.2% |
$14.2K - $16.9K
|
3.39K
$454K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
72+ 1.2% |
$14K - $16.7K
|
6.08K
$814K
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
72+ 5.71% |
$14K - $16.7K
|
1.33K
$179K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
72+ 5.93% |
$14K - $16.7K
|
1.29K
$172K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
72+ 60.0% |
$14K - $16.7K
|
192
$25.7K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
71+ 0.15% |
$13.8K - $16.5K
|
47.5K
$6.36M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
70+ 6.8% |
$13.6K - $16.2K
|
1.1K
$147K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
70+ 3.27% |
$13.6K - $16.2K
|
2.21K
$296K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
70+ 0.17% |
$13.6K - $16.2K
|
40.2K
$5.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
69+ 0.29% |
$13.4K - $16K
|
23.6K
$3.16M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
68+ 2.44% |
$13.2K - $15.8K
|
2.86K
$383K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
BUY
|
- |
67+ 2.84% |
$13.1K - $15.6K
|
2.42K
$325K
|