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 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
67+ 0.4% |
$13.1K - $15.6K
|
16.7K
$2.24M
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
63+ 0.5% |
$12.3K - $14.6K
|
12.7K
$1.7M
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
59+ 3.68% |
$11.5K - $13.7K
|
1.66K
$223K
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
59New |
$11.5K - $13.7K
|
59
$7.9K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
59+ 46.09% |
$11.5K - $13.7K
|
187
$25K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
58+ 7.17% |
$11.3K - $13.5K
|
867
$116K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
56+ 8.31% |
$10.9K - $13K
|
730
$97.8K
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
56+ 4.26% |
$10.9K - $13K
|
1.37K
$184K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 7.71% |
$10.7K - $12.8K
|
768
$103K
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
55+ 0.4% |
$10.7K - $12.8K
|
13.9K
$1.86M
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
55+ 1.93% |
$10.7K - $12.8K
|
2.9K
$388K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
55New |
$10.7K - $12.8K
|
55
$7.37K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
54+ 5.32% |
$10.5K - $12.5K
|
1.07K
$143K
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
53+ 1.4% |
$10.3K - $12.3K
|
3.84K
$514K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
52+ 2.04% |
$10.1K - $12.1K
|
2.6K
$348K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
51+ 3.7% |
$9.94K - $11.8K
|
1.43K
$191K
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
51+ 0.76% |
$9.94K - $11.8K
|
6.8K
$910K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$9.74K - $11.6K
|
50
$6.7K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
50+ 4.19% |
$9.74K - $11.6K
|
1.24K
$166K
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
50+ 2.01% |
$9.74K - $11.6K
|
2.54K
$340K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
50+ 5.05% |
$9.74K - $11.6K
|
1.04K
$139K
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
50+ 8.62% |
$9.74K - $11.6K
|
630
$84.4K
|
|
May 12, 2022
Q1 2022
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
50+ 2.33% |
$9.74K - $11.6K
|
2.2K
$295K
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 3.41% |
$9.74K - $11.6K
|
1.52K
$203K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
50+ 1.07% |
$9.74K - $11.6K
|
4.72K
$632K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
49+ 0.13% |
$9.55K - $11.4K
|
36.4K
$4.87M
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
48+ 0.51% |
$9.35K - $11.1K
|
9.38K
$1.26M
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
48+ 0.7% |
$9.35K - $11.1K
|
6.9K
$924K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
47+ 0.59% |
$9.16K - $10.9K
|
8.04K
$1.08M
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
46+ 0.99% |
$8.96K - $10.7K
|
4.7K
$629K
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
44+ 0.79% |
$8.57K - $10.2K
|
5.63K
$754K
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
44New |
$8.57K - $10.2K
|
44
$5.89K
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
43+ 0.73% |
$8.38K - $9.98K
|
5.97K
$799K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 0.28% |
$8.38K - $9.98K
|
15.3K
$2.06M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
42+ 1.67% |
$8.18K - $9.75K
|
2.55K
$342K
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
BUY
|
- |
42+ 1.75% |
$8.18K - $9.75K
|
2.45K
$328K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
41+ 1.96% |
$7.99K - $9.52K
|
2.13K
$286K
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
40+ 0.56% |
$7.79K - $9.28K
|
7.17K
$960K
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
40+ 0.28% |
$7.79K - $9.28K
|
14.4K
$1.93M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
40+ 0.61% |
$7.79K - $9.28K
|
6.63K
$888K
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
37+ 1.28% |
$7.21K - $8.59K
|
2.93K
$393K
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
37+ 2.0% |
$7.21K - $8.59K
|
1.89K
$253K
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
37New |
$7.21K - $8.59K
|
37
$4.96K
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
36+ 0.56% |
$7.01K - $8.36K
|
6.45K
$863K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
36+ 23.23% |
$7.01K - $8.36K
|
191
$25.6K
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
36+ 0.16% |
$7.01K - $8.36K
|
22.1K
$2.96M
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
36+ 1.04% |
$7.01K - $8.36K
|
3.5K
$468K
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
36+ 0.66% |
$7.01K - $8.36K
|
5.5K
$736K
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35+ 1.33% |
$6.82K - $8.12K
|
2.68K
$358K
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
35+ 3.35% |
$6.82K - $8.12K
|
1.08K
$145K
|