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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
35+ 0.15% |
$6.82K - $8.12K
|
22.9K
$3.07M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
35+ 2.32% |
$6.82K - $8.12K
|
1.54K
$207K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
34+ 2.18% |
$6.62K - $7.89K
|
1.59K
$213K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 1.36% |
$6.62K - $7.89K
|
2.54K
$339K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34+ 45.33% |
$6.62K - $7.89K
|
109
$14.6K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
33+ 2.18% |
$6.43K - $7.66K
|
1.55K
$207K
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
BUY
|
- |
33+ 0.76% |
$6.43K - $7.66K
|
4.36K
$584K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
33+ 0.85% |
$6.43K - $7.66K
|
3.89K
$521K
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
33+ 1.5% |
$6.43K - $7.66K
|
2.24K
$300K
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
32+ 0.91% |
$6.23K - $7.43K
|
3.54K
$474K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
32+ 1.03% |
$6.23K - $7.43K
|
3.13K
$420K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32+ 1.05% |
$6.23K - $7.43K
|
3.08K
$412K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
31+ 0.87% |
$6.04K - $7.2K
|
3.58K
$480K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
31+ 0.14% |
$6.04K - $7.2K
|
21.5K
$2.88M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
30+ 0.48% |
$5.84K - $6.96K
|
6.27K
$840K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
28+ 0.31% |
$5.46K - $6.5K
|
9.15K
$1.23M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 0.52% |
$5.46K - $6.5K
|
5.39K
$721K
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
28+ 0.84% |
$5.46K - $6.5K
|
3.36K
$450K
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
27+ 0.02% |
$5.26K - $6.27K
|
165K
$22.1M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27+ 1.88% |
$5.26K - $6.27K
|
1.46K
$196K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
27+ 3.18% |
$5.26K - $6.27K
|
875
$117K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
26+ 1.37% |
$5.07K - $6.03K
|
1.92K
$257K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26+ 0.12% |
$5.07K - $6.03K
|
22.5K
$3.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
25+ 0.22% |
$4.87K - $5.8K
|
11.3K
$1.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
25+ 0.64% |
$4.87K - $5.8K
|
3.95K
$530K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
25+ 7.79% |
$4.87K - $5.8K
|
346
$46.3K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25+ 3.91% |
$4.87K - $5.8K
|
665
$89.1K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
25+ 0.75% |
$4.87K - $5.8K
|
3.37K
$451K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
25+ 1.09% |
$4.87K - $5.8K
|
2.32K
$310K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
24+ 2.39% |
$4.68K - $5.57K
|
1.03K
$138K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
23+ 1.81% |
$4.48K - $5.34K
|
1.3K
$173K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.2% |
$4.48K - $5.34K
|
11.7K
$1.57M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22+ 1.52% |
$4.29K - $5.11K
|
1.47K
$197K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.73% |
$4.09K - $4.87K
|
2.89K
$387K
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
21+ 1.04% |
$4.09K - $4.87K
|
2.04K
$274K
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
20+ 0.14% |
$3.9K - $4.64K
|
14.4K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 4.4% |
$3.9K - $4.64K
|
475
$63.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
18+ 1.33% |
$3.51K - $4.18K
|
1.37K
$184K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
18+ 0.55% |
$3.51K - $4.18K
|
3.26K
$437K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
18+ 0.63% |
$3.51K - $4.18K
|
2.85K
$382K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
18+ 2.33% |
$3.51K - $4.18K
|
792
$106K
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
18+ 0.13% |
$3.51K - $4.18K
|
13.7K
$1.83M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
16+ 0.36% |
$3.12K - $3.71K
|
4.5K
$603K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
16+ 0.65% |
$3.12K - $3.71K
|
2.47K
$331K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
16New |
$3.12K - $3.71K
|
16
$2.14K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.7% |
$3.12K - $3.71K
|
2.29K
$307K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14+ 1.34% |
$2.73K - $3.25K
|
1.06K
$142K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.2% |
$2.73K - $3.25K
|
7.1K
$951K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
14+ 107.69% |
$2.73K - $3.25K
|
27
$3.62K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
14+ 1.42% |
$2.73K - $3.25K
|
1K
$134K
|