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 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
13+ 0.69% |
$2.53K - $3.02K
|
1.9K
$254K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13+ 0.38% |
$2.53K - $3.02K
|
3.44K
$461K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 28.89% |
$2.53K - $3.02K
|
58
$7.77K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
12+ 0.37% |
$2.34K - $2.79K
|
3.23K
$432K
|
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
BUY
|
- |
12+ 0.72% |
$2.34K - $2.79K
|
1.69K
$226K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
12+ 6.45% |
$2.34K - $2.79K
|
198
$26.5K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
12+ 0.46% |
$2.34K - $2.79K
|
2.64K
$353K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
11+ 0.96% |
$2.14K - $2.55K
|
1.15K
$155K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
11+ 1.04% |
$2.14K - $2.55K
|
1.07K
$144K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 1.55% |
$2.14K - $2.55K
|
720
$96.4K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
11+ 0.56% |
$2.14K - $2.55K
|
1.96K
$262K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
11+ 0.59% |
$2.14K - $2.55K
|
1.87K
$250K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
11+ 0.56% |
$2.14K - $2.55K
|
1.96K
$262K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10+ 0.96% |
$1.95K - $2.32K
|
1.05K
$140K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10+ 0.25% |
$1.95K - $2.32K
|
4.07K
$545K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10+ 0.94% |
$1.95K - $2.32K
|
1.07K
$144K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10+ 2.77% |
$1.95K - $2.32K
|
371
$49.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.66% |
$1.75K - $2.09K
|
1.36K
$183K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9+ 0.12% |
$1.75K - $2.09K
|
7.81K
$1.05M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8+ 0.03% |
$1.56K - $1.86K
|
27.5K
$3.68M
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
BUY
|
- |
8+ 0.51% |
$1.56K - $1.86K
|
1.59K
$212K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
8+ 0.75% |
$1.56K - $1.86K
|
1.08K
$144K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$1.56K - $1.86K
|
8
$1.07K
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
7+ 0.05% |
$1.36K - $1.62K
|
14.5K
$1.95M
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
7+ 0.36% |
$1.36K - $1.62K
|
1.93K
$258K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.6% |
$1.36K - $1.62K
|
1.17K
$157K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7+ 0.22% |
$1.36K - $1.62K
|
3.23K
$432K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 2.0% |
$1.36K - $1.62K
|
357
$47.8K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7+ 0.41% |
$1.36K - $1.62K
|
1.71K
$230K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.36% |
$1.36K - $1.62K
|
1.93K
$258K
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
7+ 0.01% |
$1.36K - $1.62K
|
81.9K
$11M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
7+ 0.58% |
$1.36K - $1.62K
|
1.21K
$161K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$1.17K - $1.39K
|
36.4K
$4.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
6+ 0.26% |
$1.17K - $1.39K
|
2.27K
$304K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.53% |
$1.17K - $1.39K
|
1.15K
$153K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.31% |
$1.17K - $1.39K
|
1.94K
$260K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$974 - $1.16K
|
2.24K
$300K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.39% |
$974 - $1.16K
|
1.28K
$171K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 10.42% |
$974 - $1.16K
|
53
$7.1K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.2% |
$974 - $1.16K
|
2.57K
$344K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.38% |
$974 - $1.16K
|
1.32K
$177K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.03% |
$974 - $1.16K
|
18.4K
$2.47M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5+ 0.17% |
$974 - $1.16K
|
2.86K
$383K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.11% |
$974 - $1.16K
|
4.38K
$587K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4+ 0.13% |
$779 - $928
|
3.03K
$406K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.2% |
$779 - $928
|
2.05K
$275K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4+ 0.19% |
$779 - $928
|
2.07K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4+ 0.01% |
$779 - $928
|
41.3K
$5.52M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
4+ 0.36% |
$779 - $928
|
1.12K
$150K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
4+ 40.0% |
$779 - $928
|
14
$1.87K
|