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 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.15% |
$779 - $928
|
2.75K
$368K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
4+ 0.07% |
$779 - $928
|
5.37K
$719K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.08% |
$779 - $928
|
5.32K
$713K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 4.0% |
$779 - $928
|
104
$13.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
4+ 0.28% |
$779 - $928
|
1.44K
$193K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4+ 0.22% |
$779 - $928
|
1.86K
$248K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$584 - $696
|
1.91K
$256K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.19% |
$584 - $696
|
1.6K
$214K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.01% |
$584 - $696
|
22.3K
$2.99M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.04% |
$584 - $696
|
7.36K
$986K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.48% |
$584 - $696
|
624
$83.6K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.14% |
$584 - $696
|
2.16K
$289K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.2% |
$584 - $696
|
1.48K
$198K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.09% |
$390 - $464
|
2.13K
$286K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$390 - $464
|
17.4K
$2.33M
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.12% |
$390 - $464
|
1.7K
$228K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.1% |
$390 - $464
|
2.1K
$281K
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$390 - $464
|
3.11K
$417K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.05% |
$390 - $464
|
3.78K
$506K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
2+ 0.21% |
$390 - $464
|
973
$130K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
2+ 0.09% |
$390 - $464
|
2.17K
$290K
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.08% |
$390 - $464
|
2.53K
$339K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.12% |
$390 - $464
|
1.74K
$233K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
2+ 0.15% |
$390 - $464
|
1.32K
$177K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.02% |
$390 - $464
|
9.84K
$1.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.24% |
$195 - $232
|
416
$55.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$195 - $232
|
2.65K
$355K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.96% |
$195 - $232
|
52
$6.96K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.73% |
$195 - $232
|
138
$18.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$195 - $232
|
3.69K
$494K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$195 - $232
|
1.87K
$251K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.11% |
$195 - $232
|
937
$125K
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$195 - $232
|
3.37K
$451K
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
1+ 0.0% |
$195 - $232
|
27.4K
$3.67M
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$195 - $232
|
4.54K
$608K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
1+ 4.35% |
$195 - $232
|
24
$3.21K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$195 - $232
|
1.33K
$178K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.87% |
$195 - $232
|
116
$15.5K
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$195 - $232
|
1.78K
$238K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.11% |
$195 - $232
|
904
$121K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.72% |
$195 - $232
|
139
$18.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.01% |
$195 - $232
|
11.7K
$1.56M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1- -0.0% |
$195 - $232
|
35.2K
$4.71M
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1- 0.03% |
$195 - $232
|
3K
$402K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.37% |
$195 - $232
|
269
$36K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1- 0.02% |
$195 - $232
|
5.51K
$738K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-1- 0.03% |
$195 - $232
|
3.38K
$453K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1- 0.01% |
$195 - $232
|
14.3K
$1.91M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2- 0.04% |
$390 - $464
|
4.68K
$626K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2- 50.0% |
$390 - $464
|
2
$268
|