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
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2- 0.18% |
$390 - $464
|
1.09K
$146K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3- 0.07% |
$584 - $696
|
4.1K
$549K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$584 - $696
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-3- 0.09% |
$584 - $696
|
3.33K
$446K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 2.29% |
$779 - $928
|
171
$22.9K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4- 0.74% |
$779 - $928
|
536
$71.8K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5- 0.25% |
$974 - $1.16K
|
2.03K
$271K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-6- 0.06% |
$1.17K - $1.39K
|
10.5K
$1.4M
|
|
|
May 06, 2022
Q1 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-6- 0.46% |
$1.17K - $1.39K
|
1.3K
$174K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-6- 0.15% |
$1.17K - $1.39K
|
3.88K
$520K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 3.14% |
$1.17K - $1.39K
|
185
$24.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.36K - $1.62K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 0.61% |
$1.36K - $1.62K
|
1.14K
$153K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.52% |
$1.36K - $1.62K
|
1.35K
$180K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.15% |
$1.56K - $1.86K
|
5.31K
$711K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-8- 50.0% |
$1.56K - $1.86K
|
8
$1.07K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 0.21% |
$1.56K - $1.86K
|
3.74K
$501K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-9- 0.03% |
$1.75K - $2.09K
|
26.1K
$3.49M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-9- 0.05% |
$1.75K - $2.09K
|
17.2K
$2.31M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 0.44% |
$1.75K - $2.09K
|
2.04K
$273K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9- 28.13% |
$1.75K - $2.09K
|
23
$3.08K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9- 6.67% |
$1.75K - $2.09K
|
126
$16.9K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9Closed |
$1.75K - $2.09K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-10- 0.53% |
$1.95K - $2.32K
|
1.88K
$252K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.67% |
$1.95K - $2.32K
|
1.48K
$198K
|
|
|
May 17, 2022
Q1 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-10- 0.54% |
$1.95K - $2.32K
|
1.83K
$244K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-11- 0.23% |
$2.14K - $2.55K
|
4.83K
$646K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-11- 0.52% |
$2.14K - $2.55K
|
2.12K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-11- 0.54% |
$2.14K - $2.55K
|
2.03K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.02% |
$2.14K - $2.55K
|
47.7K
$6.38M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-12- 0.32% |
$2.34K - $2.79K
|
3.72K
$498K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-13- 5.04% |
$2.53K - $3.02K
|
245
$32.8K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$2.53K - $3.02K
|
7.97K
$1.07M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-13- 0.2% |
$2.53K - $3.02K
|
6.42K
$859K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-13- 0.55% |
$2.53K - $3.02K
|
2.37K
$317K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.55% |
$2.73K - $3.25K
|
2.51K
$336K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-14- 0.1% |
$2.73K - $3.25K
|
14.3K
$1.92M
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-14- 0.04% |
$2.73K - $3.25K
|
39.7K
$5.31M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 1.05% |
$2.73K - $3.25K
|
1.32K
$177K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-15- 0.96% |
$2.92K - $3.48K
|
1.55K
$207K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-15- 0.15% |
$2.92K - $3.48K
|
9.8K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-15- 0.15% |
$2.92K - $3.48K
|
9.76K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-15- 0.11% |
$2.92K - $3.48K
|
13.2K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-15Closed |
$2.92K - $3.48K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-15- 0.29% |
$2.92K - $3.48K
|
5.13K
$686K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-16- 1.37% |
$3.12K - $3.71K
|
1.15K
$154K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-16- 5.06% |
$3.12K - $3.71K
|
300
$40.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-16- 0.3% |
$3.12K - $3.71K
|
5.24K
$702K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-16- 0.45% |
$3.12K - $3.71K
|
3.56K
$477K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-17- 0.23% |
$3.31K - $3.95K
|
7.37K
$988K
|