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 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-160- 0.35% |
$31.2K - $37.1K
|
45.3K
$6.06M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-160- 0.35% |
$31.2K - $37.1K
|
46.1K
$6.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-164- 17.85% |
$32K - $38.1K
|
755
$101K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-165- 82.5% |
$32.1K - $38.3K
|
35
$4.69K
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-168- 1.29% |
$32.7K - $39K
|
12.8K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-170- 2.98% |
$33.1K - $39.5K
|
5.54K
$742K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-171- 3.96% |
$33.3K - $39.7K
|
4.14K
$555K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-173- 1.65% |
$33.7K - $40.2K
|
10.3K
$1.38M
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-174- 3.57% |
$33.9K - $40.4K
|
4.7K
$630K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-174- 4.77% |
$33.9K - $40.4K
|
3.47K
$465K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-177Closed |
$34.5K - $41.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-183- 9.32% |
$35.7K - $42.5K
|
1.78K
$238K
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-184- 11.45% |
$35.8K - $42.7K
|
1.42K
$191K
|
|
|
Apr 28, 2022
Q1 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-185- 0.74% |
$36K - $42.9K
|
24.9K
$3.34M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-186- 4.08% |
$36.2K - $43.2K
|
4.37K
$586K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-188- 1.68% |
$36.6K - $43.6K
|
11K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-191- 0.71% |
$37.2K - $44.3K
|
26.8K
$3.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-193- 72.01% |
$37.6K - $44.8K
|
75
$10K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-197- 4.32% |
$38.4K - $45.7K
|
4.36K
$584K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-199- 4.85% |
$38.8K - $46.2K
|
3.9K
$523K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-200- 0.99% |
$39K - $46.4K
|
20.1K
$2.69M
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-200- 13.01% |
$39K - $46.4K
|
1.34K
$179K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 2.08% |
$39K - $46.4K
|
9.42K
$1.26M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-200- 34.36% |
$39K - $46.4K
|
382
$51.2K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-201- 76.43% |
$39.2K - $46.7K
|
62
$8.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-202- 4.26% |
$39.4K - $46.9K
|
4.54K
$608K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-203- 13.1% |
$39.6K - $47.1K
|
1.35K
$180K
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
SELL
|
- |
-203- 0.18% |
$39.6K - $47.1K
|
112K
$15M
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-204- 4.98% |
$39.7K - $47.4K
|
3.89K
$521K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-204- 18.55% |
$39.7K - $47.4K
|
896
$120K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-206- 0.73% |
$40.1K - $47.8K
|
28.1K
$3.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-206- 0.37% |
$40.1K - $47.8K
|
55.1K
$7.38M
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-206- 2.55% |
$40.1K - $47.8K
|
7.88K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-207- 5.92% |
$40.3K - $48K
|
3.29K
$441K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-209- 13.14% |
$40.7K - $48.5K
|
1.38K
$185K
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-210- 35.0% |
$40.9K - $48.7K
|
390
$52.2K
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-210- 8.4% |
$40.9K - $48.7K
|
2.29K
$307K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-212- 29.24% |
$41.3K - $49.2K
|
513
$68.7K
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-212- 26.14% |
$41.3K - $49.2K
|
599
$80.2K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-213- 17.9% |
$41.5K - $49.4K
|
977
$131K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-213- 0.19% |
$41.5K - $49.4K
|
111K
$14.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-214- 3.89% |
$41.7K - $49.7K
|
5.29K
$709K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-214- 1.45% |
$41.7K - $49.7K
|
14.6K
$1.95M
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-214- 6.12% |
$41.7K - $49.7K
|
3.28K
$440K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-217- 26.27% |
$42.3K - $50.4K
|
609
$81.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-217- 26.27% |
$42.3K - $50.4K
|
609
$81.6K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-218- 1.98% |
$42.5K - $50.6K
|
10.8K
$1.44M
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-219- 1.21% |
$42.7K - $50.8K
|
17.9K
$2.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Garland Capital Management Inc
|
SELL
|
- |
-220- 0.55% |
$42.9K - $51.1K
|
39.7K
$5.32M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-220- 1.98% |
$42.9K - $51.1K
|
10.9K
$1.46M
|