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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-309- 1.34% |
$60.2K - $71.7K
|
22.8K
$3.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-315- 23.85% |
$61.4K - $73.1K
|
1.01K
$135K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-320- 0.71% |
$62.3K - $74.3K
|
44.7K
$5.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-322- 7.65% |
$62.7K - $74.7K
|
3.89K
$521K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-323- 10.15% |
$62.9K - $75K
|
2.86K
$383K
|
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-325- 2.03% |
$63.3K - $75.4K
|
15.7K
$2.1M
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-329- 2.26% |
$64.1K - $76.4K
|
14.2K
$1.91M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-330- 2.71% |
$64.3K - $76.6K
|
11.8K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-335- 6.24% |
$65.3K - $77.8K
|
5.04K
$675K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-337- 1.26% |
$65.7K - $78.2K
|
26.4K
$3.54M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-347- 17.23% |
$67.6K - $80.5K
|
1.67K
$223K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-349- 4.44% |
$68K - $81K
|
7.51K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-351- 5.78% |
$68.4K - $81.5K
|
5.72K
$766K
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-352- 26.63% |
$68.6K - $81.7K
|
970
$130K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-353- 1.01% |
$68.8K - $81.9K
|
34.8K
$4.65M
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-353- 9.81% |
$68.8K - $81.9K
|
3.25K
$435K
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-354- 3.51% |
$69K - $82.2K
|
9.74K
$1.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-358- 0.9% |
$69.7K - $83.1K
|
39.5K
$5.29M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-367- 13.61% |
$71.5K - $85.2K
|
2.33K
$312K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-369- 2.89% |
$71.9K - $85.6K
|
12.4K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-375- 0.62% |
$73.1K - $87K
|
60.2K
$8.06M
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-380- 0.69% |
$74K - $88.2K
|
54.5K
$7.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-383Closed |
$74.6K - $88.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-385- 0.82% |
$75K - $89.4K
|
46.7K
$6.26M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-388- 10.25% |
$75.6K - $90.1K
|
3.4K
$455K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-396- 6.41% |
$77.2K - $91.9K
|
5.78K
$774K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-398- 5.18% |
$77.5K - $92.4K
|
7.29K
$976K
|
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-399- 2.42% |
$77.7K - $92.6K
|
16.1K
$2.16M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-399- 9.16% |
$77.7K - $92.6K
|
3.96K
$530K
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-400- 25.0% |
$77.9K - $92.8K
|
1.2K
$161K
|
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-400- 5.18% |
$77.9K - $92.8K
|
7.33K
$981K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-404- 4.68% |
$78.7K - $93.8K
|
8.23K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-405Closed |
$78.9K - $94K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-406Closed |
$79.1K - $94.2K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-414- 8.33% |
$80.7K - $96.1K
|
4.55K
$610K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-414- 2.74% |
$80.7K - $96.1K
|
14.7K
$1.97M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-417Closed |
$81.2K - $96.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-418- 5.37% |
$81.4K - $97K
|
7.36K
$986K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-420- 11.36% |
$81.8K - $97.5K
|
3.28K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-425- 9.03% |
$82.8K - $98.6K
|
4.28K
$573K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-427- 10.52% |
$83.2K - $99.1K
|
3.63K
$486K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-428- 6.27% |
$83.4K - $99.3K
|
6.39K
$856K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-430- 1.11% |
$83.8K - $99.8K
|
38.4K
$5.14M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-450- 1.3% |
$87.7K - $104K
|
34.2K
$4.58M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-454- 9.03% |
$88.5K - $105K
|
4.57K
$613K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-454- 3.96% |
$88.5K - $105K
|
11K
$1.47M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-460- 1.81% |
$89.6K - $107K
|
24.9K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-462- 10.09% |
$90K - $107K
|
4.12K
$551K
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-463Closed |
$90.2K - $107K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-463- 1.2% |
$90.2K - $107K
|
38.2K
$5.12M
|