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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-659- 8.48% |
$128K - $153K
|
7.12K
$953K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-666- 1.85% |
$130K - $155K
|
35.3K
$4.73M
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-674- 26.47% |
$131K - $156K
|
1.87K
$251K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-675- 7.11% |
$132K - $157K
|
8.82K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-685- 6.27% |
$133K - $159K
|
10.2K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-697- 10.67% |
$136K - $162K
|
5.84K
$781K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-699- 4.22% |
$136K - $162K
|
15.9K
$2.13M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-707- 2.76% |
$138K - $164K
|
24.9K
$3.34M
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-713- 1.77% |
$139K - $165K
|
39.5K
$5.29M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-717Closed |
$140K - $166K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-719- 2.35% |
$140K - $167K
|
29.8K
$4M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-721- 5.04% |
$140K - $167K
|
13.6K
$1.82M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-721- 1.98% |
$140K - $167K
|
35.7K
$4.78M
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-727- 0.13% |
$142K - $169K
|
554K
$74.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-731- 1.24% |
$142K - $170K
|
58.4K
$7.81M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-737- 10.13% |
$144K - $171K
|
6.54K
$876K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-737- 27.61% |
$144K - $171K
|
1.93K
$259K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-757- 2.52% |
$147K - $176K
|
29.3K
$3.92M
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-759- 15.89% |
$148K - $176K
|
4.02K
$538K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-760- 0.39% |
$148K - $176K
|
195K
$26.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-762- 9.48% |
$148K - $177K
|
7.28K
$975K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-767Closed |
$149K - $178K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-768- 3.59% |
$150K - $178K
|
20.6K
$2.76M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-769- 2.13% |
$150K - $178K
|
35.3K
$4.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-778- 0.91% |
$152K - $181K
|
84.4K
$11.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-781- 4.69% |
$152K - $181K
|
15.9K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-800- 5.96% |
$156K - $186K
|
12.6K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-801- 0.2% |
$156K - $186K
|
391K
$52.3M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-805- 1.91% |
$157K - $187K
|
41.4K
$5.54M
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-806- 12.08% |
$157K - $187K
|
5.86K
$785K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-810- 7.74% |
$158K - $188K
|
9.66K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-824- 1.88% |
$161K - $191K
|
42.9K
$5.75M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-826- 1.25% |
$161K - $192K
|
65.2K
$8.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-835- 18.19% |
$163K - $194K
|
3.76K
$503K
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-840- 43.89% |
$164K - $195K
|
1.07K
$144K
|
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
SELL
|
- |
-845- 0.66% |
$165K - $196K
|
128K
$17.2M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-861- 31.61% |
$168K - $200K
|
1.86K
$249K
|
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-862- 41.46% |
$168K - $200K
|
1.22K
$163K
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-870- 3.07% |
$170K - $202K
|
27.5K
$3.68M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-871- 1.42% |
$170K - $202K
|
60.6K
$8.11M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-881Closed |
$172K - $204K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-895- 10.47% |
$174K - $208K
|
7.65K
$1.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-898- 25.35% |
$175K - $208K
|
2.65K
$354K
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-907- 5.08% |
$177K - $211K
|
17K
$2.27M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-910- 2.99% |
$177K - $211K
|
29.6K
$3.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-928- 1.38% |
$181K - $215K
|
66.3K
$8.88M
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-940- 1.28% |
$183K - $218K
|
72.2K
$9.67M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-952Closed |
$185K - $221K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-957- 0.78% |
$186K - $222K
|
121K
$16.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-961- 1.61% |
$187K - $223K
|
58.6K
$7.85M
|