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
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.31K+ 1.07% |
$644K - $768K
|
313K
$41.9M
|
|
|
May 13, 2022
Q1 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.27KNew |
$637K - $758K
|
3.27K
$438K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.26K+ 13.8% |
$635K - $756K
|
26.9K
$3.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.24K+ 39.55% |
$631K - $752K
|
11.4K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
BUY
|
- |
3.22K+ 14.05% |
$628K - $748K
|
26.2K
$3.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.22K+ 18.17% |
$627K - $747K
|
20.9K
$2.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.22K+ 22.24% |
$627K - $747K
|
17.7K
$2.37M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.2K+ 2.83% |
$624K - $744K
|
116K
$15.6M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.18K+ 8.97% |
$620K - $738K
|
38.6K
$5.17M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.13K+ 307.97% |
$610K - $726K
|
4.15K
$555K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.07K+ 41.47% |
$598K - $712K
|
10.5K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.06K+ 2040.0% |
$596K - $710K
|
3.21K
$430K
|
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.05KNew |
$595K - $709K
|
3.05K
$409K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.05K+ 9.91% |
$594K - $707K
|
33.8K
$4.53M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.04K+ 0.8% |
$593K - $706K
|
383K
$51.3M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.03KNew |
$590K - $703K
|
3.03K
$406K
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
3.02K+ 5.91% |
$589K - $702K
|
54.2K
$7.25M
|
|
|
Apr 25, 2022
Q1 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.02K+ 9.01% |
$588K - $700K
|
36.5K
$4.89M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.01K+ 69.44% |
$586K - $698K
|
7.34K
$983K
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
BUY
|
- |
2.99K+ 1.37% |
$582K - $694K
|
221K
$29.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.99K+ 9.29% |
$582K - $693K
|
35.1K
$4.71M
|
|
|
Apr 28, 2022
Q1 2022
|
Schroders Is LTD
|
BUY
|
- |
2.98KNew |
$581K - $692K
|
2.98K
$399K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.96KNew |
$577K - $688K
|
2.96K
$397K
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.92KNew |
$568K - $677K
|
2.92K
$391K
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.89KNew |
$563K - $671K
|
2.89K
$387K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.89KNew |
$563K - $671K
|
2.89K
$387K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.87K+ 4.36% |
$559K - $665K
|
68.7K
$9.19M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.87K+ 3.22% |
$558K - $665K
|
92K
$12.3M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.86K+ 37.05% |
$558K - $664K
|
10.6K
$1.42M
|
|
|
May 03, 2022
Q1 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
2.85K+ 4.13% |
$556K - $662K
|
72K
$9.64M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 46.81% |
$542K - $646K
|
8.73K
$1.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.77K+ 522.64% |
$540K - $643K
|
3.3K
$442K
|
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.75K+ 4.34% |
$537K - $639K
|
66.2K
$8.86M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
2.74KNew |
$534K - $636K
|
2.74K
$367K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.7K+ 29.25% |
$526K - $627K
|
11.9K
$1.6M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.68K+ 113.75% |
$522K - $622K
|
5.04K
$674K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.67K+ 127.65% |
$521K - $620K
|
4.77K
$638K
|
|
|
Apr 14, 2022
Q1 2022
|
Addenda Capital Inc.
|
BUY
|
- |
2.65K+ 5.52% |
$517K - $616K
|
50.8K
$6.8M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.63K+ 8.44% |
$513K - $611K
|
33.8K
$4.53M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.63K+ 15.24% |
$512K - $610K
|
19.9K
$2.66M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.61K+ 5.94% |
$508K - $605K
|
46.5K
$6.22M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
2.59K+ 15.65% |
$504K - $600K
|
19.1K
$2.56M
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.58K+ 117.54% |
$503K - $599K
|
4.78K
$639K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.57K+ 2.56% |
$501K - $597K
|
103K
$13.8M
|
|
|
Apr 01, 2022
Q1 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2.56K+ 0.67% |
$499K - $595K
|
386K
$51.7M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.56K+ 1.71% |
$499K - $594K
|
152K
$20.4M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$497K - $592K
|
2.55K
$341K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.54KNew |
$494K - $589K
|
2.54K
$340K
|
|
|
May 05, 2022
Q1 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.53K+ 10.67% |
$493K - $587K
|
26.2K
$3.51M
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
BUY
|
- |
2.53K+ 2.24% |
$492K - $586K
|
115K
$15.5M
|