Purchases and Sales Made in Q2 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.62K+ 2.84% |
$271K - $334K
|
58.5K
$7.84M
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.6K+ 35.47% |
$268K - $331K
|
6.11K
$818K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.59K+ 10.96% |
$266K - $329K
|
16.1K
$2.16M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.58K+ 38.94% |
$265K - $327K
|
5.65K
$757K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
1.58K+ 3.76% |
$264K - $325K
|
43.4K
$5.82M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.56K+ 7.15% |
$262K - $323K
|
23.4K
$3.14M
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.56K+ 3.29% |
$262K - $323K
|
49.1K
$6.57M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.56K+ 99.74% |
$262K - $323K
|
3.13K
$419K
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
1.56KNew |
$260K - $322K
|
1.56K
$208K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.56K+ 26.53% |
$260K - $321K
|
7.42K
$993K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.55K+ 28.69% |
$259K - $320K
|
6.94K
$930K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.54K+ 0.95% |
$257K - $318K
|
164K
$22M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.52K+ 11.42% |
$254K - $314K
|
14.8K
$1.98M
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.49K+ 18.67% |
$250K - $308K
|
9.48K
$1.27M
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.49K+ 42.27% |
$249K - $308K
|
5.02K
$672K
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.47K+ 31.77% |
$247K - $305K
|
6.11K
$819K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 6.05% |
$245K - $303K
|
25.6K
$3.43M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.46K+ 28.61% |
$245K - $302K
|
6.58K
$881K
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$243K - $300K
|
1.45K
$195K
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.45KNew |
$242K - $299K
|
1.45K
$194K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.45K+ 93.59% |
$242K - $299K
|
2.99K
$400K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 5.85% |
$240K - $296K
|
25.9K
$3.47M
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.43K+ 24.97% |
$239K - $295K
|
7.15K
$957K
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43K+ 16.33% |
$239K - $294K
|
10.2K
$1.36M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 8.01% |
$237K - $293K
|
19.1K
$2.56M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.41K+ 21.91% |
$237K - $292K
|
7.86K
$1.05M
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.4K+ 149.68% |
$235K - $290K
|
2.34K
$313K
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.4K+ 0.96% |
$234K - $289K
|
148K
$19.8M
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.4K+ 1.96% |
$234K - $289K
|
72.9K
$9.76M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.39K+ 1.55% |
$233K - $287K
|
91.3K
$12.2M
|
|
Aug 08, 2022
Q2 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.37K+ 2.23% |
$230K - $284K
|
62.9K
$8.43M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.37KNew |
$230K - $284K
|
1.37K
$184K
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.37K+ 0.32% |
$228K - $282K
|
431K
$57.7M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.35K+ 17.64% |
$226K - $279K
|
9K
$1.21M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.33K+ 1.2% |
$223K - $276K
|
112K
$15M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 10.3% |
$222K - $274K
|
14.2K
$1.9M
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.32KNew |
$221K - $273K
|
1.32K
$177K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.31K+ 113.17% |
$219K - $270K
|
2.46K
$329K
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.3KNew |
$217K - $268K
|
1.3K
$174K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.29K+ 11.26% |
$216K - $267K
|
12.8K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.28K+ 97.49% |
$215K - $265K
|
2.6K
$348K
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
1.28K+ 3.78% |
$214K - $264K
|
35.1K
$4.7M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 4.97% |
$213K - $263K
|
26.9K
$3.61M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.26K+ 14.71% |
$211K - $261K
|
9.84K
$1.32M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.26K+ 26.34% |
$210K - $259K
|
6.02K
$806K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 2.07% |
$209K - $258K
|
61.6K
$8.25M
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 20.14% |
$208K - $257K
|
7.42K
$993K
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.23K+ 65.43% |
$206K - $254K
|
3.11K
$416K
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
1.22K+ 10.06% |
$203K - $251K
|
13.3K
$1.78M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.21K+ 3.44% |
$203K - $251K
|
36.5K
$4.89M
|