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 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.2K+ 10.68% |
$201K - $248K
|
12.4K
$1.66M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.19K+ 1.54% |
$199K - $245K
|
78.2K
$10.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.18K+ 60.62% |
$198K - $244K
|
3.13K
$419K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.17K+ 10.19% |
$196K - $242K
|
12.7K
$1.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.17K+ 20.66% |
$196K - $242K
|
6.83K
$914K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.16K+ 31.09% |
$195K - $240K
|
4.9K
$657K
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.15KNew |
$192K - $237K
|
1.15K
$153K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.14K+ 27.27% |
$190K - $235K
|
5.31K
$711K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
BUY
|
- |
1.14K+ 4.36% |
$190K - $235K
|
27.2K
$3.64M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$190K - $234K
|
1.13K
$152K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.12K+ 3.54% |
$188K - $232K
|
32.8K
$4.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.12K+ 1.26% |
$187K - $231K
|
89.7K
$12M
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Group Foundation
|
BUY
|
- |
1.12K+ 0.97% |
$187K - $231K
|
117K
$15.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.11K+ 4.86% |
$186K - $230K
|
24.1K
$3.22M
|
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.11K+ 11.51% |
$186K - $230K
|
10.8K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 123.01% |
$186K - $230K
|
2.02K
$270K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.11K+ 4.92% |
$186K - $229K
|
23.7K
$3.17M
|
|
|
Jul 19, 2022
Q2 2022
|
Jlb & Associates Inc
|
BUY
|
- |
1.11K+ 10.75% |
$185K - $229K
|
11.4K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.1K+ 20.85% |
$184K - $227K
|
6.37K
$852K
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
1.1KNew |
$183K - $226K
|
1.1K
$147K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$183K - $226K
|
1.1K
$147K
|
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.09K+ 2.85% |
$182K - $225K
|
39.3K
$5.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.08K+ 7.98% |
$181K - $224K
|
14.6K
$1.96M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.08K+ 13.58% |
$181K - $224K
|
9.05K
$1.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.08K+ 12.69% |
$180K - $222K
|
9.56K
$1.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 42.05% |
$178K - $220K
|
3.6K
$482K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.05K+ 56.2% |
$176K - $217K
|
2.92K
$391K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.05K+ 0.87% |
$176K - $217K
|
122K
$16.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 27.18% |
$176K - $217K
|
4.91K
$657K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
1.04K+ 3.7% |
$175K - $216K
|
29.2K
$3.91M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.03K+ 110.23% |
$173K - $214K
|
1.97K
$264K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.03K+ 1.96% |
$173K - $213K
|
53.7K
$7.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.03K+ 0.71% |
$173K - $213K
|
146K
$19.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.03K+ 2.9% |
$172K - $212K
|
36.4K
$4.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
1.03K+ 24.32% |
$172K - $212K
|
5.24K
$702K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 2.13% |
$170K - $210K
|
48.7K
$6.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.01K+ 18.55% |
$170K - $210K
|
6.48K
$868K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.01K+ 3.4% |
$170K - $210K
|
30.8K
$4.12M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
1.01K+ 7.27% |
$169K - $209K
|
14.9K
$2M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.01K+ 0.58% |
$169K - $209K
|
174K
$23.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.01K+ 14.05% |
$169K - $208K
|
8.18K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
998+ 46.96% |
$167K - $206K
|
3.12K
$418K
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
990+ 37.01% |
$166K - $205K
|
3.67K
$491K
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
986New |
$165K - $204K
|
986
$132K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
978+ 54.06% |
$164K - $202K
|
2.79K
$373K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
978+ 54.06% |
$164K - $202K
|
2.79K
$373K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
970+ 13.29% |
$162K - $200K
|
8.27K
$1.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
970+ 3.37% |
$162K - $200K
|
29.7K
$3.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
968+ 0.4% |
$162K - $200K
|
245K
$32.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
965+ 11.34% |
$162K - $199K
|
9.48K
$1.27M
|