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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
719+ 4.95% |
$120K - $149K
|
15.3K
$2.04M
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
713+ 6.53% |
$119K - $147K
|
11.6K
$1.56M
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
711+ 19.1% |
$119K - $147K
|
4.43K
$594K
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
710+ 11.48% |
$119K - $147K
|
6.9K
$923K
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
708+ 18.79% |
$119K - $146K
|
4.48K
$599K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
700+ 5.86% |
$117K - $145K
|
12.6K
$1.69M
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700+ 13.41% |
$117K - $145K
|
5.92K
$793K
|
|
Jul 28, 2022
Q2 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
700+ 1.31% |
$117K - $145K
|
53.9K
$7.22M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700+ 8.64% |
$117K - $145K
|
8.81K
$1.18M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
696+ 42.75% |
$117K - $144K
|
2.32K
$311K
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
BUY
|
- |
691+ 1.32% |
$116K - $143K
|
53.2K
$7.12M
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
678+ 10.58% |
$113K - $140K
|
7.08K
$949K
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
673+ 8.24% |
$113K - $139K
|
8.84K
$1.18M
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
660+ 13.78% |
$110K - $136K
|
5.45K
$730K
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
651+ 2.18% |
$109K - $135K
|
30.5K
$4.08M
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
650+ 13.17% |
$109K - $134K
|
5.58K
$748K
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
648+ 8.89% |
$108K - $134K
|
7.94K
$1.06M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
647+ 1.21% |
$108K - $134K
|
53.9K
$7.22M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
646+ 4.87% |
$108K - $133K
|
13.9K
$1.86M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
642+ 8.78% |
$107K - $133K
|
7.95K
$1.06M
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
641+ 22.17% |
$107K - $132K
|
3.53K
$473K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
634+ 2.31% |
$106K - $131K
|
28.1K
$3.77M
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
633+ 2.99% |
$106K - $131K
|
21.8K
$2.92M
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
625New |
$105K - $129K
|
625
$83.7K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
620+ 16.56% |
$104K - $128K
|
4.36K
$584K
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
620+ 1.12% |
$104K - $128K
|
56.2K
$7.53M
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
615+ 1.1% |
$103K - $127K
|
56.6K
$7.59M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
613+ 14.81% |
$103K - $127K
|
4.75K
$636K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
613New |
$103K - $127K
|
613
$82.1K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
608+ 21.32% |
$102K - $126K
|
3.46K
$463K
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
606+ 13.98% |
$101K - $125K
|
4.94K
$662K
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
603+ 25.73% |
$101K - $125K
|
2.95K
$395K
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
601+ 4.76% |
$101K - $124K
|
13.2K
$1.77M
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
600+ 5.39% |
$100K - $124K
|
11.7K
$1.57M
|
|
Aug 11, 2022
Q2 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
600+ 6.29% |
$100K - $124K
|
10.1K
$1.36M
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
596+ 3.32% |
$99.8K - $123K
|
18.5K
$2.48M
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
596+ 53.89% |
$99.8K - $123K
|
1.7K
$228K
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
595+ 20.82% |
$99.6K - $123K
|
3.45K
$462K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
595+ 4.72% |
$99.6K - $123K
|
13.2K
$1.77M
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
592+ 3.14% |
$99.1K - $122K
|
19.4K
$2.6M
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
585+ 33.74% |
$97.9K - $121K
|
2.32K
$311K
|
|
Jul 25, 2022
Q2 2022
|
William Allan, LLC
|
BUY
|
- |
584+ 2.19% |
$97.8K - $121K
|
27.2K
$3.65M
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
BUY
|
- |
583+ 4.18% |
$97.6K - $120K
|
14.5K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
583+ 2.59% |
$97.6K - $120K
|
23.1K
$3.09M
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
581+ 1.86% |
$97.3K - $120K
|
31.8K
$4.26M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
581+ 0.78% |
$97.3K - $120K
|
75.1K
$10.1M
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
578+ 12.64% |
$96.8K - $119K
|
5.15K
$690K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
578+ 10.38% |
$96.8K - $119K
|
6.15K
$823K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
576+ 8.07% |
$96.4K - $119K
|
7.71K
$1.03M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
560+ 36.27% |
$93.7K - $116K
|
2.1K
$282K
|