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 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
557+ 9.44% |
$93.2K - $115K
|
6.46K
$864K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
539+ 1.8% |
$90.2K - $111K
|
30.4K
$4.07M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
539+ 1.99% |
$90.2K - $111K
|
27.6K
$3.7M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
534New |
$89.4K - $110K
|
534
$71.5K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
530+ 4.56% |
$88.7K - $110K
|
12.2K
$1.63M
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
529+ 28.8% |
$88.5K - $109K
|
2.37K
$317K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
528+ 7.8% |
$88.4K - $109K
|
7.3K
$978K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
528+ 11.19% |
$88.4K - $109K
|
5.25K
$703K
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
523+ 23.01% |
$87.5K - $108K
|
2.8K
$374K
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
521+ 7.85% |
$87.2K - $108K
|
7.15K
$958K
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
518+ 24.09% |
$86.7K - $107K
|
2.67K
$357K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
517+ 0.92% |
$86.5K - $107K
|
56.8K
$7.61M
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
514+ 0.93% |
$86K - $106K
|
55.6K
$7.45M
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
513+ 268.59% |
$85.9K - $106K
|
704
$94.3K
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
511+ 17.14% |
$85.5K - $106K
|
3.49K
$468K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
510New |
$85.4K - $105K
|
510
$68.3K
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
502+ 3.98% |
$84K - $104K
|
13.1K
$1.76M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
502+ 2.64% |
$84K - $104K
|
19.5K
$2.61M
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
500+ 42.41% |
$83.7K - $103K
|
1.68K
$225K
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.09% |
$83.7K - $103K
|
46.5K
$6.23M
|
|
Aug 09, 2022
Q2 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
500+ 8.2% |
$83.7K - $103K
|
6.6K
$884K
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
500+ 5.8% |
$83.7K - $103K
|
9.12K
$1.22M
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
498+ 3.07% |
$83.4K - $103K
|
16.7K
$2.24M
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
491+ 100.2% |
$82.2K - $101K
|
981
$131K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
490+ 11.27% |
$82K - $101K
|
4.84K
$648K
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
486+ 3.61% |
$81.4K - $100K
|
14K
$1.87M
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
486+ 1.18% |
$81.4K - $100K
|
41.7K
$5.59M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
486+ 43.98% |
$81.4K - $100K
|
1.59K
$213K
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
485+ 2.34% |
$81.2K - $100K
|
21.2K
$2.84M
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
484+ 11.53% |
$81K - $100K
|
4.68K
$627K
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
483+ 1.32% |
$80.8K - $99.8K
|
37K
$4.95M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
482+ 0.19% |
$80.7K - $99.6K
|
257K
$34.4M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
480+ 6.47% |
$80.3K - $99.2K
|
7.9K
$1.06M
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
472+ 14.4% |
$79K - $97.5K
|
3.75K
$502K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
468+ 1.41% |
$78.3K - $96.7K
|
33.5K
$4.49M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
464+ 29.31% |
$77.7K - $95.9K
|
2.05K
$274K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
464+ 11.14% |
$77.7K - $95.9K
|
4.63K
$620K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
462+ 0.86% |
$77.3K - $95.5K
|
54.4K
$7.29M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
461New |
$77.2K - $95.3K
|
461
$61.7K
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
461+ 22.11% |
$77.2K - $95.3K
|
2.55K
$341K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
459+ 85.63% |
$76.8K - $94.8K
|
995
$133K
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
455+ 22.57% |
$76.2K - $94K
|
2.47K
$331K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
453+ 72.6% |
$75.8K - $93.6K
|
1.08K
$144K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
453+ 4.36% |
$75.8K - $93.6K
|
10.8K
$1.45M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
452+ 47.88% |
$75.7K - $93.4K
|
1.4K
$187K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
451+ 4.6% |
$75.5K - $93.2K
|
10.3K
$1.37M
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
449+ 3.41% |
$75.2K - $92.8K
|
13.6K
$1.82M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
443+ 15.58% |
$74.2K - $91.5K
|
3.29K
$440K
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
439+ 12.62% |
$73.5K - $90.7K
|
3.92K
$525K
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
434+ 1.12% |
$72.6K - $89.7K
|
39.1K
$5.24M
|