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 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
179+ 104.68% |
$30K - $37K
|
350
$46.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
179+ 1.32% |
$30K - $37K
|
13.7K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
179+ 0.9% |
$30K - $37K
|
20.1K
$2.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
179+ 0.39% |
$30K - $37K
|
46.4K
$6.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
178+ 5.09% |
$29.8K - $36.8K
|
3.68K
$493K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
178+ 3.21% |
$29.8K - $36.8K
|
5.72K
$766K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
177+ 5.08% |
$29.6K - $36.6K
|
3.66K
$490K
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
177+ 0.96% |
$29.6K - $36.6K
|
18.6K
$2.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
175+ 5.23% |
$29.3K - $36.2K
|
3.52K
$471K
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
174+ 10.55% |
$29.1K - $36K
|
1.82K
$244K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
173+ 4.95% |
$29K - $35.7K
|
3.67K
$492K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
173+ 3.65% |
$29K - $35.7K
|
4.92K
$659K
|
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
170+ 2.46% |
$28.5K - $35.1K
|
7.08K
$948K
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
170+ 0.61% |
$28.5K - $35.1K
|
27.8K
$3.73M
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
169+ 2.35% |
$28.3K - $34.9K
|
7.35K
$984K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
169+ 3.76% |
$28.3K - $34.9K
|
4.67K
$625K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
169+ 4.41% |
$28.3K - $34.9K
|
4K
$536K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
168+ 3.52% |
$28.1K - $34.7K
|
4.95K
$663K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
166+ 7.18% |
$27.8K - $34.3K
|
2.48K
$332K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
166+ 2.13% |
$27.8K - $34.3K
|
7.96K
$1.07M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
165+ 2.47% |
$27.6K - $34.1K
|
6.85K
$917K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
164+ 165.66% |
$27.5K - $33.9K
|
263
$35.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
159+ 6.91% |
$26.6K - $32.9K
|
2.46K
$330K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
153+ 1.67% |
$25.6K - $31.6K
|
9.31K
$1.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
151+ 1.89% |
$25.3K - $31.2K
|
8.13K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
151+ 1.41% |
$25.3K - $31.2K
|
10.9K
$1.46M
|
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
BUY
|
- |
150+ 6.29% |
$25.1K - $31K
|
2.54K
$340K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
149+ 1.87% |
$24.9K - $30.8K
|
8.12K
$1.09M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
149+ 5.17% |
$24.9K - $30.8K
|
3.03K
$406K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
149+ 1.12% |
$24.9K - $30.8K
|
13.5K
$1.81M
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
147+ 0.62% |
$24.6K - $30.4K
|
23.7K
$3.18M
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
146+ 2.21% |
$24.4K - $30.2K
|
6.75K
$904K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
146+ 5.75% |
$24.4K - $30.2K
|
2.68K
$359K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
145+ 1.52% |
$24.3K - $30K
|
9.67K
$1.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
144+ 0.64% |
$24.1K - $29.8K
|
22.5K
$3.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
142+ 2.14% |
$23.8K - $29.3K
|
6.77K
$907K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
142+ 4.69% |
$23.8K - $29.3K
|
3.17K
$424K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
142New |
$23.8K - $29.3K
|
142
$19K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
137+ 4.31% |
$22.9K - $28.3K
|
3.31K
$444K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
137+ 7.7% |
$22.9K - $28.3K
|
1.92K
$257K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
137+ 334.15% |
$22.9K - $28.3K
|
178
$23.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
134+ 1.88% |
$22.4K - $27.7K
|
7.25K
$971K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
134+ 1.88% |
$22.4K - $27.7K
|
7.25K
$971K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
133+ 1.31% |
$22.3K - $27.5K
|
10.3K
$1.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
133+ 2.62% |
$22.3K - $27.5K
|
5.21K
$698K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
131+ 87.33% |
$21.9K - $27.1K
|
281
$37.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
131+ 6.19% |
$21.9K - $27.1K
|
2.25K
$301K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
130+ 1.24% |
$21.8K - $26.9K
|
10.6K
$1.42M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
130+ 13.31% |
$21.8K - $26.9K
|
1.11K
$148K
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
128+ 1.07% |
$21.4K - $26.4K
|
12.1K
$1.62M
|