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 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
126+ 2.52% |
$21.1K - $26K
|
5.13K
$687K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
126+ 10.1% |
$21.1K - $26K
|
1.37K
$184K
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
125+ 2.63% |
$20.9K - $25.8K
|
4.88K
$654K
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
125+ 5.27% |
$20.9K - $25.8K
|
2.5K
$335K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
124+ 7.55% |
$20.8K - $25.6K
|
1.77K
$237K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
123New |
$20.6K - $25.4K
|
123
$16.5K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
123+ 0.21% |
$20.6K - $25.4K
|
59.1K
$7.92M
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
122+ 0.98% |
$20.4K - $25.2K
|
12.5K
$1.68M
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
122+ 3.15% |
$20.4K - $25.2K
|
4K
$536K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
121+ 0.9% |
$20.3K - $25K
|
13.6K
$1.82M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
120+ 2.96% |
$20.1K - $24.8K
|
4.17K
$559K
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
119+ 1.84% |
$19.9K - $24.6K
|
6.57K
$880K
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
116+ 0.9% |
$19.4K - $24K
|
12.9K
$1.73M
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
115+ 4.79% |
$19.2K - $23.8K
|
2.51K
$337K
|
|
Aug 03, 2022
Q2 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
115+ 0.79% |
$19.2K - $23.8K
|
14.7K
$1.97M
|
|
Aug 08, 2022
Q2 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
115New |
$19.2K - $23.8K
|
115
$15.4K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
115+ 0.72% |
$19.2K - $23.8K
|
16.1K
$2.16M
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
113+ 1.45% |
$18.9K - $23.4K
|
7.92K
$1.06M
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
107+ 0.13% |
$17.9K - $22.1K
|
84K
$11.3M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
107+ 0.43% |
$17.9K - $22.1K
|
24.8K
$3.32M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
105New |
$17.6K - $21.7K
|
105
$14.1K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
104+ 67.1% |
$17.4K - $21.5K
|
259
$34.7K
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
104+ 1.17% |
$17.4K - $21.5K
|
8.97K
$1.2M
|
|
Jul 13, 2022
Q2 2022
|
Addenda Capital Inc.
|
BUY
|
- |
103+ 0.2% |
$17.2K - $21.3K
|
50.9K
$6.81M
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
103+ 4.61% |
$17.2K - $21.3K
|
2.34K
$313K
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
102+ 1.57% |
$17.1K - $21.1K
|
6.61K
$885K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$16.7K - $20.7K
|
100
$13.4K
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
100+ 1.73% |
$16.7K - $20.7K
|
5.9K
$790K
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
100+ 3.57% |
$16.7K - $20.7K
|
2.9K
$388K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
99+ 1.23% |
$16.6K - $20.5K
|
8.16K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
99+ 2.52% |
$16.6K - $20.5K
|
4.02K
$539K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 1.37% |
$16.2K - $20K
|
7.2K
$964K
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
96+ 0.87% |
$16.1K - $19.8K
|
11.1K
$1.49M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
95+ 4.98% |
$15.9K - $19.6K
|
2K
$268K
|
|
Jul 21, 2022
Q2 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
95+ 0.13% |
$15.9K - $19.6K
|
74.9K
$10M
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
93+ 3.46% |
$15.6K - $19.2K
|
2.78K
$373K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
91+ 2.3% |
$15.2K - $18.8K
|
4.05K
$542K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
90+ 73.17% |
$15.1K - $18.6K
|
213
$28.5K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
90New |
$15.1K - $18.6K
|
90
$12.1K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
89New |
$14.9K - $18.4K
|
89
$11.9K
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
88+ 7.21% |
$14.7K - $18.2K
|
1.31K
$175K
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
88+ 4.73% |
$14.7K - $18.2K
|
1.95K
$261K
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
86+ 4.57% |
$14.4K - $17.8K
|
1.97K
$264K
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
85+ 1.36% |
$14.2K - $17.6K
|
6.35K
$850K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
83+ 1.41% |
$13.9K - $17.2K
|
5.98K
$800K
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
81+ 4.35% |
$13.6K - $16.7K
|
1.95K
$260K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
79+ 3.57% |
$13.2K - $16.3K
|
2.29K
$307K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
79+ 2.45% |
$13.2K - $16.3K
|
3.31K
$443K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
78+ 3.09% |
$13.1K - $16.1K
|
2.61K
$349K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
77+ 1.07% |
$12.9K - $15.9K
|
7.28K
$975K
|