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 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
77+ 1.52% |
$12.9K - $15.9K
|
5.14K
$688K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
77+ 1.04% |
$12.9K - $15.9K
|
7.45K
$997K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
76+ 2.05% |
$12.7K - $15.7K
|
3.79K
$508K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
75+ 1.11% |
$12.6K - $15.5K
|
6.86K
$919K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
75+ 0.87% |
$12.6K - $15.5K
|
8.74K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75+ 3.91% |
$12.6K - $15.5K
|
1.99K
$267K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
74+ 3.62% |
$12.4K - $15.3K
|
2.12K
$284K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
72+ 3.66% |
$12.1K - $14.9K
|
2.04K
$273K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
71+ 2.76% |
$11.9K - $14.7K
|
2.64K
$353K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
70+ 3.41% |
$11.7K - $14.5K
|
2.12K
$284K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
70+ 0.63% |
$11.7K - $14.5K
|
11.2K
$1.51M
|
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
68+ 5.84% |
$11.4K - $14.1K
|
1.23K
$165K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
68+ 8.73% |
$11.4K - $14.1K
|
847
$113K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascension Asset Management LLC
|
BUY
|
- |
67+ 0.71% |
$11.2K - $13.8K
|
9.48K
$1.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67+ 6.66% |
$11.2K - $13.8K
|
1.07K
$144K
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
66+ 1.68% |
$11K - $13.6K
|
4K
$535K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
66+ 0.12% |
$11K - $13.6K
|
55.9K
$7.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
66+ 2.62% |
$11K - $13.6K
|
2.59K
$347K
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
65+ 1.36% |
$10.9K - $13.4K
|
4.84K
$648K
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
65+ 5.38% |
$10.9K - $13.4K
|
1.27K
$171K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
65+ 1.08% |
$10.9K - $13.4K
|
6.08K
$814K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
64+ 1.14% |
$10.7K - $13.2K
|
5.7K
$763K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
63+ 0.61% |
$10.5K - $13K
|
10.4K
$1.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
63+ 2.21% |
$10.5K - $13K
|
2.92K
$391K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
63+ 18.21% |
$10.5K - $13K
|
409
$54.8K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
62+ 2.0% |
$10.4K - $12.8K
|
3.17K
$424K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
62+ 0.09% |
$10.4K - $12.8K
|
72.3K
$9.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
62+ 1.51% |
$10.4K - $12.8K
|
4.16K
$557K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61+ 2.41% |
$10.2K - $12.6K
|
2.6K
$348K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
61+ 28.37% |
$10.2K - $12.6K
|
276
$37K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
61+ 2.84% |
$10.2K - $12.6K
|
2.21K
$296K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
60+ 0.49% |
$10K - $12.4K
|
12.3K
$1.64M
|
|
|
Aug 05, 2022
Q2 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
60+ 0.22% |
$10K - $12.4K
|
26.9K
$3.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
58+ 2.68% |
$9.71K - $12K
|
2.23K
$298K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58+ 7.93% |
$9.71K - $12K
|
789
$106K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
57+ 1.45% |
$9.54K - $11.8K
|
4K
$535K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
57+ 2.96% |
$9.54K - $11.8K
|
1.99K
$266K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
57+ 0.84% |
$9.54K - $11.8K
|
6.85K
$918K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
56New |
$9.37K - $11.6K
|
56
$7.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
55+ 4.38% |
$9.21K - $11.4K
|
1.31K
$176K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
55+ 0.8% |
$9.21K - $11.4K
|
6.95K
$931K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
55+ 1.75% |
$9.21K - $11.4K
|
3.2K
$428K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
54+ 2.5% |
$9.04K - $11.2K
|
2.21K
$296K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
51+ 4.45% |
$8.54K - $10.5K
|
1.2K
$160K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
50+ 0.56% |
$8.37K - $10.3K
|
8.99K
$1.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
50+ 3.9% |
$8.37K - $10.3K
|
1.33K
$178K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
50+ 0.84% |
$8.37K - $10.3K
|
6.02K
$806K
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
50+ 2.23% |
$8.37K - $10.3K
|
2.3K
$308K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 3.42% |
$8.37K - $10.3K
|
1.51K
$203K
|
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
50+ 1.18% |
$8.37K - $10.3K
|
4.3K
$576K
|