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 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50New |
$8.37K - $10.3K
|
50
$6.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
48+ 184.62% |
$8.03K - $9.92K
|
74
$9.91K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
47+ 0.61% |
$7.87K - $9.71K
|
7.79K
$1.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
47New |
$7.87K - $9.71K
|
47
$6.29K
|
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
47+ 0.81% |
$7.87K - $9.71K
|
5.88K
$788K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
46+ 4.23% |
$7.7K - $9.51K
|
1.13K
$152K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46+ 0.68% |
$7.7K - $9.51K
|
6.77K
$906K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
45+ 0.81% |
$7.53K - $9.3K
|
5.59K
$748K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
45+ 1.09% |
$7.53K - $9.3K
|
4.19K
$561K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
45+ 1.71% |
$7.53K - $9.3K
|
2.67K
$358K
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
40+ 1.59% |
$6.7K - $8.27K
|
2.56K
$342K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40+ 13.33% |
$6.7K - $8.27K
|
340
$45.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
40+ 0.72% |
$6.7K - $8.27K
|
5.59K
$749K
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
40+ 0.24% |
$6.7K - $8.27K
|
16.8K
$2.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
40+ 3.01% |
$6.7K - $8.27K
|
1.37K
$183K
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.83% |
$6.7K - $8.27K
|
4.84K
$649K
|
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
39+ 0.36% |
$6.53K - $8.06K
|
10.8K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
38+ 1.24% |
$6.36K - $7.85K
|
3.1K
$416K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
36+ 0.83% |
$6.03K - $7.44K
|
4.4K
$589K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
36+ 0.49% |
$6.03K - $7.44K
|
7.4K
$990K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
36+ 0.23% |
$6.03K - $7.44K
|
15.4K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
36+ 2.53% |
$6.03K - $7.44K
|
1.46K
$195K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 4.86% |
$5.86K - $7.23K
|
755
$101K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
35+ 18.23% |
$5.86K - $7.23K
|
227
$30.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
34+ 64.15% |
$5.69K - $7.03K
|
87
$11.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
34+ 1.89% |
$5.69K - $7.03K
|
1.83K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
33+ 2.63% |
$5.52K - $6.82K
|
1.29K
$172K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
33+ 0.05% |
$5.52K - $6.82K
|
60.6K
$8.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
33+ 0.99% |
$5.52K - $6.82K
|
3.36K
$451K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 4.17% |
$5.36K - $6.61K
|
800
$107K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32+ 0.43% |
$5.36K - $6.61K
|
7.52K
$1.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 52.54% |
$5.19K - $6.41K
|
90
$12.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
31+ 0.14% |
$5.19K - $6.41K
|
22K
$2.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 16.95% |
$5.02K - $6.2K
|
207
$27.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
30+ 0.42% |
$5.02K - $6.2K
|
7.15K
$958K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
30+ 2.24% |
$5.02K - $6.2K
|
1.37K
$183K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
30+ 1.12% |
$5.02K - $6.2K
|
2.71K
$362K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30+ 2.29% |
$5.02K - $6.2K
|
1.34K
$180K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
29+ 2.54% |
$4.85K - $5.99K
|
1.17K
$157K
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
28+ 0.36% |
$4.69K - $5.79K
|
7.72K
$1.03M
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28+ 2.3% |
$4.69K - $5.79K
|
1.25K
$167K
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
27+ 0.16% |
$4.52K - $5.58K
|
17K
$2.27M
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
26+ 104.0% |
$4.35K - $5.37K
|
51
$6.83K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
26+ 0.15% |
$4.35K - $5.37K
|
17.2K
$2.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
26+ 1.76% |
$4.35K - $5.37K
|
1.5K
$201K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
25+ 0.02% |
$4.18K - $5.17K
|
148K
$19.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
25+ 0.52% |
$4.18K - $5.17K
|
4.83K
$647K
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
25+ 0.06% |
$4.18K - $5.17K
|
39.7K
$5.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
25+ 9.8% |
$4.18K - $5.17K
|
280
$37.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25+ 4.17% |
$4.18K - $5.17K
|
624
$83.6K
|