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
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
25New |
$4.18K - $5.17K
|
25
$3.35K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
25+ 1.09% |
$4.18K - $5.17K
|
2.32K
$310K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24+ 0.31% |
$4.02K - $4.96K
|
7.87K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 1.95% |
$4.02K - $4.96K
|
1.26K
$168K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
24+ 4.01% |
$4.02K - $4.96K
|
623
$83.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
24+ 0.47% |
$4.02K - $4.96K
|
5.08K
$681K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.78% |
$4.02K - $4.96K
|
3.11K
$417K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 0.6% |
$3.85K - $4.75K
|
3.86K
$517K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 4.72% |
$3.85K - $4.75K
|
510
$68.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 3.44% |
$3.85K - $4.75K
|
692
$92.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
22+ 0.16% |
$3.68K - $4.55K
|
13.9K
$1.86M
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
21New |
$3.52K - $4.34K
|
21
$2.81K
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
21+ 0.82% |
$3.52K - $4.34K
|
2.58K
$346K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
20+ 0.61% |
$3.35K - $4.13K
|
3.28K
$440K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
20+ 1.41% |
$3.35K - $4.13K
|
1.44K
$193K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
19+ 1.66% |
$3.18K - $3.93K
|
1.17K
$156K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19+ 0.21% |
$3.18K - $3.93K
|
9.28K
$1.24M
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
18+ 0.03% |
$3.01K - $3.72K
|
62.7K
$8.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
18+ 0.24% |
$3.01K - $3.72K
|
7.38K
$988K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18+ 1.22% |
$3.01K - $3.72K
|
1.49K
$200K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
18+ 0.05% |
$3.01K - $3.72K
|
35.7K
$4.78M
|
|
|
Aug 15, 2022
Q2 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
18+ 1.24% |
$3.01K - $3.72K
|
1.47K
$197K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
18+ 0.63% |
$3.01K - $3.72K
|
2.88K
$386K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.52% |
$2.85K - $3.51K
|
3.28K
$440K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 8.9% |
$2.85K - $3.51K
|
208
$27.9K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16+ 0.11% |
$2.68K - $3.31K
|
14.3K
$1.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
15+ 0.02% |
$2.51K - $3.1K
|
97.1K
$13M
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.49% |
$2.34K - $2.89K
|
2.89K
$387K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
14+ 0.86% |
$2.34K - $2.89K
|
1.65K
$220K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13+ 0.52% |
$2.18K - $2.69K
|
2.52K
$337K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
12+ 0.02% |
$2.01K - $2.48K
|
62.2K
$8.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
12+ 0.27% |
$2.01K - $2.48K
|
4.46K
$598K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.46% |
$2.01K - $2.48K
|
2.65K
$354K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.12% |
$1.84K - $2.27K
|
9.11K
$1.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.84K - $2.27K
|
3.7K
$496K
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
11+ 0.56% |
$1.84K - $2.27K
|
1.97K
$264K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.08% |
$1.84K - $2.27K
|
13.7K
$1.84M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
11+ 0.99% |
$1.84K - $2.27K
|
1.12K
$151K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11+ 0.8% |
$1.84K - $2.27K
|
1.39K
$187K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$1.67K - $2.07K
|
2.05K
$274K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.29% |
$1.67K - $2.07K
|
3.51K
$470K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.28% |
$1.67K - $2.07K
|
3.57K
$478K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 4.41% |
$1.67K - $2.07K
|
237
$31.7K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.23% |
$1.67K - $2.07K
|
4.28K
$573K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10New |
$1.67K - $2.07K
|
10
$1.34K
|
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10+ 0.82% |
$1.67K - $2.07K
|
1.23K
$164K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
9+ 0.19% |
$1.51K - $1.86K
|
4.69K
$628K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
9+ 0.63% |
$1.51K - $1.86K
|
1.45K
$194K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8+ 0.5% |
$1.34K - $1.65K
|
1.61K
$215K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.5% |
$1.34K - $1.65K
|
1.61K
$215K
|