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 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8+ 0.65% |
$1.34K - $1.65K
|
1.24K
$166K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.68% |
$1.34K - $1.65K
|
1.18K
$158K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8+ 0.3% |
$1.34K - $1.65K
|
2.71K
$363K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.73% |
$1.34K - $1.65K
|
1.11K
$149K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
7+ 0.36% |
$1.17K - $1.45K
|
1.95K
$261K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$1.17K - $1.45K
|
7
$937
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.04% |
$1.17K - $1.45K
|
18.4K
$2.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
7+ 0.45% |
$1.17K - $1.45K
|
1.55K
$207K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7+ 9.59% |
$1.17K - $1.45K
|
80
$10.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7+ 0.02% |
$1.17K - $1.45K
|
44.7K
$5.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
6+ 0.13% |
$1K - $1.24K
|
4.71K
$631K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$1K - $1.24K
|
3.1K
$415K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.52% |
$1K - $1.24K
|
1.15K
$154K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.23% |
$1K - $1.24K
|
2.57K
$344K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.41% |
$1K - $1.24K
|
1.48K
$199K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$1K - $1.24K
|
6
$804
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.09% |
$837 - $1.03K
|
5.31K
$711K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 0.03% |
$837 - $1.03K
|
18.5K
$2.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.63% |
$837 - $1.03K
|
797
$107K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.44% |
$837 - $1.03K
|
1.15K
$155K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
5+ 35.71% |
$837 - $1.03K
|
19
$2.54K
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.09% |
$837 - $1.03K
|
5.38K
$720K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5+ 0.15% |
$837 - $1.03K
|
3.4K
$455K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.91% |
$837 - $1.03K
|
555
$74.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 4.85% |
$837 - $1.03K
|
108
$14.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
4+ 0.27% |
$670 - $827
|
1.49K
$199K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 3.45% |
$670 - $827
|
120
$16.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4+ 0.26% |
$670 - $827
|
1.52K
$204K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.08% |
$670 - $827
|
5.33K
$713K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.32% |
$502 - $620
|
944
$126K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.12% |
$502 - $620
|
2.48K
$332K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 1.22% |
$502 - $620
|
248
$33.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.12% |
$502 - $620
|
2.53K
$339K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.17% |
$502 - $620
|
1.74K
$233K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3+ 0.05% |
$502 - $620
|
5.79K
$775K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$502 - $620
|
3
$402
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 0.05% |
$502 - $620
|
5.97K
$799K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.1% |
$502 - $620
|
2.91K
$389K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.45% |
$502 - $620
|
677
$90.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.12% |
$335 - $413
|
1.71K
$228K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.07% |
$335 - $413
|
2.7K
$361K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2+ 0.03% |
$335 - $413
|
7.7K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.72% |
$335 - $413
|
280
$37.5K
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2+ 0.11% |
$335 - $413
|
1.86K
$249K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.06% |
$167 - $207
|
1.61K
$215K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.01% |
$167 - $207
|
7.81K
$1.05M
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $207
|
4.79K
$642K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.36% |
$167 - $207
|
281
$37.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.22% |
$167 - $207
|
446
$59.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$167 - $207
|
3.5K
$469K
|