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 25, 2022
Q2 2022
|
Baxter Bros Inc
|
BUY
|
- |
1+ 0.0% |
$167 - $207
|
34.4K
$4.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.09% |
$167 - $207
|
1.12K
$150K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$167 - $207
|
2.37K
$317K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.03% |
$167 - $207
|
3.78K
$506K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$167 - $207
|
4.54K
$608K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
1+ 0.06% |
$167 - $207
|
1.68K
$224K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.03% |
$167 - $207
|
3.07K
$412K
|
|
|
Aug 11, 2022
Q2 2022
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1+ 0.01% |
$167 - $207
|
16.1K
$2.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.06% |
$167 - $207
|
1.59K
$212K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$167 - $207
|
2.86K
$383K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 4.35% |
$167 - $207
|
24
$3.21K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$167 - $207
|
1.59K
$213K
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$167 - $207
|
1.88K
$252K
|
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.08% |
$167 - $207
|
1.2K
$160K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$167 - $207
|
3.47K
$465K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$167 - $207
|
15.8K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 4.17% |
$167 - $207
|
25
$3.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.01% |
$167 - $207
|
12.2K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1+ 0.03% |
$167 - $207
|
3.59K
$481K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.72% |
$167 - $207
|
140
$18.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1- 1.61% |
$167 - $207
|
61
$8.17K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1Closed |
$167 - $207
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1- 0.04% |
$167 - $207
|
2.59K
$347K
|
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1- 0.02% |
$167 - $207
|
4.24K
$567K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2- 0.08% |
$335 - $413
|
2.61K
$350K
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$335 - $413
|
3.42K
$459K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2- 0.02% |
$335 - $413
|
10.5K
$1.4M
|
|
|
Aug 17, 2022
Q2 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2- 0.03% |
$335 - $413
|
6.87K
$920K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3- 0.01% |
$502 - $620
|
35.2K
$4.71M
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-4- 0.03% |
$670 - $827
|
13.5K
$1.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4- 0.21% |
$670 - $827
|
1.86K
$249K
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-4- -0.0% |
$670 - $827
|
81.9K
$11M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4- 0.04% |
$670 - $827
|
10.1K
$1.35M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5- 1.99% |
$837 - $1.03K
|
246
$32.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-5- -0.0% |
$837 - $1.03K
|
140K
$18.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.15% |
$837 - $1.03K
|
3.33K
$446K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-5- 0.03% |
$837 - $1.03K
|
14.4K
$1.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5- 0.75% |
$837 - $1.03K
|
660
$88.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-5- 0.13% |
$837 - $1.03K
|
3.97K
$532K
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-5- 0.04% |
$837 - $1.03K
|
13.7K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-5- 0.1% |
$837 - $1.03K
|
4.8K
$643K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6- 0.27% |
$1K - $1.24K
|
2.23K
$299K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6- 0.45% |
$1K - $1.24K
|
1.33K
$178K
|
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-6- 0.11% |
$1K - $1.24K
|
5.25K
$702K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-6- 1.09% |
$1K - $1.24K
|
542
$72.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-7- 5.07% |
$1.17K - $1.45K
|
131
$17.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.13% |
$1.17K - $1.45K
|
5.23K
$700K
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-7- 0.23% |
$1.17K - $1.45K
|
3.09K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7Closed |
$1.17K - $1.45K
|
0
$0
|