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
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-8Closed |
$1.34K - $1.65K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-8- 0.2% |
$1.34K - $1.65K
|
3.93K
$527K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-9- 0.37% |
$1.51K - $1.86K
|
2.42K
$324K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-10Closed |
$1.67K - $2.07K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-10- 0.03% |
$1.67K - $2.07K
|
29.6K
$3.96M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.74% |
$1.67K - $2.07K
|
1.34K
$180K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10- 2.7% |
$1.67K - $2.07K
|
361
$48.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-11- 0.27% |
$1.84K - $2.27K
|
4.1K
$550K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-12- 0.97% |
$2.01K - $2.48K
|
1.23K
$164K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13- 0.47% |
$2.18K - $2.69K
|
2.73K
$366K
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-14- -0.0% |
$2.34K - $2.89K
|
383K
$51.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.15% |
$2.51K - $3.1K
|
1.28K
$172K
|
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-15- 1.33% |
$2.51K - $3.1K
|
1.12K
$149K
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-15- 0.23% |
$2.51K - $3.1K
|
6.43K
$861K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-16- 0.56% |
$2.68K - $3.31K
|
2.83K
$379K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18- 0.13% |
$3.01K - $3.72K
|
14K
$1.88M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-20- 4.81% |
$3.35K - $4.13K
|
396
$53K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-20- 0.29% |
$3.35K - $4.13K
|
6.82K
$913K
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-20- 0.1% |
$3.35K - $4.13K
|
19.9K
$2.66M
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-20- 0.48% |
$3.35K - $4.13K
|
4.17K
$558K
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-21- 1.68% |
$3.52K - $4.34K
|
1.23K
$164K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-21- 0.61% |
$3.52K - $4.34K
|
3.44K
$461K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-21- 1.32% |
$3.52K - $4.34K
|
1.57K
$210K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-22- 0.13% |
$3.68K - $4.55K
|
16.3K
$2.18M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-23- 1.69% |
$3.85K - $4.75K
|
1.34K
$179K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-23- 0.17% |
$3.85K - $4.75K
|
13.2K
$1.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-23- 0.42% |
$3.85K - $4.75K
|
5.42K
$726K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-24- 2.75% |
$4.02K - $4.96K
|
850
$114K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-24- 1.99% |
$4.02K - $4.96K
|
1.18K
$158K
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-25- 1.38% |
$4.18K - $5.17K
|
1.79K
$240K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-25- 0.88% |
$4.18K - $5.17K
|
2.83K
$379K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 4.73% |
$4.18K - $5.17K
|
504
$67.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-25Closed |
$4.18K - $5.17K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 4.77% |
$4.18K - $5.17K
|
499
$66.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-25- 0.32% |
$4.18K - $5.17K
|
7.69K
$1.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-26- 0.02% |
$4.35K - $5.37K
|
126K
$16.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-26- 0.47% |
$4.35K - $5.37K
|
5.48K
$734K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 0.29% |
$4.35K - $5.37K
|
9.07K
$1.21M
|
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-26- 50.98% |
$4.35K - $5.37K
|
25
$3.35K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-27- 2.04% |
$4.52K - $5.58K
|
1.3K
$174K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 26.47% |
$4.52K - $5.58K
|
75
$10K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-28- 0.51% |
$4.69K - $5.79K
|
5.47K
$733K
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-29- 0.74% |
$4.85K - $5.99K
|
3.91K
$524K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-29- 0.81% |
$4.85K - $5.99K
|
3.55K
$476K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-29- 1.76% |
$4.85K - $5.99K
|
1.62K
$217K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-30- 5.99% |
$5.02K - $6.2K
|
471
$63.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-30- 0.52% |
$5.02K - $6.2K
|
5.78K
$774K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-32- 0.33% |
$5.36K - $6.61K
|
9.71K
$1.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 3.81% |
$5.52K - $6.82K
|
834
$112K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 0.08% |
$5.69K - $7.03K
|
42.9K
$5.75M
|