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 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-35- 2.27% |
$5.86K - $7.23K
|
1.51K
$202K
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-35Closed |
$5.86K - $7.23K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-36- 15.86% |
$6.03K - $7.44K
|
191
$25.6K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-36- 1.76% |
$6.03K - $7.44K
|
2K
$268K
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-36- 2.85% |
$6.03K - $7.44K
|
1.23K
$164K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-37- 2.59% |
$6.19K - $7.65K
|
1.39K
$186K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-38- 11.62% |
$6.36K - $7.85K
|
289
$38.7K
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-39- 1.33% |
$6.53K - $8.06K
|
2.89K
$388K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-40- 0.37% |
$6.7K - $8.27K
|
10.8K
$1.44M
|
|
Jul 22, 2022
Q2 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-40- 0.43% |
$6.7K - $8.27K
|
9.3K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-40- 2.19% |
$6.7K - $8.27K
|
1.79K
$239K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-40- 1.31% |
$6.7K - $8.27K
|
3.02K
$405K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-41- 1.24% |
$6.86K - $8.47K
|
3.26K
$436K
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-41- 1.88% |
$6.86K - $8.47K
|
2.14K
$286K
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-41- 2.26% |
$6.86K - $8.47K
|
1.78K
$238K
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-42- 0.96% |
$7.03K - $8.68K
|
4.32K
$579K
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-42- 4.06% |
$7.03K - $8.68K
|
992
$133K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-43- 0.68% |
$7.2K - $8.89K
|
6.26K
$838K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 1.05% |
$7.37K - $9.09K
|
4.13K
$553K
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-44- 2.81% |
$7.37K - $9.09K
|
1.52K
$204K
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-44Closed |
$7.37K - $9.09K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-44- 0.51% |
$7.37K - $9.09K
|
8.51K
$1.14M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45- 3.5% |
$7.53K - $9.3K
|
1.24K
$166K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-46- 1.08% |
$7.7K - $9.51K
|
4.2K
$562K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-47- 10.04% |
$7.87K - $9.71K
|
421
$56.4K
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-47- 1.99% |
$7.87K - $9.71K
|
2.31K
$309K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-47- 3.27% |
$7.87K - $9.71K
|
1.39K
$186K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-48- 0.06% |
$8.03K - $9.92K
|
85.7K
$11.5M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-48- 1.84% |
$8.03K - $9.92K
|
2.56K
$342K
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-48- 0.49% |
$8.03K - $9.92K
|
9.79K
$1.31M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-49- 6.49% |
$8.2K - $10.1K
|
706
$94.5K
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-49- 1.49% |
$8.2K - $10.1K
|
3.24K
$433K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-50- 33.11% |
$8.37K - $10.3K
|
101
$13.5K
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 18.66% |
$8.37K - $10.3K
|
218
$29.2K
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.46% |
$8.37K - $10.3K
|
10.7K
$1.44M
|
|
Aug 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-50- 0.43% |
$8.37K - $10.3K
|
11.6K
$1.56M
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-51- 1.96% |
$8.54K - $10.5K
|
2.55K
$342K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-51- 0.2% |
$8.54K - $10.5K
|
25.8K
$3.45M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-51- 0.12% |
$8.54K - $10.5K
|
41.5K
$5.56M
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-52- 0.46% |
$8.7K - $10.7K
|
11.2K
$1.49M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-52- 2.04% |
$8.7K - $10.7K
|
2.49K
$334K
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-55- 0.87% |
$9.21K - $11.4K
|
6.24K
$836K
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-55- 1.63% |
$9.21K - $11.4K
|
3.31K
$444K
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-55- 1.74% |
$9.21K - $11.4K
|
3.11K
$416K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-56- 2.63% |
$9.37K - $11.6K
|
2.08K
$278K
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-56- 1.54% |
$9.37K - $11.6K
|
3.58K
$479K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 1.52% |
$9.37K - $11.6K
|
3.62K
$485K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-58- 2.69% |
$9.71K - $12K
|
2.1K
$281K
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59- 3.26% |
$9.88K - $12.2K
|
1.75K
$234K
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-59- 0.03% |
$9.88K - $12.2K
|
180K
$24.1M
|