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 27, 2022
Q2 2022
|
Montis Financial, LLC
|
SELL
|
- |
-137- 4.06% |
$22.9K - $28.3K
|
3.23K
$433K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-138- 0.79% |
$23.1K - $28.5K
|
17.3K
$2.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-139- 19.04% |
$23.3K - $28.7K
|
591
$79.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-141- 0.28% |
$23.6K - $29.1K
|
50.8K
$6.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
SELL
|
- |
-141- 5.76% |
$23.6K - $29.1K
|
2.31K
$309K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-142- 2.85% |
$23.8K - $29.3K
|
4.84K
$648K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-143- 3.68% |
$23.9K - $29.5K
|
3.74K
$501K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-143- 2.58% |
$23.9K - $29.5K
|
5.4K
$723K
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-145- 0.31% |
$24.3K - $30K
|
47.3K
$6.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-146- 0.02% |
$24.4K - $30.2K
|
718K
$96.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-148- 7.81% |
$24.8K - $30.6K
|
1.75K
$234K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-152- 5.75% |
$25.4K - $31.4K
|
2.49K
$334K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-153- 11.36% |
$25.6K - $31.6K
|
1.19K
$160K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
SELL
|
- |
-153- 2.37% |
$25.6K - $31.6K
|
6.3K
$844K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-155- 17.53% |
$25.9K - $32K
|
729
$97.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-156- 3.51% |
$26.1K - $32.2K
|
4.29K
$575K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-164- 7.81% |
$27.5K - $33.9K
|
1.94K
$259K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-164- 1.8% |
$27.5K - $33.9K
|
8.97K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-165Closed |
$27.6K - $34.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-166- 83.84% |
$27.8K - $34.3K
|
32
$4.29K
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-167- 8.85% |
$28K - $34.5K
|
1.72K
$230K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-167- 7.11% |
$28K - $34.5K
|
2.18K
$292K
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-167- 0.53% |
$28K - $34.5K
|
31.5K
$4.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-171- 3.39% |
$28.6K - $35.3K
|
4.87K
$652K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-175- 0.48% |
$29.3K - $36.2K
|
36.3K
$4.85M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-178- 7.67% |
$29.8K - $36.8K
|
2.14K
$287K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-182- 2.21% |
$30.5K - $37.6K
|
8.05K
$1.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-183- 4.39% |
$30.6K - $37.8K
|
3.98K
$533K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-185- 2.79% |
$31K - $38.2K
|
6.44K
$862K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-185- 0.45% |
$31K - $38.2K
|
41.2K
$5.52M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-186- 6.93% |
$31.1K - $38.4K
|
2.5K
$334K
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-189- 0.49% |
$31.6K - $39.1K
|
38.2K
$5.11M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-190- 1.31% |
$31.8K - $39.3K
|
14.3K
$1.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-190- 2.49% |
$31.8K - $39.3K
|
7.44K
$997K
|
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
SELL
|
- |
-195- 12.02% |
$32.6K - $40.3K
|
1.43K
$191K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-198- 0.43% |
$33.1K - $40.9K
|
46.1K
$6.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-199- 0.32% |
$33.3K - $41.1K
|
63K
$8.43M
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-200- 9.07% |
$33.5K - $41.3K
|
2.01K
$269K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-200- 0.88% |
$33.5K - $41.3K
|
22.6K
$3.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-200- 10.87% |
$33.5K - $41.3K
|
1.64K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-202- 4.94% |
$33.8K - $41.7K
|
3.89K
$521K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-206- 10.15% |
$34.5K - $42.6K
|
1.82K
$244K
|
|
|
Aug 03, 2022
Q2 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-207- 0.25% |
$34.6K - $42.8K
|
82.7K
$11.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-209- 3.26% |
$35K - $43.2K
|
6.21K
$831K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-210Closed |
$35.2K - $43.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-210- 1.1% |
$35.2K - $43.4K
|
18.9K
$2.53M
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-211- 5.81% |
$35.3K - $43.6K
|
3.42K
$458K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-212- 3.66% |
$35.5K - $43.8K
|
5.59K
$748K
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-212Closed |
$35.5K - $43.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-212- 8.32% |
$35.5K - $43.8K
|
2.34K
$313K
|