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 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-219- 7.57% |
$36.7K - $45.3K
|
2.67K
$358K
|
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-220- 6.32% |
$36.8K - $45.5K
|
3.26K
$437K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-220- 0.26% |
$36.8K - $45.5K
|
84.5K
$11.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-220- 6.78% |
$36.8K - $45.5K
|
3.03K
$405K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-222- 0.32% |
$37.2K - $45.9K
|
68.6K
$9.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-224- 3.37% |
$37.5K - $46.3K
|
6.42K
$860K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-230- 3.16% |
$38.5K - $47.5K
|
7.05K
$944K
|
|
|
Aug 08, 2022
Q2 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-231- 10.74% |
$38.7K - $47.7K
|
1.92K
$257K
|
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-233- 12.12% |
$39K - $48.1K
|
1.69K
$226K
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-235- 2.86% |
$39.3K - $48.6K
|
7.99K
$1.07M
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-237- 5.27% |
$39.7K - $49K
|
4.26K
$570K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-242- 3.78% |
$40.5K - $50K
|
6.15K
$824K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-245- 2.92% |
$41K - $50.6K
|
8.14K
$1.09M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-245- 5.54% |
$41K - $50.6K
|
4.18K
$559K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-246- 6.48% |
$41.2K - $50.8K
|
3.55K
$475K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-250- 18.23% |
$41.8K - $51.7K
|
1.12K
$150K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-250- 13.93% |
$41.8K - $51.7K
|
1.55K
$207K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-255- 9.32% |
$42.7K - $52.7K
|
2.48K
$332K
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-255- 3.41% |
$42.7K - $52.7K
|
7.22K
$967K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-259- 0.76% |
$43.4K - $53.5K
|
33.7K
$4.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-271- 7.03% |
$45.4K - $56K
|
3.59K
$480K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-276- 3.18% |
$46.2K - $57K
|
8.39K
$1.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-279- 3.01% |
$46.7K - $57.7K
|
8.98K
$1.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-285- 2.1% |
$47.7K - $58.9K
|
13.3K
$1.78M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-285- 16.3% |
$47.7K - $58.9K
|
1.46K
$196K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-288- 15.12% |
$48.2K - $59.5K
|
1.62K
$217K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-292- 19.16% |
$48.9K - $60.3K
|
1.23K
$165K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-292- 7.52% |
$48.9K - $60.3K
|
3.59K
$481K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-295- 6.01% |
$49.4K - $61K
|
4.61K
$618K
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-298- 1.52% |
$49.9K - $61.6K
|
19.3K
$2.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-298- 7.25% |
$49.9K - $61.6K
|
3.81K
$510K
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-299- 0.97% |
$50K - $61.8K
|
30.5K
$4.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-300- 78.53% |
$50.2K - $62K
|
82
$11K
|
|
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 0.73% |
$50.2K - $62K
|
40.9K
$5.48M
|
|
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-300- 0.9% |
$50.2K - $62K
|
33K
$4.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-307- 2.0% |
$51.4K - $63.4K
|
15K
$2.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-309- 10.76% |
$51.7K - $63.9K
|
2.56K
$343K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-311- 0.28% |
$52.1K - $64.3K
|
111K
$14.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-314- 1.46% |
$52.6K - $64.9K
|
21.2K
$2.84M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-316- 0.08% |
$52.9K - $65.3K
|
379K
$50.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-320- 11.86% |
$53.6K - $66.1K
|
2.38K
$318K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-321- 2.65% |
$53.7K - $66.3K
|
11.8K
$1.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-325- 0.92% |
$54.4K - $67.2K
|
34.8K
$4.66M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-332- 0.89% |
$55.6K - $68.6K
|
37.1K
$4.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-332- 8.15% |
$55.6K - $68.6K
|
3.74K
$501K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-335- 0.63% |
$56.1K - $69.2K
|
53.2K
$7.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-338- 2.51% |
$56.6K - $69.8K
|
13.1K
$1.76M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-342- 4.53% |
$57.2K - $70.7K
|
7.21K
$965K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-350Closed |
$58.6K - $72.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-350- 17.03% |
$58.6K - $72.3K
|
1.71K
$228K
|