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 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.62K+ 15.68% |
$606K - $749K
|
26.7K
$3.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
3.61K+ 78.65% |
$604K - $746K
|
8.2K
$1.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57K+ 15.29% |
$598K - $738K
|
26.9K
$3.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.57K+ 16.59% |
$598K - $738K
|
25.1K
$3.36M
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
3.56K+ 15.2% |
$596K - $736K
|
27K
$3.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.54K+ 13.17% |
$592K - $731K
|
30.4K
$4.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
3.52K+ 0.64% |
$589K - $727K
|
558K
$74.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.52K+ 24.54% |
$589K - $727K
|
17.9K
$2.39M
|
|
|
Apr 01, 2024
Q2 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.51K+ 44.06% |
$587K - $725K
|
11.5K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
3.5K+ 0.46% |
$586K - $723K
|
765K
$102M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.46K+ 19.09% |
$578K - $714K
|
21.6K
$2.89M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.46K+ 5.4% |
$578K - $714K
|
67.4K
$9.03M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.44K+ 75.72% |
$575K - $710K
|
7.97K
$1.07M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.4K+ 24.27% |
$569K - $702K
|
17.4K
$2.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.35K+ 36.46% |
$561K - $693K
|
12.6K
$1.68M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.33K+ 4.28% |
$557K - $687K
|
81K
$10.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
3.29K+ 25.42% |
$551K - $680K
|
16.2K
$2.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
3.23K+ 27.6% |
$540K - $666K
|
14.9K
$2M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.2K+ 895.52% |
$535K - $661K
|
3.55K
$476K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.19K+ 5.86% |
$535K - $660K
|
57.7K
$7.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.19K+ 342.11% |
$533K - $658K
|
4.12K
$551K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.14K+ 9.76% |
$525K - $648K
|
35.3K
$4.73M
|
|
|
Aug 01, 2022
Q2 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.1K+ 124.75% |
$519K - $641K
|
5.59K
$748K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.1K+ 49.49% |
$518K - $640K
|
9.35K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.09K+ 12.51% |
$517K - $638K
|
27.8K
$3.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.08K+ 7.97% |
$515K - $636K
|
41.7K
$5.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
3.04K+ 61.56% |
$509K - $628K
|
7.98K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.03K+ 0.97% |
$506K - $625K
|
316K
$42.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.02K+ 42.55% |
$506K - $625K
|
10.1K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.02KNew |
$506K - $624K
|
3.02K
$405K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.02K+ 19.56% |
$505K - $623K
|
18.4K
$2.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.01K+ 5.44% |
$503K - $621K
|
58.2K
$7.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.98K+ 4.34% |
$498K - $615K
|
71.6K
$9.59M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.97K+ 78.42% |
$497K - $614K
|
6.76K
$906K
|
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.96KNew |
$495K - $611K
|
2.96K
$396K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.95K+ 33.62% |
$494K - $610K
|
11.7K
$1.57M
|
|
|
Jul 29, 2022
Q2 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.94K+ 34.17% |
$492K - $608K
|
11.5K
$1.55M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
2.91K+ 15.78% |
$487K - $601K
|
21.3K
$2.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.82K+ 2.89% |
$472K - $583K
|
100K
$13.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$471K - $581K
|
2.81K
$376K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.8K+ 16.3% |
$468K - $578K
|
19.9K
$2.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.79K+ 120.01% |
$467K - $576K
|
5.11K
$685K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
2.78K+ 128.06% |
$465K - $573K
|
4.94K
$662K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.76K+ 72.4% |
$462K - $571K
|
6.58K
$881K
|
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
2.76K+ 21.86% |
$461K - $569K
|
15.4K
$2.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
2.74KNew |
$458K - $565K
|
2.74K
$366K
|
|
|
Jul 07, 2022
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
2.73K+ 8.45% |
$458K - $565K
|
35.1K
$4.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.72K+ 4.25% |
$454K - $561K
|
66.6K
$8.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Suncoast Equity Management
|
BUY
|
- |
2.7KNew |
$452K - $559K
|
2.7K
$362K
|
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.68K+ 3.04% |
$449K - $554K
|
90.8K
$12.2M
|