Purchases and Sales Made in Q3 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
1.31KNew |
$212K - $273K
|
1.31K
$176K
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
1.31KNew |
$211K - $272K
|
1.31K
$175K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$210K - $270K
|
1.3K
$174K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.3K+ 5.28% |
$210K - $270K
|
25.9K
$3.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 13.65% |
$209K - $269K
|
10.8K
$1.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
1.29KNew |
$208K - $268K
|
1.29K
$173K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.28K+ 3.63% |
$207K - $266K
|
36.6K
$4.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.28K+ 5.09% |
$207K - $266K
|
26.4K
$3.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.28K+ 4.05% |
$206K - $266K
|
32.8K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.28KNew |
$206K - $265K
|
1.28K
$171K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 18.59% |
$205K - $264K
|
8.1K
$1.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.26K+ 24.22% |
$204K - $263K
|
6.47K
$867K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.26K+ 0.15% |
$203K - $262K
|
824K
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 103.8% |
$203K - $262K
|
2.47K
$331K
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 2.01% |
$202K - $260K
|
63.4K
$8.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.24K+ 50.53% |
$201K - $258K
|
3.7K
$496K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 7.6% |
$199K - $257K
|
17.5K
$2.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.23K+ 13.25% |
$199K - $256K
|
10.5K
$1.41M
|
|
|
Oct 06, 2022
Q3 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.23K+ 1.63% |
$198K - $255K
|
76.3K
$10.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.22K+ 16.17% |
$197K - $254K
|
8.78K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.21K+ 1.21% |
$196K - $252K
|
101K
$13.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.17K+ 0.37% |
$189K - $244K
|
320K
$42.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.17K+ 0.21% |
$189K - $243K
|
545K
$73M
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.16K+ 1.38% |
$187K - $241K
|
85.2K
$11.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.14K+ 1.85% |
$184K - $238K
|
62.8K
$8.41M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.14K+ 4.52% |
$183K - $236K
|
26.2K
$3.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.13K+ 8.57% |
$183K - $235K
|
14.3K
$1.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.12K+ 2.71% |
$180K - $232K
|
42.3K
$5.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.11K+ 14.27% |
$180K - $232K
|
8.92K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.1K+ 18.33% |
$177K - $228K
|
7.07K
$947K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.09K+ 0.64% |
$177K - $228K
|
172K
$23M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.09K+ 12.07% |
$175K - $226K
|
10.1K
$1.35M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.07K+ 18.06% |
$173K - $222K
|
6.99K
$936K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.07K+ 78.02% |
$172K - $222K
|
2.43K
$325K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 5.61% |
$171K - $220K
|
19.9K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 20.54% |
$170K - $218K
|
6.16K
$825K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.03K+ 63.51% |
$166K - $214K
|
2.64K
$354K
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.03K+ 1.59% |
$166K - $213K
|
65.7K
$8.8M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.02K+ 11.3% |
$165K - $213K
|
10.1K
$1.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.02K+ 8.36% |
$164K - $212K
|
13.2K
$1.76M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.01K+ 3.07% |
$163K - $210K
|
33.9K
$4.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.01K+ 13.13% |
$163K - $210K
|
8.67K
$1.16M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.01K+ 839.17% |
$163K - $210K
|
1.13K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1K+ 7.05% |
$162K - $208K
|
15.2K
$2.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
993+ 6.35% |
$160K - $207K
|
16.6K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
990+ 17.48% |
$160K - $206K
|
6.65K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
985+ 9.42% |
$159K - $205K
|
11.4K
$1.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
983+ 0.8% |
$159K - $205K
|
124K
$16.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
951+ 0.58% |
$154K - $198K
|
165K
$22.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
949New |
$153K - $197K
|
949
$127K
|