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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
932+ 7.98% |
$151K - $194K
|
12.6K
$1.69M
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
921+ 6.78% |
$149K - $192K
|
14.5K
$1.94M
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
915+ 2.48% |
$148K - $190K
|
37.9K
$5.07M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
911+ 11387.5% |
$147K - $190K
|
919
$123K
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
906+ 15.93% |
$146K - $188K
|
6.59K
$883K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
902+ 11.55% |
$146K - $188K
|
8.71K
$1.17M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
880+ 3.57% |
$142K - $183K
|
25.5K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
868+ 3.78% |
$140K - $181K
|
23.8K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
866New |
$140K - $180K
|
866
$116K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
860New |
$139K - $179K
|
860
$115K
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
859+ 20.79% |
$139K - $179K
|
4.99K
$668K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
847+ 138.17% |
$137K - $176K
|
1.46K
$196K
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
836+ 8.82% |
$135K - $174K
|
10.3K
$1.38M
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
836+ 2.71% |
$135K - $174K
|
31.6K
$4.24M
|
|
Oct 31, 2022
Q3 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
824+ 1.15% |
$133K - $171K
|
72.7K
$9.74M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
820+ 37.14% |
$132K - $171K
|
3.03K
$406K
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
792+ 6.75% |
$128K - $165K
|
12.5K
$1.68M
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
792+ 32.2% |
$128K - $165K
|
3.25K
$436K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
780+ 7.19% |
$126K - $162K
|
11.6K
$1.56M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
779+ 11.84% |
$126K - $162K
|
7.36K
$985K
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
777+ 0.54% |
$126K - $162K
|
146K
$19.5M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
761+ 4.1% |
$123K - $158K
|
19.3K
$2.59M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
758New |
$122K - $158K
|
758
$102K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
748+ 10.25% |
$121K - $156K
|
8.05K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
746+ 45.35% |
$121K - $155K
|
2.39K
$320K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
745+ 14.46% |
$120K - $155K
|
5.9K
$790K
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
742+ 40.3% |
$120K - $154K
|
2.58K
$346K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
740+ 6.47% |
$120K - $154K
|
12.2K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
737+ 38.05% |
$119K - $153K
|
2.67K
$358K
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
732+ 29.12% |
$118K - $152K
|
3.25K
$435K
|
|
Nov 14, 2022
Q3 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
720+ 24.18% |
$116K - $150K
|
3.7K
$495K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
716+ 0.48% |
$116K - $149K
|
149K
$19.9M
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
716+ 1.76% |
$116K - $149K
|
41.4K
$5.54M
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
715+ 0.3% |
$116K - $149K
|
240K
$32.1M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
712+ 11.12% |
$115K - $148K
|
7.12K
$953K
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
708+ 3.16% |
$114K - $147K
|
23.1K
$3.09M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
704+ 2.67% |
$114K - $146K
|
27.1K
$3.62M
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
700+ 0.48% |
$113K - $146K
|
146K
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.53% |
$113K - $146K
|
132K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
699+ 4.28% |
$113K - $145K
|
17K
$2.28M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
693+ 29.34% |
$112K - $144K
|
3.06K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
691+ 4.97% |
$112K - $144K
|
14.6K
$1.95M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
679+ 0.43% |
$110K - $141K
|
160K
$21.4M
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
679+ 8.53% |
$110K - $141K
|
8.64K
$1.16M
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
675+ 8.12% |
$109K - $140K
|
8.98K
$1.2M
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
668+ 5.77% |
$108K - $139K
|
12.2K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
668+ 0.55% |
$108K - $139K
|
122K
$16.3M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
666+ 0.93% |
$108K - $139K
|
72.3K
$9.68M
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
665+ 10.23% |
$107K - $138K
|
7.17K
$960K
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
665+ 20.56% |
$107K - $138K
|
3.9K
$522K
|