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 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
258+ 7.43% |
$41.7K - $53.7K
|
3.73K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
258+ 2.76% |
$41.7K - $53.7K
|
9.61K
$1.29M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
256+ 0.63% |
$41.4K - $53.3K
|
41.1K
$5.5M
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
255+ 9.12% |
$41.2K - $53.1K
|
3.05K
$409K
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
251+ 0.87% |
$40.5K - $52.2K
|
29.1K
$3.9M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
246+ 1.43% |
$39.7K - $51.2K
|
17.5K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
246+ 3.81% |
$39.7K - $51.2K
|
6.7K
$897K
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
245+ 5.87% |
$39.6K - $51K
|
4.42K
$592K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
235+ 0.98% |
$38K - $48.9K
|
24.3K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
234+ 21.1% |
$37.8K - $48.7K
|
1.34K
$180K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
225+ 2.35% |
$36.3K - $46.8K
|
9.78K
$1.31M
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
225+ 13.04% |
$36.3K - $46.8K
|
1.95K
$261K
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
224+ 1.94% |
$36.2K - $46.6K
|
11.8K
$1.58M
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
221+ 1.49% |
$35.7K - $46K
|
15.1K
$2.02M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
221+ 8.14% |
$35.7K - $46K
|
2.94K
$393K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
221+ 3.35% |
$35.7K - $46K
|
6.82K
$913K
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
219+ 3.25% |
$35.4K - $45.6K
|
6.97K
$933K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
219+ 27.76% |
$35.4K - $45.6K
|
1.01K
$135K
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
217+ 8.82% |
$35.1K - $45.1K
|
2.68K
$358K
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
215+ 9.27% |
$34.7K - $44.7K
|
2.53K
$339K
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
215+ 7.86% |
$34.7K - $44.7K
|
2.95K
$395K
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
214+ 1.49% |
$34.6K - $44.5K
|
14.6K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
211+ 8.29% |
$34.1K - $43.9K
|
2.76K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
211+ 0.32% |
$34.1K - $43.9K
|
67.2K
$8.99M
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
210+ 1.78% |
$33.9K - $43.7K
|
12K
$1.61M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
208+ 2.0% |
$33.6K - $43.3K
|
10.6K
$1.42M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
207+ 9.84% |
$33.4K - $43.1K
|
2.31K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
207+ 19.22% |
$33.4K - $43.1K
|
1.28K
$172K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
206+ 17.8% |
$33.3K - $42.9K
|
1.36K
$183K
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
206+ 0.42% |
$33.3K - $42.9K
|
49.3K
$6.6M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
205+ 1.27% |
$33.1K - $42.7K
|
16.4K
$2.19M
|
|
Nov 10, 2022
Q3 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
204+ 0.25% |
$33K - $42.4K
|
82.9K
$11.1M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
200+ 9.98% |
$32.3K - $41.6K
|
2.2K
$295K
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 8.89% |
$32.3K - $41.6K
|
2.45K
$328K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
200+ 0.33% |
$32.3K - $41.6K
|
60.8K
$8.14M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
200+ 5.89% |
$32.3K - $41.6K
|
3.6K
$481K
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
200+ 5.86% |
$32.3K - $41.6K
|
3.62K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
199+ 13.32% |
$32.1K - $41.4K
|
1.69K
$227K
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
196+ 2.18% |
$31.7K - $40.8K
|
9.19K
$1.23M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
196+ 7.85% |
$31.7K - $40.8K
|
2.69K
$361K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
193+ 36.55% |
$31.2K - $40.2K
|
721
$96.6K
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
192+ 1.65% |
$31K - $39.9K
|
11.8K
$1.58M
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
191+ 7.24% |
$30.9K - $39.7K
|
2.83K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
191+ 4.81% |
$30.9K - $39.7K
|
4.16K
$558K
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
190+ 0.55% |
$30.7K - $39.5K
|
35K
$4.69M
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
190+ 1.13% |
$30.7K - $39.5K
|
16.9K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
190+ 0.3% |
$30.7K - $39.5K
|
63.1K
$8.45M
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
189+ 0.61% |
$30.5K - $39.3K
|
30.9K
$4.14M
|
|
Nov 14, 2022
Q3 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
189+ 0.65% |
$30.5K - $39.3K
|
29.1K
$3.9M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
187+ 23.38% |
$30.2K - $38.9K
|
987
$132K
|