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 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
185+ 3.74% |
$29.9K - $38.5K
|
5.13K
$686K
|
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
BUY
|
- |
184+ 0.98% |
$29.7K - $38.3K
|
18.9K
$2.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
182+ 1.38% |
$29.4K - $37.9K
|
13.4K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
182+ 14.14% |
$29.4K - $37.9K
|
1.47K
$197K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
182+ 4.55% |
$29.4K - $37.9K
|
4.18K
$560K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
181+ 4.65% |
$29.2K - $37.7K
|
4.07K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
181+ 6.97% |
$29.2K - $37.7K
|
2.78K
$372K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
180+ 11.71% |
$29.1K - $37.4K
|
1.72K
$230K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
173+ 1.63% |
$27.9K - $36K
|
10.8K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
170+ 11.0% |
$27.5K - $35.4K
|
1.72K
$230K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
170+ 4.34% |
$27.5K - $35.4K
|
4.09K
$547K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
169+ 1.45% |
$27.3K - $35.2K
|
11.8K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
169+ 6.68% |
$27.3K - $35.2K
|
2.7K
$362K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
162+ 1.94% |
$26.2K - $33.7K
|
8.53K
$1.14M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
159+ 3.03% |
$25.7K - $33.1K
|
5.4K
$723K
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
158+ 5.14% |
$25.5K - $32.9K
|
3.23K
$433K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
157+ 4.01% |
$25.4K - $32.7K
|
4.07K
$545K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
157+ 0.04% |
$25.4K - $32.7K
|
369K
$49.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
154+ 6.88% |
$24.9K - $32K
|
2.39K
$320K
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
154+ 2.67% |
$24.9K - $32K
|
5.93K
$794K
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
152+ 0.55% |
$24.6K - $31.6K
|
27.6K
$3.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
152+ 2.1% |
$24.6K - $31.6K
|
7.4K
$991K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
152+ 7.71% |
$24.6K - $31.6K
|
2.12K
$284K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
152+ 11.71% |
$24.6K - $31.6K
|
1.45K
$194K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
152+ 2.1% |
$24.6K - $31.6K
|
7.4K
$991K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
149+ 11.85% |
$24.1K - $31K
|
1.41K
$188K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
149+ 1.68% |
$24.1K - $31K
|
9.04K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
149+ 0.11% |
$24.1K - $31K
|
140K
$18.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 13.7% |
$23.9K - $30.8K
|
1.23K
$164K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
147+ 1.85% |
$23.7K - $30.6K
|
8.09K
$1.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 12.66% |
$23.4K - $30.2K
|
1.29K
$173K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
143+ 4.18% |
$23.1K - $29.8K
|
3.57K
$478K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
142+ 17.03% |
$22.9K - $29.5K
|
976
$131K
|
|
|
Oct 14, 2022
Q3 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
141+ 4.1% |
$22.8K - $29.3K
|
3.58K
$479K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
140+ 5.67% |
$22.6K - $29.1K
|
2.61K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
140+ 0.65% |
$22.6K - $29.1K
|
21.8K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
140+ 8.04% |
$22.6K - $29.1K
|
1.88K
$252K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.3% |
$22.5K - $28.9K
|
10.8K
$1.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
138+ 0.75% |
$22.3K - $28.7K
|
18.6K
$2.49M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138+ 0.26% |
$22.3K - $28.7K
|
54K
$7.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
136+ 4.89% |
$22K - $28.3K
|
2.92K
$391K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
136+ 1.95% |
$22K - $28.3K
|
7.12K
$953K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
135+ 3.25% |
$21.8K - $28.1K
|
4.29K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
135+ 2.47% |
$21.8K - $28.1K
|
5.61K
$751K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
134+ 2.77% |
$21.6K - $27.9K
|
4.97K
$666K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
133+ 7.23% |
$21.5K - $27.7K
|
1.97K
$264K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
133+ 5.19% |
$21.5K - $27.7K
|
2.7K
$361K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
133+ 21.35% |
$21.5K - $27.7K
|
756
$101K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
132+ 0.23% |
$21.3K - $27.5K
|
58.6K
$7.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
131+ 0.72% |
$21.2K - $27.3K
|
18.4K
$2.47M
|