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 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
94+ 3.79% |
$15.2K - $19.6K
|
2.57K
$345K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
94+ 3.44% |
$15.2K - $19.6K
|
2.82K
$378K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
94+ 0.29% |
$15.2K - $19.6K
|
32.9K
$4.41M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
92+ 5.05% |
$14.9K - $19.1K
|
1.92K
$256K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
92+ 1.99% |
$14.9K - $19.1K
|
4.71K
$630K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
91+ 0.89% |
$14.7K - $18.9K
|
10.3K
$1.39M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
91+ 5.15% |
$14.7K - $18.9K
|
1.86K
$249K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
90+ 3.29% |
$14.5K - $18.7K
|
2.82K
$378K
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 0.89% |
$14.5K - $18.7K
|
10.2K
$1.37M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
89+ 5.53% |
$14.4K - $18.5K
|
1.7K
$227K
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
89+ 5.97% |
$14.4K - $18.5K
|
1.58K
$212K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
88+ 1.25% |
$14.2K - $18.3K
|
7.14K
$956K
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
88+ 0.59% |
$14.2K - $18.3K
|
15.1K
$2.02M
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
88+ 1.04% |
$14.2K - $18.3K
|
8.56K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
86+ 17.84% |
$13.9K - $17.9K
|
568
$76.1K
|
|
Nov 14, 2022
Q3 2022
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
85+ 2.01% |
$13.7K - $17.7K
|
4.32K
$579K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
84+ 1.44% |
$13.6K - $17.5K
|
5.92K
$793K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
82+ 1.74% |
$13.2K - $17.1K
|
4.79K
$642K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
80+ 1.1% |
$12.9K - $16.6K
|
7.36K
$985K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
79+ 3.19% |
$12.8K - $16.4K
|
2.56K
$342K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
78+ 39.39% |
$12.6K - $16.2K
|
276
$37K
|
|
Nov 08, 2022
Q3 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
78+ 0.08% |
$12.6K - $16.2K
|
97.3K
$13M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
77+ 2.95% |
$12.4K - $16K
|
2.69K
$360K
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
76+ 0.49% |
$12.3K - $15.8K
|
15.5K
$2.08M
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
75+ 0.21% |
$12.1K - $15.6K
|
36.3K
$4.86M
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
74+ 12.15% |
$12K - $15.4K
|
683
$91.5K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
74+ 2.08% |
$12K - $15.4K
|
3.63K
$486K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
74+ 12.15% |
$12K - $15.4K
|
683
$91.5K
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
73+ 4.32% |
$11.8K - $15.2K
|
1.76K
$236K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
73+ 2.38% |
$11.8K - $15.2K
|
3.15K
$421K
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
73+ 0.52% |
$11.8K - $15.2K
|
14K
$1.87M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
71+ 0.41% |
$11.5K - $14.8K
|
17.3K
$2.32M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70+ 0.2% |
$11.3K - $14.6K
|
35.7K
$4.79M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 1.81% |
$11.3K - $14.6K
|
3.93K
$526K
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
70+ 2.01% |
$11.3K - $14.6K
|
3.55K
$476K
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
69+ 3.55% |
$11.1K - $14.4K
|
2.01K
$270K
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
69+ 0.2% |
$11.1K - $14.4K
|
34.3K
$4.59M
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
68+ 3.38% |
$11K - $14.1K
|
2.08K
$278K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
65+ 5.65% |
$10.5K - $13.5K
|
1.22K
$163K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
65+ 0.43% |
$10.5K - $13.5K
|
15K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
65+ 2.63% |
$10.5K - $13.5K
|
2.53K
$339K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
65+ 0.54% |
$10.5K - $13.5K
|
12K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
64+ 0.6% |
$10.3K - $13.3K
|
10.8K
$1.44M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 1.92% |
$10.2K - $13.1K
|
3.35K
$448K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
63New |
$10.2K - $13.1K
|
63
$8.44K
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
63+ 1.77% |
$10.2K - $13.1K
|
3.62K
$484K
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
62New |
$10K - $12.9K
|
62
$8.3K
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
61+ 0.07% |
$9.85K - $12.7K
|
90.8K
$12.2M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
61+ 0.45% |
$9.85K - $12.7K
|
13.5K
$1.81M
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
60+ 0.44% |
$9.69K - $12.5K
|
13.5K
$1.81M
|