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 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 1.71% |
$9.69K - $12.5K
|
3.58K
$479K
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
60+ 3.19% |
$9.69K - $12.5K
|
1.94K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
60New |
$9.69K - $12.5K
|
60
$8.04K
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
57New |
$9.21K - $11.9K
|
57
$7.63K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
57+ 0.79% |
$9.21K - $11.9K
|
7.25K
$971K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
56+ 0.7% |
$9.05K - $11.7K
|
8.03K
$1.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
55+ 1.49% |
$8.88K - $11.4K
|
3.74K
$501K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
55+ 2.39% |
$8.88K - $11.4K
|
2.36K
$316K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
54+ 0.28% |
$8.72K - $11.2K
|
19.2K
$2.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 0.34% |
$8.72K - $11.2K
|
16.2K
$2.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
54+ 1.08% |
$8.72K - $11.2K
|
5.06K
$678K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
54+ 0.56% |
$8.72K - $11.2K
|
9.76K
$1.31M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54+ 0.84% |
$8.72K - $11.2K
|
6.47K
$867K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
53+ 0.76% |
$8.56K - $11K
|
7K
$938K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
53+ 0.77% |
$8.56K - $11K
|
6.91K
$925K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
52+ 2.74% |
$8.4K - $10.8K
|
1.95K
$261K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
51+ 1.92% |
$8.24K - $10.6K
|
2.71K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
51+ 0.12% |
$8.24K - $10.6K
|
41.2K
$5.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 1.48% |
$8.08K - $10.4K
|
3.43K
$459K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
50+ 1.62% |
$8.08K - $10.4K
|
3.14K
$421K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 1.92% |
$8.08K - $10.4K
|
2.65K
$355K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 0.32% |
$8.08K - $10.4K
|
15.5K
$2.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
50+ 0.09% |
$8.08K - $10.4K
|
55.1K
$7.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
49+ 0.22% |
$7.92K - $10.2K
|
22.6K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
49+ 15.41% |
$7.92K - $10.2K
|
367
$49.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
48+ 12.12% |
$7.75K - $9.99K
|
444
$59.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
48+ 1.37% |
$7.75K - $9.99K
|
3.56K
$476K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
47+ 0.92% |
$7.59K - $9.78K
|
5.18K
$693K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
47+ 0.78% |
$7.59K - $9.78K
|
6.06K
$812K
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
47+ 2.03% |
$7.59K - $9.78K
|
2.36K
$316K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
47+ 1.85% |
$7.59K - $9.78K
|
2.59K
$347K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46+ 1.77% |
$7.43K - $9.57K
|
2.64K
$354K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
46+ 30.67% |
$7.43K - $9.57K
|
196
$26.2K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$7.43K - $9.57K
|
46
$6.16K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
45+ 0.07% |
$7.27K - $9.36K
|
67.4K
$9.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
44+ 1.34% |
$7.11K - $9.15K
|
3.33K
$445K
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
44+ 2.25% |
$7.11K - $9.15K
|
2K
$268K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
44+ 3.45% |
$7.11K - $9.15K
|
1.32K
$177K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
43+ 143.33% |
$6.95K - $8.95K
|
73
$9.78K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
42+ 2.3% |
$6.78K - $8.74K
|
1.87K
$251K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
41+ 0.05% |
$6.62K - $8.53K
|
87K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
41+ 0.19% |
$6.62K - $8.53K
|
21.4K
$2.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
40+ 1.32% |
$6.46K - $8.32K
|
3.07K
$410K
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
40+ 0.65% |
$6.46K - $8.32K
|
6.15K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40+ 0.06% |
$6.46K - $8.32K
|
66.7K
$8.93M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
39+ 0.38% |
$6.3K - $8.11K
|
10.3K
$1.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
38+ 2.39% |
$6.14K - $7.91K
|
1.63K
$218K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38+ 1.94% |
$6.14K - $7.91K
|
2K
$268K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.81% |
$5.98K - $7.7K
|
4.61K
$617K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
37+ 14.92% |
$5.98K - $7.7K
|
285
$38.2K
|