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 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
36+ 0.37% |
$5.82K - $7.49K
|
9.74K
$1.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
36+ 1.66% |
$5.82K - $7.49K
|
2.21K
$295K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
35+ 0.15% |
$5.65K - $7.28K
|
23.4K
$3.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35+ 0.06% |
$5.65K - $7.28K
|
59.6K
$7.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
35+ 1.51% |
$5.65K - $7.28K
|
2.36K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
35+ 0.13% |
$5.65K - $7.28K
|
27.7K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.72% |
$5.65K - $7.28K
|
4.88K
$653K
|
|
|
Oct 03, 2022
Q3 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
35+ 0.01% |
$5.65K - $7.28K
|
387K
$51.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
34+ 0.77% |
$5.49K - $7.07K
|
4.43K
$593K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33+ 2.05% |
$5.33K - $6.87K
|
1.64K
$220K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
32+ 9.14% |
$5.17K - $6.66K
|
382
$51.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
32+ 0.23% |
$5.17K - $6.66K
|
14.2K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
32+ 0.54% |
$5.17K - $6.66K
|
6K
$803K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
31+ 2.18% |
$5.01K - $6.45K
|
1.45K
$195K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.82% |
$5.01K - $6.45K
|
1.73K
$232K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
30+ 0.44% |
$4.85K - $6.24K
|
6.88K
$922K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
30+ 2.08% |
$4.85K - $6.24K
|
1.48K
$198K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
30+ 2.48% |
$4.85K - $6.24K
|
1.24K
$166K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 12.71% |
$4.85K - $6.24K
|
266
$35.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
30+ 0.39% |
$4.85K - $6.24K
|
7.8K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
30+ 0.42% |
$4.85K - $6.24K
|
7.11K
$953K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
29+ 1.46% |
$4.68K - $6.03K
|
2.02K
$270K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
29+ 1.07% |
$4.68K - $6.03K
|
2.74K
$367K
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
28+ 0.19% |
$4.52K - $5.83K
|
14.4K
$1.93M
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
BUY
|
- |
27+ 0.2% |
$4.36K - $5.62K
|
13.3K
$1.78M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
26+ 1.04% |
$4.2K - $5.41K
|
2.53K
$339K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 0.75% |
$4.2K - $5.41K
|
3.49K
$467K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
26+ 1.96% |
$4.2K - $5.41K
|
1.35K
$181K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
26+ 0.13% |
$4.2K - $5.41K
|
19.4K
$2.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
25+ 0.2% |
$4.04K - $5.2K
|
12.4K
$1.66M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$4.04K - $5.2K
|
25
$3.35K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
25+ 0.61% |
$4.04K - $5.2K
|
4.14K
$554K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25+ 12.02% |
$4.04K - $5.2K
|
233
$31.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25+ 30.49% |
$4.04K - $5.2K
|
107
$14.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
24+ 0.5% |
$3.88K - $4.99K
|
4.82K
$645K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
24+ 1.23% |
$3.88K - $4.99K
|
1.97K
$264K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
24+ 1.93% |
$3.88K - $4.99K
|
1.27K
$170K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
24+ 1.32% |
$3.88K - $4.99K
|
1.84K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
23+ 1.58% |
$3.72K - $4.79K
|
1.48K
$198K
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
22+ 0.19% |
$3.55K - $4.58K
|
11.6K
$1.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.68% |
$3.39K - $4.37K
|
3.12K
$418K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
21+ 0.16% |
$3.39K - $4.37K
|
13.4K
$1.8M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 20.79% |
$3.39K - $4.37K
|
122
$16.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
20+ 0.74% |
$3.23K - $4.16K
|
2.73K
$365K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
20+ 1.05% |
$3.23K - $4.16K
|
1.92K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
19+ 0.53% |
$3.07K - $3.95K
|
3.61K
$484K
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
18+ 0.03% |
$2.91K - $3.74K
|
62.7K
$8.39M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
18+ 8.14% |
$2.91K - $3.74K
|
239
$32K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
18+ 2.66% |
$2.91K - $3.74K
|
695
$93.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18+ 0.68% |
$2.91K - $3.74K
|
2.66K
$357K
|