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 31, 2022
Q3 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
18+ 1.21% |
$2.91K - $3.74K
|
1.51K
$202K
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17+ 1.39% |
$2.75K - $3.54K
|
1.24K
$166K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 0.26% |
$2.75K - $3.54K
|
6.59K
$883K
|
|
|
Nov 03, 2022
Q3 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
15+ 0.06% |
$2.42K - $3.12K
|
24.4K
$3.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14+ 0.28% |
$2.26K - $2.91K
|
5.1K
$683K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 1.13% |
$2.26K - $2.91K
|
1.25K
$168K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14+ 0.24% |
$2.26K - $2.91K
|
5.73K
$768K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
13+ 1.03% |
$2.1K - $2.7K
|
1.27K
$170K
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
12+ 0.54% |
$1.94K - $2.5K
|
2.24K
$300K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
12+ 0.61% |
$1.94K - $2.5K
|
1.98K
$265K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
12+ 5.29% |
$1.94K - $2.5K
|
239
$32K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.79% |
$1.94K - $2.5K
|
1.54K
$206K
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
12+ 0.77% |
$1.94K - $2.5K
|
1.57K
$210K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11+ 0.82% |
$1.78K - $2.29K
|
1.35K
$181K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
10+ 0.01% |
$1.62K - $2.08K
|
75.1K
$10.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.23% |
$1.62K - $2.08K
|
4.37K
$586K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.07% |
$1.62K - $2.08K
|
13.7K
$1.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10+ 0.11% |
$1.62K - $2.08K
|
8.72K
$1.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10+ 200.0% |
$1.62K - $2.08K
|
15
$2.01K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.45% |
$1.45K - $1.87K
|
2.01K
$269K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
9+ 0.05% |
$1.45K - $1.87K
|
17.4K
$2.33M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.72% |
$1.45K - $1.87K
|
1.26K
$168K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.11% |
$1.29K - $1.66K
|
7.16K
$959K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.53% |
$1.29K - $1.66K
|
1.51K
$202K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$1.29K - $1.66K
|
8
$1.07K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8+ 0.53% |
$1.29K - $1.66K
|
1.52K
$204K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
8+ 0.06% |
$1.29K - $1.66K
|
13.7K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8+ 0.57% |
$1.29K - $1.66K
|
1.41K
$189K
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
BUY
|
- |
7+ 0.16% |
$1.13K - $1.46K
|
4.25K
$569K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7+ 3.74% |
$1.13K - $1.46K
|
194
$26K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7+ 0.02% |
$1.13K - $1.46K
|
40K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.59% |
$1.13K - $1.46K
|
1.19K
$159K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
7+ 0.36% |
$1.13K - $1.46K
|
1.95K
$262K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 8.11% |
$969 - $1.25K
|
80
$10.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
6+ 0.07% |
$969 - $1.25K
|
8.23K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.43% |
$969 - $1.25K
|
1.4K
$187K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
6+ 0.12% |
$969 - $1.25K
|
4.84K
$648K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6+ 0.27% |
$969 - $1.25K
|
2.23K
$299K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
5+ 0.11% |
$808 - $1.04K
|
4.63K
$620K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$808 - $1.04K
|
2.58K
$345K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.43% |
$808 - $1.04K
|
1.16K
$155K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.72% |
$808 - $1.04K
|
697
$93.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.18% |
$808 - $1.04K
|
2.82K
$377K
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
4+ 0.07% |
$646 - $832
|
5.45K
$730K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$646 - $832
|
6.44K
$862K
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4+ 0.0% |
$646 - $832
|
81.9K
$11M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.08% |
$646 - $832
|
5.33K
$714K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4+ 0.01% |
$646 - $832
|
41.7K
$5.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 0.49% |
$646 - $832
|
827
$111K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
4+ 0.27% |
$646 - $832
|
1.49K
$199K
|