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 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4+ 0.26% |
$646 - $832
|
1.53K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4New |
$646 - $832
|
4
$536
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.13% |
$646 - $832
|
3.1K
$415K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.15% |
$485 - $624
|
1.94K
$260K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.05% |
$485 - $624
|
5.59K
$748K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$485 - $624
|
8.1K
$1.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
3+ 0.01% |
$485 - $624
|
23.5K
$3.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.06% |
$485 - $624
|
5.38K
$720K
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
3+ 0.03% |
$485 - $624
|
8.98K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3+ 0.14% |
$485 - $624
|
2.13K
$285K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.1% |
$485 - $624
|
2.91K
$389K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.38% |
$485 - $624
|
800
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.04% |
$485 - $624
|
7.4K
$991K
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3+ 0.01% |
$485 - $624
|
39.7K
$5.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
2+ 0.11% |
$323 - $416
|
1.89K
$253K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.02% |
$323 - $416
|
8.13K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2+ 0.08% |
$323 - $416
|
2.55K
$342K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.12% |
$323 - $416
|
180
$24.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.05% |
$323 - $416
|
3.78K
$506K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.17% |
$323 - $416
|
1.17K
$157K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$323 - $416
|
2.08K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.02% |
$323 - $416
|
9.79K
$1.31M
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2+ 0.01% |
$323 - $416
|
16.1K
$2.16M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2+ 0.1% |
$323 - $416
|
2.03K
$271K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 33.33% |
$323 - $416
|
8
$1.07K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.99% |
$162 - $208
|
102
$13.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$162 - $208
|
2.98K
$399K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.76% |
$162 - $208
|
132
$17.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$162 - $208
|
3.7K
$496K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.13% |
$162 - $208
|
756
$101K
|
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
1+ 0.0% |
$162 - $208
|
26.6K
$3.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$162 - $208
|
3.48K
$465K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 10.0% |
$162 - $208
|
11
$1.47K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$162 - $208
|
3.26K
$437K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.03% |
$162 - $208
|
3.34K
$447K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$162 - $208
|
3.51K
$469K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
BUY
|
- |
1+ 0.02% |
$162 - $208
|
4.94K
$662K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$162 - $208
|
1.87K
$251K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.14% |
$162 - $208
|
707
$94.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$162 - $208
|
45.2K
$6.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$162 - $208
|
8.64K
$1.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.05% |
$162 - $208
|
2.02K
$270K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
1+ 0.06% |
$162 - $208
|
1.68K
$225K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.05% |
$162 - $208
|
2.17K
$291K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$162 - $208
|
4.91K
$657K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.36% |
$162 - $208
|
281
$37.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.83% |
$162 - $208
|
121
$16.2K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$162 - $208
|
4.54K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$162 - $208
|
15.8K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$162 - $208
|
431
$57.7K
|