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 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.55% |
$162 - $208
|
184
$24.6K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.71% |
$162 - $208
|
141
$18.9K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1- 0.03% |
$162 - $208
|
3.03K
$406K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1- 0.05% |
$162 - $208
|
2.05K
$274K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1- 0.04% |
$162 - $208
|
2.68K
$359K
|
|
|
Nov 03, 2022
Q3 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1- 0.01% |
$162 - $208
|
12K
$1.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-1- 0.04% |
$162 - $208
|
2.83K
$379K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 0.09% |
$162 - $208
|
1.09K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$162 - $208
|
6.44K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1- 0.03% |
$162 - $208
|
3.52K
$471K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2- 0.08% |
$323 - $416
|
2.59K
$347K
|
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-3- 0.23% |
$485 - $624
|
1.31K
$175K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3- 0.13% |
$485 - $624
|
2.23K
$299K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3- 0.19% |
$485 - $624
|
1.57K
$210K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-3- 0.08% |
$485 - $624
|
3.68K
$492K
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-3- 0.01% |
$485 - $624
|
23.7K
$3.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-4- 0.14% |
$646 - $832
|
2.92K
$391K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4- 1.42% |
$646 - $832
|
277
$37.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4- 0.13% |
$646 - $832
|
3.1K
$415K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.17% |
$646 - $832
|
2.42K
$323K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
SELL
|
- |
-5- 1.73% |
$808 - $1.04K
|
284
$38K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5- 0.25% |
$808 - $1.04K
|
2K
$267K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5- 0.76% |
$808 - $1.04K
|
655
$87.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$808 - $1.04K
|
9.3K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-8- 0.21% |
$1.29K - $1.66K
|
3.74K
$500K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.17% |
$1.45K - $1.87K
|
5.17K
$692K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-9- 0.39% |
$1.45K - $1.87K
|
2.29K
$306K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9- 0.01% |
$1.45K - $1.87K
|
60.7K
$8.12M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-9- 0.18% |
$1.45K - $1.87K
|
4.91K
$658K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 0.9% |
$1.45K - $1.87K
|
986
$132K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-9- 0.45% |
$1.45K - $1.87K
|
1.98K
$265K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10- 0.02% |
$1.62K - $2.08K
|
63K
$8.43M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 0.39% |
$1.62K - $2.08K
|
2.55K
$341K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.78% |
$1.62K - $2.08K
|
1.27K
$171K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-10- 0.54% |
$1.62K - $2.08K
|
1.85K
$248K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 1.64% |
$1.62K - $2.08K
|
601
$80.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 5.41% |
$1.62K - $2.08K
|
175
$23.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
SELL
|
- |
-11- 0.17% |
$1.78K - $2.29K
|
6.29K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-11- 2.32% |
$1.78K - $2.29K
|
464
$62.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-11- 0.57% |
$1.78K - $2.29K
|
1.93K
$259K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-12- 0.23% |
$1.94K - $2.5K
|
5.23K
$701K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-12- 0.48% |
$1.94K - $2.5K
|
2.46K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-12- 0.06% |
$1.94K - $2.5K
|
20K
$2.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.2% |
$1.94K - $2.5K
|
6.01K
$805K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 16.0% |
$1.94K - $2.5K
|
63
$8.44K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13- 0.93% |
$2.1K - $2.7K
|
1.38K
$185K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-13- 0.39% |
$2.1K - $2.7K
|
3.35K
$449K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 4.94% |
$2.1K - $2.7K
|
250
$33.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13- 0.38% |
$2.1K - $2.7K
|
3.43K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-13- 0.06% |
$2.1K - $2.7K
|
22K
$2.95M
|