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 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-15- 0.03% |
$2.42K - $3.12K
|
44.6K
$5.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-15- 0.49% |
$2.42K - $3.12K
|
3.04K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-15- 10.71% |
$2.42K - $3.12K
|
125
$16.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-15- 0.37% |
$2.42K - $3.12K
|
4.09K
$548K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15- 0.47% |
$2.42K - $3.12K
|
3.15K
$422K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.42% |
$2.42K - $3.12K
|
3.56K
$476K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.12% |
$2.58K - $3.33K
|
13.1K
$1.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-16- 1.17% |
$2.58K - $3.33K
|
1.35K
$181K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-17- 1.03% |
$2.75K - $3.54K
|
1.63K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-19- 1.13% |
$3.07K - $3.95K
|
1.66K
$222K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-20- 4.89% |
$3.23K - $4.16K
|
389
$52.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-20- 80.0% |
$3.23K - $4.16K
|
5
$670
|
|
|
Nov 09, 2022
Q3 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-20- 0.48% |
$3.23K - $4.16K
|
4.15K
$556K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-20- 1.29% |
$3.23K - $4.16K
|
1.53K
$204K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 1.44% |
$3.23K - $4.16K
|
1.37K
$183K
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-22- 0.39% |
$3.55K - $4.58K
|
5.56K
$745K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-22- 81.48% |
$3.55K - $4.58K
|
5
$670
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-23- 0.76% |
$3.72K - $4.79K
|
3.01K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-23- 20.0% |
$3.72K - $4.79K
|
92
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23- 0.04% |
$3.72K - $4.79K
|
59.1K
$7.91M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 0.26% |
$3.88K - $4.99K
|
9.09K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-25Closed |
$4.04K - $5.2K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-25- 13.09% |
$4.04K - $5.2K
|
166
$22.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-25- 0.22% |
$4.04K - $5.2K
|
11.2K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 0.61% |
$4.04K - $5.2K
|
4.09K
$548K
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-25- 0.16% |
$4.04K - $5.2K
|
15.2K
$2.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-28- 15.91% |
$4.52K - $5.83K
|
148
$19.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-28- 8.24% |
$4.52K - $5.83K
|
312
$41.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
SELL
|
- |
-29- 0.52% |
$4.68K - $6.03K
|
5.56K
$745K
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-30- 2.32% |
$4.85K - $6.24K
|
1.27K
$169K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-30- 1.27% |
$4.85K - $6.24K
|
2.34K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-30- 0.67% |
$4.85K - $6.24K
|
4.45K
$595K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-31- 16.76% |
$5.01K - $6.45K
|
154
$20.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-31- 0.57% |
$5.01K - $6.45K
|
5.45K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-31- 0.03% |
$5.01K - $6.45K
|
109K
$14.6M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
SELL
|
- |
-32- 0.39% |
$5.17K - $6.66K
|
8.09K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.93% |
$5.17K - $6.66K
|
3.39K
$454K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-33- 1.71% |
$5.33K - $6.87K
|
1.9K
$254K
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-35- 0.7% |
$5.65K - $7.28K
|
4.93K
$660K
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-35- 0.18% |
$5.65K - $7.28K
|
19.8K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-35- 0.12% |
$5.65K - $7.28K
|
29.8K
$3.99M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-36- 0.25% |
$5.82K - $7.49K
|
14.5K
$1.94M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-36- 1.62% |
$5.82K - $7.49K
|
2.19K
$293K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-38- 1.72% |
$6.14K - $7.91K
|
2.17K
$291K
|
|
|
Oct 31, 2022
Q3 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-40- 0.77% |
$6.46K - $8.32K
|
5.13K
$687K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-40- 1.78% |
$6.46K - $8.32K
|
2.21K
$295K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-41- 2.92% |
$6.62K - $8.53K
|
1.37K
$183K
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-43- 0.31% |
$6.95K - $8.95K
|
13.9K
$1.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-44- 0.1% |
$7.11K - $9.15K
|
42.1K
$5.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-44- 0.53% |
$7.11K - $9.15K
|
8.24K
$1.1M
|