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 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-45- 2.13% |
$7.27K - $9.36K
|
2.07K
$277K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-45- 0.43% |
$7.27K - $9.36K
|
10.5K
$1.41M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-46- 2.17% |
$7.43K - $9.57K
|
2.08K
$278K
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-46- 0.86% |
$7.43K - $9.57K
|
5.28K
$707K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-47- 0.6% |
$7.59K - $9.78K
|
7.83K
$1.05M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-48- 2.22% |
$7.75K - $9.99K
|
2.11K
$283K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-49- 3.05% |
$7.92K - $10.2K
|
1.56K
$209K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-49- 8.29% |
$7.92K - $10.2K
|
542
$72.6K
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 18.73% |
$8.08K - $10.4K
|
217
$29.1K
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-50- 0.91% |
$8.08K - $10.4K
|
5.43K
$727K
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-50- 0.79% |
$8.08K - $10.4K
|
6.3K
$843K
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-50- 0.41% |
$8.08K - $10.4K
|
12K
$1.61M
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-51- 1.09% |
$8.24K - $10.6K
|
4.64K
$621K
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-53- 1.48% |
$8.56K - $11K
|
3.52K
$472K
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-53- 0.66% |
$8.56K - $11K
|
7.95K
$1.06M
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-55- 1.65% |
$8.88K - $11.4K
|
3.28K
$439K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-55- 12.2% |
$8.88K - $11.4K
|
396
$53K
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-56- 0.95% |
$9.05K - $11.7K
|
5.84K
$782K
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-58- 0.02% |
$9.37K - $12.1K
|
252K
$33.7M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-58- 1.35% |
$9.37K - $12.1K
|
4.23K
$567K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-58- 38.41% |
$9.37K - $12.1K
|
93
$12.5K
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-59- 2.84% |
$9.53K - $12.3K
|
2.02K
$271K
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-59- 0.12% |
$9.53K - $12.3K
|
47.2K
$6.33M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-59- 1.54% |
$9.53K - $12.3K
|
3.76K
$504K
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-60- 0.22% |
$9.69K - $12.5K
|
26.8K
$3.59M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-60- 1.83% |
$9.69K - $12.5K
|
3.23K
$432K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-60- 4.2% |
$9.69K - $12.5K
|
1.37K
$183K
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-61- 0.22% |
$9.85K - $12.7K
|
27.1K
$3.63M
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-61- 0.97% |
$9.85K - $12.7K
|
6.22K
$833K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-62- 1.96% |
$10K - $12.9K
|
3.11K
$416K
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-62Closed |
$10K - $12.9K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-63- 2.18% |
$10.2K - $13.1K
|
2.83K
$379K
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-65- 0.09% |
$10.5K - $13.5K
|
72.8K
$9.75M
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-65- 2.78% |
$10.5K - $13.5K
|
2.27K
$304K
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-66- 0.05% |
$10.7K - $13.7K
|
126K
$16.8M
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-66- 3.03% |
$10.7K - $13.7K
|
2.12K
$283K
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-68- 5.11% |
$11K - $14.1K
|
1.26K
$169K
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-68- 0.76% |
$11K - $14.1K
|
8.9K
$1.19M
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-69- 93.24% |
$11.1K - $14.4K
|
5
$670
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-70- 4.46% |
$11.3K - $14.6K
|
1.5K
$201K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 1.93% |
$11.3K - $14.6K
|
3.55K
$476K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-71- 1.13% |
$11.5K - $14.8K
|
6.23K
$834K
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-73- 2.71% |
$11.8K - $15.2K
|
2.62K
$351K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-73- 69.52% |
$11.8K - $15.2K
|
32
$4.29K
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-75- 11.9% |
$12.1K - $15.6K
|
555
$74.3K
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-76- 5.6% |
$12.3K - $15.8K
|
1.28K
$172K
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-76- 0.7% |
$12.3K - $15.8K
|
10.8K
$1.45M
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-77- 36.15% |
$12.4K - $16K
|
136
$18.2K
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-77- 0.76% |
$12.4K - $16K
|
10K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-78- 0.24% |
$12.6K - $16.2K
|
32.5K
$4.35M
|