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
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-78- 3.1% |
$12.6K - $16.2K
|
2.44K
$326K
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-78- 91.76% |
$12.6K - $16.2K
|
7
$937
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-79- 1.68% |
$12.8K - $16.4K
|
4.61K
$617K
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-80- 0.4% |
$12.9K - $16.6K
|
19.8K
$2.65M
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-80- 5.04% |
$12.9K - $16.6K
|
1.51K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-81- 0.17% |
$13.1K - $16.9K
|
46.3K
$6.21M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-82- 3.5% |
$13.2K - $17.1K
|
2.26K
$303K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-83- 0.23% |
$13.4K - $17.3K
|
36.4K
$4.88M
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-84- 1.18% |
$13.6K - $17.5K
|
7.06K
$946K
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-85- 3.6% |
$13.7K - $17.7K
|
2.28K
$305K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-89- 12.64% |
$14.4K - $18.5K
|
615
$82.4K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-89- 1.3% |
$14.4K - $18.5K
|
6.74K
$902K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-89Closed |
$14.4K - $18.5K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-90- 0.96% |
$14.5K - $18.7K
|
9.28K
$1.24M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-91- 4.34% |
$14.7K - $18.9K
|
2.01K
$269K
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-93- 1.0% |
$15K - $19.3K
|
9.21K
$1.23M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-93- 2.71% |
$15K - $19.3K
|
3.34K
$448K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-93- 9.43% |
$15K - $19.3K
|
893
$120K
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-94- 5.29% |
$15.2K - $19.6K
|
1.68K
$225K
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
SELL
|
- |
-95- 4.55% |
$15.3K - $19.8K
|
2K
$267K
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-95- 0.13% |
$15.3K - $19.8K
|
71.3K
$9.55M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-98- 4.79% |
$15.8K - $20.4K
|
1.95K
$261K
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-98- 0.25% |
$15.8K - $20.4K
|
39K
$5.23M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-98- 0.42% |
$15.8K - $20.4K
|
23.1K
$3.09M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-99- 8.94% |
$16K - $20.6K
|
1.01K
$135K
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.16% |
$16.2K - $20.8K
|
3.06K
$410K
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-100- 1.96% |
$16.2K - $20.8K
|
5K
$670K
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 15.87% |
$16.2K - $20.8K
|
530
$71K
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.05% |
$16.2K - $20.8K
|
218K
$29.2M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-100- 2.05% |
$16.2K - $20.8K
|
4.78K
$640K
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-100- 3.07% |
$16.2K - $20.8K
|
3.16K
$423K
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100- 9.32% |
$16.2K - $20.8K
|
973
$130K
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 5.47% |
$16.2K - $20.8K
|
1.73K
$232K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 16.03% |
$16.2K - $20.8K
|
524
$70.2K
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.71% |
$16.2K - $20.8K
|
14.1K
$1.88M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-101- 0.78% |
$16.3K - $21K
|
12.8K
$1.72M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-105- 1.32% |
$17K - $21.8K
|
7.85K
$1.05M
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-105- 2.77% |
$17K - $21.8K
|
3.69K
$494K
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-107- 0.85% |
$17.3K - $22.3K
|
12.5K
$1.67M
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-107- 0.43% |
$17.3K - $22.3K
|
24.7K
$3.31M
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
SELL
|
- |
-108- 0.14% |
$17.4K - $22.5K
|
78.4K
$10.5M
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-109- 1.4% |
$17.6K - $22.7K
|
7.68K
$1.03M
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
SELL
|
- |
-109- 5.54% |
$17.6K - $22.7K
|
1.86K
$249K
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-111- 2.14% |
$17.9K - $23.1K
|
5.07K
$679K
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-111- 0.59% |
$17.9K - $23.1K
|
18.7K
$2.51M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-112- 7.04% |
$18.1K - $23.3K
|
1.48K
$198K
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-112- 0.24% |
$18.1K - $23.3K
|
47.2K
$6.32M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-113- 2.2% |
$18.3K - $23.5K
|
5.02K
$673K
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-114- 2.85% |
$18.4K - $23.7K
|
3.88K
$520K
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-115- 0.03% |
$18.6K - $23.9K
|
379K
$50.7M
|