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 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-116- 1.57% |
$18.7K - $24.1K
|
7.26K
$973K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-118- 2.96% |
$19.1K - $24.5K
|
3.86K
$517K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-118- 3.78% |
$19.1K - $24.5K
|
3.01K
$402K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-119- 1.11% |
$19.2K - $24.8K
|
10.6K
$1.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-119- 0.97% |
$19.2K - $24.8K
|
12.1K
$1.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-119- 6.2% |
$19.2K - $24.8K
|
1.8K
$241K
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-120- 2.78% |
$19.4K - $25K
|
4.2K
$562K
|
|
|
Oct 20, 2022
Q3 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-120- 0.31% |
$19.4K - $25K
|
38.7K
$5.19M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-121- 5.4% |
$19.5K - $25.2K
|
2.12K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-124- 8.33% |
$20K - $25.8K
|
1.37K
$183K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-124Closed |
$20K - $25.8K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-125- 2.24% |
$20.2K - $26K
|
5.46K
$731K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-126- 0.18% |
$20.4K - $26.2K
|
71K
$9.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-129- 0.35% |
$20.8K - $26.8K
|
36.8K
$4.93M
|
|
|
Oct 20, 2022
Q3 2022
|
Hendley & CO Inc
|
SELL
|
- |
-130- 0.26% |
$21K - $27K
|
50.8K
$6.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-131- 0.26% |
$21.2K - $27.3K
|
50.6K
$6.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-134- 1.42% |
$21.6K - $27.9K
|
9.33K
$1.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-134- 19.76% |
$21.6K - $27.9K
|
544
$72.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-135- 0.28% |
$21.8K - $28.1K
|
48K
$6.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-135- 0.08% |
$21.8K - $28.1K
|
174K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-137- 1.39% |
$22.1K - $28.5K
|
9.7K
$1.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-138- 2.85% |
$22.3K - $28.7K
|
4.7K
$630K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-139- 27.86% |
$22.5K - $28.9K
|
360
$48.2K
|
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-139- 0.91% |
$22.5K - $28.9K
|
15.2K
$2.03M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-140- 2.71% |
$22.6K - $29.1K
|
5.03K
$673K
|
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-140- 0.25% |
$22.6K - $29.1K
|
56.1K
$7.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-140- 4.63% |
$22.6K - $29.1K
|
2.88K
$386K
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-142- 0.06% |
$22.9K - $29.5K
|
254K
$34M
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-142- 1.05% |
$22.9K - $29.5K
|
13.4K
$1.79M
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-144- 3.38% |
$23.3K - $30K
|
4.11K
$551K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-144- 0.98% |
$23.3K - $30K
|
14.6K
$1.95M
|
|
|
Oct 14, 2022
Q3 2022
|
Suncoast Equity Management
|
SELL
|
- |
-145- 5.36% |
$23.4K - $30.2K
|
2.56K
$343K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-146- 5.86% |
$23.6K - $30.4K
|
2.35K
$314K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-146- 0.2% |
$23.6K - $30.4K
|
72.7K
$9.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-147- 5.83% |
$23.7K - $30.6K
|
2.37K
$318K
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-150- 5.12% |
$24.2K - $31.2K
|
2.78K
$372K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-150- 2.47% |
$24.2K - $31.2K
|
5.93K
$794K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-150- 5.43% |
$24.2K - $31.2K
|
2.61K
$350K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-150- 3.51% |
$24.2K - $31.2K
|
4.13K
$553K
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-153- 0.17% |
$24.7K - $31.8K
|
91.8K
$12.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-153- 5.73% |
$24.7K - $31.8K
|
2.52K
$337K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-155- 2.48% |
$25K - $32.2K
|
6.1K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-155- 1.27% |
$25K - $32.2K
|
12.1K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-155- 1.07% |
$25K - $32.2K
|
14.3K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-155- 2.95% |
$25K - $32.2K
|
5.09K
$682K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-157- 3.3% |
$25.4K - $32.7K
|
4.6K
$616K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-157- 6.99% |
$25.4K - $32.7K
|
2.09K
$280K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-158- 1.14% |
$25.5K - $32.9K
|
13.7K
$1.84M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-160- 0.99% |
$25.8K - $33.3K
|
16K
$2.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-163- 1.39% |
$26.3K - $33.9K
|
11.6K
$1.55M
|