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
|
Segment Wealth Management, LLC
|
SELL
|
- |
-165- 5.43% |
$26.7K - $34.3K
|
2.88K
$385K
|
|
|
Oct 13, 2022
Q3 2022
|
Profit Investment Management, LLC
|
SELL
|
- |
-166- 3.77% |
$26.8K - $34.5K
|
4.24K
$567K
|
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-167- 0.99% |
$27K - $34.7K
|
16.8K
$2.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-168- 11.48% |
$27.1K - $35K
|
1.3K
$174K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-168- 2.79% |
$27.1K - $35K
|
5.85K
$784K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 2.83% |
$27.3K - $35.2K
|
5.81K
$778K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-170- 3.49% |
$27.5K - $35.4K
|
4.7K
$629K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-173- 2.89% |
$27.9K - $36K
|
5.81K
$778K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-173- 3.21% |
$27.9K - $36K
|
5.22K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-175- 2.28% |
$28.3K - $36.4K
|
7.51K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-175- 31.53% |
$28.3K - $36.4K
|
380
$50.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-176- 0.63% |
$28.4K - $36.6K
|
27.9K
$3.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-177- 0.4% |
$28.6K - $36.8K
|
44.6K
$5.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-181- 4.53% |
$29.2K - $37.7K
|
3.82K
$511K
|
|
|
Nov 10, 2022
Q3 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-182- 0.14% |
$29.4K - $37.9K
|
126K
$16.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-183- 9.55% |
$29.6K - $38.1K
|
1.73K
$232K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-186- 0.73% |
$30K - $38.7K
|
25.2K
$3.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-187- 2.08% |
$30.2K - $38.9K
|
8.79K
$1.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-190- 9.5% |
$30.7K - $39.5K
|
1.81K
$242K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-191- 37.9% |
$30.9K - $39.7K
|
313
$41.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-192- 0.5% |
$31K - $39.9K
|
37.9K
$5.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-195- 0.78% |
$31.5K - $40.6K
|
24.7K
$3.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-196- 1.06% |
$31.7K - $40.8K
|
18.3K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-197- 10.64% |
$31.8K - $41K
|
1.65K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-199- 3.52% |
$32.1K - $41.4K
|
5.45K
$730K
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.79% |
$32.3K - $41.6K
|
11K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Benin Management Corp
|
SELL
|
- |
-200- 0.78% |
$32.3K - $41.6K
|
25.6K
$3.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-201- 8.2% |
$32.5K - $41.8K
|
2.25K
$301K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-202- 4.21% |
$32.6K - $42K
|
4.6K
$616K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-207- 2.36% |
$33.4K - $43.1K
|
8.58K
$1.15M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-211- 6.11% |
$34.1K - $43.9K
|
3.24K
$434K
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-212- 1.03% |
$34.2K - $44.1K
|
20.5K
$2.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-212- 1.0% |
$34.2K - $44.1K
|
21K
$2.81M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-212- 2.84% |
$34.2K - $44.1K
|
7.26K
$973K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-213- 20.74% |
$34.4K - $44.3K
|
814
$109K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-214- 7.86% |
$34.6K - $44.5K
|
2.51K
$336K
|
|
|
Nov 08, 2022
Q3 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-215- 0.35% |
$34.7K - $44.7K
|
62.1K
$8.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-215- 2.83% |
$34.7K - $44.7K
|
7.39K
$989K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-225- 14.9% |
$36.3K - $46.8K
|
1.29K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-225- 7.19% |
$36.3K - $46.8K
|
2.91K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-225- 3.12% |
$36.3K - $46.8K
|
7K
$937K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-227- 14.35% |
$36.7K - $47.2K
|
1.36K
$181K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-231- 8.01% |
$37.3K - $48.1K
|
2.65K
$355K
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-236- 2.21% |
$38.1K - $49.1K
|
10.4K
$1.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-240- 4.52% |
$38.8K - $49.9K
|
5.07K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-240- 10.36% |
$38.8K - $49.9K
|
2.08K
$278K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-246- 9.17% |
$39.7K - $51.2K
|
2.44K
$326K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-250- 15.44% |
$40.4K - $52K
|
1.37K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-250- 1.46% |
$40.4K - $52K
|
16.9K
$2.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-251- 5.21% |
$40.5K - $52.2K
|
4.57K
$612K
|