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
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-560- 56.06% |
$90.5K - $117K
|
439
$58.8K
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-565- 1.49% |
$91.3K - $118K
|
37.4K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-569- 5.46% |
$91.9K - $118K
|
9.85K
$1.32M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-588- 0.7% |
$95K - $122K
|
83.6K
$11.2M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-589- 4.69% |
$95.1K - $123K
|
12K
$1.6M
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-590- 6.75% |
$95.3K - $123K
|
8.15K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-593- 28.28% |
$95.8K - $123K
|
1.5K
$201K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-595- 3.21% |
$96.1K - $124K
|
17.9K
$2.4M
|
|
Oct 26, 2022
Q3 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-598- 1.56% |
$96.6K - $124K
|
37.6K
$5.04M
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-600- 10.6% |
$96.9K - $125K
|
5.06K
$678K
|
|
Oct 19, 2022
Q3 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-603- 6.48% |
$97.4K - $125K
|
8.7K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-607- 2.54% |
$98.1K - $126K
|
23.3K
$3.12M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-613- 11.37% |
$99K - $128K
|
4.78K
$640K
|
|
Oct 05, 2022
Q3 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-615- 0.63% |
$99.3K - $128K
|
96.5K
$12.9M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-621- 1.16% |
$100K - $129K
|
52.7K
$7.06M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-644- 10.12% |
$104K - $134K
|
5.72K
$766K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-646- 9.27% |
$104K - $134K
|
6.32K
$847K
|
|
Nov 14, 2022
Q3 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-650- 44.25% |
$105K - $135K
|
819
$110K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-650- 13.24% |
$105K - $135K
|
4.26K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-652- 30.42% |
$105K - $136K
|
1.49K
$200K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-656- 2.15% |
$106K - $136K
|
29.9K
$4M
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-666- 1.53% |
$108K - $139K
|
42.9K
$5.75M
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-666- 1.53% |
$108K - $139K
|
42.9K
$5.75M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-670- 16.65% |
$108K - $139K
|
3.35K
$449K
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-679- 2.61% |
$110K - $141K
|
25.3K
$3.39M
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-681- 5.38% |
$110K - $142K
|
12K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-682- 20.17% |
$110K - $142K
|
2.7K
$361K
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-684- 2.24% |
$110K - $142K
|
29.8K
$3.99M
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-696- 9.47% |
$112K - $145K
|
6.65K
$891K
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-700- 17.47% |
$113K - $146K
|
3.31K
$443K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-702- 5.73% |
$113K - $146K
|
11.5K
$1.55M
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-716- 0.43% |
$116K - $149K
|
164K
$22M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-727- 26.82% |
$117K - $151K
|
1.98K
$266K
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-740- 2.61% |
$120K - $154K
|
27.7K
$3.7M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-743- 19.86% |
$120K - $155K
|
3K
$401K
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-751- 1.81% |
$121K - $156K
|
40.8K
$5.46M
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-769- 3.3% |
$124K - $160K
|
22.6K
$3.02M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-770- 2.43% |
$124K - $160K
|
30.9K
$4.13M
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-780- 3.33% |
$126K - $162K
|
22.7K
$3.03M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-781- 50.03% |
$126K - $162K
|
780
$104K
|
|
Nov 10, 2022
Q3 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-787- 3.92% |
$127K - $164K
|
19.3K
$2.58M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-789- 29.52% |
$127K - $164K
|
1.88K
$252K
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-798- 4.41% |
$129K - $166K
|
17.3K
$2.32M
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-805- 4.77% |
$130K - $167K
|
16.1K
$2.15M
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-805- 39.44% |
$130K - $167K
|
1.24K
$166K
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-810- 8.38% |
$131K - $169K
|
8.86K
$1.19M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-810- 28.36% |
$131K - $169K
|
2.05K
$274K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-826- 2.92% |
$133K - $172K
|
27.5K
$3.68M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-842- 4.64% |
$136K - $175K
|
17.3K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-861- 5.77% |
$139K - $179K
|
14.1K
$1.88M
|