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 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-894- 2.66% |
$144K - $186K
|
32.8K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-925- 24.28% |
$149K - $192K
|
2.89K
$386K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-930- 0.82% |
$150K - $193K
|
112K
$15M
|
|
|
Oct 27, 2022
Q3 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-939- 1.25% |
$152K - $195K
|
74K
$9.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-943- 20.65% |
$152K - $196K
|
3.62K
$485K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-949- 0.82% |
$153K - $197K
|
115K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-967- 19.55% |
$156K - $201K
|
3.98K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-975- 1.79% |
$158K - $203K
|
53.4K
$7.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-977- 19.77% |
$158K - $203K
|
3.96K
$531K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-988- 0.81% |
$160K - $206K
|
121K
$16.2M
|
|
|
Apr 05, 2024
Q3 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1K- 3.03% |
$162K - $208K
|
32K
$4.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1K- 3.64% |
$162K - $208K
|
26.5K
$3.55M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.01K- 31.25% |
$163K - $211K
|
2.23K
$298K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.03K- 0.27% |
$166K - $214K
|
382K
$51.1M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 1.32% |
$166K - $214K
|
76.8K
$10.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.03K- 2.4% |
$166K - $214K
|
41.9K
$5.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.03K- 12.6% |
$167K - $214K
|
7.15K
$957K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.05K- 35.91% |
$169K - $218K
|
1.87K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.06K- 2.17% |
$171K - $220K
|
47.6K
$6.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-1.06K- 2.0% |
$172K - $221K
|
52.1K
$6.98M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.07K- 52.91% |
$173K - $223K
|
956
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.11K- 1.01% |
$179K - $230K
|
108K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.11K- 3.4% |
$180K - $231K
|
31.6K
$4.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-1.13K- 3.32% |
$182K - $235K
|
32.9K
$4.4M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.13K- 2.06% |
$182K - $235K
|
53.6K
$7.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.13K- 1.36% |
$183K - $235K
|
81.8K
$11M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.13K- 3.11% |
$183K - $236K
|
35.3K
$4.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14K- 1.27% |
$184K - $237K
|
88.7K
$11.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.14K- 5.41% |
$184K - $238K
|
20K
$2.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.16K- 5.92% |
$187K - $241K
|
18.4K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.18K- 14.53% |
$191K - $246K
|
6.96K
$932K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 17.62% |
$193K - $248K
|
5.57K
$746K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.19K- 11.45% |
$193K - $248K
|
9.23K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.19K- 5.97% |
$193K - $248K
|
18.8K
$2.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.21K- 1.34% |
$195K - $251K
|
88.7K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.21K- 8.17% |
$195K - $252K
|
13.6K
$1.82M
|
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.23KClosed |
$198K - $255K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.24K- 14.84% |
$200K - $257K
|
7.09K
$950K
|
|
|
Nov 09, 2022
Q3 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.25K- 0.61% |
$201K - $259K
|
202K
$27M
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.26K- 14.29% |
$204K - $263K
|
7.57K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.27K- 4.88% |
$205K - $264K
|
24.8K
$3.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.27K- 2.53% |
$205K - $264K
|
48.9K
$6.55M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3K- 15.7% |
$210K - $270K
|
6.97K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.3K- 0.38% |
$210K - $270K
|
344K
$46.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.3K- 1.91% |
$211K - $271K
|
67K
$8.98M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.32K- 4.32% |
$212K - $274K
|
29.1K
$3.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.32K- 6.3% |
$214K - $275K
|
19.7K
$2.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 41.45% |
$214K - $276K
|
1.87K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
SELL
|
- |
-1.33K- 3.86% |
$215K - $276K
|
33.1K
$4.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.33K- 0.66% |
$215K - $278K
|
200K
$26.7M
|