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
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.34K- 0.53% |
$216K - $279K
|
252K
$33.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.38K- 21.98% |
$223K - $287K
|
4.89K
$655K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-1.38K- 15.77% |
$223K - $287K
|
7.36K
$986K
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.39K- 2.43% |
$224K - $288K
|
55.6K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.39K- 10.24% |
$225K - $290K
|
12.2K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.42K- 20.31% |
$229K - $295K
|
5.57K
$746K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.43K- 20.26% |
$231K - $297K
|
5.62K
$752K
|
|
|
Oct 21, 2022
Q3 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.43K- 6.46% |
$231K - $297K
|
20.7K
$2.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.45K- 49.34% |
$235K - $302K
|
1.49K
$200K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.46K- 18.64% |
$235K - $303K
|
6.35K
$851K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.49K- 27.93% |
$240K - $309K
|
3.83K
$513K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-1.5K- 1.35% |
$242K - $312K
|
110K
$14.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.5K- 16.13% |
$243K - $313K
|
7.82K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.51K- 26.48% |
$243K - $314K
|
4.18K
$560K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.51K- 5.12% |
$245K - $315K
|
28K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.52K- 0.88% |
$245K - $316K
|
171K
$23M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.53K- 5.63% |
$247K - $319K
|
25.7K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.54K- 14.74% |
$249K - $320K
|
8.91K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.57K- 1.25% |
$254K - $327K
|
124K
$16.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.58K- 0.62% |
$255K - $328K
|
252K
$33.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.58K- 5.46% |
$256K - $330K
|
27.4K
$3.67M
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.6K- 31.84% |
$258K - $332K
|
3.42K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.61K- 10.83% |
$260K - $335K
|
13.2K
$1.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.61K- 27.61% |
$260K - $335K
|
4.22K
$566K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.62K- 1.99% |
$261K - $336K
|
79.8K
$10.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.65K- 0.44% |
$266K - $343K
|
371K
$49.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.66K- 15.19% |
$268K - $345K
|
9.25K
$1.24M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.67K- 11.11% |
$270K - $348K
|
13.4K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 7.41% |
$270K - $348K
|
20.9K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.68K- 2.43% |
$272K - $350K
|
67.6K
$9.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-1.7K- 51.62% |
$275K - $354K
|
1.59K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.77K- 49.15% |
$286K - $368K
|
1.83K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.8K- 2.64% |
$291K - $374K
|
66.4K
$8.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.82K- 8.57% |
$293K - $378K
|
19.4K
$2.59M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.86KClosed |
$300K - $386K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.86K- 5.02% |
$300K - $387K
|
35.2K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.86K- 8.07% |
$300K - $387K
|
21.2K
$2.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.9K- 5.81% |
$306K - $394K
|
30.7K
$4.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 9.03% |
$325K - $419K
|
20.3K
$2.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
SELL
|
- |
-2.01K- 1.71% |
$325K - $419K
|
116K
$15.5M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.08K- 25.86% |
$336K - $433K
|
5.97K
$800K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.1K- 0.88% |
$339K - $437K
|
236K
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.13K- 0.31% |
$343K - $442K
|
682K
$91.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.15K- 59.73% |
$347K - $446K
|
1.45K
$194K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.19K- 38.37% |
$353K - $455K
|
3.51K
$470K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.2K- 61.99% |
$355K - $458K
|
1.35K
$181K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.25K- 6.01% |
$363K - $468K
|
35.2K
$4.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.29K- 2.55% |
$370K - $476K
|
87.4K
$11.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.3KClosed |
$371K - $478K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.3K- 15.5% |
$372K - $479K
|
12.5K
$1.68M
|