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 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
3.04K+ 20.82% |
$491K - $632K
|
17.6K
$2.36M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.02K+ 63.59% |
$488K - $629K
|
7.77K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.02KNew |
$488K - $628K
|
3.02K
$404K
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
3KNew |
$485K - $624K
|
3K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3K+ 206.4% |
$484K - $624K
|
4.45K
$596K
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.98K+ 37.62% |
$481K - $620K
|
10.9K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.97K+ 8.54% |
$480K - $619K
|
37.8K
$5.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.96K+ 0.79% |
$478K - $616K
|
376K
$50.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$477K - $614K
|
2.95K
$395K
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
BUY
|
- |
2.94K+ 8.72% |
$474K - $611K
|
36.6K
$4.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
2.89KNew |
$467K - $601K
|
2.89K
$387K
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.78KNew |
$449K - $578K
|
2.78K
$372K
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.78K+ 5.1% |
$449K - $578K
|
57.3K
$7.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2.77K+ 10.28% |
$448K - $577K
|
29.8K
$3.99M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.69K+ 1.85% |
$435K - $560K
|
149K
$19.9M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.68KNew |
$433K - $558K
|
2.68K
$359K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.67K+ 1.06% |
$431K - $555K
|
255K
$34.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.65KNew |
$429K - $552K
|
2.65K
$355K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.55K+ 23.65% |
$412K - $530K
|
13.3K
$1.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Mayar Capital Ltd.
|
BUY
|
- |
2.54K+ 3.17% |
$411K - $529K
|
82.8K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
2.54K+ 4.58% |
$410K - $528K
|
58K
$7.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.53K+ 9.12% |
$409K - $527K
|
30.3K
$4.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.53K+ 23.22% |
$409K - $526K
|
13.4K
$1.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
2.52K+ 3.71% |
$406K - $523K
|
70.3K
$9.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.51K+ 6.91% |
$406K - $522K
|
38.9K
$5.21M
|
|
|
Oct 19, 2023
Q3 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
2.5K+ 6.91% |
$404K - $521K
|
38.7K
$5.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
2.49KNew |
$402K - $517K
|
2.49K
$333K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 12.86% |
$400K - $515K
|
21.7K
$2.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
2.4KNew |
$387K - $498K
|
2.4K
$321K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.4K+ 37.64% |
$387K - $498K
|
8.76K
$1.17M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.4K+ 17.33% |
$387K - $498K
|
16.2K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.36K+ 4.23% |
$382K - $491K
|
58.3K
$7.8M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.35KNew |
$379K - $489K
|
2.35K
$314K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$379K - $488K
|
2.35K
$314K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
2.34K+ 5.07% |
$378K - $487K
|
48.6K
$6.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.32K+ 5.56% |
$374K - $482K
|
44K
$5.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.32K+ 51.64% |
$374K - $482K
|
6.8K
$910K
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.31K+ 167.39% |
$373K - $481K
|
3.69K
$494K
|
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
2.28K+ 8.04% |
$368K - $474K
|
30.6K
$4.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.27KNew |
$367K - $472K
|
2.27K
$304K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.26K+ 8.83% |
$366K - $471K
|
27.9K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.26KNew |
$365K - $470K
|
2.26K
$303K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.25K+ 163.76% |
$363K - $468K
|
3.62K
$485K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.25K+ 7.87% |
$363K - $467K
|
30.8K
$4.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.23K+ 32.27% |
$360K - $463K
|
9.13K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.21K+ 52.83% |
$357K - $460K
|
6.4K
$857K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.19K+ 42.91% |
$354K - $456K
|
7.31K
$979K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.16K+ 17.98% |
$349K - $449K
|
14.2K
$1.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.15KNew |
$348K - $448K
|
2.15K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.15K+ 11.02% |
$347K - $446K
|
21.6K
$2.9M
|