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 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.59KNew |
$257K - $331K
|
1.59K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 20.11% |
$257K - $331K
|
9.49K
$1.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.59K+ 7.48% |
$256K - $330K
|
22.8K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.59K+ 0.09% |
$256K - $330K
|
1.72M
$231M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.58KNew |
$255K - $329K
|
1.58K
$212K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.58K+ 11.93% |
$255K - $328K
|
14.8K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.57K+ 16.12% |
$254K - $327K
|
11.3K
$1.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
1.56K+ 8.24% |
$252K - $324K
|
20.5K
$2.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.55K+ 0.6% |
$250K - $322K
|
259K
$34.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.53KNew |
$247K - $318K
|
1.53K
$205K
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
1.52K+ 32.41% |
$245K - $316K
|
6.2K
$830K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.52K+ 20.57% |
$245K - $315K
|
8.89K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.51K+ 108.47% |
$244K - $314K
|
2.9K
$389K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 5.62% |
$244K - $314K
|
28.4K
$3.8M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 5.62% |
$244K - $314K
|
28.4K
$3.8M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.51K+ 2.7% |
$243K - $313K
|
57.2K
$7.67M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 9.25% |
$243K - $312K
|
17.7K
$2.38M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.5KNew |
$242K - $312K
|
1.5K
$201K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.5KNew |
$242K - $312K
|
1.5K
$201K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.5KNew |
$242K - $312K
|
1.5K
$201K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.5KNew |
$242K - $311K
|
1.5K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$242K - $311K
|
1.5K
$200K
|
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
BUY
|
- |
1.49K+ 1.88% |
$241K - $310K
|
80.7K
$10.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
1.49K+ 0.45% |
$240K - $309K
|
334K
$44.7M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.48K+ 6.96% |
$240K - $309K
|
22.8K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.48KNew |
$239K - $307K
|
1.48K
$198K
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$237K - $306K
|
1.47K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1.47K+ 2.12% |
$237K - $305K
|
70.7K
$9.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.45KNew |
$234K - $302K
|
1.45K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.43KNew |
$232K - $298K
|
1.43K
$192K
|
|
|
Oct 07, 2022
Q3 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.42K+ 0.84% |
$229K - $294K
|
169K
$22.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
1.41K+ 14.14% |
$228K - $294K
|
11.4K
$1.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.41K+ 154.85% |
$227K - $293K
|
2.31K
$310K
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.41K+ 5.85% |
$227K - $292K
|
25.4K
$3.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.4K+ 0.81% |
$226K - $291K
|
175K
$23.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.39KNew |
$225K - $290K
|
1.39K
$186K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.39K+ 2.79% |
$224K - $288K
|
51K
$6.83M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.37KNew |
$222K - $286K
|
1.37K
$184K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
1.36KNew |
$220K - $284K
|
1.36K
$183K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.36KNew |
$220K - $283K
|
1.36K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 17.67% |
$220K - $283K
|
9.07K
$1.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.36K+ 9.9% |
$219K - $283K
|
15.1K
$2.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 0.63% |
$219K - $282K
|
218K
$29.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
1.36K+ 123.72% |
$219K - $282K
|
2.45K
$328K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.34K+ 13.51% |
$216K - $279K
|
11.3K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.33K+ 7.07% |
$215K - $277K
|
20.2K
$2.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
1.32KNew |
$213K - $274K
|
1.32K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.32K+ 7.28% |
$213K - $274K
|
19.4K
$2.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.31K+ 2.43% |
$212K - $273K
|
55.3K
$7.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1.31KNew |
$212K - $273K
|
1.31K
$176K
|