Purchases and Sales Made in Q4 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.41K+ 20.54% |
$225K - $269K
|
8.29K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.41K+ 23.6% |
$224K - $268K
|
7.38K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.4K+ 1.36% |
$223K - $267K
|
105K
$14M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.4KNew |
$223K - $267K
|
1.4K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.4K+ 14.58% |
$223K - $267K
|
11K
$1.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.4K+ 57.31% |
$223K - $267K
|
3.84K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.39K+ 32.49% |
$222K - $265K
|
5.68K
$761K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.39K+ 3.64% |
$221K - $264K
|
39.5K
$5.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.38K+ 42.4% |
$219K - $263K
|
4.63K
$620K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.38KNew |
$219K - $262K
|
1.38K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.38K+ 10.39% |
$219K - $262K
|
14.6K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.36KNew |
$216K - $258K
|
1.36K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.35K+ 1.98% |
$214K - $256K
|
69.4K
$9.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.33KNew |
$211K - $253K
|
1.33K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.33KNew |
$211K - $253K
|
1.33K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.33K+ 0.75% |
$211K - $252K
|
178K
$23.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.31K+ 21.35% |
$208K - $249K
|
7.43K
$995K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.3K+ 10.6% |
$207K - $247K
|
13.6K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$204K - $244K
|
1.28K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.28K+ 1.14% |
$204K - $244K
|
114K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.27K+ 19.13% |
$203K - $242K
|
7.93K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.26K+ 10.97% |
$200K - $239K
|
12.7K
$1.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.26KNew |
$200K - $239K
|
1.26K
$168K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.25KNew |
$199K - $238K
|
1.25K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25K+ 3.95% |
$198K - $237K
|
32.8K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.24K+ 4.88% |
$197K - $236K
|
26.6K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.24K+ 2.96% |
$197K - $236K
|
43K
$5.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.24KNew |
$197K - $236K
|
1.24K
$166K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.24KNew |
$197K - $235K
|
1.24K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 13.03% |
$197K - $235K
|
10.7K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
1.24KNew |
$197K - $235K
|
1.24K
$166K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.23KNew |
$195K - $233K
|
1.23K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 12.75% |
$195K - $233K
|
10.8K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.22K+ 0.86% |
$194K - $232K
|
143K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.21KNew |
$193K - $230K
|
1.21K
$162K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$192K - $230K
|
1.21K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.21K+ 33.34% |
$192K - $230K
|
4.83K
$647K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.2KNew |
$191K - $228K
|
1.2K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.2KNew |
$191K - $228K
|
1.2K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.2KNew |
$191K - $228K
|
1.2K
$160K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$160K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.2KNew |
$190K - $228K
|
1.2K
$160K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.19KNew |
$190K - $227K
|
1.19K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.19KNew |
$189K - $227K
|
1.19K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.19KNew |
$189K - $226K
|
1.19K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
1.19KNew |
$189K - $226K
|
1.19K
$159K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$188K - $224K
|
1.18K
$158K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.18K+ 8.21% |
$187K - $224K
|
15.5K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$157K
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.17K+ 1.45% |
$187K - $223K
|
82.4K
$11M
|