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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$186K - $222K
|
1.17K
$156K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$186K - $222K
|
1.17K
$156K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.17K+ 6.7% |
$186K - $222K
|
18.6K
$2.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.17KNew |
$185K - $222K
|
1.17K
$156K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.16KNew |
$184K - $220K
|
1.16K
$155K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.16KNew |
$184K - $220K
|
1.16K
$155K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.15KNew |
$183K - $219K
|
1.15K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.15K+ 0.36% |
$183K - $219K
|
317K
$42.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.15KNew |
$183K - $219K
|
1.15K
$154K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.14K+ 19.9% |
$182K - $218K
|
6.89K
$922K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$182K - $217K
|
1.14K
$153K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.14K+ 43.38% |
$182K - $217K
|
3.77K
$505K
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.13K+ 3.67% |
$179K - $214K
|
31.7K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.11K+ 15.95% |
$177K - $211K
|
8.07K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.11K+ 15.06% |
$176K - $211K
|
8.46K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.1K+ 13.08% |
$174K - $208K
|
9.46K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.08K+ 3.87% |
$173K - $206K
|
29.1K
$3.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.08K+ 3.0% |
$171K - $205K
|
36.9K
$4.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.07K+ 1.18% |
$170K - $203K
|
91.9K
$12.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.06K+ 15.33% |
$169K - $203K
|
8.01K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.06K+ 9.31% |
$169K - $202K
|
12.5K
$1.67M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.05K+ 1.24% |
$167K - $200K
|
86.2K
$11.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.05K+ 39.15% |
$167K - $200K
|
3.73K
$500K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.05K+ 9.0% |
$167K - $199K
|
12.7K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.05K+ 39.08% |
$166K - $199K
|
3.72K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.03K+ 28.43% |
$164K - $197K
|
4.67K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.03K+ 37.18% |
$163K - $195K
|
3.78K
$506K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.02K+ 16.02% |
$162K - $194K
|
7.38K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1K+ 57.89% |
$159K - $191K
|
2.73K
$366K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1KNew |
$159K - $190K
|
1K
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
998+ 14.18% |
$159K - $190K
|
8.03K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
991New |
$158K - $189K
|
991
$133K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
981+ 2.25% |
$156K - $187K
|
44.5K
$5.96M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
978+ 0.84% |
$156K - $186K
|
118K
$15.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
977+ 5.04% |
$155K - $186K
|
20.4K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
976+ 4.09% |
$155K - $186K
|
24.8K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
968+ 55.35% |
$154K - $184K
|
2.72K
$364K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
963+ 37.41% |
$153K - $183K
|
3.54K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
963+ 51.44% |
$153K - $183K
|
2.84K
$380K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
959+ 1.64% |
$153K - $183K
|
59.6K
$7.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
955+ 1.64% |
$152K - $182K
|
59.2K
$7.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
953+ 1.57% |
$152K - $181K
|
61.5K
$8.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
950+ 14.68% |
$151K - $181K
|
7.42K
$994K
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
950+ 1.07% |
$151K - $181K
|
89.9K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
948+ 0.43% |
$151K - $180K
|
219K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
945+ 5.44% |
$150K - $180K
|
18.3K
$2.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
943+ 37.21% |
$150K - $180K
|
3.48K
$466K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
941+ 3.67% |
$150K - $179K
|
26.6K
$3.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
940+ 11.31% |
$150K - $179K
|
9.25K
$1.24M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
930+ 14.96% |
$148K - $177K
|
7.15K
$957K
|