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 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
923+ 61.9% |
$147K - $176K
|
2.41K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
911+ 3.55% |
$145K - $173K
|
26.6K
$3.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
897+ 3.32% |
$143K - $171K
|
27.9K
$3.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
885+ 1.39% |
$141K - $168K
|
64.3K
$8.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
876New |
$139K - $167K
|
876
$117K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
873+ 6.56% |
$139K - $166K
|
14.2K
$1.9M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
865+ 3.83% |
$138K - $165K
|
23.4K
$3.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
858+ 274.12% |
$137K - $163K
|
1.17K
$157K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
845+ 1.51% |
$134K - $161K
|
56.9K
$7.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
839+ 4.85% |
$134K - $160K
|
18.1K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
833+ 5.51% |
$133K - $159K
|
16K
$2.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
830+ 7.7% |
$132K - $158K
|
11.6K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
826+ 20.28% |
$131K - $157K
|
4.9K
$656K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
823+ 21.15% |
$131K - $157K
|
4.72K
$631K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
820+ 1.77% |
$130K - $156K
|
47.2K
$6.32M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
818New |
$130K - $156K
|
818
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
815+ 25.44% |
$130K - $155K
|
4.02K
$538K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
815+ 25.44% |
$130K - $155K
|
4.02K
$538K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
782+ 4.7% |
$124K - $149K
|
17.4K
$2.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
772+ 0.87% |
$123K - $147K
|
89.5K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
771+ 57.41% |
$123K - $147K
|
2.11K
$283K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
764+ 2.33% |
$122K - $145K
|
33.6K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
763+ 8.86% |
$121K - $145K
|
9.38K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
761+ 2.98% |
$121K - $145K
|
26.3K
$3.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
759+ 0.86% |
$121K - $144K
|
88.7K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
759+ 3.33% |
$121K - $144K
|
23.6K
$3.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
755+ 1.94% |
$120K - $144K
|
39.8K
$5.33M
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
754+ 5.69% |
$120K - $144K
|
14K
$1.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
753+ 1.43% |
$120K - $143K
|
53.3K
$7.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
752+ 7.15% |
$120K - $143K
|
11.3K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
750+ 8.75% |
$119K - $143K
|
9.33K
$1.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
747+ 37.75% |
$119K - $142K
|
2.73K
$365K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
746+ 39.85% |
$119K - $142K
|
2.62K
$351K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
746+ 25.29% |
$119K - $142K
|
3.7K
$495K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
741+ 0.61% |
$118K - $141K
|
122K
$16.4M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
738+ 7.58% |
$117K - $140K
|
10.5K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
738+ 2.49% |
$117K - $140K
|
30.4K
$4.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
737+ 12.42% |
$117K - $140K
|
6.67K
$893K
|
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
BUY
|
- |
736+ 1.85% |
$117K - $140K
|
40.4K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
734+ 57.17% |
$117K - $140K
|
2.02K
$270K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
727+ 20.07% |
$116K - $138K
|
4.35K
$583K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
727+ 0.9% |
$116K - $138K
|
81.5K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
726+ 2.31% |
$116K - $138K
|
32.1K
$4.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
717+ 12.6% |
$114K - $136K
|
6.41K
$858K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
709+ 47.94% |
$113K - $135K
|
2.19K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
705+ 0.15% |
$112K - $134K
|
474K
$63.5M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
704+ 251.43% |
$112K - $134K
|
984
$132K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
702+ 6.08% |
$112K - $134K
|
12.2K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
701+ 1.92% |
$112K - $133K
|
37.3K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
701+ 7.98% |
$112K - $133K
|
9.49K
$1.27M
|