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 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
524New |
$83.4K - $99.7K
|
524
$70.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
513+ 1.93% |
$81.6K - $97.7K
|
27K
$3.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
505+ 1.3% |
$80.4K - $96.1K
|
39.3K
$5.26M
|
|
|
Oct 19, 2023
Q4 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
500+ 1.29% |
$79.6K - $95.2K
|
39.2K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
499+ 17.0% |
$79.4K - $95K
|
3.44K
$460K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
496+ 5.08% |
$78.9K - $94.4K
|
10.3K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
494+ 2.79% |
$78.6K - $94K
|
18.2K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
493+ 9.2% |
$78.5K - $93.8K
|
5.85K
$784K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
487+ 12.54% |
$77.5K - $92.7K
|
4.37K
$585K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
470+ 2.63% |
$74.8K - $89.5K
|
18.3K
$2.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
470+ 3.73% |
$74.8K - $89.5K
|
13.1K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
470+ 1.61% |
$74.8K - $89.5K
|
29.6K
$3.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
468+ 17.06% |
$74.5K - $89.1K
|
3.21K
$430K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
462+ 5.61% |
$73.5K - $87.9K
|
8.7K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
461+ 3.44% |
$73.4K - $87.8K
|
13.9K
$1.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
461+ 4.29% |
$73.4K - $87.8K
|
11.2K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
461+ 7.29% |
$73.4K - $87.8K
|
6.78K
$909K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
459+ 21.69% |
$73K - $87.4K
|
2.58K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
458+ 14.13% |
$72.9K - $87.2K
|
3.7K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
454+ 5.01% |
$72.2K - $86.4K
|
9.52K
$1.27M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
450New |
$71.6K - $85.7K
|
450
$60.3K
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
449+ 1.47% |
$71.5K - $85.5K
|
30.9K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
447+ 8.55% |
$71.1K - $85.1K
|
5.68K
$760K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
446+ 0.54% |
$71K - $84.9K
|
83.4K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
440+ 0.42% |
$70K - $83.8K
|
104K
$13.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
438+ 7.87% |
$69.7K - $83.4K
|
6K
$804K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
437+ 3.83% |
$69.5K - $83.2K
|
11.9K
$1.59M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
434+ 31.68% |
$69.1K - $82.6K
|
1.8K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
433+ 7.54% |
$68.9K - $82.4K
|
6.17K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
431+ 7.9% |
$68.6K - $82K
|
5.88K
$788K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
430+ 11.58% |
$68.4K - $81.9K
|
4.14K
$555K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
430+ 32.6% |
$68.4K - $81.9K
|
1.75K
$234K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
428+ 11.57% |
$68.1K - $81.5K
|
4.13K
$553K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
428+ 6.74% |
$68.1K - $81.5K
|
6.78K
$908K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
427+ 6.74% |
$68K - $81.3K
|
6.77K
$906K
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
424+ 2.93% |
$67.5K - $80.7K
|
14.9K
$1.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
418+ 5.75% |
$66.5K - $79.6K
|
7.68K
$1.03M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
410+ 0.54% |
$65.2K - $78K
|
76.8K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
409+ 5.21% |
$65.1K - $77.9K
|
8.26K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
407+ 112.74% |
$64.8K - $77.5K
|
768
$103K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
400New |
$63.7K - $76.1K
|
400
$53.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.85% |
$63.7K - $76.1K
|
47.2K
$6.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
396+ 0.42% |
$63K - $75.4K
|
93.6K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
393+ 2.93% |
$62.5K - $74.8K
|
13.8K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
392+ 0.32% |
$62.4K - $74.6K
|
124K
$16.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
388+ 2.89% |
$61.7K - $73.9K
|
13.8K
$1.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
387+ 1.3% |
$61.6K - $73.7K
|
30.3K
$4.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
385+ 5.51% |
$61.3K - $73.3K
|
7.37K
$988K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
379+ 13.23% |
$60.3K - $72.1K
|
3.24K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
377+ 11.86% |
$60K - $71.8K
|
3.56K
$476K
|