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 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
280New |
$44.6K - $53.3K
|
280
$37.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
279+ 0.71% |
$44.4K - $53.1K
|
39.4K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
279New |
$44.4K - $53.1K
|
279
$37.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
277+ 1.12% |
$44.1K - $52.7K
|
25K
$3.35M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
275+ 0.88% |
$43.8K - $52.3K
|
31.6K
$4.23M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
275+ 5.22% |
$43.8K - $52.3K
|
5.55K
$743K
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
273+ 0.26% |
$43.4K - $52K
|
105K
$14.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
267+ 4.29% |
$42.5K - $50.8K
|
6.5K
$870K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
264+ 6.93% |
$42K - $50.3K
|
4.08K
$546K
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
261+ 10.75% |
$41.5K - $49.7K
|
2.69K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
255+ 2.61% |
$40.6K - $48.5K
|
10K
$1.34M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
254+ 25.2% |
$40.4K - $48.4K
|
1.26K
$169K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
253New |
$40.3K - $48.2K
|
253
$33.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
252+ 11.3% |
$40.1K - $48K
|
2.48K
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
251+ 0.44% |
$39.9K - $47.8K
|
57.5K
$7.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
251+ 5.33% |
$39.9K - $47.8K
|
4.96K
$664K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 0.71% |
$39.8K - $47.6K
|
35.5K
$4.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
250+ 5.19% |
$39.8K - $47.6K
|
5.07K
$678K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
250+ 13.6% |
$39.8K - $47.6K
|
2.09K
$280K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
249+ 0.81% |
$39.6K - $47.4K
|
31K
$4.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
247+ 3.67% |
$39.3K - $47K
|
6.99K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
246+ 1.01% |
$39.1K - $46.8K
|
24.5K
$3.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
245+ 1.24% |
$39K - $46.6K
|
20.1K
$2.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
245+ 0.27% |
$39K - $46.6K
|
89.6K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
244+ 1.29% |
$38.8K - $46.4K
|
19.1K
$2.56M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
243+ 2.03% |
$38.7K - $46.3K
|
12.2K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
242New |
$38.5K - $46.1K
|
242
$32.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
BUY
|
- |
240New |
$38.2K - $45.7K
|
240
$32.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
238+ 0.61% |
$37.9K - $45.3K
|
39.1K
$5.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
238+ 3.12% |
$37.9K - $45.3K
|
7.88K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
237+ 3.2% |
$37.7K - $45.1K
|
7.64K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
234+ 0.06% |
$37.2K - $44.5K
|
369K
$49.4M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
233+ 8.65% |
$37.1K - $44.4K
|
2.93K
$392K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
233+ 9.8% |
$37.1K - $44.4K
|
2.61K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
233+ 3.73% |
$37.1K - $44.4K
|
6.48K
$867K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
228+ 10.49% |
$36.3K - $43.4K
|
2.4K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
225+ 0.61% |
$35.8K - $42.8K
|
37.1K
$4.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
223New |
$35.5K - $42.5K
|
223
$29.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
223+ 0.69% |
$35.5K - $42.5K
|
32.5K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
222+ 10.25% |
$35.3K - $42.3K
|
2.39K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
222+ 1.43% |
$35.3K - $42.3K
|
15.7K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
221+ 49.77% |
$35.2K - $42.1K
|
665
$89.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
220+ 3.84% |
$35K - $41.9K
|
5.95K
$797K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
220+ 4.41% |
$35K - $41.9K
|
5.21K
$698K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
216+ 1.33% |
$34.4K - $41.1K
|
16.5K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
216+ 3.6% |
$34.4K - $41.1K
|
6.22K
$832K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
214+ 0.53% |
$34.1K - $40.7K
|
40.5K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
213+ 0.43% |
$33.9K - $40.5K
|
50.2K
$6.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
205+ 1.36% |
$32.6K - $39K
|
15.3K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
205+ 14.64% |
$32.6K - $39K
|
1.61K
$215K
|