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 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
201+ 13.68% |
$32K - $38.3K
|
1.67K
$224K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
199+ 10.56% |
$31.7K - $37.9K
|
2.08K
$279K
|
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
197+ 0.48% |
$31.4K - $37.5K
|
41.5K
$5.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
197New |
$31.4K - $37.5K
|
197
$26.4K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
196+ 8.97% |
$31.2K - $37.3K
|
2.38K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
194+ 13.22% |
$30.9K - $36.9K
|
1.66K
$223K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
193+ 1.11% |
$30.7K - $36.7K
|
17.6K
$2.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
191+ 9.01% |
$30.4K - $36.4K
|
2.31K
$310K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
188+ 5.2% |
$29.9K - $35.8K
|
3.81K
$510K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
187+ 1.65% |
$29.8K - $35.6K
|
11.5K
$1.54M
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
185+ 8.27% |
$29.4K - $35.2K
|
2.42K
$324K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
185+ 0.63% |
$29.4K - $35.2K
|
29.3K
$3.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
185+ 2.81% |
$29.4K - $35.2K
|
6.77K
$907K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
184+ 6.83% |
$29.3K - $35K
|
2.88K
$385K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
BUY
|
- |
183+ 2.25% |
$29.1K - $34.8K
|
8.33K
$1.12M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
182+ 3.33% |
$29K - $34.6K
|
5.65K
$757K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
181+ 2.35% |
$28.8K - $34.5K
|
7.88K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
179+ 3.51% |
$28.5K - $34.1K
|
5.27K
$706K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
178+ 0.29% |
$28.3K - $33.9K
|
61.9K
$8.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
176New |
$28K - $33.5K
|
176
$23.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
175+ 5.11% |
$27.8K - $33.3K
|
3.6K
$483K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
174+ 4.27% |
$27.7K - $33.1K
|
4.25K
$568K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
174+ 2.55% |
$27.7K - $33.1K
|
6.99K
$936K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
172+ 3.06% |
$27.4K - $32.7K
|
5.79K
$775K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
170+ 10.75% |
$27.1K - $32.4K
|
1.75K
$234K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
170+ 9.95% |
$27.1K - $32.4K
|
1.88K
$252K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
165New |
$26.3K - $31.4K
|
165
$22.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
165New |
$26.3K - $31.4K
|
165
$22.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
165+ 5.25% |
$26.3K - $31.4K
|
3.31K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
165+ 1.1% |
$26.3K - $31.4K
|
15.2K
$2.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
164+ 4.28% |
$26.1K - $31.2K
|
4K
$535K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
163+ 7.32% |
$25.9K - $31K
|
2.39K
$320K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
162New |
$25.8K - $30.8K
|
162
$21.7K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
161+ 4.42% |
$25.6K - $30.6K
|
3.8K
$509K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
160+ 3.47% |
$25.5K - $30.5K
|
4.77K
$639K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
159+ 1.65% |
$25.3K - $30.3K
|
9.81K
$1.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
159+ 4.74% |
$25.3K - $30.3K
|
3.51K
$470K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
158+ 16.01% |
$25.1K - $30.1K
|
1.15K
$153K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
158+ 7.2% |
$25.1K - $30.1K
|
2.35K
$315K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
157+ 0.81% |
$25K - $29.9K
|
19.5K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
157+ 2.34% |
$25K - $29.9K
|
6.86K
$918K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
156+ 7.62% |
$24.8K - $29.7K
|
2.2K
$295K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
156+ 6.93% |
$24.8K - $29.7K
|
2.41K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
155+ 12.16% |
$24.7K - $29.5K
|
1.43K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
154+ 2.26% |
$24.5K - $29.3K
|
6.97K
$933K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
152+ 0.78% |
$24.2K - $28.9K
|
19.6K
$2.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
152+ 5.66% |
$24.2K - $28.9K
|
2.84K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
152+ 4.53% |
$24.2K - $28.9K
|
3.51K
$470K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
151+ 33.86% |
$24K - $28.7K
|
597
$80K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
150+ 3.03% |
$23.9K - $28.6K
|
5.09K
$682K
|