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 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
103+ 0.71% |
$16.4K - $19.6K
|
14.7K
$1.97M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
103+ 8.19% |
$16.4K - $19.6K
|
1.36K
$182K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
102+ 0.4% |
$16.2K - $19.4K
|
25.4K
$3.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
102+ 6.24% |
$16.2K - $19.4K
|
1.74K
$232K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
101+ 0.17% |
$16.1K - $19.2K
|
60.6K
$8.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 0.61% |
$15.9K - $19K
|
16.6K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 4.37% |
$15.9K - $19K
|
2.39K
$320K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 1.79% |
$15.9K - $19K
|
5.68K
$760K
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
100+ 0.15% |
$15.9K - $19K
|
65.7K
$8.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 3.1% |
$15.9K - $19K
|
3.33K
$446K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
99+ 2.29% |
$15.8K - $18.8K
|
4.42K
$592K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
99+ 6.58% |
$15.8K - $18.8K
|
1.6K
$215K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
97+ 0.64% |
$15.4K - $18.5K
|
15.2K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
94+ 2.16% |
$15K - $17.9K
|
4.44K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
94New |
$15K - $17.9K
|
94
$12.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
93+ 4.71% |
$14.8K - $17.7K
|
2.07K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
92+ 1.03% |
$14.6K - $17.5K
|
9K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
91+ 2.43% |
$14.5K - $17.3K
|
3.84K
$514K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
90+ 5.7% |
$14.3K - $17.1K
|
1.67K
$224K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
89+ 4.45% |
$14.2K - $16.9K
|
2.09K
$280K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
88+ 2.01% |
$14K - $16.8K
|
4.46K
$597K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
88+ 1.07% |
$14K - $16.8K
|
8.33K
$1.12M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
87New |
$13.8K - $16.6K
|
87
$11.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
86+ 0.14% |
$13.7K - $16.4K
|
62.8K
$8.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
86+ 1.91% |
$13.7K - $16.4K
|
4.6K
$616K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
85+ 0.36% |
$13.5K - $16.2K
|
23.8K
$3.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
85+ 0.65% |
$13.5K - $16.2K
|
13.2K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
85+ 3.34% |
$13.5K - $16.2K
|
2.63K
$352K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
84+ 0.63% |
$13.4K - $16K
|
13.4K
$1.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
83+ 1.14% |
$13.2K - $15.8K
|
7.34K
$983K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
82+ 1.46% |
$13K - $15.6K
|
5.7K
$763K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
81+ 1.0% |
$12.9K - $15.4K
|
8.17K
$1.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
81+ 5.36% |
$12.9K - $15.4K
|
1.59K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
80+ 21.05% |
$12.7K - $15.2K
|
460
$61.6K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
79+ 65.83% |
$12.6K - $15K
|
199
$26.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
79+ 0.61% |
$12.6K - $15K
|
13.1K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
78+ 0.21% |
$12.4K - $14.8K
|
37.9K
$5.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
77+ 0.16% |
$12.3K - $14.7K
|
48.1K
$6.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
77+ 0.88% |
$12.3K - $14.7K
|
8.8K
$1.18M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
77+ 0.9% |
$12.3K - $14.7K
|
8.63K
$1.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
76+ 2.84% |
$12.1K - $14.5K
|
2.75K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
75New |
$11.9K - $14.3K
|
75
$10K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
75+ 2.65% |
$11.9K - $14.3K
|
2.91K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
75+ 0.8% |
$11.9K - $14.3K
|
9.5K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
75+ 0.61% |
$11.9K - $14.3K
|
12.3K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
75New |
$11.9K - $14.3K
|
75
$10K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
74+ 12.03% |
$11.8K - $14.1K
|
689
$92.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
72+ 2.55% |
$11.5K - $13.7K
|
2.9K
$388K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
71+ 1.48% |
$11.3K - $13.5K
|
4.86K
$651K
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
69+ 3.43% |
$11K - $13.1K
|
2.08K
$279K
|