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 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.19% |
$637 - $761
|
2.16K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4+ 16.0% |
$637 - $761
|
29
$3.88K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.08% |
$637 - $761
|
5.34K
$714K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
4+ 0.07% |
$637 - $761
|
5.85K
$783K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
4+ 0.23% |
$637 - $761
|
1.75K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 0.48% |
$637 - $761
|
831
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.71% |
$637 - $761
|
571
$76.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4+ 0.03% |
$637 - $761
|
12.1K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4+ 0.26% |
$637 - $761
|
1.53K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.02% |
$637 - $761
|
18.3K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4+ 0.01% |
$637 - $761
|
27.7K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
4+ 0.12% |
$637 - $761
|
3.4K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$637 - $761
|
9.3K
$1.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.84% |
$637 - $761
|
482
$64.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.17% |
$637 - $761
|
2.38K
$318K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 50.0% |
$637 - $761
|
12
$1.61K
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$477 - $571
|
2.62K
$351K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.04% |
$477 - $571
|
7.4K
$991K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.38% |
$477 - $571
|
803
$108K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.07% |
$477 - $571
|
284
$38K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.12% |
$477 - $571
|
2.47K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.07% |
$477 - $571
|
4.57K
$612K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3+ 0.17% |
$477 - $571
|
1.75K
$235K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$318 - $381
|
2.88K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.05% |
$318 - $381
|
3.78K
$506K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$318 - $381
|
3.12K
$418K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
2+ 0.16% |
$318 - $381
|
1.29K
$173K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 0.51% |
$318 - $381
|
391
$52.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.3% |
$318 - $381
|
672
$90K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
2+ 0.01% |
$318 - $381
|
13.7K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$318 - $381
|
2
$268
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.28% |
$318 - $381
|
709
$94.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.29% |
$318 - $381
|
697
$93.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
2+ 0.11% |
$318 - $381
|
1.89K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2New |
$318 - $381
|
2
$268
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.09% |
$318 - $381
|
186
$24.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2+ 0.04% |
$318 - $381
|
5.45K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$318 - $381
|
4.54K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
2+ 0.02% |
$318 - $381
|
8.98K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.02% |
$318 - $381
|
9.79K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2+ 0.14% |
$318 - $381
|
1.48K
$198K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$159 - $190
|
53
$7.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
1+ 0.01% |
$159 - $190
|
18.7K
$2.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1+ 0.01% |
$159 - $190
|
12.5K
$1.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$159 - $190
|
1.63K
$218K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.05% |
$159 - $190
|
2.02K
$270K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.56% |
$159 - $190
|
181
$24.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$159 - $190
|
1.88K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1New |
$159 - $190
|
1
$134
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$159 - $190
|
3.48K
$466K
|