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 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-16- 1.07% |
$2.55K - $3.05K
|
1.47K
$197K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-17- 0.75% |
$2.71K - $3.24K
|
2.25K
$302K
|
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-17- 0.06% |
$2.71K - $3.24K
|
30.1K
$4.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-18- 1.53% |
$2.86K - $3.43K
|
1.16K
$155K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-18- 0.26% |
$2.86K - $3.43K
|
6.86K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-18- 0.81% |
$2.86K - $3.43K
|
2.2K
$294K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.85% |
$2.86K - $3.43K
|
2.09K
$280K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.95% |
$3.02K - $3.62K
|
1.99K
$266K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-20- 43.48% |
$3.18K - $3.81K
|
26
$3.48K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-20- 0.48% |
$3.18K - $3.81K
|
4.13K
$553K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-20- 0.43% |
$3.18K - $3.81K
|
4.62K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-20- 1.12% |
$3.18K - $3.81K
|
1.77K
$236K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-20- 0.36% |
$3.18K - $3.81K
|
5.55K
$743K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-20- 0.29% |
$3.18K - $3.81K
|
6.86K
$919K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-21- 0.23% |
$3.34K - $4K
|
9.07K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-21- 2.56% |
$3.34K - $4K
|
798
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-21- 0.58% |
$3.34K - $4K
|
3.59K
$481K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-22- 1.61% |
$3.5K - $4.19K
|
1.34K
$180K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-23- 9.39% |
$3.66K - $4.38K
|
222
$29.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-23- 1.63% |
$3.66K - $4.38K
|
1.39K
$186K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-24- 0.74% |
$3.82K - $4.57K
|
3.22K
$431K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-25- 1.66% |
$3.98K - $4.76K
|
1.49K
$199K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-25- 0.6% |
$3.98K - $4.76K
|
4.11K
$551K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 0.69% |
$3.98K - $4.76K
|
3.6K
$482K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 39.68% |
$3.98K - $4.76K
|
38
$5.09K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-25- 0.39% |
$3.98K - $4.76K
|
6.41K
$858K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.12% |
$3.98K - $4.76K
|
21.3K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-25- 0.36% |
$3.98K - $4.76K
|
6.97K
$933K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 0.6% |
$3.98K - $4.76K
|
4.15K
$556K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-26- 0.35% |
$4.14K - $4.95K
|
7.48K
$1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-27- 1.71% |
$4.3K - $5.14K
|
1.55K
$207K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-27- 0.34% |
$4.3K - $5.14K
|
7.92K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-27- 0.21% |
$4.3K - $5.14K
|
13.1K
$1.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-29- 0.59% |
$4.62K - $5.52K
|
4.9K
$656K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-30- 0.72% |
$4.77K - $5.71K
|
4.11K
$551K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 2.35% |
$4.77K - $5.71K
|
1.24K
$167K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-30- 0.9% |
$4.77K - $5.71K
|
3.3K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-30- 0.85% |
$4.77K - $5.71K
|
3.49K
$467K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-31- 0.61% |
$4.93K - $5.9K
|
5.04K
$675K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-32- 0.03% |
$5.09K - $6.09K
|
92.8K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-32- 2.1% |
$5.09K - $6.09K
|
1.49K
$200K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-32- 0.03% |
$5.09K - $6.09K
|
92.8K
$12.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 1.88% |
$5.25K - $6.28K
|
1.72K
$231K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-35- 1.52% |
$5.57K - $6.66K
|
2.27K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-36- 0.29% |
$5.73K - $6.85K
|
12.3K
$1.65M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-37- 0.26% |
$5.89K - $7.04K
|
14.4K
$1.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-37- 1.74% |
$5.89K - $7.04K
|
2.09K
$280K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37- 0.16% |
$5.89K - $7.04K
|
23.1K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-37- 0.27% |
$5.89K - $7.04K
|
13.5K
$1.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-38- 1.68% |
$6.05K - $7.23K
|
2.22K
$298K
|