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 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-39- 2.07% |
$6.21K - $7.42K
|
1.85K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-39- 0.25% |
$6.21K - $7.42K
|
15.8K
$2.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-40- 2.03% |
$6.37K - $7.61K
|
1.93K
$259K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-41- 4.2% |
$6.52K - $7.8K
|
935
$125K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-43- 1.64% |
$6.84K - $8.19K
|
2.58K
$346K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-44- 0.13% |
$7K - $8.38K
|
35K
$4.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-45- 4.56% |
$7.16K - $8.57K
|
941
$126K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-46- 23.47% |
$7.32K - $8.76K
|
150
$20.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-46- 1.99% |
$7.32K - $8.76K
|
2.27K
$304K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-46- 35.94% |
$7.32K - $8.76K
|
82
$11K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-46- 2.3% |
$7.32K - $8.76K
|
1.95K
$261K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-47- 0.27% |
$7.48K - $8.95K
|
17.4K
$2.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-47- 0.81% |
$7.48K - $8.95K
|
5.76K
$771K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-47- 0.09% |
$7.48K - $8.95K
|
50.3K
$6.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-49- 1.82% |
$7.8K - $9.33K
|
2.65K
$354K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-49- 3.58% |
$7.8K - $9.33K
|
1.32K
$177K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-49- 4.03% |
$7.8K - $9.33K
|
1.17K
$156K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-49- 3.39% |
$7.8K - $9.33K
|
1.4K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-49- 0.34% |
$7.8K - $9.33K
|
14.5K
$1.95M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-50- 17.61% |
$7.96K - $9.52K
|
234
$31.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-50- 1.71% |
$7.96K - $9.52K
|
2.87K
$384K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 2.14% |
$7.96K - $9.52K
|
2.29K
$306K
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-50- 0.97% |
$7.96K - $9.52K
|
5.09K
$682K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-50- 0.92% |
$7.96K - $9.52K
|
5.4K
$724K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.76% |
$7.96K - $9.52K
|
6.51K
$872K
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-50- 0.47% |
$7.96K - $9.52K
|
10.7K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-50- 0.4% |
$7.96K - $9.52K
|
12.5K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-50- 0.09% |
$7.96K - $9.52K
|
52.8K
$7.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-50- 0.7% |
$7.96K - $9.52K
|
7.06K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-50- 0.26% |
$7.96K - $9.52K
|
19.2K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-50- 0.81% |
$7.96K - $9.52K
|
6.11K
$818K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-52- 0.52% |
$8.28K - $9.9K
|
10K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-52- 0.06% |
$8.28K - $9.9K
|
84.4K
$11.3M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-54- 44.26% |
$8.59K - $10.3K
|
68
$9.11K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
SELL
|
- |
-56- 4.43% |
$8.91K - $10.7K
|
1.21K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-56- 12.99% |
$8.91K - $10.7K
|
375
$50.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-56- 2.83% |
$8.91K - $10.7K
|
1.92K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-57- 2.68% |
$9.07K - $10.9K
|
2.07K
$277K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-59- 1.65% |
$9.39K - $11.2K
|
3.52K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-59- 3.07% |
$9.39K - $11.2K
|
1.86K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-59- 0.3% |
$9.39K - $11.2K
|
19.3K
$2.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-60- 4.28% |
$9.55K - $11.4K
|
1.34K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-60- 3.09% |
$9.55K - $11.4K
|
1.88K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-60- 4.26% |
$9.55K - $11.4K
|
1.35K
$180K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 0.33% |
$9.55K - $11.4K
|
18.3K
$2.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-61- 2.3% |
$9.71K - $11.6K
|
2.59K
$347K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-61- 0.66% |
$9.71K - $11.6K
|
9.15K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-61- 4.51% |
$9.71K - $11.6K
|
1.29K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-61- 2.6% |
$9.71K - $11.6K
|
2.29K
$306K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-63- 6.67% |
$10K - $12K
|
881
$118K
|