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 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 5.01% |
$10K - $12K
|
1.19K
$160K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-63- 4.1% |
$10K - $12K
|
1.47K
$197K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-63- 0.88% |
$10K - $12K
|
7.09K
$949K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-65- 2.35% |
$10.3K - $12.4K
|
2.7K
$361K
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-65- 0.34% |
$10.3K - $12.4K
|
18.8K
$2.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-65- 0.85% |
$10.3K - $12.4K
|
7.62K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-65- 0.14% |
$10.3K - $12.4K
|
47.2K
$6.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-65- 0.86% |
$10.3K - $12.4K
|
7.46K
$1M
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-66- 0.46% |
$10.5K - $12.6K
|
14.3K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-67- 12.36% |
$10.7K - $12.8K
|
475
$63.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-68- 70.83% |
$10.8K - $12.9K
|
28
$3.75K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-68- 4.39% |
$10.8K - $12.9K
|
1.48K
$198K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-69- 0.09% |
$11K - $13.1K
|
75.1K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-69- 5.05% |
$11K - $13.1K
|
1.3K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-70- 1.89% |
$11.1K - $13.3K
|
3.63K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-70- 2.64% |
$11.1K - $13.3K
|
2.58K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-72- 1.5% |
$11.5K - $13.7K
|
4.72K
$632K
|
|
|
Feb 02, 2023
Q4 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-74- 1.09% |
$11.8K - $14.1K
|
6.72K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-74- 4.99% |
$11.8K - $14.1K
|
1.41K
$189K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-75- 4.71% |
$11.9K - $14.3K
|
1.52K
$203K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-75- 1.26% |
$11.9K - $14.3K
|
5.89K
$789K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-75- 1.64% |
$11.9K - $14.3K
|
4.49K
$601K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-76- 2.09% |
$12.1K - $14.5K
|
3.55K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-76- 1.36% |
$12.1K - $14.5K
|
5.53K
$740K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-78- 91.76% |
$12.4K - $14.8K
|
7
$937
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-79- 0.09% |
$12.6K - $15K
|
91.7K
$12.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-79- 4.56% |
$12.6K - $15K
|
1.66K
$222K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-79- 4.08% |
$12.6K - $15K
|
1.86K
$248K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-80- 2.27% |
$12.7K - $15.2K
|
3.44K
$461K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
SELL
|
- |
-80- 0.16% |
$12.7K - $15.2K
|
50.8K
$6.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-80- 0.78% |
$12.7K - $15.2K
|
10.2K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-80- 3.98% |
$12.7K - $15.2K
|
1.93K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-80- 1.65% |
$12.7K - $15.2K
|
4.76K
$637K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-81- 4.46% |
$12.9K - $15.4K
|
1.74K
$232K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-81- 1.15% |
$12.9K - $15.4K
|
6.98K
$935K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-84- 2.8% |
$13.4K - $16K
|
2.92K
$391K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-84- 5.35% |
$13.4K - $16K
|
1.49K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-84- 2.24% |
$13.4K - $16K
|
3.67K
$492K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-85- 2.31% |
$13.5K - $16.2K
|
3.59K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-85- 1.2% |
$13.5K - $16.2K
|
7.01K
$938K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-89- 1.53% |
$14.2K - $16.9K
|
5.74K
$769K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-89- 1.37% |
$14.2K - $16.9K
|
6.39K
$856K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-90- 4.54% |
$14.3K - $17.1K
|
1.89K
$253K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-90- 4.46% |
$14.3K - $17.1K
|
1.93K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-90- 1.95% |
$14.3K - $17.1K
|
4.53K
$606K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-92- 13.47% |
$14.6K - $17.5K
|
591
$79.1K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-92- 13.47% |
$14.6K - $17.5K
|
591
$79.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-94- 1.28% |
$15K - $17.9K
|
7.27K
$973K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-96- 6.16% |
$15.3K - $18.3K
|
1.46K
$196K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-97- 4.74% |
$15.4K - $18.5K
|
1.95K
$261K
|