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 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-97- 4.11% |
$15.4K - $18.5K
|
2.26K
$303K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-98- 0.37% |
$15.6K - $18.7K
|
26.5K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-98- 5.79% |
$15.6K - $18.7K
|
1.6K
$214K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-99- 0.84% |
$15.8K - $18.8K
|
11.7K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-99- 1.85% |
$15.8K - $18.8K
|
5.26K
$704K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-100- 3.02% |
$15.9K - $19K
|
3.21K
$430K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 3.21% |
$15.9K - $19K
|
3.01K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 2.7% |
$15.9K - $19K
|
3.61K
$483K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 4.67% |
$15.9K - $19K
|
2.04K
$273K
|
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 1.49% |
$15.9K - $19K
|
6.6K
$884K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-101- 3.05% |
$16.1K - $19.2K
|
3.21K
$429K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-102- 2.67% |
$16.2K - $19.4K
|
3.71K
$497K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-103- 5.21% |
$16.4K - $19.6K
|
1.87K
$251K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-106- 38.27% |
$16.9K - $20.2K
|
171
$22.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-107- 7.08% |
$17K - $20.4K
|
1.4K
$188K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-107- 7.38% |
$17K - $20.4K
|
1.34K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-107- 7.11% |
$17K - $20.4K
|
1.4K
$187K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-108- 8.19% |
$17.2K - $20.6K
|
1.21K
$162K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-109- 0.64% |
$17.3K - $20.7K
|
16.9K
$2.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-109- 0.8% |
$17.3K - $20.7K
|
13.4K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-109- 1.53% |
$17.3K - $20.7K
|
7.03K
$941K
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-109- 4.18% |
$17.3K - $20.7K
|
2.5K
$334K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-110- 0.86% |
$17.5K - $20.9K
|
12.7K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-111- 5.97% |
$17.7K - $21.1K
|
1.75K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-112- 3.35% |
$17.8K - $21.3K
|
3.23K
$433K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-114- 4.68% |
$18.1K - $21.7K
|
2.32K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-114- 1.6% |
$18.1K - $21.7K
|
7K
$938K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-118- 4.46% |
$18.8K - $22.5K
|
2.53K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-119- 5.4% |
$18.9K - $22.7K
|
2.09K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-119- 8.69% |
$18.9K - $22.7K
|
1.25K
$167K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-120- 81.08% |
$19.1K - $22.8K
|
28
$3.75K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-120- 2.4% |
$19.1K - $22.8K
|
4.88K
$653K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-120- 5.84% |
$19.1K - $22.8K
|
1.94K
$259K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-121- 3.44% |
$19.3K - $23K
|
3.4K
$455K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-124- 6.36% |
$19.7K - $23.6K
|
1.83K
$245K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-125- 2.3% |
$19.9K - $23.8K
|
5.31K
$710K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-125- 17.93% |
$19.9K - $23.8K
|
572
$76.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-125- 0.54% |
$19.9K - $23.8K
|
23.2K
$3.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-129- 3.06% |
$20.5K - $24.6K
|
4.08K
$546K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-130- 1.86% |
$20.7K - $24.7K
|
6.88K
$921K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-131- 3.34% |
$20.8K - $24.9K
|
3.8K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-131- 2.87% |
$20.8K - $24.9K
|
4.44K
$595K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-132- 1.37% |
$21K - $25.1K
|
9.48K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-137- 1.69% |
$21.8K - $26.1K
|
7.96K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-137- 1.18% |
$21.8K - $26.1K
|
11.5K
$1.54M
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-139- 4.91% |
$22.1K - $26.5K
|
2.69K
$360K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-140- 5.78% |
$22.3K - $26.7K
|
2.28K
$306K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-141- 4.35% |
$22.4K - $26.8K
|
3.1K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-141- 7.24% |
$22.4K - $26.8K
|
1.81K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-143- 0.21% |
$22.8K - $27.2K
|
67K
$8.97M
|