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 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-143- 6.88% |
$22.8K - $27.2K
|
1.93K
$259K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-144- 6.93% |
$22.9K - $27.4K
|
1.93K
$259K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-144- 4.04% |
$22.9K - $27.4K
|
3.42K
$458K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-146- 0.62% |
$23.2K - $27.8K
|
23.4K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-146- 9.69% |
$23.2K - $27.8K
|
1.36K
$182K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-147- 2.63% |
$23.4K - $28K
|
5.44K
$729K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-149- 10.84% |
$23.7K - $28.4K
|
1.23K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-149- 1.03% |
$23.7K - $28.4K
|
14.3K
$1.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-150- 3.94% |
$23.9K - $28.6K
|
3.65K
$489K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150- 4.6% |
$23.9K - $28.6K
|
3.11K
$416K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-150- 10.17% |
$23.9K - $28.6K
|
1.33K
$177K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-150- 8.33% |
$23.9K - $28.6K
|
1.65K
$221K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-150- 3.56% |
$23.9K - $28.6K
|
4.07K
$545K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-151- 0.8% |
$24K - $28.7K
|
18.7K
$2.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-152- 0.55% |
$24.2K - $28.9K
|
27.3K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-153- 0.23% |
$24.3K - $29.1K
|
66.5K
$8.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-153- 7.63% |
$24.3K - $29.1K
|
1.85K
$248K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-154- 8.12% |
$24.5K - $29.3K
|
1.74K
$233K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-157- 1.68% |
$25K - $29.9K
|
9.18K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-157- 1.19% |
$25K - $29.9K
|
13K
$1.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-159- 4.76% |
$25.3K - $30.3K
|
3.18K
$426K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-160- 8.55% |
$25.5K - $30.5K
|
1.71K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-160- 11.56% |
$25.5K - $30.5K
|
1.22K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-160- 21.16% |
$25.5K - $30.5K
|
596
$79.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-163- 3.02% |
$25.9K - $31K
|
5.24K
$701K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-165- 1.57% |
$26.3K - $31.4K
|
10.4K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-166- 3.92% |
$26.4K - $31.6K
|
4.07K
$545K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-168- 0.38% |
$26.7K - $32K
|
44.4K
$5.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-169- 1.68% |
$26.9K - $32.2K
|
9.87K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-172- 1.55% |
$27.4K - $32.7K
|
10.9K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-173- 7.84% |
$27.5K - $32.9K
|
2.03K
$272K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-176- 0.89% |
$28K - $33.5K
|
19.6K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-177- 1.47% |
$28.2K - $33.7K
|
11.8K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-178- 2.49% |
$28.3K - $33.9K
|
6.98K
$935K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-187- 13.19% |
$29.8K - $35.6K
|
1.23K
$165K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-189- 7.32% |
$30.1K - $36K
|
2.39K
$320K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-193- 2.77% |
$30.7K - $36.7K
|
6.78K
$908K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-194- 4.21% |
$30.9K - $36.9K
|
4.42K
$591K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-194- 1.8% |
$30.9K - $36.9K
|
10.6K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-194- 7.18% |
$30.9K - $36.9K
|
2.51K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-195- 6.9% |
$31K - $37.1K
|
2.63K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-199- 2.14% |
$31.7K - $37.9K
|
9.08K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-200- 0.33% |
$31.8K - $38.1K
|
60.5K
$8.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-200- 40.0% |
$31.8K - $38.1K
|
300
$40.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-200- 6.66% |
$31.8K - $38.1K
|
2.81K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-200- 1.4% |
$31.8K - $38.1K
|
14.1K
$1.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-202- 5.62% |
$32.1K - $38.5K
|
3.39K
$454K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-207- 1.37% |
$32.9K - $39.4K
|
14.9K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-207- 8.49% |
$32.9K - $39.4K
|
2.23K
$299K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-214- 2.95% |
$34.1K - $40.7K
|
7.05K
$944K
|