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 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-218- 4.64% |
$34.7K - $41.5K
|
4.48K
$600K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-220- 4.26% |
$35K - $41.9K
|
4.95K
$663K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-220- 73.33% |
$35K - $41.9K
|
80
$10.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-224- 5.6% |
$35.6K - $42.6K
|
3.78K
$506K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-225- 6.0% |
$35.8K - $42.8K
|
3.52K
$472K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-228- 12.53% |
$36.3K - $43.4K
|
1.59K
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-229- 0.11% |
$36.4K - $43.6K
|
199K
$26.7M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-233- 5.56% |
$37.1K - $44.4K
|
3.96K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-234- 8.79% |
$37.2K - $44.5K
|
2.43K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-235- 0.26% |
$37.4K - $44.7K
|
91.5K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-237- 10.04% |
$37.7K - $45.1K
|
2.12K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-238- 3.7% |
$37.9K - $45.3K
|
6.2K
$830K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-239- 0.6% |
$38K - $45.5K
|
39.7K
$5.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-243- 2.61% |
$38.7K - $46.3K
|
9.08K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-245- 3.19% |
$39K - $46.6K
|
7.45K
$997K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-245- 16.85% |
$39K - $46.6K
|
1.21K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-246- 5.15% |
$39.1K - $46.8K
|
4.53K
$607K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-247- 1.53% |
$39.3K - $47K
|
15.9K
$2.13M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-247- 2.41% |
$39.3K - $47K
|
10K
$1.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-250- 0.32% |
$39.8K - $47.6K
|
77.7K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-250- 0.84% |
$39.8K - $47.6K
|
29.6K
$3.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-252- 5.01% |
$40.1K - $48K
|
4.78K
$639K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-252- 17.92% |
$40.1K - $48K
|
1.15K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-252- 6.02% |
$40.1K - $48K
|
3.93K
$527K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-253- 6.4% |
$40.3K - $48.2K
|
3.7K
$495K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-253- 3.8% |
$40.3K - $48.2K
|
6.4K
$857K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-254- 0.26% |
$40.4K - $48.4K
|
96.6K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-255- 10.02% |
$40.6K - $48.5K
|
2.29K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-257- 5.25% |
$40.9K - $48.9K
|
4.63K
$621K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-260- 3.69% |
$41.4K - $49.5K
|
6.79K
$909K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-265- 36.75% |
$42.2K - $50.4K
|
456
$61.1K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-274- 16.54% |
$43.6K - $52.2K
|
1.38K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-275- 1.77% |
$43.8K - $52.3K
|
15.2K
$2.04M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-275- 11.1% |
$43.8K - $52.3K
|
2.2K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-276- 12.52% |
$43.9K - $52.5K
|
1.93K
$258K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-278- 1.54% |
$44.2K - $52.9K
|
17.8K
$2.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-278- 1.35% |
$44.2K - $52.9K
|
20.3K
$2.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-279- 0.07% |
$44.4K - $53.1K
|
381K
$51.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-279- 5.03% |
$44.4K - $53.1K
|
5.27K
$705K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-279- 5.34% |
$44.4K - $53.1K
|
4.94K
$662K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-282- 7.22% |
$44.9K - $53.7K
|
3.63K
$486K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-283- 8.72% |
$45K - $53.9K
|
2.96K
$397K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-287- 1.4% |
$45.7K - $54.6K
|
20.2K
$2.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-288- 9.26% |
$45.8K - $54.8K
|
2.82K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-290- 4.92% |
$46.2K - $55.2K
|
5.61K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-292- 3.64% |
$46.5K - $55.6K
|
7.72K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-299- 1.62% |
$47.6K - $56.9K
|
18.1K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-300- 2.0% |
$47.7K - $57.1K
|
14.7K
$1.96M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-300- 26.62% |
$47.7K - $57.1K
|
827
$111K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-301- 22.05% |
$47.9K - $57.3K
|
1.06K
$142K
|