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 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-302- 1.37% |
$48.1K - $57.5K
|
21.8K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-304- 0.58% |
$48.4K - $57.9K
|
52.3K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-305- 6.63% |
$48.5K - $58.1K
|
4.29K
$575K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-305- 1.04% |
$48.5K - $58.1K
|
28.9K
$3.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-310- 4.85% |
$49.3K - $59K
|
6.09K
$815K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-312- 1.61% |
$49.7K - $59.4K
|
19.1K
$2.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-313- 2.21% |
$49.8K - $59.6K
|
13.9K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-315- 0.95% |
$50.1K - $60K
|
32.7K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-315- 1.39% |
$50.1K - $60K
|
22.3K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-317- 11.99% |
$50.4K - $60.3K
|
2.33K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-318- 6.69% |
$50.6K - $60.5K
|
4.43K
$594K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-318- 2.37% |
$50.6K - $60.5K
|
13.1K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-319- 1.02% |
$50.8K - $60.7K
|
30.9K
$4.13M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-322- 13.25% |
$51.2K - $61.3K
|
2.11K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-324- 7.03% |
$51.6K - $61.7K
|
4.28K
$574K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-331- 8.57% |
$52.7K - $63K
|
3.53K
$473K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-340- 20.73% |
$54.1K - $64.7K
|
1.3K
$174K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-346- 4.64% |
$55.1K - $65.9K
|
7.12K
$953K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-347- 8.32% |
$55.2K - $66.1K
|
3.83K
$512K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-349- 6.76% |
$55.5K - $66.4K
|
4.81K
$644K
|
|
|
Jan 12, 2023
Q4 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-350- 0.36% |
$55.7K - $66.6K
|
96.2K
$12.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-352- 6.91% |
$56K - $67K
|
4.74K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-359- 8.5% |
$57.1K - $68.3K
|
3.87K
$518K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-365- 49.66% |
$58.1K - $69.5K
|
370
$49.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-370- 19.57% |
$58.9K - $70.4K
|
1.52K
$204K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-371- 5.33% |
$59K - $70.6K
|
6.6K
$883K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-371- 16.67% |
$59K - $70.6K
|
1.85K
$248K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-380- 12.28% |
$60.5K - $72.3K
|
2.71K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-387- 1.08% |
$61.6K - $73.7K
|
35.4K
$4.74M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-387- 0.34% |
$61.6K - $73.7K
|
115K
$15.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-389- 1.14% |
$61.9K - $74.1K
|
33.7K
$4.51M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-390- 2.82% |
$62.1K - $74.2K
|
13.4K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-393- 1.25% |
$62.5K - $74.8K
|
31K
$4.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-394- 0.25% |
$62.7K - $75K
|
159K
$21.3M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-400- 3.65% |
$63.7K - $76.1K
|
10.6K
$1.41M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-400- 1.67% |
$63.7K - $76.1K
|
23.6K
$3.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-402- 3.74% |
$64K - $76.5K
|
10.4K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-402- 5.53% |
$64K - $76.5K
|
6.86K
$919K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-404- 13.22% |
$64.3K - $76.9K
|
2.65K
$355K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-405- 4.14% |
$64.5K - $77.1K
|
9.38K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-405- 1.13% |
$64.5K - $77.1K
|
35.3K
$4.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-407- 15.76% |
$64.8K - $77.5K
|
2.18K
$291K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-409- 2.07% |
$65.1K - $77.9K
|
19.4K
$2.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-411- 0.65% |
$65.4K - $78.2K
|
62.4K
$8.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-415- 0.06% |
$66K - $79K
|
714K
$95.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-415- 0.35% |
$66K - $79K
|
119K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-417- 1.42% |
$66.4K - $79.4K
|
28.9K
$3.86M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-425- 7.09% |
$67.6K - $80.9K
|
5.57K
$746K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-426- 25.42% |
$67.8K - $81.1K
|
1.25K
$167K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-434- 16.16% |
$69.1K - $82.6K
|
2.25K
$302K
|