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 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-435- 6.6% |
$69.2K - $82.8K
|
6.16K
$825K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-443- 3.31% |
$70.5K - $84.3K
|
12.9K
$1.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-447- 48.64% |
$71.1K - $85.1K
|
472
$63.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-450- 17.63% |
$71.6K - $85.7K
|
2.1K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-450- 0.89% |
$71.6K - $85.7K
|
50.2K
$6.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-458- 1.64% |
$72.9K - $87.2K
|
27.5K
$3.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-464- 5.55% |
$73.8K - $88.3K
|
7.89K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-465- 15.71% |
$74K - $88.5K
|
2.49K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-468- 5.11% |
$74.5K - $89.1K
|
8.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-469- 2.21% |
$74.6K - $89.3K
|
20.7K
$2.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-470- 24.54% |
$74.8K - $89.5K
|
1.45K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-472- 2.36% |
$75.1K - $89.8K
|
19.5K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-472- 5.12% |
$75.1K - $89.8K
|
8.75K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-474- 12.08% |
$75.4K - $90.2K
|
3.45K
$462K
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-478- 0.36% |
$76.1K - $91K
|
134K
$17.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-490- 13.12% |
$78K - $93.3K
|
3.25K
$435K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-495- 4.4% |
$78.8K - $94.2K
|
10.8K
$1.44M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-496- 23.61% |
$78.9K - $94.4K
|
1.61K
$215K
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-497- 13.44% |
$79.1K - $94.6K
|
3.2K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-500- 19.15% |
$79.6K - $95.2K
|
2.11K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-514- 1.09% |
$81.8K - $97.8K
|
46.6K
$6.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-516- 2.52% |
$82.1K - $98.2K
|
19.9K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-521- 0.11% |
$82.9K - $99.2K
|
465K
$62.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-530- 3.27% |
$84.3K - $101K
|
15.7K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-535- 3.74% |
$85.1K - $102K
|
13.8K
$1.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-536- 4.29% |
$85.3K - $102K
|
11.9K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-538- 11.02% |
$85.6K - $102K
|
4.34K
$581K
|
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-545- 4.07% |
$86.7K - $104K
|
12.9K
$1.72M
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
SELL
|
- |
-546- 1.98% |
$86.9K - $104K
|
27.1K
$3.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-549- 23.39% |
$87.4K - $105K
|
1.8K
$241K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-553- 27.77% |
$88K - $105K
|
1.44K
$193K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-563- 6.92% |
$89.6K - $107K
|
7.57K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-569- 8.56% |
$90.6K - $108K
|
6.08K
$815K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-571- 11.0% |
$90.9K - $109K
|
4.62K
$619K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-576- 9.35% |
$91.7K - $110K
|
5.59K
$748K
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-578- 4.93% |
$92K - $110K
|
11.2K
$1.49M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-580- 20.24% |
$92.3K - $110K
|
2.29K
$306K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-600- 15.38% |
$95.5K - $114K
|
3.3K
$442K
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 1.87% |
$95.5K - $114K
|
31.4K
$4.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-607- 31.13% |
$96.6K - $116K
|
1.34K
$180K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-610- 24.23% |
$97.1K - $116K
|
1.91K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-610- 1.67% |
$97.1K - $116K
|
35.8K
$4.8M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-626- 3.89% |
$99.6K - $119K
|
15.5K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-628- 2.75% |
$99.9K - $120K
|
22.2K
$2.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-632- 4.46% |
$101K - $120K
|
13.5K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-649- 0.91% |
$103K - $124K
|
70.4K
$9.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-650- 13.94% |
$103K - $124K
|
4.01K
$538K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-655- 6.28% |
$104K - $125K
|
9.78K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-655- 0.01% |
$104K - $125K
|
5.68M
$761M
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-660- 2.46% |
$105K - $126K
|
26.1K
$3.5M
|