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 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.05K- 34.36% |
$168K - $200K
|
2.01K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.06K- 0.2% |
$169K - $202K
|
532K
$71.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.07K- 1.92% |
$170K - $203K
|
54.5K
$7.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.08K- 2.91% |
$171K - $205K
|
35.9K
$4.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.1K- 3.12% |
$175K - $209K
|
34.1K
$4.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
SELL
|
- |
-1.11K- 45.07% |
$176K - $210K
|
1.35K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.11K- 2.42% |
$176K - $211K
|
44.7K
$5.98M
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-1.12K- 12.86% |
$178K - $213K
|
7.58K
$1.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.12K- 86.57% |
$179K - $214K
|
174
$23.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 29.58% |
$181K - $216K
|
2.71K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.16K- 5.6% |
$184K - $220K
|
19.5K
$2.61M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.18K- 6.98% |
$188K - $225K
|
15.8K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.19K- 6.62% |
$189K - $226K
|
16.8K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.19K- 0.81% |
$189K - $227K
|
145K
$19.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-1.2K- 39.23% |
$190K - $228K
|
1.85K
$248K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.2K- 0.91% |
$191K - $228K
|
131K
$17.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.21K- 5.69% |
$193K - $230K
|
20K
$2.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.23K- 10.25% |
$195K - $233K
|
10.7K
$1.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.23K- 4.32% |
$195K - $234K
|
27.1K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.24K- 0.51% |
$197K - $235K
|
240K
$32.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.24K- 17.61% |
$197K - $236K
|
5.8K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.26K- 40.79% |
$200K - $239K
|
1.83K
$245K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.26K- 47.53% |
$201K - $240K
|
1.39K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.28K- 6.48% |
$203K - $243K
|
18.4K
$2.46M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.28K- 2.33% |
$203K - $243K
|
53.4K
$7.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.28K- 5.81% |
$204K - $244K
|
20.8K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.28K- 3.95% |
$204K - $244K
|
31.2K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 45.7% |
$205K - $245K
|
1.53K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.29K- 19.5% |
$205K - $246K
|
5.33K
$714K
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.3K- 3.18% |
$207K - $247K
|
39.6K
$5.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.3K- 1.06% |
$208K - $248K
|
122K
$16.4M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.32K- 0.4% |
$211K - $252K
|
331K
$44.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.33K- 15.29% |
$212K - $254K
|
7.38K
$988K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.34K- 0.08% |
$213K - $255K
|
1.72M
$231M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-1.36K- 6.39% |
$216K - $259K
|
19.9K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.37K- 0.96% |
$218K - $261K
|
141K
$18.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.42K- 2.56% |
$225K - $270K
|
53.9K
$7.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.47K- 1.36% |
$234K - $280K
|
107K
$14.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.48K- 0.9% |
$235K - $281K
|
163K
$21.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 10.84% |
$239K - $286K
|
12.3K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.51K- 25.79% |
$240K - $287K
|
4.34K
$581K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.51K- 20.64% |
$241K - $288K
|
5.82K
$779K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 5.11% |
$242K - $290K
|
28.3K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.53K- 8.33% |
$244K - $292K
|
16.9K
$2.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.56K- 2.53% |
$249K - $298K
|
60.1K
$8.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.57K- 15.54% |
$250K - $298K
|
8.52K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.58K- 5.14% |
$251K - $301K
|
29.1K
$3.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
SELL
|
- |
-1.59K- 1.38% |
$254K - $303K
|
114K
$15.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.6K- 8.03% |
$254K - $304K
|
18.3K
$2.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.6K- 0.64% |
$255K - $305K
|
250K
$33.5M
|