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 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.61K- 22.97% |
$255K - $306K
|
5.38K
$721K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.62K- 25.24% |
$257K - $307K
|
4.78K
$641K
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.63K- 39.75% |
$259K - $309K
|
2.46K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.63K- 7.07% |
$259K - $310K
|
21.4K
$2.87M
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.64K- 3.62% |
$260K - $311K
|
43.5K
$5.83M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.7K- 0.85% |
$270K - $323K
|
199K
$26.6M
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.71K- 1.17% |
$271K - $325K
|
144K
$19.3M
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.73K- 4.86% |
$275K - $329K
|
33.8K
$4.53M
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.74K- 52.44% |
$277K - $331K
|
1.58K
$211K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.78K- 6.98% |
$282K - $338K
|
23.6K
$3.17M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.78K- 20.11% |
$283K - $338K
|
7.06K
$946K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.78K- 1.25% |
$284K - $339K
|
140K
$18.8M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.79K- 5.08% |
$285K - $341K
|
33.4K
$4.47M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 4.82% |
$289K - $346K
|
35.9K
$4.8M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 23.34% |
$291K - $348K
|
6K
$803K
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-1.88K- 5.72% |
$299K - $358K
|
31K
$4.15M
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.92K- 12.43% |
$305K - $365K
|
13.5K
$1.81M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.92K- 2.1% |
$305K - $365K
|
89.4K
$12M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.93K- 1.59% |
$307K - $367K
|
119K
$16M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.96K- 3.55% |
$311K - $372K
|
53.2K
$7.12M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.05K- 8.3% |
$326K - $389K
|
22.6K
$3.03M
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.05K- 50.63% |
$327K - $391K
|
2K
$268K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.14K- 2.45% |
$341K - $407K
|
85.3K
$11.4M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.14K- 1.86% |
$341K - $408K
|
113K
$15.2M
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.16K- 9.57% |
$344K - $411K
|
20.4K
$2.73M
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.18K- 34.96% |
$347K - $416K
|
4.06K
$544K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.2K- 8.88% |
$350K - $419K
|
22.6K
$3.02M
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.2K- 7.83% |
$351K - $419K
|
25.9K
$3.47M
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.21K- 3.27% |
$351K - $420K
|
65.2K
$8.74M
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2.25K- 25.15% |
$358K - $428K
|
6.69K
$896K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.26K- 1.59% |
$360K - $430K
|
140K
$18.8M
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.33K- 18.08% |
$371K - $444K
|
10.6K
$1.41M
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-2.35K- 3.72% |
$374K - $447K
|
60.8K
$8.14M
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-2.4K- 56.4% |
$382K - $456K
|
1.85K
$248K
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.41K- 2.62% |
$383K - $458K
|
89.3K
$12M
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.47K- 54.74% |
$393K - $470K
|
2.04K
$273K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.5K- 6.61% |
$397K - $475K
|
35.3K
$4.73M
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.5K- 16.52% |
$398K - $476K
|
12.6K
$1.69M
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
SELL
|
- |
-2.51K- 0.79% |
$400K - $478K
|
316K
$42.3M
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.59K- 52.31% |
$413K - $494K
|
2.37K
$317K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 1.8% |
$417K - $499K
|
143K
$19.1M
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-2.68K- 61.42% |
$427K - $511K
|
1.69K
$226K
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 7.19% |
$430K - $514K
|
34.9K
$4.67M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.71KClosed |
$431K - $515K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.72K- 1.54% |
$433K - $519K
|
175K
$23.4M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.76K- 5.79% |
$439K - $525K
|
44.9K
$6.01M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.76K- 26.05% |
$439K - $525K
|
7.83K
$1.05M
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-2.78K- 34.29% |
$442K - $528K
|
5.32K
$712K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.03K- 0.1% |
$482K - $577K
|
2.9M
$388M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.05K- 6.66% |
$485K - $580K
|
42.7K
$5.72M
|