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 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
8.88KNew |
$1.41M - $1.69M
|
8.88K
$1.19M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
8.86K+ 21.55% |
$1.41M - $1.69M
|
50K
$6.7M
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
8.8K+ 81.12% |
$1.4M - $1.67M
|
19.6K
$2.63M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
8.75K+ 42.73% |
$1.39M - $1.67M
|
29.2K
$3.91M
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
8.75K+ 31.4% |
$1.39M - $1.67M
|
36.6K
$4.9M
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.71K+ 2.08% |
$1.39M - $1.66M
|
427K
$57.2M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.57K+ 17.52% |
$1.36M - $1.63M
|
57.5K
$7.7M
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
8.38KNew |
$1.33M - $1.6M
|
8.38K
$1.12M
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
BUY
|
- |
8.28K+ 14.98% |
$1.32M - $1.58M
|
63.6K
$8.51M
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
8.25K+ 17.11% |
$1.31M - $1.57M
|
56.5K
$7.56M
|
|
Feb 13, 2023
Q4 2022
|
Paralel Advisors LLC
|
BUY
|
- |
8.22KNew |
$1.31M - $1.57M
|
8.22K
$1.1M
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
8.22K+ 29.67% |
$1.31M - $1.56M
|
35.9K
$4.81M
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
8.15K+ 3.3% |
$1.3M - $1.55M
|
255K
$34.2M
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
8.11KNew |
$1.29M - $1.54M
|
8.11K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
8.11KNew |
$1.29M - $1.54M
|
8.11K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.1K+ 103.2% |
$1.29M - $1.54M
|
16K
$2.14M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.07K+ 8.66% |
$1.28M - $1.54M
|
101K
$13.6M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.05K+ 29.34% |
$1.28M - $1.53M
|
35.5K
$4.75M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.96K+ 46.06% |
$1.27M - $1.52M
|
25.3K
$3.38M
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.88K+ 5.2% |
$1.25M - $1.5M
|
159K
$21.3M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7.87K+ 88.17% |
$1.25M - $1.5M
|
16.8K
$2.25M
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
7.83K+ 14.22% |
$1.25M - $1.49M
|
62.9K
$8.42M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
7.44KNew |
$1.18M - $1.42M
|
7.44K
$996K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.15K+ 22.94% |
$1.14M - $1.36M
|
38.3K
$5.13M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.13K+ 6.5% |
$1.14M - $1.36M
|
117K
$15.7M
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
7K+ 16.09% |
$1.11M - $1.33M
|
50.5K
$6.76M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.99K+ 216.62% |
$1.11M - $1.33M
|
10.2K
$1.37M
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.96KNew |
$1.11M - $1.33M
|
6.96K
$933K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.96K+ 20.96% |
$1.11M - $1.32M
|
40.1K
$5.37M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.88KNew |
$1.1M - $1.31M
|
6.88K
$922K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.78K+ 11.35% |
$1.08M - $1.29M
|
66.6K
$8.92M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.77K+ 21.9% |
$1.08M - $1.29M
|
37.7K
$5.05M
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
6.66K+ 19.53% |
$1.06M - $1.27M
|
40.8K
$5.46M
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6.66K+ 1199.1% |
$1.06M - $1.27M
|
7.21K
$966K
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
6.62K+ 2.52% |
$1.05M - $1.26M
|
270K
$36.1M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.61KNew |
$1.05M - $1.26M
|
6.61K
$885K
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.59K+ 5.07% |
$1.05M - $1.25M
|
137K
$18.3M
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
6.59K+ 31.46% |
$1.05M - $1.25M
|
27.5K
$3.69M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.59K+ 3.12% |
$1.05M - $1.25M
|
218K
$29.1M
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
6.58KNew |
$1.05M - $1.25M
|
6.58K
$881K
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.3K+ 282.5% |
$1M - $1.2M
|
8.53K
$1.14M
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
6.29KNew |
$1M - $1.2M
|
6.29K
$843K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.27K+ 42.4% |
$998K - $1.19M
|
21.1K
$2.82M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.26K+ 2.48% |
$997K - $1.19M
|
259K
$34.6M
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.24KNew |
$992K - $1.19M
|
6.24K
$835K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.23K+ 26.15% |
$991K - $1.19M
|
30K
$4.02M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
6.02KNew |
$958K - $1.15M
|
6.02K
$806K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
5.94K+ 7.61% |
$945K - $1.13M
|
84K
$11.2M
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
5.88KNew |
$935K - $1.12M
|
5.88K
$787K
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
5.69K+ 96.52% |
$906K - $1.08M
|
11.6K
$1.55M
|