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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.69K+ 110.13% |
$905K - $1.08M
|
10.9K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.67K+ 2.56% |
$902K - $1.08M
|
227K
$30.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.66K+ 17671.88% |
$900K - $1.08M
|
5.69K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.61K+ 7.69% |
$893K - $1.07M
|
78.6K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.52K+ 19.77% |
$878K - $1.05M
|
33.4K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.39K+ 83.31% |
$858K - $1.03M
|
11.9K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.39KNew |
$858K - $1.03M
|
5.39K
$722K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.19KNew |
$826K - $988K
|
5.19K
$695K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.16K+ 9.36% |
$822K - $983K
|
60.3K
$8.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
5.16K+ 8.88% |
$820K - $981K
|
63.2K
$8.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.14K+ 47.53% |
$819K - $979K
|
16K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.09K+ 6.66% |
$810K - $968K
|
81.5K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.03K+ 14.8% |
$800K - $957K
|
39K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.97KNew |
$791K - $946K
|
4.97K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.97K+ 1.56% |
$791K - $946K
|
323K
$43.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.96KNew |
$789K - $944K
|
4.96K
$664K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.91K+ 7.11% |
$781K - $934K
|
73.9K
$9.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.88K+ 60.71% |
$776K - $928K
|
12.9K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
4.82KNew |
$767K - $918K
|
4.82K
$645K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.7KNew |
$747K - $894K
|
4.7K
$629K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.63K+ 52.14% |
$737K - $882K
|
13.5K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.63K+ 6.84% |
$736K - $881K
|
72.2K
$9.67M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.63KNew |
$736K - $880K
|
4.63K
$619K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.61KNew |
$733K - $877K
|
4.61K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.59KNew |
$730K - $873K
|
4.59K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.53K+ 79.11% |
$720K - $862K
|
10.2K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.47KNew |
$711K - $850K
|
4.47K
$598K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
4.42K+ 31.79% |
$704K - $842K
|
18.3K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.38KNew |
$697K - $833K
|
4.38K
$586K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.36K+ 4.67% |
$694K - $830K
|
97.7K
$13.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.34K+ 3.88% |
$690K - $826K
|
116K
$15.6M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.34K+ 139.5% |
$690K - $826K
|
7.45K
$997K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.28KNew |
$682K - $815K
|
4.28K
$574K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.24K+ 489.84% |
$675K - $808K
|
5.11K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.19K+ 57.31% |
$666K - $797K
|
11.5K
$1.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.18K+ 122.73% |
$665K - $796K
|
7.58K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.13KNew |
$657K - $786K
|
4.13K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.06K+ 300.74% |
$646K - $772K
|
5.41K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4KNew |
$637K - $762K
|
4K
$536K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.91K+ 12.9% |
$622K - $744K
|
34.2K
$4.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.9K+ 71.37% |
$620K - $742K
|
9.36K
$1.25M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.86K+ 350.91% |
$614K - $735K
|
4.96K
$664K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.85K+ 9.09% |
$612K - $732K
|
46.2K
$6.18M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
3.83K+ 36.98% |
$610K - $729K
|
14.2K
$1.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.8KNew |
$604K - $723K
|
3.8K
$508K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakview Capital Management, L.P.
Dallas, TX |
BUY
|
- |
3.77K+ 3.82% |
$599K - $717K
|
102K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.77K+ 7.18% |
$599K - $717K
|
56.2K
$7.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.76K+ 1.15% |
$598K - $716K
|
330K
$44.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.72K+ 7.91% |
$592K - $709K
|
50.8K
$6.8M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
3.65K+ 22.72% |
$581K - $695K
|
19.7K
$2.64M
|