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 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.64K+ 6.79% |
$579K - $693K
|
57.2K
$7.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
3.62K+ 45.23% |
$576K - $689K
|
11.6K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.61K+ 71.38% |
$575K - $688K
|
8.68K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
3.61K+ 13.73% |
$574K - $687K
|
29.9K
$4M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
3.58KNew |
$569K - $681K
|
3.58K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.57KNew |
$568K - $680K
|
3.57K
$478K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.51K+ 57.17% |
$558K - $668K
|
9.64K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 35.74% |
$557K - $667K
|
13.3K
$1.78M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.47K+ 110.47% |
$552K - $661K
|
6.61K
$885K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
3.46K+ 9.45% |
$550K - $658K
|
40.1K
$5.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.45K+ 39.75% |
$549K - $656K
|
12.1K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.43K+ 83.72% |
$545K - $652K
|
7.52K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.43K+ 13.89% |
$545K - $652K
|
28.1K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.42K+ 54.11% |
$545K - $652K
|
9.75K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.39K+ 13.89% |
$539K - $645K
|
27.8K
$3.72M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
3.39KNew |
$539K - $644K
|
3.39K
$453K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.35K+ 16.36% |
$532K - $637K
|
23.8K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.31KNew |
$526K - $630K
|
3.31K
$443K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.29K+ 16.0% |
$523K - $626K
|
23.8K
$3.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.27KNew |
$521K - $623K
|
3.27K
$438K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.27K+ 3.4% |
$520K - $622K
|
99.4K
$13.3M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.24K+ 5.65% |
$515K - $616K
|
60.5K
$8.1M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.23K+ 10.41% |
$515K - $616K
|
34.3K
$4.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
3.2K+ 11.49% |
$510K - $610K
|
31.1K
$4.16M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
3.17KNew |
$504K - $603K
|
3.17K
$425K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.16KNew |
$503K - $602K
|
3.16K
$423K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.16K+ 12.69% |
$503K - $602K
|
28.1K
$3.76M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.16K+ 0.38% |
$502K - $601K
|
838K
$112M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.15K+ 0.24% |
$501K - $599K
|
1.33M
$178M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.13KNew |
$498K - $596K
|
3.13K
$419K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3.13KNew |
$497K - $595K
|
3.13K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.13K+ 3.88% |
$497K - $595K
|
83.7K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.11KNew |
$495K - $592K
|
3.11K
$416K
|
|
|
Feb 08, 2023
Q4 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
3.1K+ 20.0% |
$493K - $590K
|
18.6K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.1KNew |
$493K - $590K
|
3.1K
$415K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
3.08K+ 5.33% |
$490K - $586K
|
60.8K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.08K+ 5.5% |
$490K - $586K
|
59K
$7.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.07K+ 17.3% |
$489K - $585K
|
20.8K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.07K+ 7.45% |
$489K - $585K
|
44.3K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.03K+ 4.87% |
$481K - $576K
|
65.1K
$8.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.01K+ 2.46% |
$480K - $574K
|
125K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.01K+ 14.27% |
$479K - $573K
|
24.1K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$478K - $572K
|
3.01K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
3K+ 35.85% |
$478K - $571K
|
11.4K
$1.52M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3K+ 87.68% |
$477K - $571K
|
6.42K
$859K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.98KNew |
$475K - $568K
|
2.98K
$400K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.95K+ 1.54% |
$470K - $562K
|
194K
$26M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.95K+ 17.59% |
$470K - $562K
|
19.7K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.95K+ 3.0% |
$470K - $562K
|
101K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.94KNew |
$468K - $559K
|
2.94K
$393K
|