Purchases and Sales Made in Q1 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
781+ 9.39% |
$152K - $181K
|
9.1K
$1.18M
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
778+ 5.81% |
$152K - $181K
|
14.2K
$1.84M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
777New |
$151K - $180K
|
777
$101K
|
|
May 13, 2022
Q1 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
775+ 11.44% |
$151K - $180K
|
7.55K
$980K
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
768+ 13.54% |
$150K - $178K
|
6.44K
$836K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
765+ 637.5% |
$149K - $178K
|
885
$115K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
762+ 6.73% |
$148K - $177K
|
12.1K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
746+ 52.02% |
$145K - $173K
|
2.18K
$283K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
740+ 15.41% |
$144K - $172K
|
5.54K
$719K
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
737+ 4.52% |
$144K - $171K
|
17K
$2.21M
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
729+ 13.36% |
$142K - $169K
|
6.19K
$802K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
729+ 7.63% |
$142K - $169K
|
10.3K
$1.33M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
726+ 72.02% |
$141K - $169K
|
1.73K
$225K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
726+ 67.04% |
$141K - $169K
|
1.81K
$235K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
726+ 67.04% |
$141K - $169K
|
1.81K
$235K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
720+ 14.91% |
$140K - $167K
|
5.55K
$720K
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
720+ 0.38% |
$140K - $167K
|
189K
$24.5M
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
714+ 43.8% |
$139K - $166K
|
2.34K
$304K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
709New |
$138K - $165K
|
709
$92K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
700+ 14.38% |
$136K - $162K
|
5.57K
$722K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
695+ 47.87% |
$135K - $161K
|
2.15K
$279K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
689+ 5.46% |
$134K - $160K
|
13.3K
$1.73M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
686+ 3.42% |
$134K - $159K
|
20.7K
$2.69M
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
684+ 2.6% |
$133K - $159K
|
27K
$3.5M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
680+ 8.36% |
$132K - $158K
|
8.81K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
679+ 63.46% |
$132K - $158K
|
1.75K
$227K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
676+ 128.52% |
$132K - $157K
|
1.2K
$156K
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
675+ 6.13% |
$132K - $157K
|
11.7K
$1.52M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
669New |
$130K - $155K
|
669
$86.8K
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
668+ 1.97% |
$130K - $155K
|
34.6K
$4.49M
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
658+ 27.2% |
$128K - $153K
|
3.08K
$399K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
652+ 4.44% |
$127K - $151K
|
15.3K
$1.99M
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
652+ 1.59% |
$127K - $151K
|
41.6K
$5.4M
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
649+ 27.42% |
$126K - $151K
|
3.02K
$391K
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
BUY
|
- |
642+ 3.94% |
$125K - $149K
|
16.9K
$2.2M
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
639+ 6.74% |
$124K - $148K
|
10.1K
$1.31M
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
639+ 12.39% |
$124K - $148K
|
5.8K
$752K
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
632+ 33.78% |
$123K - $147K
|
2.5K
$325K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
629+ 5.26% |
$123K - $146K
|
12.6K
$1.63M
|
|
Apr 27, 2022
Q1 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
628+ 3.24% |
$122K - $146K
|
20K
$2.6M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
626+ 1.12% |
$122K - $145K
|
56.3K
$7.3M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
625+ 2.34% |
$122K - $145K
|
27.3K
$3.54M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
625+ 29.25% |
$122K - $145K
|
2.76K
$358K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
621+ 0.73% |
$121K - $144K
|
85.7K
$11.1M
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
615+ 0.31% |
$120K - $143K
|
200K
$26M
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
615+ 40.38% |
$120K - $143K
|
2.14K
$277K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
610+ 7.55% |
$119K - $142K
|
8.69K
$1.13M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
608+ 1.92% |
$118K - $141K
|
32.3K
$4.19M
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
608+ 1.01% |
$118K - $141K
|
60.6K
$7.86M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
600New |
$117K - $139K
|
600
$77.8K
|