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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-219- 1.21% |
$42.7K - $50.8K
|
17.9K
$2.33M
|
|
Apr 27, 2022
Q1 2022
|
Garland Capital Management Inc
|
SELL
|
- |
-220- 0.55% |
$42.9K - $51.1K
|
39.7K
$5.15M
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-220- 1.98% |
$42.9K - $51.1K
|
10.9K
$1.41M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-222- 8.79% |
$43.3K - $51.5K
|
2.31K
$299K
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-222- 1.57% |
$43.3K - $51.5K
|
14K
$1.81M
|
|
May 12, 2022
Q1 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-225- 5.66% |
$43.8K - $52.2K
|
3.75K
$486K
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-225- 3.41% |
$43.8K - $52.2K
|
6.38K
$827K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-225- 6.65% |
$43.8K - $52.2K
|
3.16K
$410K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-225- 0.43% |
$43.8K - $52.2K
|
52.7K
$6.84M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-228- 9.01% |
$44.4K - $52.9K
|
2.3K
$299K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-230- 3.79% |
$44.8K - $53.4K
|
5.84K
$757K
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-231- 3.29% |
$45K - $53.6K
|
6.79K
$880K
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-233- 7.52% |
$45.4K - $54.1K
|
2.87K
$372K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 1.61% |
$46K - $54.8K
|
14.4K
$1.87M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-240- 4.36% |
$46.8K - $55.7K
|
5.27K
$683K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-241- 1.06% |
$47K - $55.9K
|
22.6K
$2.93M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-245- 0.67% |
$47.7K - $56.9K
|
36.4K
$4.73M
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-250- 19.13% |
$48.7K - $58K
|
1.06K
$137K
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-250- 11.28% |
$48.7K - $58K
|
1.97K
$255K
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-253- 19.87% |
$49.3K - $58.7K
|
1.02K
$132K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-254- 1.21% |
$49.5K - $59K
|
20.7K
$2.68M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-256- 2.63% |
$49.9K - $59.4K
|
9.48K
$1.23M
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-265- 0.87% |
$51.6K - $61.5K
|
30.3K
$3.93M
|
|
May 16, 2022
Q1 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-268- 0.18% |
$52.2K - $62.2K
|
152K
$19.7M
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-271- 1.82% |
$52.8K - $62.9K
|
14.6K
$1.9M
|
|
May 03, 2022
Q1 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-272- 0.62% |
$53K - $63.1K
|
43.6K
$5.66M
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-274- 12.48% |
$53.4K - $63.6K
|
1.92K
$249K
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-277- 20.92% |
$54K - $64.3K
|
1.05K
$136K
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-281- 1.87% |
$54.7K - $65.2K
|
14.7K
$1.91M
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-283- 8.37% |
$55.1K - $65.7K
|
3.1K
$402K
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-285- 0.5% |
$55.5K - $66.2K
|
56.2K
$7.29M
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-285- 0.34% |
$55.5K - $66.2K
|
82.9K
$10.8M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-285- 2.67% |
$55.5K - $66.2K
|
10.4K
$1.35M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-287- 20.43% |
$55.9K - $66.6K
|
1.12K
$145K
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-290- 1.05% |
$56.5K - $67.3K
|
27.3K
$3.54M
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-291- 1.46% |
$56.7K - $67.5K
|
19.6K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-292- 0.19% |
$56.9K - $67.8K
|
151K
$19.6M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-292- 9.65% |
$56.9K - $67.8K
|
2.73K
$355K
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-295- 18.89% |
$57.5K - $68.5K
|
1.27K
$164K
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-296- 16.32% |
$57.7K - $68.7K
|
1.52K
$197K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-297- 66.44% |
$57.9K - $68.9K
|
150
$19.5K
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-297- 14.04% |
$57.9K - $68.9K
|
1.82K
$236K
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
SELL
|
- |
-300- 5.37% |
$58.4K - $69.6K
|
5.28K
$685K
|
|
Apr 20, 2022
Q1 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-300- 2.02% |
$58.4K - $69.6K
|
14.6K
$1.89M
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-300- 1.01% |
$58.4K - $69.6K
|
29.3K
$3.81M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-300- 20.75% |
$58.4K - $69.6K
|
1.15K
$149K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-300- 12.37% |
$58.4K - $69.6K
|
2.13K
$276K
|
|
Nov 13, 2023
Q1 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-300- 3.11% |
$58.4K - $69.6K
|
9.35K
$1.21M
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-305- 2.15% |
$59.4K - $70.8K
|
13.9K
$1.8M
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-307- 1.78% |
$59.8K - $71.3K
|
16.9K
$2.2M
|