Purchases and Sales Made in Q2 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
968+ 0.4% |
$162K - $200K
|
245K
$28.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
965+ 11.34% |
$162K - $199K
|
9.48K
$1.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
963+ 6.65% |
$161K - $199K
|
15.5K
$1.8M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
960+ 215.25% |
$161K - $198K
|
1.41K
$164K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
956+ 89.01% |
$160K - $198K
|
2.03K
$236K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
948+ 0.79% |
$159K - $196K
|
121K
$14.1M
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
945+ 787.5% |
$158K - $195K
|
1.07K
$124K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
934+ 1.56% |
$156K - $193K
|
60.7K
$7.06M
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
927+ 55.61% |
$155K - $192K
|
2.59K
$302K
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
924+ 5.36% |
$155K - $191K
|
18.2K
$2.11M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
921+ 20.45% |
$154K - $190K
|
5.43K
$631K
|
|
|
Jul 27, 2022
Q2 2022
|
Ocean Capital Management, LLC
|
BUY
|
- |
920+ 25.82% |
$154K - $190K
|
4.48K
$522K
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
913+ 1.14% |
$153K - $189K
|
81.1K
$9.44M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
904+ 30.17% |
$151K - $187K
|
3.9K
$454K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
894+ 5.83% |
$150K - $185K
|
16.2K
$1.89M
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
893+ 0.45% |
$149K - $185K
|
201K
$23.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
891+ 56.64% |
$149K - $184K
|
2.46K
$287K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
885+ 2.22% |
$148K - $183K
|
40.7K
$4.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
884+ 6.24% |
$148K - $183K
|
15K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
881+ 3.13% |
$147K - $182K
|
29K
$3.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
876+ 6.91% |
$147K - $181K
|
13.5K
$1.58M
|
|
|
Aug 04, 2022
Q2 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
870+ 6.03% |
$146K - $180K
|
15.3K
$1.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
868+ 19.99% |
$145K - $179K
|
5.21K
$606K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
867+ 0.76% |
$145K - $179K
|
115K
$13.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
865+ 14.93% |
$145K - $179K
|
6.66K
$775K
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
851+ 5.77% |
$142K - $176K
|
15.6K
$1.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
846+ 1.02% |
$142K - $175K
|
84.2K
$9.79M
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
843+ 45.03% |
$141K - $174K
|
2.72K
$316K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
835+ 2.02% |
$140K - $173K
|
42.1K
$4.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
829+ 4.98% |
$139K - $171K
|
17.5K
$2.03M
|
|
|
Jul 01, 2022
Q2 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
825+ 0.21% |
$138K - $170K
|
387K
$45M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
819+ 8.77% |
$137K - $169K
|
10.2K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
817+ 2.91% |
$137K - $169K
|
28.9K
$3.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
816+ 22.79% |
$137K - $169K
|
4.4K
$511K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
807+ 1.51% |
$135K - $167K
|
54.4K
$6.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
805+ 20.04% |
$135K - $166K
|
4.82K
$561K
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
802+ 3.07% |
$134K - $166K
|
27K
$3.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
797+ 12.13% |
$133K - $165K
|
7.37K
$857K
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
792+ 5.74% |
$133K - $164K
|
14.6K
$1.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
791+ 2.93% |
$132K - $163K
|
27.8K
$3.23M
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
782+ 1.39% |
$131K - $162K
|
57K
$6.63M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
782+ 620.63% |
$131K - $162K
|
908
$106K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
778+ 12.55% |
$130K - $161K
|
6.98K
$812K
|
|
|
Oct 19, 2023
Q2 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
775+ 2.18% |
$130K - $160K
|
36.2K
$4.22M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
751+ 8.62% |
$126K - $155K
|
9.46K
$1.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
746+ 85.26% |
$125K - $154K
|
1.62K
$189K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
740+ 3.55% |
$124K - $153K
|
21.6K
$2.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
738+ 49.97% |
$124K - $153K
|
2.22K
$258K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
737+ 7.29% |
$123K - $152K
|
10.9K
$1.26M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
734+ 6.61% |
$123K - $152K
|
11.8K
$1.38M
|