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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 1.52% |
$9.37K - $11.6K
|
3.62K
$422K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-58- 2.69% |
$9.71K - $12K
|
2.1K
$244K
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59- 3.26% |
$9.88K - $12.2K
|
1.75K
$203K
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-59- 0.03% |
$9.88K - $12.2K
|
180K
$21M
|
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-60- 1.19% |
$10K - $12.4K
|
4.97K
$578K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-60- 2.9% |
$10K - $12.4K
|
2.01K
$234K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-60- 4.98% |
$10K - $12.4K
|
1.15K
$133K
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-61- 0.02% |
$10.2K - $12.6K
|
333K
$38.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-64- 0.8% |
$10.7K - $13.2K
|
7.92K
$922K
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-64- 0.03% |
$10.7K - $13.2K
|
193K
$22.5M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-64- 0.39% |
$10.7K - $13.2K
|
16.1K
$1.88M
|
|
|
Feb 07, 2023
Q2 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-65- 0.16% |
$10.9K - $13.4K
|
40.2K
$4.68M
|
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-66- 4.95% |
$11K - $13.6K
|
1.27K
$148K
|
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-67- 4.25% |
$11.2K - $13.8K
|
1.51K
$176K
|
|
|
Aug 04, 2022
Q2 2022
|
Stack Financial Management, Inc
|
SELL
|
- |
-67- 0.09% |
$11.2K - $13.8K
|
71.9K
$8.36M
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-69- 1.64% |
$11.5K - $14.3K
|
4.14K
$481K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-69- 5.4% |
$11.5K - $14.3K
|
1.21K
$141K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-70- 17.16% |
$11.7K - $14.5K
|
338
$39.3K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-70- 22.88% |
$11.7K - $14.5K
|
236
$27.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-71- 0.14% |
$11.9K - $14.7K
|
50.8K
$5.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-71- 1.81% |
$11.9K - $14.7K
|
3.85K
$448K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
SELL
|
- |
-73- 0.27% |
$12.2K - $15.1K
|
27.4K
$3.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73- 4.57% |
$12.2K - $15.1K
|
1.53K
$177K
|
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-73- 0.68% |
$12.2K - $15.1K
|
10.7K
$1.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-73- 3.87% |
$12.2K - $15.1K
|
1.81K
$211K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.93% |
$12.4K - $15.3K
|
7.89K
$918K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-75Closed |
$12.6K - $15.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-75- 2.4% |
$12.6K - $15.5K
|
3.06K
$355K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-75- 68.81% |
$12.6K - $15.5K
|
34
$3.96K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-76- 0.2% |
$12.7K - $15.7K
|
38.1K
$4.43M
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-77- 0.11% |
$12.9K - $15.9K
|
72.9K
$8.47M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-78- 0.16% |
$13.1K - $16.1K
|
48.1K
$5.6M
|
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-78- 3.38% |
$13.1K - $16.1K
|
2.23K
$259K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-80- 2.88% |
$13.4K - $16.5K
|
2.69K
$313K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-80- 0.39% |
$13.4K - $16.5K
|
20.2K
$2.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-80- 0.21% |
$13.4K - $16.5K
|
38.9K
$4.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-80Closed |
$13.4K - $16.5K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80- 39.22% |
$13.4K - $16.5K
|
124
$14.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-82- 0.05% |
$13.7K - $16.9K
|
165K
$19.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
SELL
|
- |
-83- 1.57% |
$13.9K - $17.2K
|
5.2K
$605K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-83- 0.55% |
$13.9K - $17.2K
|
15K
$1.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-84- 0.58% |
$14.1K - $17.4K
|
14.3K
$1.66M
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-86- 0.68% |
$14.4K - $17.8K
|
12.6K
$1.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-86- 2.54% |
$14.4K - $17.8K
|
3.3K
$383K
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
SELL
|
- |
-88- 0.66% |
$14.7K - $18.2K
|
13.2K
$1.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-88- 1.89% |
$14.7K - $18.2K
|
4.57K
$532K
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-89- 6.71% |
$14.9K - $18.4K
|
1.24K
$144K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-89- 9.76% |
$14.9K - $18.4K
|
823
$95.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-90- 48.39% |
$15.1K - $18.6K
|
96
$11.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-91- 2.0% |
$15.2K - $18.8K
|
4.46K
$519K
|