Purchases and Sales Made in Q3 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
666+ 0.93% |
$108K - $139K
|
72.3K
$9.67M
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
665+ 10.23% |
$107K - $138K
|
7.17K
$959K
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
665+ 20.56% |
$107K - $138K
|
3.9K
$522K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
665+ 3.33% |
$107K - $138K
|
20.6K
$2.76M
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
659+ 823.75% |
$106K - $137K
|
739
$98.9K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
657+ 77.57% |
$106K - $137K
|
1.5K
$201K
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
647+ 9.17% |
$105K - $135K
|
7.7K
$1.03M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
643+ 4.5% |
$104K - $134K
|
14.9K
$2M
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
629+ 19.18% |
$102K - $131K
|
3.91K
$523K
|
|
Oct 20, 2022
Q3 2022
|
Garland Capital Management Inc
|
BUY
|
- |
625+ 1.6% |
$101K - $130K
|
39.7K
$5.31M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
615New |
$99.3K - $128K
|
615
$82.3K
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
601+ 13.67% |
$97.1K - $125K
|
5K
$668K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
600+ 2.81% |
$96.9K - $125K
|
21.9K
$2.93M
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
586+ 17.99% |
$94.7K - $122K
|
3.84K
$514K
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
581+ 5.72% |
$93.9K - $121K
|
10.7K
$1.44M
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
580+ 4.01% |
$93.7K - $121K
|
15.1K
$2.01M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
574+ 0.32% |
$92.7K - $119K
|
181K
$24.2M
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
569+ 0.7% |
$91.9K - $118K
|
81.5K
$10.9M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
569+ 0.4% |
$91.9K - $118K
|
142K
$19M
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
561+ 7.93% |
$90.6K - $117K
|
7.64K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
552+ 7.91% |
$89.2K - $115K
|
7.53K
$1.01M
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
551+ 23.8% |
$89K - $115K
|
2.87K
$383K
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
549+ 16.27% |
$88.7K - $114K
|
3.92K
$525K
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
547+ 6.99% |
$88.4K - $114K
|
8.37K
$1.12M
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
542+ 2.79% |
$87.6K - $113K
|
20K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
539+ 11.69% |
$87.1K - $112K
|
5.15K
$689K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
537+ 5.92% |
$86.7K - $112K
|
9.61K
$1.28M
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
528+ 6.44% |
$85.3K - $110K
|
8.73K
$1.17M
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
525+ 4.53% |
$84.8K - $109K
|
12.1K
$1.62M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
520+ 7.49% |
$84K - $108K
|
7.46K
$999K
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
519+ 8.08% |
$83.8K - $108K
|
6.94K
$929K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
513+ 1.53% |
$82.9K - $107K
|
34.1K
$4.56M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
511+ 26.45% |
$82.5K - $106K
|
2.44K
$327K
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
508+ 0.28% |
$82.1K - $106K
|
181K
$24.2M
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
506+ 8.64% |
$81.7K - $105K
|
6.36K
$851K
|
|
Oct 12, 2022
Q3 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
504+ 2.28% |
$81.4K - $105K
|
22.6K
$3.02M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
502+ 0.9% |
$81.1K - $104K
|
56.4K
$7.54M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
501+ 3.91% |
$80.9K - $104K
|
13.3K
$1.78M
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
500+ 27.78% |
$80.8K - $104K
|
2.3K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$80.8K - $104K
|
500
$66.9K
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
BUY
|
- |
487+ 1.81% |
$78.7K - $101K
|
27.4K
$3.67M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
486+ 6.75% |
$78.5K - $101K
|
7.69K
$1.03M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
484+ 15.34% |
$78.2K - $101K
|
3.64K
$487K
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
481+ 0.46% |
$77.7K - $100K
|
105K
$14M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
479+ 2.21% |
$77.4K - $99.7K
|
22.1K
$2.96M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
479+ 12.97% |
$77.4K - $99.7K
|
4.17K
$558K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
478+ 10.2% |
$77.2K - $99.4K
|
5.17K
$691K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
478New |
$77.2K - $99.4K
|
478
$63.9K
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
470+ 12.21% |
$75.9K - $97.8K
|
4.32K
$578K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
468+ 6.31% |
$75.6K - $97.4K
|
7.89K
$1.05M
|