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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
467+ 7.97% |
$75.4K - $97.2K
|
6.33K
$821K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
461+ 5.84% |
$74.5K - $95.9K
|
8.35K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
458+ 2.78% |
$74K - $95.3K
|
17K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
458+ 2.94% |
$74K - $95.3K
|
16.1K
$2.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
451+ 7.94% |
$72.9K - $93.8K
|
6.13K
$796K
|
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
450+ 26.22% |
$72.7K - $93.6K
|
2.17K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
450+ 6.83% |
$72.7K - $93.6K
|
7.04K
$913K
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
447+ 1.27% |
$72.2K - $93K
|
35.5K
$4.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
447+ 13.51% |
$72.2K - $93K
|
3.76K
$487K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
446+ 0.41% |
$72K - $92.8K
|
110K
$14.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Jlb & Associates Inc
|
BUY
|
- |
445+ 3.9% |
$71.9K - $92.6K
|
11.9K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
442+ 1.51% |
$71.4K - $92K
|
29.7K
$3.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
440+ 33.46% |
$71.1K - $91.5K
|
1.76K
$228K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
421+ 0.61% |
$68K - $87.6K
|
69K
$8.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
420+ 4.99% |
$67.8K - $87.4K
|
8.84K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
417+ 14.96% |
$67.4K - $86.8K
|
3.2K
$416K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
417+ 14.96% |
$67.4K - $86.8K
|
3.2K
$416K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
415+ 2.44% |
$67K - $86.3K
|
17.4K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
415+ 10.55% |
$67K - $86.3K
|
4.35K
$564K
|
|
|
Oct 18, 2022
Q3 2022
|
William Allan, LLC
|
BUY
|
- |
413+ 1.52% |
$66.7K - $85.9K
|
27.6K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
407+ 8.44% |
$65.7K - $84.7K
|
5.23K
$678K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
406+ 6.29% |
$65.6K - $84.5K
|
6.86K
$890K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
406+ 6.12% |
$65.6K - $84.5K
|
7.05K
$914K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
405+ 96.2% |
$65.4K - $84.3K
|
826
$107K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
405+ 1.02% |
$65.4K - $84.3K
|
40.3K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
403+ 10.98% |
$65.1K - $83.8K
|
4.07K
$529K
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
400+ 1.09% |
$64.6K - $83.2K
|
36.9K
$4.79M
|
|
|
Aug 02, 2023
Q3 2022
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
400+ 4.19% |
$64.6K - $83.2K
|
9.95K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
399+ 0.88% |
$64.5K - $83K
|
45.7K
$5.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
397+ 7.28% |
$64.1K - $82.6K
|
5.85K
$759K
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
395+ 5.75% |
$63.8K - $82.2K
|
7.27K
$942K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
393+ 6.28% |
$63.5K - $81.8K
|
6.65K
$863K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
392+ 0.7% |
$63.3K - $81.6K
|
56K
$7.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
392+ 19.92% |
$63.3K - $81.6K
|
2.36K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
390+ 0.2% |
$63K - $81.1K
|
194K
$25.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
390+ 0.12% |
$63K - $81.1K
|
316K
$41M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
384+ 3.13% |
$62K - $79.9K
|
12.6K
$1.64M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
383+ 16.48% |
$61.9K - $79.7K
|
2.71K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
381+ 5.72% |
$61.5K - $79.3K
|
7.04K
$913K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
BUY
|
- |
372+ 7.29% |
$60.1K - $77.4K
|
5.47K
$710K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
370+ 2.0% |
$59.8K - $77K
|
18.9K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
369+ 12.52% |
$59.6K - $76.8K
|
3.32K
$430K
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
368+ 1.21% |
$59.4K - $76.6K
|
30.8K
$3.99M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
365+ 0.16% |
$59K - $75.9K
|
230K
$29.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
358+ 5.52% |
$57.8K - $74.5K
|
6.84K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
358+ 5.42% |
$57.8K - $74.5K
|
6.96K
$903K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
356+ 8.03% |
$57.5K - $74.1K
|
4.79K
$621K
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
355+ 2.16% |
$57.3K - $73.9K
|
16.8K
$2.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
354+ 0.31% |
$57.2K - $73.6K
|
115K
$15M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
354+ 112.03% |
$57.2K - $73.6K
|
670
$86.9K
|