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 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
354+ 0.31% |
$57.2K - $73.6K
|
115K
$13.3M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
354+ 112.03% |
$57.2K - $73.6K
|
670
$77.1K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
349+ 1.68% |
$56.4K - $72.6K
|
21.1K
$2.43M
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
346+ 2.12% |
$55.9K - $72K
|
16.6K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
346+ 3.22% |
$55.9K - $72K
|
11.1K
$1.28M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
341+ 6.29% |
$55.1K - $70.9K
|
5.77K
$664K
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
339+ 7.4% |
$54.8K - $70.5K
|
4.92K
$566K
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
335+ 1.03% |
$54.1K - $69.7K
|
33K
$3.8M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
335+ 8.07% |
$54.1K - $69.7K
|
4.49K
$516K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
331+ 3.56% |
$53.5K - $68.9K
|
9.62K
$1.11M
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
330+ 2.15% |
$53.3K - $68.7K
|
15.7K
$1.81M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
328+ 13.86% |
$53K - $68.2K
|
2.69K
$310K
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
327+ 2.25% |
$52.8K - $68K
|
14.9K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
327+ 1.71% |
$52.8K - $68K
|
19.4K
$2.24M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
322+ 19.93% |
$52K - $67K
|
1.94K
$223K
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
319+ 19.63% |
$51.5K - $66.4K
|
1.94K
$224K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
318+ 2.27% |
$51.4K - $66.2K
|
14.4K
$1.65M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
316+ 2.85% |
$51K - $65.7K
|
11.4K
$1.31M
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
312+ 0.37% |
$50.4K - $64.9K
|
85.1K
$9.8M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
311+ 8.81% |
$50.2K - $64.7K
|
3.84K
$442K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
309+ 8.06% |
$49.9K - $64.3K
|
4.14K
$477K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
309+ 0.28% |
$49.9K - $64.3K
|
113K
$13M
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
309+ 2.69% |
$49.9K - $64.3K
|
11.8K
$1.36M
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
306+ 2.93% |
$49.4K - $63.7K
|
10.7K
$1.24M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
305+ 3.96% |
$49.3K - $63.5K
|
8.02K
$923K
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
305+ 2.41% |
$49.3K - $63.5K
|
12.9K
$1.49M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
303+ 5.7% |
$48.9K - $63K
|
5.62K
$646K
|
|
Nov 10, 2022
Q3 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
303+ 1.09% |
$48.9K - $63K
|
28.1K
$3.24M
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 1.85% |
$48.5K - $62.4K
|
16.5K
$1.9M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.65% |
$48.5K - $62.4K
|
46.8K
$5.39M
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
300+ 74.63% |
$48.5K - $62.4K
|
702
$80.8K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
300+ 26.76% |
$48.5K - $62.4K
|
1.42K
$164K
|
|
Oct 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
295+ 1.67% |
$47.7K - $61.4K
|
17.9K
$2.07M
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
294+ 13.05% |
$47.5K - $61.2K
|
2.55K
$293K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
293+ 5.43% |
$47.3K - $61K
|
5.69K
$655K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
293+ 12.54% |
$47.3K - $61K
|
2.63K
$303K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
292+ 0.1% |
$47.2K - $60.8K
|
281K
$32.4M
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
292+ 6.4% |
$47.2K - $60.8K
|
4.85K
$559K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
290+ 6.95% |
$46.8K - $60.3K
|
4.46K
$514K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
290+ 1.8% |
$46.8K - $60.3K
|
16.4K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
286+ 9.88% |
$46.2K - $59.5K
|
3.18K
$366K
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
282+ 21.03% |
$45.6K - $58.7K
|
1.62K
$187K
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
281+ 2.24% |
$45.4K - $58.5K
|
12.8K
$1.47M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
280+ 0.27% |
$45.2K - $58.3K
|
103K
$11.9M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
280New |
$45.2K - $58.3K
|
280
$32.2K
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
278+ 12.05% |
$44.9K - $57.8K
|
2.59K
$298K
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
273+ 8.72% |
$44.1K - $56.8K
|
3.41K
$392K
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
272+ 20.96% |
$43.9K - $56.6K
|
1.57K
$181K
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
271+ 7.88% |
$43.8K - $56.4K
|
3.71K
$427K
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
267+ 20.4% |
$43.1K - $55.5K
|
1.58K
$181K
|