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 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-246- 9.17% |
$39.7K - $51.2K
|
2.44K
$316K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-250- 15.44% |
$40.4K - $52K
|
1.37K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-250- 1.46% |
$40.4K - $52K
|
16.9K
$2.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-251- 5.21% |
$40.5K - $52.2K
|
4.57K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-256- 1.34% |
$41.4K - $53.3K
|
18.9K
$2.45M
|
|
|
Oct 12, 2022
Q3 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-260- 1.48% |
$42K - $54.1K
|
17.3K
$2.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-261- 4.82% |
$42.2K - $54.3K
|
5.16K
$669K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-263- 3.31% |
$42.5K - $54.7K
|
7.69K
$998K
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-264- 1.3% |
$42.6K - $54.9K
|
20.1K
$2.6M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-269- 10.79% |
$43.5K - $56K
|
2.23K
$289K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-270- 1.04% |
$43.6K - $56.2K
|
25.7K
$3.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-270- 1.46% |
$43.6K - $56.2K
|
18.2K
$2.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-272- 0.44% |
$43.9K - $56.6K
|
61.7K
$8M
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-275- 9.48% |
$44.4K - $57.2K
|
2.63K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-275- 1.06% |
$44.4K - $57.2K
|
25.6K
$3.32M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-278- 2.74% |
$44.9K - $57.8K
|
9.88K
$1.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-281- 2.19% |
$45.4K - $58.5K
|
12.5K
$1.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-282- 5.88% |
$45.6K - $58.7K
|
4.51K
$586K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-284- 4.2% |
$45.9K - $59.1K
|
6.48K
$840K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-285- 16.74% |
$46K - $59.3K
|
1.42K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-285- 27.94% |
$46K - $59.3K
|
735
$95.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-292- 0.85% |
$47.2K - $60.8K
|
34.2K
$4.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-293- 2.81% |
$47.3K - $61K
|
10.1K
$1.32M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-299- 13.65% |
$48.3K - $62.2K
|
1.89K
$245K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-300- 4.37% |
$48.5K - $62.4K
|
6.56K
$851K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-300- 12.16% |
$48.5K - $62.4K
|
2.17K
$281K
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-300- 37.5% |
$48.5K - $62.4K
|
500
$64.9K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-302- 1.28% |
$48.8K - $62.8K
|
23.2K
$3.01M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-306- 0.68% |
$49.4K - $63.7K
|
44.4K
$5.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-308- 1.7% |
$49.8K - $64.1K
|
17.9K
$2.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-309- 0.18% |
$49.9K - $64.3K
|
167K
$21.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-309- 4.48% |
$49.9K - $64.3K
|
6.59K
$854K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-312- 1.55% |
$50.4K - $64.9K
|
19.8K
$2.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-314- 4.41% |
$50.7K - $65.3K
|
6.81K
$884K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-315- 3.76% |
$50.9K - $65.5K
|
8.06K
$1.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-316- 8.41% |
$51K - $65.7K
|
3.44K
$446K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-330- 3.1% |
$53.3K - $68.7K
|
10.3K
$1.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-331- 9.04% |
$53.5K - $68.9K
|
3.33K
$432K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-335- 16.66% |
$54.1K - $69.7K
|
1.68K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-335- 11.09% |
$54.1K - $69.7K
|
2.69K
$348K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-338Closed |
$54.6K - $70.3K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-338- 63.3% |
$54.6K - $70.3K
|
196
$25.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-343- 2.61% |
$55.4K - $71.4K
|
12.8K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-346- 5.27% |
$55.9K - $72K
|
6.22K
$807K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-351- 7.73% |
$56.7K - $73K
|
4.19K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-351- 8.81% |
$56.7K - $73K
|
3.63K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-355- 3.5% |
$57.3K - $73.9K
|
9.78K
$1.27M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-359- 1.55% |
$58K - $74.7K
|
22.8K
$2.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-364- 1.41% |
$58.8K - $75.7K
|
25.4K
$3.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-367- 0.19% |
$59.3K - $76.4K
|
191K
$24.8M
|