Purchases and Sales Made in Q4 2022 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.69KNew |
$269K - $322K
|
1.69K
$213K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.68KNew |
$268K - $320K
|
1.68K
$212K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.68KNew |
$267K - $320K
|
1.68K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.64K+ 34.95% |
$261K - $313K
|
6.34K
$797K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.63K+ 5.48% |
$260K - $310K
|
31.4K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.63K+ 71.98% |
$259K - $310K
|
3.89K
$488K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
1.62KNew |
$257K - $308K
|
1.62K
$203K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.61KNew |
$255K - $306K
|
1.61K
$202K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.6KNew |
$255K - $305K
|
1.6K
$201K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.6KNew |
$255K - $305K
|
1.6K
$201K
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.6K+ 7.27% |
$255K - $305K
|
23.6K
$2.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.6K+ 3.87% |
$254K - $304K
|
43K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$254K - $304K
|
1.6K
$201K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.58K+ 67.15% |
$251K - $300K
|
3.92K
$493K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.58K+ 7.82% |
$251K - $300K
|
21.7K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.58KNew |
$251K - $300K
|
1.58K
$198K
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.58K+ 0.93% |
$251K - $300K
|
170K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.57K+ 21.07% |
$250K - $299K
|
9.03K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.57K+ 123.72% |
$249K - $298K
|
2.83K
$356K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.56K+ 2.62% |
$248K - $297K
|
61.2K
$7.69M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.56K+ 0.58% |
$248K - $296K
|
272K
$34.2M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
1.55K+ 2.54% |
$247K - $296K
|
62.8K
$7.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.55K+ 8.8% |
$247K - $295K
|
19.2K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.55KNew |
$246K - $294K
|
1.55K
$194K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.55K+ 105.82% |
$246K - $294K
|
3.01K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.54KNew |
$245K - $293K
|
1.54K
$193K
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$245K - $293K
|
1.54K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 4.33% |
$242K - $290K
|
36.7K
$4.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.52K+ 5.7% |
$242K - $290K
|
28.2K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.52K+ 3.62% |
$242K - $290K
|
43.6K
$5.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
1.52K+ 5.51% |
$242K - $290K
|
29.1K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.52KNew |
$241K - $288K
|
1.52K
$190K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 18.69% |
$241K - $288K
|
9.61K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 35.86% |
$240K - $287K
|
5.71K
$717K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.5K+ 2.08% |
$239K - $286K
|
73.8K
$9.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.5K+ 0.22% |
$238K - $285K
|
684K
$85.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.5K+ 2.71% |
$238K - $285K
|
56.7K
$7.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.49K+ 75.63% |
$237K - $284K
|
3.46K
$435K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.48K+ 22.34% |
$236K - $282K
|
8.12K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.47KNew |
$233K - $279K
|
1.47K
$184K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.47KNew |
$233K - $279K
|
1.47K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.46KNew |
$232K - $278K
|
1.46K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.45KNew |
$230K - $275K
|
1.45K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.44KNew |
$230K - $275K
|
1.44K
$181K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.44K+ 73.92% |
$229K - $274K
|
3.38K
$425K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.43K+ 12.38% |
$228K - $273K
|
13K
$1.64M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.43KNew |
$228K - $272K
|
1.43K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.43K+ 2.24% |
$227K - $271K
|
65.1K
$8.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.42KNew |
$226K - $271K
|
1.42K
$179K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.42K+ 6.77% |
$226K - $271K
|
22.4K
$2.82M
|