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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
701+ 1.92% |
$112K - $133K
|
37.3K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
701+ 7.98% |
$112K - $133K
|
9.49K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
700+ 284.55% |
$111K - $133K
|
946
$119K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
700+ 4.62% |
$111K - $133K
|
15.9K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
700+ 1.34% |
$111K - $133K
|
52.8K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
700+ 0.56% |
$111K - $133K
|
125K
$15.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
699+ 1.42% |
$111K - $133K
|
49.9K
$6.27M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
698+ 2.21% |
$111K - $133K
|
32.3K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
695+ 4.87% |
$111K - $132K
|
15K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
691+ 121.65% |
$110K - $132K
|
1.26K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
688+ 1.16% |
$109K - $131K
|
60.2K
$7.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
684+ 11.69% |
$109K - $130K
|
6.53K
$821K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
680+ 1.38% |
$108K - $129K
|
50K
$6.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
679+ 3.2% |
$108K - $129K
|
21.9K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
675+ 1.65% |
$107K - $128K
|
41.5K
$5.21M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
671New |
$107K - $128K
|
671
$84.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
662+ 8.23% |
$105K - $126K
|
8.71K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
658+ 2.14% |
$105K - $125K
|
31.5K
$3.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
651+ 2.92% |
$104K - $124K
|
22.9K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
651New |
$104K - $124K
|
651
$81.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
650+ 5.3% |
$103K - $124K
|
12.9K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
648+ 2.34% |
$103K - $123K
|
28.4K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
644+ 5.32% |
$102K - $123K
|
12.8K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
642+ 1.09% |
$102K - $122K
|
59.7K
$7.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
639+ 5.39% |
$102K - $122K
|
12.5K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
638+ 106.16% |
$102K - $121K
|
1.24K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
632+ 4.65% |
$101K - $120K
|
14.2K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
625+ 4.83% |
$99.5K - $119K
|
13.6K
$1.7M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
620+ 0.81% |
$98.7K - $118K
|
77.5K
$9.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
615+ 3.08% |
$97.9K - $117K
|
20.6K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
614+ 33.53% |
$97.7K - $117K
|
2.45K
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
605+ 0.74% |
$96.3K - $115K
|
82.4K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
596+ 3.71% |
$94.8K - $113K
|
16.7K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
595+ 12.1% |
$94.7K - $113K
|
5.51K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
593+ 3.56% |
$94.4K - $113K
|
17.2K
$2.17M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
591+ 1.09% |
$94.1K - $113K
|
54.6K
$6.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
581+ 2.71% |
$92.5K - $111K
|
22K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
578+ 42.47% |
$92K - $110K
|
1.94K
$244K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
576New |
$91.7K - $110K
|
576
$72.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
575+ 2.88% |
$91.5K - $109K
|
20.6K
$2.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
566+ 16.24% |
$90.1K - $108K
|
4.05K
$509K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
562+ 9.79% |
$89.4K - $107K
|
6.3K
$792K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
562+ 9.79% |
$89.4K - $107K
|
6.3K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
561+ 14.6% |
$89.3K - $107K
|
4.4K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
557+ 4.36% |
$88.6K - $106K
|
13.3K
$1.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
555+ 11.9% |
$88.3K - $106K
|
5.22K
$656K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
549New |
$87.4K - $105K
|
549
$69K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
540New |
$85.9K - $103K
|
540
$67.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
536New |
$85.3K - $102K
|
536
$67.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
BUY
|
- |
534+ 1.62% |
$85K - $102K
|
33.6K
$4.22M
|