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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
379+ 13.23% |
$60.3K - $72.1K
|
3.24K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
377+ 11.86% |
$60K - $71.8K
|
3.56K
$447K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
371+ 13.36% |
$59K - $70.6K
|
3.15K
$396K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
369+ 6.4% |
$58.7K - $70.2K
|
6.14K
$771K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
369+ 2.25% |
$58.7K - $70.2K
|
16.7K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
368New |
$58.6K - $70.1K
|
368
$46.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
366+ 1.59% |
$58.2K - $69.7K
|
23.4K
$2.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
363+ 10.02% |
$57.8K - $69.1K
|
3.99K
$501K
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
362+ 3.07% |
$57.6K - $68.9K
|
12.1K
$1.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
361+ 6.91% |
$57.4K - $68.7K
|
5.59K
$702K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
355+ 15.41% |
$56.5K - $67.6K
|
2.66K
$334K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
355+ 1.39% |
$56.5K - $67.6K
|
25.9K
$3.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
354+ 6.32% |
$56.3K - $67.4K
|
5.96K
$749K
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
352+ 0.48% |
$56K - $67K
|
73.1K
$9.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
347+ 4.55% |
$55.2K - $66.1K
|
7.98K
$1M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
346+ 0.41% |
$55.1K - $65.9K
|
85.4K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
340+ 25.09% |
$54.1K - $64.7K
|
1.7K
$213K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
335New |
$53.3K - $63.8K
|
335
$42.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
335+ 4.66% |
$53.3K - $63.8K
|
7.52K
$946K
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
334+ 38.43% |
$53.2K - $63.6K
|
1.2K
$151K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
334+ 3.61% |
$53.2K - $63.6K
|
9.58K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
330+ 1.97% |
$52.5K - $62.8K
|
17.1K
$2.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
328+ 11.29% |
$52.2K - $62.4K
|
3.23K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
327+ 0.44% |
$52K - $62.2K
|
74.3K
$9.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
325+ 1.5% |
$51.7K - $61.9K
|
22K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
324+ 1.27% |
$51.6K - $61.7K
|
25.9K
$3.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
323+ 0.21% |
$51.4K - $61.5K
|
158K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
323+ 9.77% |
$51.4K - $61.5K
|
3.63K
$456K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
321+ 8.61% |
$51.1K - $61.1K
|
4.05K
$509K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
319+ 19.74% |
$50.8K - $60.7K
|
1.94K
$243K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
314+ 4.58% |
$50K - $59.8K
|
7.18K
$902K
|
|
|
Feb 07, 2023
Q4 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
313+ 0.32% |
$49.8K - $59.6K
|
97.6K
$12.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
312+ 4.35% |
$49.7K - $59.4K
|
7.48K
$940K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
304+ 6.84% |
$48.4K - $57.9K
|
4.75K
$597K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
303+ 15.62% |
$48.2K - $57.7K
|
2.24K
$282K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
300+ 1.37% |
$47.7K - $57.1K
|
22.2K
$2.79M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
299+ 5.78% |
$47.6K - $56.9K
|
5.48K
$688K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
299+ 0.85% |
$47.6K - $56.9K
|
35.6K
$4.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
298+ 8.5% |
$47.4K - $56.7K
|
3.8K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
298+ 1.98% |
$47.4K - $56.7K
|
15.3K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
297+ 0.53% |
$47.3K - $56.5K
|
56.7K
$7.12M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
297+ 194.12% |
$47.3K - $56.5K
|
450
$56.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
296+ 6.03% |
$47.1K - $56.3K
|
5.2K
$654K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
296+ 12.81% |
$47.1K - $56.3K
|
2.61K
$328K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
296+ 6.03% |
$47.1K - $56.3K
|
5.2K
$654K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
295+ 19.72% |
$46.9K - $56.2K
|
1.79K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
293+ 4.21% |
$46.6K - $55.8K
|
7.26K
$912K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
293+ 1.13% |
$46.6K - $55.8K
|
26.2K
$3.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
291+ 4.7% |
$46.3K - $55.4K
|
6.49K
$815K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
291+ 6.09% |
$46.3K - $55.4K
|
5.07K
$638K
|