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 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
152+ 4.53% |
$24.2K - $28.9K
|
3.51K
$441K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
151+ 33.86% |
$24K - $28.7K
|
597
$75K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
150+ 3.03% |
$23.9K - $28.6K
|
5.09K
$640K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
149+ 10.93% |
$23.7K - $28.4K
|
1.51K
$190K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
149+ 7.04% |
$23.7K - $28.4K
|
2.26K
$285K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
148+ 1.13% |
$23.6K - $28.2K
|
13.2K
$1.66M
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
145+ 4.49% |
$23.1K - $27.6K
|
3.38K
$424K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
144+ 2.44% |
$22.9K - $27.4K
|
6.04K
$759K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.33% |
$22.9K - $27.4K
|
11K
$1.38M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
143+ 4.73% |
$22.8K - $27.2K
|
3.17K
$398K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
140+ 36.65% |
$22.3K - $26.7K
|
522
$65.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
140+ 1.58% |
$22.3K - $26.7K
|
9.03K
$1.13M
|
|
|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
140+ 1.52% |
$22.3K - $26.7K
|
9.36K
$1.18M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
139+ 0.33% |
$22.1K - $26.5K
|
42K
$5.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
139+ 0.75% |
$22.1K - $26.5K
|
18.7K
$2.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
137+ 1.13% |
$21.8K - $26.1K
|
12.3K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
135+ 126.17% |
$21.5K - $25.7K
|
242
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
135+ 2.56% |
$21.5K - $25.7K
|
5.42K
$681K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
135+ 7.21% |
$21.5K - $25.7K
|
2.01K
$252K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
134+ 0.79% |
$21.3K - $25.5K
|
17.1K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
134+ 0.82% |
$21.3K - $25.5K
|
16.6K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
134+ 0.63% |
$21.3K - $25.5K
|
21.3K
$2.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
130+ 2.13% |
$20.7K - $24.7K
|
6.23K
$783K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
130+ 0.11% |
$20.7K - $24.7K
|
122K
$15.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
128+ 1.42% |
$20.4K - $24.4K
|
9.11K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
128+ 17.32% |
$20.4K - $24.4K
|
867
$109K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
125+ 10.79% |
$19.9K - $23.8K
|
1.28K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$19.9K - $23.8K
|
125
$15.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
122+ 2.43% |
$19.4K - $23.2K
|
5.14K
$646K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
121+ 5.05% |
$19.3K - $23K
|
2.52K
$316K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
120+ 7.99% |
$19.1K - $22.8K
|
1.62K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
120+ 9.57% |
$19.1K - $22.8K
|
1.37K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
120New |
$19.1K - $22.8K
|
120
$15.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
119+ 0.38% |
$18.9K - $22.7K
|
31.1K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
118+ 6.27% |
$18.8K - $22.5K
|
2K
$251K
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
117+ 0.15% |
$18.6K - $22.3K
|
78.5K
$9.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
117+ 0.16% |
$18.6K - $22.3K
|
71.9K
$9.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
116+ 3.87% |
$18.5K - $22.1K
|
3.11K
$391K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
116+ 0.43% |
$18.5K - $22.1K
|
27.2K
$3.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
116+ 1.43% |
$18.5K - $22.1K
|
8.24K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
114+ 2.29% |
$18.1K - $21.7K
|
5.09K
$639K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
114+ 2.34% |
$18.1K - $21.7K
|
4.99K
$627K
|
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
113+ 7.48% |
$18K - $21.5K
|
1.62K
$204K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
113+ 0.96% |
$18K - $21.5K
|
11.9K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
113+ 5.21% |
$18K - $21.5K
|
2.28K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
110New |
$17.5K - $20.9K
|
110
$13.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
109+ 0.73% |
$17.3K - $20.7K
|
15K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
109+ 0.43% |
$17.3K - $20.7K
|
25.3K
$3.18M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
107New |
$17K - $20.4K
|
107
$13.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
107+ 2.4% |
$17K - $20.4K
|
4.56K
$573K
|