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
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
72+ 2.55% |
$11.5K - $13.7K
|
2.9K
$364K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
71+ 1.48% |
$11.3K - $13.5K
|
4.86K
$611K
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
69+ 3.43% |
$11K - $13.1K
|
2.08K
$262K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67+ 0.2% |
$10.7K - $12.8K
|
32.8K
$4.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
65+ 3.13% |
$10.3K - $12.4K
|
2.14K
$269K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
65+ 0.32% |
$10.3K - $12.4K
|
20.1K
$2.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
65+ 1.95% |
$10.3K - $12.4K
|
3.39K
$426K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
64+ 2.27% |
$10.2K - $12.2K
|
2.89K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
64+ 0.41% |
$10.2K - $12.2K
|
15.6K
$1.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
63+ 1.08% |
$10K - $12K
|
5.87K
$738K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
63+ 6.42% |
$10K - $12K
|
1.04K
$131K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62+ 22.46% |
$9.87K - $11.8K
|
338
$42.5K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
62+ 4.52% |
$9.87K - $11.8K
|
1.44K
$180K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
61New |
$9.71K - $11.6K
|
61
$7.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
61New |
$9.71K - $11.6K
|
61
$7.67K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
60+ 1.45% |
$9.55K - $11.4K
|
4.19K
$526K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60+ 0.05% |
$9.55K - $11.4K
|
126K
$15.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
58+ 2.55% |
$9.23K - $11K
|
2.33K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
57+ 0.83% |
$9.07K - $10.9K
|
6.96K
$875K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
57+ 2.75% |
$9.07K - $10.9K
|
2.13K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
56+ 0.78% |
$8.91K - $10.7K
|
7.23K
$909K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
56+ 0.62% |
$8.91K - $10.7K
|
9.11K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
55+ 7.83% |
$8.75K - $10.5K
|
757
$95.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
54+ 0.74% |
$8.59K - $10.3K
|
7.34K
$923K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
54+ 1.21% |
$8.59K - $10.3K
|
4.52K
$568K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
53+ 40.15% |
$8.43K - $10.1K
|
185
$23.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
53+ 6.79% |
$8.43K - $10.1K
|
833
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
53+ 11.91% |
$8.43K - $10.1K
|
498
$62.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 2.67% |
$8.43K - $10.1K
|
2.04K
$256K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
52+ 3.03% |
$8.28K - $9.9K
|
1.77K
$222K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
52+ 82.54% |
$8.28K - $9.9K
|
115
$14.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 0.79% |
$7.96K - $9.52K
|
6.35K
$798K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 3.73% |
$7.96K - $9.52K
|
1.39K
$175K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
49+ 0.81% |
$7.8K - $9.33K
|
6.11K
$768K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
49+ 3.78% |
$7.8K - $9.33K
|
1.35K
$169K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
49+ 1.4% |
$7.8K - $9.33K
|
3.56K
$447K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.7% |
$7.64K - $9.14K
|
2.88K
$361K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
47+ 2.62% |
$7.48K - $8.95K
|
1.84K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
47+ 940.0% |
$7.48K - $8.95K
|
52
$6.54K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.36% |
$7.32K - $8.76K
|
3.44K
$432K
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
45+ 2.67% |
$7.16K - $8.57K
|
1.73K
$218K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
45+ 1.1% |
$7.16K - $8.57K
|
4.12K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
45+ 0.86% |
$7.16K - $8.57K
|
5.27K
$663K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
43New |
$6.84K - $8.19K
|
43
$5.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42+ 1.72% |
$6.68K - $8K
|
2.49K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$6.68K - $8K
|
42
$5.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
40+ 1.91% |
$6.37K - $7.61K
|
2.13K
$268K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
39+ 1.24% |
$6.21K - $7.42K
|
3.19K
$400K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
38+ 0.63% |
$6.05K - $7.23K
|
6.07K
$763K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
37+ 0.84% |
$5.89K - $7.04K
|
4.47K
$561K
|