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 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
37New |
$5.89K - $7.04K
|
37
$4.65K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
36+ 1.8% |
$5.73K - $6.85K
|
2.04K
$256K
|
|
|
Jan 24, 2023
Q4 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
35+ 0.28% |
$5.57K - $6.66K
|
12.3K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
35+ 0.78% |
$5.57K - $6.66K
|
4.5K
$565K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
35+ 32.41% |
$5.57K - $6.66K
|
143
$18K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
34New |
$5.41K - $6.47K
|
34
$4.27K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
34+ 0.05% |
$5.41K - $6.47K
|
65.9K
$8.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
33+ 2.65% |
$5.25K - $6.28K
|
1.28K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33New |
$5.25K - $6.28K
|
33
$4.15K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
32+ 1.52% |
$5.09K - $6.09K
|
2.14K
$269K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
32+ 0.09% |
$5.09K - $6.09K
|
34.2K
$4.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 1.7% |
$4.77K - $5.71K
|
1.79K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
30+ 0.41% |
$4.77K - $5.71K
|
7.42K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
30+ 0.08% |
$4.77K - $5.71K
|
39.7K
$4.99M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
29+ 0.28% |
$4.62K - $5.52K
|
10.3K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
29+ 1.85% |
$4.62K - $5.52K
|
1.6K
$201K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
29+ 0.36% |
$4.62K - $5.52K
|
8.02K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
29+ 0.9% |
$4.62K - $5.52K
|
3.26K
$409K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
28+ 0.69% |
$4.46K - $5.33K
|
4.1K
$515K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
28+ 1.83% |
$4.46K - $5.33K
|
1.56K
$195K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
28+ 0.04% |
$4.46K - $5.33K
|
64.9K
$8.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27+ 2.77% |
$4.3K - $5.14K
|
1K
$126K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
26+ 1.55% |
$4.14K - $4.95K
|
1.7K
$214K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$3.98K - $4.76K
|
25
$3.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
25+ 0.15% |
$3.98K - $4.76K
|
16.8K
$2.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
24+ 1.15% |
$3.82K - $4.57K
|
2.1K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
24+ 17.65% |
$3.82K - $4.57K
|
160
$20.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
23+ 1.76% |
$3.66K - $4.38K
|
1.33K
$167K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
23+ 0.44% |
$3.66K - $4.38K
|
5.24K
$658K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23New |
$3.66K - $4.38K
|
23
$2.89K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.1% |
$3.66K - $4.38K
|
22.6K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.38% |
$3.66K - $4.38K
|
6.03K
$758K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
22+ 1.79% |
$3.5K - $4.19K
|
1.25K
$157K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
22New |
$3.5K - $4.19K
|
22
$2.76K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
22+ 0.54% |
$3.5K - $4.19K
|
4.12K
$518K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
21+ 1.6% |
$3.34K - $4K
|
1.33K
$168K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
21+ 1.29% |
$3.34K - $4K
|
1.64K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.21% |
$3.34K - $4K
|
1.75K
$220K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
20+ 0.67% |
$3.18K - $3.81K
|
3.02K
$380K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
20+ 0.12% |
$3.18K - $3.81K
|
16.7K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
19+ 0.18% |
$3.02K - $3.62K
|
10.8K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.77% |
$3.02K - $3.62K
|
2.49K
$313K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$2.86K - $3.43K
|
5.31K
$667K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
18+ 0.53% |
$2.86K - $3.43K
|
3.43K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
18+ 0.24% |
$2.86K - $3.43K
|
7.38K
$927K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$2.71K - $3.24K
|
17
$2.14K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
17+ 0.02% |
$2.71K - $3.24K
|
87K
$10.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
16+ 0.05% |
$2.55K - $3.05K
|
35.2K
$4.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15+ 0.29% |
$2.39K - $2.86K
|
5.11K
$643K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
15+ 0.32% |
$2.39K - $2.86K
|
4.65K
$584K
|