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 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
15+ 0.5% |
$2.39K - $2.86K
|
3.03K
$385K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 1.66% |
$2.39K - $2.86K
|
916
$116K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15New |
$2.39K - $2.86K
|
15
$1.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 0.52% |
$2.39K - $2.86K
|
2.92K
$371K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15+ 0.02% |
$2.39K - $2.86K
|
87K
$11M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
14+ 0.14% |
$2.23K - $2.67K
|
10.4K
$1.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
14New |
$2.23K - $2.67K
|
14
$1.77K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.18% |
$2.23K - $2.67K
|
7.9K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.39% |
$2.23K - $2.67K
|
3.57K
$452K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$2.07K - $2.47K
|
17.3K
$2.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
13+ 0.83% |
$2.07K - $2.47K
|
1.58K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
13+ 0.56% |
$2.07K - $2.47K
|
2.35K
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 29.27% |
$1.91K - $2.28K
|
53
$6.72K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
12+ 0.24% |
$1.91K - $2.28K
|
4.96K
$628K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
12+ 0.06% |
$1.91K - $2.28K
|
20K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
12+ 0.65% |
$1.91K - $2.28K
|
1.86K
$236K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
12+ 0.19% |
$1.91K - $2.28K
|
6.26K
$793K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 2.51% |
$1.91K - $2.28K
|
491
$62.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11+ 0.83% |
$1.75K - $2.09K
|
1.33K
$169K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 1.16% |
$1.75K - $2.09K
|
960
$122K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 1.46% |
$1.75K - $2.09K
|
767
$97.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
11+ 0.38% |
$1.75K - $2.09K
|
2.92K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
11+ 0.56% |
$1.75K - $2.09K
|
1.99K
$253K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10+ 0.74% |
$1.59K - $1.9K
|
1.36K
$173K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
10+ 0.39% |
$1.59K - $1.9K
|
2.57K
$325K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.07% |
$1.59K - $1.9K
|
13.8K
$1.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.04% |
$1.59K - $1.9K
|
27.1K
$3.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
10+ 0.02% |
$1.59K - $1.9K
|
41.8K
$5.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.59K - $1.9K
|
3.57K
$452K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
10+ 0.89% |
$1.59K - $1.9K
|
1.13K
$143K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
10+ 0.39% |
$1.59K - $1.9K
|
2.59K
$329K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
9+ 4.15% |
$1.43K - $1.71K
|
226
$28.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9+ 0.13% |
$1.43K - $1.71K
|
7.08K
$897K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
9+ 0.3% |
$1.43K - $1.71K
|
3.05K
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.76% |
$1.43K - $1.71K
|
1.19K
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.43K - $1.71K
|
1.65K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
9+ 0.55% |
$1.43K - $1.71K
|
1.64K
$208K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8+ 0.64% |
$1.27K - $1.52K
|
1.26K
$160K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$1.27K - $1.52K
|
4.61K
$584K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.62% |
$1.27K - $1.52K
|
1.3K
$165K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7New |
$1.11K - $1.33K
|
7
$887
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7+ 2.93% |
$1.11K - $1.33K
|
246
$31.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.04% |
$1.11K - $1.33K
|
18.2K
$2.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.31% |
$955 - $1.14K
|
1.96K
$248K
|
|
|
Jan 26, 2023
Q4 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
6+ 0.04% |
$955 - $1.14K
|
15.7K
$1.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$955 - $1.14K
|
2.99K
$379K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.23% |
$955 - $1.14K
|
2.58K
$327K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 2.4% |
$955 - $1.14K
|
256
$32.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 7.5% |
$955 - $1.14K
|
86
$10.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.11% |
$955 - $1.14K
|
5.39K
$683K
|