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
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.94KNew |
$468K - $559K
|
2.94K
$369K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.93K+ 2.89% |
$466K - $558K
|
104K
$13.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
BUY
|
- |
2.92K+ 146.37% |
$465K - $556K
|
4.92K
$618K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.89K+ 5.48% |
$460K - $550K
|
55.6K
$6.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.89KNew |
$459K - $550K
|
2.89K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.89K+ 6.91% |
$459K - $550K
|
44.7K
$5.61M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.87K+ 3.49% |
$456K - $546K
|
85.1K
$10.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.85KNew |
$454K - $543K
|
2.85K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.84K+ 77.09% |
$452K - $541K
|
6.53K
$821K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.83KNew |
$450K - $538K
|
2.83K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.82K+ 95.34% |
$449K - $538K
|
5.79K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.82K+ 24.3% |
$449K - $537K
|
14.4K
$1.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
2.81K+ 117.2% |
$447K - $535K
|
5.2K
$654K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
2.79K+ 3.97% |
$444K - $531K
|
73.1K
$9.18M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.78K+ 19.1% |
$442K - $529K
|
17.3K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$438K - $524K
|
2.75K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.75KNew |
$438K - $524K
|
2.75K
$346K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.75K+ 19.19% |
$437K - $523K
|
17.1K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
2.7KNew |
$430K - $514K
|
2.7K
$339K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.69KNew |
$428K - $511K
|
2.69K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 22.86% |
$426K - $509K
|
14.4K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.67K+ 6.05% |
$425K - $508K
|
46.8K
$5.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.65K+ 6.24% |
$422K - $505K
|
45.2K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.59K+ 185.29% |
$413K - $494K
|
3.99K
$502K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.58K+ 14.39% |
$411K - $491K
|
20.5K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.58KNew |
$410K - $491K
|
2.58K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.57K+ 1.05% |
$409K - $489K
|
247K
$31.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.55KNew |
$406K - $486K
|
2.55K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.53K+ 5.74% |
$402K - $481K
|
46.6K
$5.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.52KNew |
$401K - $480K
|
2.52K
$317K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2.51K+ 6.16% |
$399K - $477K
|
43.2K
$5.43M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.5KNew |
$398K - $476K
|
2.5K
$314K
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.5KNew |
$397K - $475K
|
2.5K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.47K+ 2.79% |
$394K - $471K
|
91.1K
$11.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.44K+ 7.72% |
$388K - $465K
|
34.1K
$4.28M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
2.43K+ 21.08% |
$386K - $462K
|
13.9K
$1.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.43KNew |
$386K - $462K
|
2.43K
$305K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.4K+ 10.35% |
$382K - $457K
|
25.6K
$3.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.39KNew |
$380K - $455K
|
2.39K
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.38KNew |
$378K - $453K
|
2.38K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.37KNew |
$377K - $452K
|
2.37K
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.37K+ 44.61% |
$377K - $451K
|
7.68K
$965K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.37KNew |
$376K - $450K
|
2.37K
$297K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.36K+ 3.52% |
$375K - $449K
|
69.4K
$8.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.34K+ 20.27% |
$372K - $445K
|
13.9K
$1.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.33K+ 2.76% |
$370K - $443K
|
86.6K
$10.9M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.31KNew |
$368K - $440K
|
2.31K
$291K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
2.31K+ 30.43% |
$367K - $439K
|
9.88K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.28KNew |
$363K - $435K
|
2.28K
$287K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.27KNew |
$361K - $431K
|
2.27K
$285K
|