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 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.24KNew |
$357K - $427K
|
2.24K
$282K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.24K+ 32.71% |
$356K - $426K
|
9.08K
$1.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.22K+ 21.49% |
$354K - $423K
|
12.6K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.22KNew |
$353K - $422K
|
2.22K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
2.21K+ 3.99% |
$352K - $421K
|
57.5K
$7.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.19K+ 51.53% |
$349K - $418K
|
6.45K
$811K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.19K+ 1.02% |
$349K - $417K
|
217K
$27.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.18K+ 1.24% |
$346K - $414K
|
177K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.17K+ 3.23% |
$346K - $414K
|
69.5K
$8.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.16K+ 9.31% |
$344K - $412K
|
25.4K
$3.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.13K+ 5.87% |
$339K - $406K
|
38.5K
$4.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.13K+ 3.94% |
$339K - $405K
|
56.2K
$7.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.09K+ 9.25% |
$333K - $399K
|
24.7K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.09K+ 122.72% |
$332K - $397K
|
3.78K
$476K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.04KNew |
$325K - $389K
|
2.04K
$257K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.04K+ 21.25% |
$325K - $389K
|
11.6K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Fosun International LTD
|
BUY
|
- |
2.02K+ 9.06% |
$322K - $385K
|
24.3K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.01K+ 53.48% |
$320K - $383K
|
5.78K
$726K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.01KNew |
$319K - $382K
|
2.01K
$252K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.98KNew |
$316K - $377K
|
1.98K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1.98K+ 8.68% |
$315K - $377K
|
24.8K
$3.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.97K+ 128.33% |
$313K - $374K
|
3.5K
$440K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.96K+ 2.9% |
$312K - $373K
|
69.7K
$8.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.95K+ 7.39% |
$311K - $372K
|
28.4K
$3.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 8.3% |
$309K - $370K
|
25.3K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.94KNew |
$309K - $369K
|
1.94K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.92KNew |
$306K - $366K
|
1.92K
$242K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.92KNew |
$306K - $366K
|
1.92K
$242K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.92KNew |
$306K - $366K
|
1.92K
$241K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.92K+ 15.73% |
$305K - $365K
|
14.1K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.91K+ 3072.58% |
$303K - $363K
|
1.97K
$247K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.88K+ 49.99% |
$298K - $357K
|
5.63K
$707K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 8.61% |
$297K - $356K
|
23.6K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.86KNew |
$296K - $354K
|
1.86K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.85KNew |
$294K - $352K
|
1.85K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.83KNew |
$292K - $349K
|
1.83K
$230K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.83KNew |
$291K - $348K
|
1.83K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.8K+ 2.11% |
$287K - $343K
|
87K
$10.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
1.8KNew |
$286K - $343K
|
1.8K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.8K+ 12.04% |
$286K - $343K
|
16.7K
$2.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$283K - $339K
|
1.78K
$224K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
1.75K+ 13.84% |
$278K - $333K
|
14.4K
$1.81M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 1.18% |
$278K - $333K
|
150K
$18.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.74KNew |
$277K - $332K
|
1.74K
$219K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
1.74KNew |
$276K - $330K
|
1.74K
$218K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
1.71KNew |
$273K - $326K
|
1.71K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.71KNew |
$272K - $326K
|
1.71K
$215K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.7KNew |
$271K - $324K
|
1.7K
$214K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.7KNew |
$271K - $324K
|
1.7K
$214K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.7K+ 1.7% |
$271K - $324K
|
102K
$12.8M
|