Purchases and Sales Made in Q3 2021 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
795+ 50.8% |
$145K - $170K
|
2.36K
$206K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
795New |
$145K - $170K
|
795
$69.5K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
793New |
$144K - $170K
|
793
$69.3K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
790+ 26.31% |
$144K - $169K
|
3.79K
$332K
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
790+ 12.57% |
$144K - $169K
|
7.07K
$618K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
786+ 6.11% |
$143K - $168K
|
13.7K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
786+ 46.95% |
$143K - $168K
|
2.46K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
785+ 219.89% |
$143K - $168K
|
1.14K
$99.8K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
762+ 12.78% |
$139K - $163K
|
6.72K
$588K
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
760+ 1.63% |
$138K - $163K
|
47.4K
$4.14M
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
751+ 63.91% |
$137K - $161K
|
1.93K
$168K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
746+ 58.51% |
$136K - $160K
|
2.02K
$177K
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
742+ 1.56% |
$135K - $159K
|
48.2K
$4.21M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
739+ 11.11% |
$135K - $158K
|
7.39K
$646K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
736+ 1.56% |
$134K - $158K
|
48K
$4.19M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
736+ 5.7% |
$134K - $158K
|
13.6K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
736+ 4.14% |
$134K - $158K
|
18.5K
$1.62M
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
732+ 2.04% |
$133K - $157K
|
36.6K
$3.2M
|
|
Oct 06, 2021
Q3 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
723+ 0.86% |
$132K - $155K
|
84.6K
$7.4M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
721+ 15.57% |
$131K - $154K
|
5.35K
$468K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
720+ 6.01% |
$131K - $154K
|
12.7K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
718New |
$131K - $154K
|
718
$62.8K
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
715+ 59.48% |
$130K - $153K
|
1.92K
$168K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
715+ 18.72% |
$130K - $153K
|
4.53K
$396K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
704+ 2.88% |
$128K - $151K
|
25.1K
$2.2M
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
701+ 11.74% |
$128K - $150K
|
6.67K
$583K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
701+ 3.23% |
$128K - $150K
|
22.4K
$1.96M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
699+ 4.13% |
$127K - $150K
|
17.6K
$1.54M
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
691+ 9.82% |
$126K - $148K
|
7.73K
$676K
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
687+ 26.22% |
$125K - $147K
|
3.31K
$289K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
684New |
$125K - $147K
|
684
$59.8K
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
682+ 6.57% |
$124K - $146K
|
11.1K
$967K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
679+ 9.4% |
$124K - $145K
|
7.9K
$691K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
665+ 4.75% |
$121K - $142K
|
14.7K
$1.28M
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
643+ 0.71% |
$117K - $138K
|
91.3K
$7.98M
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
BUY
|
- |
633+ 13.19% |
$115K - $136K
|
5.43K
$475K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
632+ 10.09% |
$115K - $135K
|
6.9K
$603K
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
626+ 0.21% |
$114K - $134K
|
298K
$26.1M
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
620+ 5.2% |
$113K - $133K
|
12.5K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
620+ 4.92% |
$113K - $133K
|
13.2K
$1.16M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
617+ 6.39% |
$112K - $132K
|
10.3K
$898K
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
616+ 52.03% |
$112K - $132K
|
1.8K
$157K
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
612+ 11.78% |
$111K - $131K
|
5.81K
$508K
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
608+ 0.18% |
$111K - $130K
|
343K
$30M
|
|
Nov 12, 2021
Q3 2021
|
Srb Corp
Boston, MA |
BUY
|
- |
607+ 7.4% |
$111K - $130K
|
8.81K
$770K
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
605+ 25.84% |
$110K - $130K
|
2.95K
$258K
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
600New |
$109K - $129K
|
600
$52.5K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
598+ 10.53% |
$109K - $128K
|
6.28K
$549K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
592+ 1.69% |
$108K - $127K
|
35.7K
$3.12M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
592+ 1.27% |
$108K - $127K
|
47.1K
$4.12M
|