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 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
583+ 19.39% |
$106K - $125K
|
3.59K
$481K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
580+ 55.93% |
$106K - $124K
|
1.62K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
576+ 0.69% |
$105K - $123K
|
83.6K
$11.2M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
572+ 32.46% |
$104K - $123K
|
2.33K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
569+ 10.49% |
$104K - $122K
|
5.99K
$802K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
566+ 0.56% |
$103K - $121K
|
101K
$13.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
566+ 15.76% |
$103K - $121K
|
4.16K
$557K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
560+ 8.1% |
$102K - $120K
|
7.47K
$1M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
560+ 11.1% |
$102K - $120K
|
5.6K
$750K
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
560+ 20.0% |
$102K - $120K
|
3.36K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
555+ 14.0% |
$101K - $119K
|
4.52K
$605K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
554+ 0.48% |
$101K - $119K
|
116K
$15.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
551+ 4.85% |
$100K - $118K
|
11.9K
$1.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
548+ 1.62% |
$99.8K - $117K
|
34.4K
$4.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
536+ 6.38% |
$97.6K - $115K
|
8.93K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
533+ 16.71% |
$97.1K - $114K
|
3.72K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
532+ 6.67% |
$96.9K - $114K
|
8.51K
$1.14M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
530New |
$96.5K - $114K
|
530
$71K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
530+ 3.81% |
$96.5K - $114K
|
14.4K
$1.93M
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
BUY
|
- |
529+ 1.97% |
$96.3K - $113K
|
27.3K
$3.66M
|
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
520+ 4.63% |
$94.7K - $111K
|
11.8K
$1.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
520+ 3.66% |
$94.7K - $111K
|
14.7K
$1.97M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
519+ 0.47% |
$94.5K - $111K
|
111K
$14.8M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
518+ 37.65% |
$94.3K - $111K
|
1.89K
$254K
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
511+ 39.31% |
$93.1K - $109K
|
1.81K
$243K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$91.1K - $107K
|
500
$67K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 95.6% |
$91.1K - $107K
|
1.02K
$137K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
489+ 4.21% |
$89K - $105K
|
12.1K
$1.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
485+ 1.91% |
$88.3K - $104K
|
25.9K
$3.47M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
483+ 7.47% |
$88K - $103K
|
6.95K
$931K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
481+ 4.48% |
$87.6K - $103K
|
11.2K
$1.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
474+ 41.87% |
$86.3K - $102K
|
1.61K
$215K
|
|
|
Nov 01, 2021
Q3 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
463+ 0.68% |
$84.3K - $99.2K
|
68.8K
$9.22M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
461+ 13.84% |
$83.9K - $98.8K
|
3.79K
$508K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
456+ 5.91% |
$83K - $97.7K
|
8.17K
$1.09M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
454+ 10.72% |
$82.7K - $97.3K
|
4.69K
$628K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
451+ 18.44% |
$82.1K - $96.6K
|
2.9K
$388K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
449+ 4.17% |
$81.8K - $96.2K
|
11.2K
$1.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
449+ 12.95% |
$81.8K - $96.2K
|
3.92K
$525K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
441+ 1.05% |
$80.3K - $94.5K
|
42.6K
$5.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
438+ 46.84% |
$79.8K - $93.8K
|
1.37K
$184K
|
|
|
Nov 16, 2021
Q3 2021
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
437+ 32.71% |
$79.6K - $93.6K
|
1.77K
$237K
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
434+ 1.35% |
$79K - $93K
|
32.6K
$4.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
429+ 3.44% |
$78.1K - $91.9K
|
12.9K
$1.73M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
424+ 10.57% |
$77.2K - $90.8K
|
4.44K
$594K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
420+ 3.45% |
$76.5K - $90K
|
12.6K
$1.69M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
420+ 19.12% |
$76.5K - $90K
|
2.62K
$350K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
418+ 6.82% |
$76.1K - $89.6K
|
6.55K
$877K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
410+ 0.91% |
$74.7K - $87.8K
|
45.7K
$6.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
408+ 24.76% |
$74.3K - $87.4K
|
2.06K
$275K
|