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
|
Mechanics Bank Trust Department
|
BUY
|
- |
406+ 2.8% |
$73.9K - $87K
|
14.9K
$1.99M
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
405+ 1.31% |
$73.8K - $86.8K
|
31.2K
$4.18M
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
404+ 2.1% |
$73.6K - $86.6K
|
19.7K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
400+ 1.26% |
$72.8K - $85.7K
|
32K
$4.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 40.0% |
$72.8K - $85.7K
|
1.4K
$187K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
396+ 3.1% |
$72.1K - $84.8K
|
13.2K
$1.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
394+ 17.83% |
$71.7K - $84.4K
|
2.6K
$349K
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
394+ 12.73% |
$71.7K - $84.4K
|
3.49K
$467K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
390+ 4.21% |
$71K - $83.6K
|
9.64K
$1.29M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
390+ 9.94% |
$71K - $83.6K
|
4.31K
$578K
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
387+ 2.11% |
$70.5K - $82.9K
|
18.7K
$2.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
387New |
$70.5K - $82.9K
|
387
$51.8K
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
384+ 1.06% |
$69.9K - $82.3K
|
36.7K
$4.92M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
383+ 7.52% |
$69.7K - $82.1K
|
5.48K
$734K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
380+ 15.64% |
$69.2K - $81.4K
|
2.81K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
374+ 1.0% |
$68.1K - $80.1K
|
37.6K
$5.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
373+ 17.13% |
$67.9K - $79.9K
|
2.55K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
371+ 0.71% |
$67.6K - $79.5K
|
52.9K
$7.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
371+ 1.07% |
$67.6K - $79.5K
|
35.1K
$4.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
358New |
$65.2K - $76.7K
|
358
$47.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
356+ 7.89% |
$64.8K - $76.3K
|
4.87K
$652K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
353+ 4.71% |
$64.3K - $75.6K
|
7.85K
$1.05M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
353+ 0.56% |
$64.3K - $75.6K
|
63.3K
$8.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
352+ 11.35% |
$64.1K - $75.4K
|
3.45K
$462K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
350+ 12.77% |
$63.7K - $75K
|
3.09K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
349+ 39.93% |
$63.6K - $74.8K
|
1.22K
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
345New |
$62.8K - $73.9K
|
345
$46.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
344+ 3.14% |
$62.6K - $73.7K
|
11.3K
$1.51M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
343+ 3.43% |
$62.5K - $73.5K
|
10.4K
$1.39M
|
|
|
Oct 29, 2021
Q3 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
340+ 0.18% |
$61.9K - $72.8K
|
192K
$25.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
339+ 23.67% |
$61.7K - $72.6K
|
1.77K
$237K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
338+ 0.66% |
$61.5K - $72.4K
|
51.4K
$6.88M
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
331+ 1.47% |
$60.3K - $70.9K
|
22.8K
$3.05M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
325+ 3.39% |
$59.2K - $69.6K
|
9.91K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
324+ 4.46% |
$59K - $69.4K
|
7.58K
$1.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
322+ 1.64% |
$58.6K - $69K
|
19.9K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
321+ 9.08% |
$58.5K - $68.8K
|
3.86K
$516K
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
321+ 5.07% |
$58.5K - $68.8K
|
6.65K
$891K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
321+ 24.73% |
$58.5K - $68.8K
|
1.62K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
320+ 214.77% |
$58.3K - $68.6K
|
469
$62.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
313+ 1.46% |
$57K - $67.1K
|
21.8K
$2.92M
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
313+ 24.76% |
$57K - $67.1K
|
1.58K
$211K
|
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
309+ 0.94% |
$56.3K - $66.2K
|
33.3K
$4.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
303+ 4.03% |
$55.2K - $64.9K
|
7.82K
$1.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
302+ 5.6% |
$55K - $64.7K
|
5.7K
$763K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
300+ 10.87% |
$54.6K - $64.3K
|
3.06K
$410K
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
298+ 0.61% |
$54.3K - $63.8K
|
49K
$6.57M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
294+ 5.01% |
$53.5K - $63K
|
6.17K
$826K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
293+ 14.6% |
$53.4K - $62.8K
|
2.3K
$308K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
292+ 6.4% |
$53.2K - $62.6K
|
4.86K
$650K
|