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 |
---|---|---|---|---|---|---|---|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
209+ 1.22% |
$38.1K - $44.8K
|
17.3K
$2.31M
|
|
Nov 12, 2021
Q3 2021
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
208+ 0.74% |
$37.9K - $44.6K
|
28.4K
$3.8M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
208+ 8.67% |
$37.9K - $44.6K
|
2.61K
$349K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
203+ 9.02% |
$37K - $43.5K
|
2.45K
$329K
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
201+ 1.44% |
$36.6K - $43.1K
|
14.1K
$1.89M
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.44% |
$36.4K - $42.9K
|
45.3K
$6.07M
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
197+ 1.05% |
$35.9K - $42.2K
|
19K
$2.55M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
194+ 1.57% |
$35.3K - $41.6K
|
12.5K
$1.68M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
193+ 3.52% |
$35.1K - $41.4K
|
5.68K
$760K
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
192+ 8.48% |
$35K - $41.1K
|
2.46K
$329K
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
191+ 17.04% |
$34.8K - $40.9K
|
1.31K
$176K
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
BUY
|
- |
188+ 0.7% |
$34.2K - $40.3K
|
27K
$3.61M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
186New |
$33.9K - $39.9K
|
186
$24.9K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
186+ 4.27% |
$33.9K - $39.9K
|
4.54K
$608K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
186New |
$33.9K - $39.9K
|
186
$24.9K
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
185+ 12.96% |
$33.7K - $39.6K
|
1.61K
$216K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
184+ 0.42% |
$33.5K - $39.4K
|
44K
$5.89M
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
183+ 1.99% |
$33.3K - $39.2K
|
9.37K
$1.25M
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
182+ 0.34% |
$33.1K - $39K
|
53.8K
$7.2M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
181+ 4.91% |
$33K - $38.8K
|
3.87K
$518K
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
179+ 0.66% |
$32.6K - $38.4K
|
27.1K
$3.63M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
178+ 3.56% |
$32.4K - $38.1K
|
5.18K
$694K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
178+ 2.08% |
$32.4K - $38.1K
|
8.72K
$1.17M
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
176+ 0.43% |
$32K - $37.7K
|
41.2K
$5.52M
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
176+ 3.05% |
$32K - $37.7K
|
5.94K
$795K
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
175+ 1.67% |
$31.9K - $37.5K
|
10.6K
$1.42M
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
173+ 13.64% |
$31.5K - $37.1K
|
1.44K
$193K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
172+ 2.47% |
$31.3K - $36.9K
|
7.13K
$955K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
170+ 15.58% |
$31K - $36.4K
|
1.26K
$169K
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
169+ 2.53% |
$30.8K - $36.2K
|
6.86K
$919K
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
169+ 11.91% |
$30.8K - $36.2K
|
1.59K
$213K
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$30.4K - $35.8K
|
167
$22.4K
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
167+ 11.89% |
$30.4K - $35.8K
|
1.57K
$210K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
163+ 9.71% |
$29.7K - $34.9K
|
1.84K
$247K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
162+ 0.98% |
$29.5K - $34.7K
|
16.6K
$2.23M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
161+ 0.47% |
$29.3K - $34.5K
|
34.5K
$4.62M
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
160+ 4.53% |
$29.1K - $34.3K
|
3.69K
$495K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
159+ 17.55% |
$29K - $34.1K
|
1.07K
$143K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
156+ 0.18% |
$28.4K - $33.4K
|
84.8K
$11.4M
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
155+ 0.24% |
$28.2K - $33.2K
|
65K
$8.7M
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
155+ 3.3% |
$28.2K - $33.2K
|
4.85K
$649K
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
153+ 42.27% |
$27.9K - $32.8K
|
515
$69K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
153+ 2.91% |
$27.9K - $32.8K
|
5.41K
$724K
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
153+ 1.14% |
$27.9K - $32.8K
|
13.5K
$1.81M
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
150+ 8.11% |
$27.3K - $32.1K
|
2K
$268K
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 7.89% |
$27.3K - $32.1K
|
2.05K
$275K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
150New |
$27.3K - $32.1K
|
150
$20.1K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
150+ 0.29% |
$27.3K - $32.1K
|
52.7K
$7.06M
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
148+ 71.15% |
$27K - $31.7K
|
356
$47.7K
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
146+ 3.51% |
$26.6K - $31.3K
|
4.31K
$577K
|