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
|
Terra Nova Asset Management LLC
|
BUY
|
- |
94+ 2.4% |
$17.1K - $20.1K
|
4.02K
$538K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
94+ 16.43% |
$17.1K - $20.1K
|
666
$89.2K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
91+ 5.48% |
$16.6K - $19.5K
|
1.75K
$234K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
90+ 0.7% |
$16.4K - $19.3K
|
13K
$1.74M
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
89+ 3.93% |
$16.2K - $19.1K
|
2.36K
$316K
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
89+ 0.98% |
$16.2K - $19.1K
|
9.16K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
89+ 6.03% |
$16.2K - $19.1K
|
1.56K
$209K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
88+ 0.27% |
$16K - $18.9K
|
32.2K
$4.31M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
88+ 9.35% |
$16K - $18.9K
|
1.03K
$138K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 0.15% |
$16K - $18.9K
|
58.2K
$7.79M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
87+ 1.22% |
$15.8K - $18.6K
|
7.22K
$966K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
87+ 2.06% |
$15.8K - $18.6K
|
4.31K
$577K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
85New |
$15.5K - $18.2K
|
85
$11.4K
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
83+ 1.48% |
$15.1K - $17.8K
|
5.68K
$761K
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
82+ 0.67% |
$14.9K - $17.6K
|
12.3K
$1.64M
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
82+ 4.76% |
$14.9K - $17.6K
|
1.8K
$242K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
79+ 4.4% |
$14.4K - $16.9K
|
1.87K
$251K
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
79+ 2.39% |
$14.4K - $16.9K
|
3.38K
$453K
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
78+ 4.51% |
$14.2K - $16.7K
|
1.81K
$242K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
78+ 2.65% |
$14.2K - $16.7K
|
3.02K
$405K
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
78+ 5.47% |
$14.2K - $16.7K
|
1.5K
$201K
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
77+ 0.61% |
$14K - $16.5K
|
12.8K
$1.71M
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
77+ 0.06% |
$14K - $16.5K
|
139K
$18.6M
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
77+ 0.85% |
$14K - $16.5K
|
9.19K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
76+ 1.41% |
$13.8K - $16.3K
|
5.46K
$731K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
75+ 1.49% |
$13.7K - $16.1K
|
5.11K
$685K
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
75+ 6.53% |
$13.7K - $16.1K
|
1.22K
$164K
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
73+ 3.47% |
$13.3K - $15.6K
|
2.18K
$291K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
73+ 0.9% |
$13.3K - $15.6K
|
8.14K
$1.09M
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
73+ 0.34% |
$13.3K - $15.6K
|
21.6K
$2.89M
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
73+ 1.35% |
$13.3K - $15.6K
|
5.48K
$734K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
73+ 9.15% |
$13.3K - $15.6K
|
871
$117K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
72+ 0.56% |
$13.1K - $15.4K
|
12.9K
$1.73M
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
72+ 1.5% |
$13.1K - $15.4K
|
4.87K
$652K
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
71+ 2.28% |
$12.9K - $15.2K
|
3.19K
$427K
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70+ 0.21% |
$12.7K - $15K
|
33.6K
$4.49M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
70+ 3.36% |
$12.7K - $15K
|
2.16K
$289K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
70+ 5.17% |
$12.7K - $15K
|
1.43K
$191K
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
70+ 0.35% |
$12.7K - $15K
|
20.1K
$2.7M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68+ 0.02% |
$12.4K - $14.6K
|
433K
$58M
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
68+ 5.16% |
$12.4K - $14.6K
|
1.39K
$185K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
68+ 0.17% |
$12.4K - $14.6K
|
39.9K
$5.34M
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
66+ 1.4% |
$12K - $14.1K
|
4.79K
$641K
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
65+ 0.84% |
$11.8K - $13.9K
|
7.78K
$1.04M
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
64+ 5.58% |
$11.7K - $13.7K
|
1.21K
$162K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
62+ 3.0% |
$11.3K - $13.3K
|
2.13K
$285K
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
62+ 0.62% |
$11.3K - $13.3K
|
10.1K
$1.35M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
62+ 0.05% |
$11.3K - $13.3K
|
122K
$16.3M
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
61+ 2.9% |
$11.1K - $13.1K
|
2.16K
$290K
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
61+ 0.75% |
$11.1K - $13.1K
|
8.15K
$1.09M
|