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 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
61+ 22.51% |
$11.1K - $13.1K
|
332
$44.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
60+ 1.18% |
$10.9K - $12.9K
|
5.16K
$691K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
59+ 8.36% |
$10.7K - $12.6K
|
765
$102K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
59+ 5.03% |
$10.7K - $12.6K
|
1.23K
$165K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
59+ 0.12% |
$10.7K - $12.6K
|
47.3K
$6.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
59+ 1.97% |
$10.7K - $12.6K
|
3.06K
$410K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
59+ 2.76% |
$10.7K - $12.6K
|
2.2K
$294K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
58+ 1.05% |
$10.6K - $12.4K
|
5.6K
$750K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
57+ 12.95% |
$10.4K - $12.2K
|
497
$66.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
56+ 2.31% |
$10.2K - $12K
|
2.48K
$332K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
56+ 0.42% |
$10.2K - $12K
|
13.4K
$1.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 5.57% |
$10K - $11.8K
|
1.04K
$140K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
55+ 2.16% |
$10K - $11.8K
|
2.6K
$349K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
55+ 0.56% |
$10K - $11.8K
|
9.84K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
55+ 3.65% |
$10K - $11.8K
|
1.56K
$209K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
54+ 1.62% |
$9.83K - $11.6K
|
3.39K
$455K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
53+ 4.42% |
$9.65K - $11.4K
|
1.25K
$168K
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
53New |
$9.65K - $11.4K
|
53
$7.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
53+ 0.83% |
$9.65K - $11.4K
|
6.44K
$863K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
52+ 2.62% |
$9.47K - $11.1K
|
2.04K
$273K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
52+ 4.23% |
$9.47K - $11.1K
|
1.28K
$172K
|
|
|
Nov 12, 2021
Q3 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
51New |
$9.29K - $10.9K
|
51
$6.83K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50+ 15.02% |
$9.11K - $10.7K
|
383
$51.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
50+ 1.04% |
$9.11K - $10.7K
|
4.84K
$648K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
50+ 8.62% |
$9.11K - $10.7K
|
630
$84.4K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
50+ 2.28% |
$9.11K - $10.7K
|
2.24K
$300K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48+ 0.56% |
$8.74K - $10.3K
|
8.68K
$1.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
48+ 7.49% |
$8.74K - $10.3K
|
689
$92.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47+ 0.47% |
$8.56K - $10.1K
|
10.1K
$1.35M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
44+ 1.49% |
$8.01K - $9.43K
|
2.99K
$401K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
44+ 0.51% |
$8.01K - $9.43K
|
8.65K
$1.16M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 32.09% |
$7.83K - $9.21K
|
177
$23.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
43+ 2.08% |
$7.83K - $9.21K
|
2.11K
$282K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
43+ 1.57% |
$7.83K - $9.21K
|
2.78K
$373K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43+ 1.8% |
$7.83K - $9.21K
|
2.44K
$326K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
42+ 0.66% |
$7.65K - $9K
|
6.36K
$852K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
42+ 3.9% |
$7.65K - $9K
|
1.12K
$150K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
41+ 0.2% |
$7.47K - $8.78K
|
20.5K
$2.74M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
41+ 2.76% |
$7.47K - $8.78K
|
1.53K
$204K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 2.25% |
$7.28K - $8.57K
|
1.82K
$243K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
40+ 0.45% |
$7.28K - $8.57K
|
8.91K
$1.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
39+ 0.77% |
$7.1K - $8.36K
|
5.09K
$681K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.27% |
$6.74K - $7.93K
|
2.96K
$396K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
37+ 1.18% |
$6.74K - $7.93K
|
3.17K
$425K
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
36+ 0.53% |
$6.56K - $7.71K
|
6.88K
$921K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
35New |
$6.37K - $7.5K
|
35
$4.69K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
35+ 9.7% |
$6.37K - $7.5K
|
396
$53K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
35+ 0.52% |
$6.37K - $7.5K
|
6.71K
$899K
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
34+ 1.76% |
$6.19K - $7.28K
|
1.97K
$264K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
33+ 0.7% |
$6.01K - $7.07K
|
4.75K
$636K
|