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 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
32+ 2.43% |
$5.83K - $6.86K
|
1.35K
$181K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
31+ 0.53% |
$5.65K - $6.64K
|
5.89K
$789K
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
31+ 0.88% |
$5.65K - $6.64K
|
3.56K
$476K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$5.65K - $6.64K
|
31
$4.15K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
30+ 0.48% |
$5.46K - $6.43K
|
6.28K
$842K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30+ 0.33% |
$5.46K - $6.43K
|
9.25K
$1.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 0.06% |
$5.46K - $6.43K
|
50.1K
$6.72M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.02% |
$5.46K - $6.43K
|
126K
$16.8M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
30+ 0.48% |
$5.46K - $6.43K
|
6.28K
$842K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
29New |
$5.28K - $6.21K
|
29
$3.88K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
29+ 0.49% |
$5.28K - $6.21K
|
5.98K
$801K
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
29+ 0.24% |
$5.28K - $6.21K
|
12.2K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
28+ 10.29% |
$5.1K - $6K
|
300
$40.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
28+ 0.21% |
$5.1K - $6K
|
13.4K
$1.79M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
28New |
$5.1K - $6K
|
28
$3.75K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
28+ 0.14% |
$5.1K - $6K
|
20.4K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
27+ 1.27% |
$4.92K - $5.79K
|
2.15K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
26+ 1.46% |
$4.73K - $5.57K
|
1.81K
$242K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
26+ 0.38% |
$4.73K - $5.57K
|
6.9K
$924K
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
26+ 0.13% |
$4.73K - $5.57K
|
19.5K
$2.61M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25+ 0.62% |
$4.55K - $5.36K
|
4.07K
$545K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
25+ 0.04% |
$4.55K - $5.36K
|
59.7K
$8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
25+ 0.06% |
$4.55K - $5.36K
|
39.7K
$5.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
24+ 0.96% |
$4.37K - $5.14K
|
2.52K
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
24+ 2.82% |
$4.37K - $5.14K
|
874
$117K
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
23+ 1.66% |
$4.19K - $4.93K
|
1.41K
$188K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
21+ 1.11% |
$3.82K - $4.5K
|
1.91K
$256K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 8.66% |
$3.64K - $4.29K
|
251
$33.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
20+ 0.09% |
$3.64K - $4.29K
|
23.5K
$3.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
20+ 12.74% |
$3.64K - $4.29K
|
177
$23.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
20+ 0.03% |
$3.64K - $4.29K
|
61.8K
$8.28M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
20+ 1.61% |
$3.64K - $4.29K
|
1.26K
$169K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
18+ 0.38% |
$3.28K - $3.86K
|
4.81K
$644K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.52% |
$3.28K - $3.86K
|
3.47K
$465K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17+ 1.2% |
$3.1K - $3.64K
|
1.44K
$193K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
17+ 1.5% |
$3.1K - $3.64K
|
1.15K
$154K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
16+ 0.55% |
$2.91K - $3.43K
|
2.9K
$388K
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
16+ 0.39% |
$2.91K - $3.43K
|
4.08K
$546K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 15.24% |
$2.91K - $3.43K
|
121
$16.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16+ 0.93% |
$2.91K - $3.43K
|
1.74K
$232K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 1.7% |
$2.73K - $3.21K
|
897
$120K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
14+ 0.2% |
$2.55K - $3K
|
7.11K
$952K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
14+ 0.38% |
$2.55K - $3K
|
3.68K
$492K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
13+ 0.27% |
$2.37K - $2.79K
|
4.86K
$651K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
13+ 0.57% |
$2.37K - $2.79K
|
2.3K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
13+ 0.5% |
$2.37K - $2.79K
|
2.6K
$348K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
13+ 0.21% |
$2.37K - $2.79K
|
6.17K
$826K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
12+ 0.44% |
$2.19K - $2.57K
|
2.75K
$369K
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
12+ 54.55% |
$2.19K - $2.57K
|
34
$4.55K
|
|
|
Nov 15, 2021
Q3 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12+ 0.67% |
$2.19K - $2.57K
|
1.8K
$241K
|