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 05, 2021
Q3 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
11+ 0.04% |
$2K - $2.36K
|
31.3K
$4.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11+ 0.88% |
$2K - $2.36K
|
1.27K
$170K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
10+ 1.23% |
$1.82K - $2.14K
|
826
$111K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
10+ 1.23% |
$1.82K - $2.14K
|
826
$111K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$1.82K - $2.14K
|
10
$1.34K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
9+ 0.32% |
$1.64K - $1.93K
|
2.81K
$376K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9+ 0.15% |
$1.64K - $1.93K
|
6.15K
$823K
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
9+ 0.27% |
$1.64K - $1.93K
|
3.37K
$451K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
9+ 0.68% |
$1.64K - $1.93K
|
1.32K
$177K
|
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9+ 0.31% |
$1.64K - $1.93K
|
2.91K
$389K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
9+ 0.06% |
$1.64K - $1.93K
|
14.8K
$1.98M
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
8+ 0.25% |
$1.46K - $1.71K
|
3.19K
$427K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
8+ 0.21% |
$1.46K - $1.71K
|
3.89K
$521K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
8+ 0.12% |
$1.46K - $1.71K
|
6.75K
$903K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
8+ 0.58% |
$1.46K - $1.71K
|
1.38K
$184K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8+ 0.17% |
$1.46K - $1.71K
|
4.73K
$633K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8+ 0.0% |
$1.46K - $1.71K
|
992K
$133M
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
8+ 0.53% |
$1.46K - $1.71K
|
1.52K
$204K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
7+ 0.02% |
$1.27K - $1.5K
|
45.5K
$6.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.32% |
$1.27K - $1.5K
|
2.17K
$291K
|
|
|
Oct 21, 2021
Q3 2021
|
Cardinal Capital Management
|
BUY
|
- |
7+ 0.04% |
$1.27K - $1.5K
|
18.1K
$2.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7+ 0.2% |
$1.27K - $1.5K
|
3.43K
$459K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.06% |
$1.27K - $1.5K
|
11.5K
$1.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$1.09K - $1.29K
|
6
$804
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.52% |
$1.09K - $1.29K
|
1.16K
$155K
|
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5+ 0.17% |
$911 - $1.07K
|
2.93K
$392K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5+ 0.02% |
$911 - $1.07K
|
27.2K
$3.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5New |
$911 - $1.07K
|
5
$670
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.43% |
$911 - $1.07K
|
1.16K
$155K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
5New |
$911 - $1.07K
|
5
$670
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.32% |
$911 - $1.07K
|
1.58K
$212K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5+ 0.13% |
$911 - $1.07K
|
3.91K
$524K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$911 - $1.07K
|
5
$670
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$728 - $857
|
14.7K
$1.97M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.21% |
$728 - $857
|
1.93K
$258K
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.16% |
$728 - $857
|
2.56K
$342K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.02% |
$728 - $857
|
18.4K
$2.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3+ 0.19% |
$546 - $643
|
1.58K
$211K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$546 - $643
|
2.04K
$274K
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
3+ 0.14% |
$546 - $643
|
2.14K
$287K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3+ 0.37% |
$546 - $643
|
807
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3+ 0.06% |
$546 - $643
|
4.95K
$663K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$364 - $429
|
1.85K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.13% |
$364 - $429
|
1.59K
$213K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.04% |
$364 - $429
|
5.62K
$753K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$364 - $429
|
2.64K
$354K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.03% |
$364 - $429
|
7.36K
$985K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.11% |
$364 - $429
|
1.79K
$240K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$364 - $429
|
415
$55.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$182 - $214
|
2.17K
$291K
|