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 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
1+ 0.01% |
$182 - $214
|
7.23K
$968K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.24% |
$182 - $214
|
415
$55.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.05% |
$182 - $214
|
2.1K
$281K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.74% |
$182 - $214
|
137
$18.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$182 - $214
|
1.16K
$156K
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$182 - $214
|
2.87K
$384K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $214
|
7.63K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.2% |
$182 - $214
|
496
$66.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.14% |
$182 - $214
|
692
$92.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $214
|
17.5K
$2.34M
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$182 - $214
|
2.47K
$330K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.02% |
$182 - $214
|
4.48K
$600K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.01% |
$182 - $214
|
9.3K
$1.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$182 - $214
|
1.34K
$179K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.88% |
$182 - $214
|
115
$15.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.04% |
$182 - $214
|
2.71K
$363K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$182 - $214
|
3.65K
$488K
|
|
|
Nov 15, 2021
Q3 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1+ 0.03% |
$182 - $214
|
3.72K
$498K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 0.05% |
$182 - $214
|
1.9K
$255K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$182 - $214
|
5.48K
$734K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$182 - $214
|
35.3K
$4.72M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1- 0.05% |
$182 - $214
|
2.02K
$271K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.04% |
$182 - $214
|
2.27K
$304K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-2- 0.12% |
$364 - $429
|
1.61K
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$364 - $429
|
13.4K
$1.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2- 0.09% |
$364 - $429
|
2.3K
$307K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$546 - $643
|
4.94K
$661K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
SELL
|
- |
-3- 0.1% |
$546 - $643
|
2.91K
$390K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3- 0.06% |
$546 - $643
|
4.95K
$663K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4- 0.03% |
$728 - $857
|
13.3K
$1.79M
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5Closed |
$911 - $1.07K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5- 0.09% |
$911 - $1.07K
|
5.62K
$753K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.53% |
$1.09K - $1.29K
|
1.12K
$150K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 0.05% |
$1.09K - $1.29K
|
12K
$1.61M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-7- 0.15% |
$1.27K - $1.5K
|
4.62K
$619K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-7- 0.06% |
$1.27K - $1.5K
|
11.6K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8- 0.16% |
$1.46K - $1.71K
|
4.87K
$652K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8- 0.04% |
$1.46K - $1.71K
|
20.2K
$2.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.32% |
$1.46K - $1.71K
|
2.47K
$330K
|
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8- 0.33% |
$1.46K - $1.71K
|
2.42K
$324K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9- 0.06% |
$1.64K - $1.93K
|
13.9K
$1.86M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9- 0.22% |
$1.64K - $1.93K
|
4.05K
$543K
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9- 0.02% |
$1.64K - $1.93K
|
54.4K
$7.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-9- 0.14% |
$1.64K - $1.93K
|
6.28K
$841K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10- 2.17% |
$1.82K - $2.14K
|
450
$60.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-10- 0.91% |
$1.82K - $2.14K
|
1.09K
$146K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-11- 0.31% |
$2K - $2.36K
|
3.49K
$468K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11- 2.33% |
$2K - $2.36K
|
462
$61.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-12- 0.96% |
$2.19K - $2.57K
|
1.24K
$166K
|