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 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-30- 0.76% |
$5.46K - $6.43K
|
3.9K
$522K
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-30- 0.2% |
$5.46K - $6.43K
|
15K
$2.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-30- 0.5% |
$5.46K - $6.43K
|
5.93K
$794K
|
|
|
Nov 09, 2021
Q3 2021
|
S&Co Inc
Boston, MA |
SELL
|
- |
-30- 0.71% |
$5.46K - $6.43K
|
4.19K
$561K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-31- 1.61% |
$5.65K - $6.64K
|
1.89K
$253K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-32- 3.56% |
$5.83K - $6.86K
|
867
$116K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-33- 3.37% |
$6.01K - $7.07K
|
947
$127K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-33- 0.24% |
$6.01K - $7.07K
|
14K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-34Closed |
$6.19K - $7.28K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-35- 0.38% |
$6.37K - $7.5K
|
9.26K
$1.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-35- 0.88% |
$6.37K - $7.5K
|
3.94K
$527K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-35- 2.55% |
$6.37K - $7.5K
|
1.34K
$179K
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-35- 0.44% |
$6.37K - $7.5K
|
7.85K
$1.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
SELL
|
- |
-36- 1.56% |
$6.56K - $7.71K
|
2.28K
$305K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-37- 2.25% |
$6.74K - $7.93K
|
1.61K
$215K
|
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-37- 0.3% |
$6.74K - $7.93K
|
12.4K
$1.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-38- 20.21% |
$6.92K - $8.14K
|
150
$20.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-39- 1.3% |
$7.1K - $8.36K
|
2.95K
$395K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-40- 80.0% |
$7.28K - $8.57K
|
10
$1.34K
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-40- 3.23% |
$7.28K - $8.57K
|
1.2K
$160K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-42- 1.5% |
$7.65K - $9K
|
2.77K
$371K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-42- 51.22% |
$7.65K - $9K
|
40
$5.36K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-43- 2.35% |
$7.83K - $9.21K
|
1.79K
$239K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-44- 0.82% |
$8.01K - $9.43K
|
5.35K
$716K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-45- 1.32% |
$8.19K - $9.64K
|
3.37K
$451K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-45- 2.0% |
$8.19K - $9.64K
|
2.2K
$295K
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
SELL
|
- |
-45- 0.57% |
$8.19K - $9.64K
|
7.81K
$1.05M
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
SELL
|
- |
-46- 0.17% |
$8.38K - $9.86K
|
27.6K
$3.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-46- 1.71% |
$8.38K - $9.86K
|
2.64K
$354K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-47- 67.14% |
$8.56K - $10.1K
|
23
$3.08K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-47- 0.99% |
$8.56K - $10.1K
|
4.69K
$628K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-48- 3.95% |
$8.74K - $10.3K
|
1.17K
$156K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-49- 4.24% |
$8.92K - $10.5K
|
1.11K
$148K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-49- 0.53% |
$8.92K - $10.5K
|
9.22K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-50- 0.64% |
$9.11K - $10.7K
|
7.8K
$1.04M
|
|
|
Oct 08, 2021
Q3 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-50- 0.34% |
$9.11K - $10.7K
|
14.8K
$1.99M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 1.42% |
$9.11K - $10.7K
|
3.46K
$463K
|
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 1.52% |
$9.11K - $10.7K
|
3.24K
$434K
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.34% |
$9.11K - $10.7K
|
3.67K
$492K
|
|
|
Nov 18, 2021
Q3 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-50- 0.52% |
$9.11K - $10.7K
|
9.57K
$1.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-50- 61.73% |
$9.11K - $10.7K
|
31
$4.15K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-51- 0.08% |
$9.29K - $10.9K
|
64K
$8.57M
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-51- 1.3% |
$9.29K - $10.9K
|
3.87K
$519K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-51- 2.4% |
$9.29K - $10.9K
|
2.08K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-53- 0.69% |
$9.65K - $11.4K
|
7.65K
$1.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-53- 2.61% |
$9.65K - $11.4K
|
1.98K
$265K
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-55- 0.97% |
$10K - $11.8K
|
5.63K
$754K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.66% |
$10.2K - $12K
|
8.42K
$1.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-56- 23.14% |
$10.2K - $12K
|
186
$24.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-57- 0.91% |
$10.4K - $12.2K
|
6.18K
$828K
|