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
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-58- 53.7% |
$10.6K - $12.4K
|
50
$6.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-59- 0.54% |
$10.7K - $12.6K
|
10.9K
$1.46M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-59- 3.38% |
$10.7K - $12.6K
|
1.69K
$226K
|
|
|
Nov 16, 2021
Q3 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-60- 0.11% |
$10.9K - $12.9K
|
55.6K
$7.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-60- 0.74% |
$10.9K - $12.9K
|
8K
$1.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-62- 0.79% |
$11.3K - $13.3K
|
7.79K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-62- 37.13% |
$11.3K - $13.3K
|
105
$14.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-63- 11.86% |
$11.5K - $13.5K
|
468
$62.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-64- 0.45% |
$11.7K - $13.7K
|
14.1K
$1.88M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-65- 3.99% |
$11.8K - $13.9K
|
1.56K
$209K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-65- 1.41% |
$11.8K - $13.9K
|
4.55K
$610K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-68- 8.55% |
$12.4K - $14.6K
|
727
$97.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-69- 0.05% |
$12.6K - $14.8K
|
126K
$16.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-70- 10.74% |
$12.7K - $15K
|
582
$77.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-70- 13.86% |
$12.7K - $15K
|
435
$58.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-72- 0.05% |
$13.1K - $15.4K
|
153K
$20.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-73- 42.2% |
$13.3K - $15.6K
|
100
$13.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-73- 0.08% |
$13.3K - $15.6K
|
95K
$12.7M
|
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-74- 0.45% |
$13.5K - $15.9K
|
16.5K
$2.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-75- 3.16% |
$13.7K - $16.1K
|
2.3K
$308K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-75- 1.76% |
$13.7K - $16.1K
|
4.18K
$559K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-75- 0.08% |
$13.7K - $16.1K
|
88.7K
$11.9M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-78- 2.37% |
$14.2K - $16.7K
|
3.21K
$430K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-80Closed |
$14.6K - $17.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
SELL
|
- |
-80- 1.3% |
$14.6K - $17.1K
|
6.06K
$811K
|
|
|
Nov 10, 2021
Q3 2021
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-80- 0.19% |
$14.6K - $17.1K
|
41.3K
$5.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-82- 1.43% |
$14.9K - $17.6K
|
5.64K
$756K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-82- 3.78% |
$14.9K - $17.6K
|
2.09K
$279K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-82- 2.92% |
$14.9K - $17.6K
|
2.73K
$366K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-84- 0.84% |
$15.3K - $18K
|
9.91K
$1.33M
|
|
|
Oct 19, 2021
Q3 2021
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-85- 0.09% |
$15.5K - $18.2K
|
91.7K
$12.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-87- 1.11% |
$15.8K - $18.6K
|
7.77K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-89- -0.0% |
$16.2K - $19.1K
|
1.8M
$241M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-89- 0.55% |
$16.2K - $19.1K
|
16.1K
$2.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-89- 14.1% |
$16.2K - $19.1K
|
542
$72.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-93- 1.35% |
$16.9K - $19.9K
|
6.79K
$910K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 2.67% |
$16.9K - $19.9K
|
3.39K
$454K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-95- 9.95% |
$17.3K - $20.4K
|
860
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-95- 0.54% |
$17.3K - $20.4K
|
17.5K
$2.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-95- 1.26% |
$17.3K - $20.4K
|
7.44K
$996K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-97- 3.37% |
$17.7K - $20.8K
|
2.78K
$372K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-97- 2.35% |
$17.7K - $20.8K
|
4.02K
$539K
|
|
|
Oct 18, 2021
Q3 2021
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-99- 0.51% |
$18K - $21.2K
|
19.5K
$2.61M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-100- 6.02% |
$18.2K - $21.4K
|
1.56K
$209K
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-100- 1.94% |
$18.2K - $21.4K
|
5.06K
$677K
|
|
|
Oct 27, 2021
Q3 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-100- 0.39% |
$18.2K - $21.4K
|
25.5K
$3.41M
|
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-100- 11.11% |
$18.2K - $21.4K
|
800
$107K
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-100- 1.52% |
$18.2K - $21.4K
|
6.48K
$867K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-103- 3.85% |
$18.8K - $22.1K
|
2.57K
$344K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-109- 4.32% |
$19.8K - $23.4K
|
2.41K
$323K
|