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 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-111- 8.43% |
$20.2K - $23.8K
|
1.21K
$161K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-112- 3.26% |
$20.4K - $24K
|
3.33K
$446K
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-114- 5.72% |
$20.8K - $24.4K
|
1.88K
$252K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-114- 6.85% |
$20.8K - $24.4K
|
1.55K
$208K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-115- 3.05% |
$20.9K - $24.6K
|
3.65K
$489K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-115- 1.62% |
$20.9K - $24.6K
|
7K
$937K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-119- 0.36% |
$21.7K - $25.5K
|
33.2K
$4.45M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-120- 7.54% |
$21.9K - $25.7K
|
1.47K
$197K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-121- 2.47% |
$22K - $25.9K
|
4.77K
$639K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
SELL
|
- |
-123- 4.77% |
$22.4K - $26.4K
|
2.45K
$329K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-123- 0.2% |
$22.4K - $26.4K
|
61K
$8.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-124- 0.59% |
$22.6K - $26.6K
|
20.8K
$2.79M
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-125- 1.03% |
$22.8K - $26.8K
|
12.1K
$1.62M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-127- 24.9% |
$23.1K - $27.2K
|
383
$51.3K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-127Closed |
$23.1K - $27.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-129- 3.9% |
$23.5K - $27.6K
|
3.18K
$425K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-130- 3.73% |
$23.7K - $27.9K
|
3.35K
$449K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-132- 0.54% |
$24K - $28.3K
|
24.1K
$3.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-132- 1.32% |
$24K - $28.3K
|
9.83K
$1.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-133- 0.95% |
$24.2K - $28.5K
|
13.9K
$1.86M
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-134- 3.31% |
$24.4K - $28.7K
|
3.92K
$525K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-134- 3.04% |
$24.4K - $28.7K
|
4.28K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-136- 2.16% |
$24.8K - $29.1K
|
6.15K
$824K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-137- 1.86% |
$24.9K - $29.4K
|
7.24K
$970K
|
|
|
Nov 08, 2021
Q3 2021
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-140- 1.18% |
$25.5K - $30K
|
11.8K
$1.57M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-143- 2.02% |
$26K - $30.6K
|
6.95K
$930K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-144- 6.61% |
$26.2K - $30.9K
|
2.03K
$272K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-145- 3.78% |
$26.4K - $31.1K
|
3.7K
$495K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-150- 2.02% |
$27.3K - $32.1K
|
7.29K
$976K
|
|
|
Nov 16, 2021
Q3 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-150- 3.16% |
$27.3K - $32.1K
|
4.6K
$616K
|
|
|
Nov 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-150- 10.71% |
$27.3K - $32.1K
|
1.25K
$167K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-150- 1.32% |
$27.3K - $32.1K
|
11.2K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 0.62% |
$27.3K - $32.1K
|
23.9K
$3.21M
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-150- 0.97% |
$27.3K - $32.1K
|
15.3K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Castellan Group
Louisville, KY |
SELL
|
- |
-156- 1.93% |
$28.4K - $33.4K
|
7.92K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 21.71% |
$29.1K - $34.3K
|
577
$77.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-165- 2.12% |
$30K - $35.4K
|
7.61K
$1.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-167- 0.66% |
$30.4K - $35.8K
|
25.2K
$3.38M
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-168- 0.6% |
$30.6K - $36K
|
27.8K
$3.72M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-168Closed |
$30.6K - $36K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-174- 3.49% |
$31.7K - $37.3K
|
4.82K
$645K
|
|
|
Oct 25, 2021
Q3 2021
|
Argyle Capital Management Inc.
|
SELL
|
- |
-175- 0.56% |
$31.9K - $37.5K
|
31.2K
$4.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-176- 9.99% |
$32K - $37.7K
|
1.59K
$212K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-179- 86.47% |
$32.6K - $38.4K
|
28
$3.75K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-180- 1.17% |
$32.8K - $38.6K
|
15.2K
$2.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-180- 3.96% |
$32.8K - $38.6K
|
4.37K
$585K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-182- 0.44% |
$33.1K - $39K
|
41.3K
$5.52M
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-183- 26.56% |
$33.3K - $39.2K
|
506
$67.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-183Closed |
$33.3K - $39.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-185- 1.07% |
$33.7K - $39.6K
|
17K
$2.28M
|