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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-267- 1.05% |
$48.6K - $57.2K
|
25.1K
$3.36M
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-272- 1.84% |
$49.5K - $58.3K
|
14.5K
$1.94M
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-274- 17.37% |
$49.9K - $58.7K
|
1.3K
$174K
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-275- 3.85% |
$50.1K - $58.9K
|
6.87K
$920K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-275- 0.42% |
$50.1K - $58.9K
|
65.9K
$8.82M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-275Closed |
$50.1K - $58.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-278- 18.89% |
$50.6K - $59.6K
|
1.19K
$160K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-280- 1.68% |
$51K - $60K
|
16.4K
$2.19M
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-282- 0.92% |
$51.4K - $60.4K
|
30.4K
$4.08M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-287- 2.19% |
$52.3K - $61.5K
|
12.8K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-293- 0.93% |
$53.4K - $62.8K
|
31.3K
$4.19M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-295- 4.34% |
$53.7K - $63.2K
|
6.5K
$870K
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-295- 1.85% |
$53.7K - $63.2K
|
15.6K
$2.1M
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-296- 0.35% |
$53.9K - $63.4K
|
84.2K
$11.3M
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-298- 0.83% |
$54.3K - $63.8K
|
35.4K
$4.74M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-299- 19.39% |
$54.4K - $64.1K
|
1.24K
$166K
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-300- 2.12% |
$54.6K - $64.3K
|
13.8K
$1.85M
|
|
Nov 10, 2021
Q3 2021
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-300- 1.42% |
$54.6K - $64.3K
|
20.8K
$2.78M
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-300Closed |
$54.6K - $64.3K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-307- 12.72% |
$55.9K - $65.8K
|
2.11K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-307- 0.65% |
$55.9K - $65.8K
|
47.1K
$6.3M
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-310- 16.85% |
$56.5K - $66.4K
|
1.53K
$205K
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-311- 4.72% |
$56.6K - $66.6K
|
6.27K
$840K
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-317- 1.64% |
$57.7K - $67.9K
|
19K
$2.54M
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-320- 1.45% |
$58.3K - $68.6K
|
21.7K
$2.91M
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-320- 5.53% |
$58.3K - $68.6K
|
5.47K
$733K
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-324- 4.83% |
$59K - $69.4K
|
6.39K
$855K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-324- 11.45% |
$59K - $69.4K
|
2.51K
$335K
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-325- 0.08% |
$59.2K - $69.6K
|
404K
$54.1M
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-325- 0.37% |
$59.2K - $69.6K
|
88.5K
$11.9M
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-327- 0.52% |
$59.5K - $70.1K
|
62.4K
$8.35M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-329- 36.07% |
$59.9K - $70.5K
|
583
$78.1K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-329- 8.16% |
$59.9K - $70.5K
|
3.7K
$496K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-329- 0.8% |
$59.9K - $70.5K
|
40.6K
$5.43M
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-332- 22.68% |
$60.5K - $71.1K
|
1.13K
$152K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-336- 3.44% |
$61.2K - $72K
|
9.44K
$1.26M
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-338- 17.5% |
$61.5K - $72.4K
|
1.59K
$213K
|
|
Nov 15, 2021
Q3 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-340- 7.76% |
$61.9K - $72.8K
|
4.04K
$541K
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-342- 1.55% |
$62.3K - $73.3K
|
21.8K
$2.91M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-348- 0.2% |
$63.4K - $74.6K
|
178K
$23.8M
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-352- 1.26% |
$64.1K - $75.4K
|
27.7K
$3.71M
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-362- 13.19% |
$65.9K - $77.6K
|
2.38K
$319K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-380- 10.1% |
$69.2K - $81.4K
|
3.38K
$453K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-387- 1.04% |
$70.5K - $82.9K
|
36.9K
$4.94M
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-399- 8.55% |
$72.7K - $85.5K
|
4.27K
$572K
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-400- 21.33% |
$72.8K - $85.7K
|
1.48K
$198K
|
|
Nov 09, 2021
Q3 2021
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-400- 1.32% |
$72.8K - $85.7K
|
29.9K
$4.01M
|
|
Oct 12, 2021
Q3 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 1.39% |
$72.8K - $85.7K
|
28.4K
$3.8M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-415- 5.77% |
$75.6K - $88.9K
|
6.77K
$907K
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-420- 1.88% |
$76.5K - $90K
|
21.9K
$2.93M
|