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 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-426- 8.98% |
$77.6K - $91.3K
|
4.32K
$578K
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-432- 14.57% |
$78.7K - $92.6K
|
2.53K
$339K
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-435Closed |
$79.2K - $93.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-436- 41.64% |
$79.4K - $93.4K
|
611
$81.8K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-438- 5.19% |
$79.8K - $93.8K
|
8K
$1.07M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-440- 0.4% |
$80.1K - $94.3K
|
110K
$14.8M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-440- 0.4% |
$80.1K - $94.3K
|
110K
$14.8M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-444- 3.73% |
$80.9K - $95.1K
|
11.5K
$1.54M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-449- 1.98% |
$81.8K - $96.2K
|
22.2K
$2.98M
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-460- 3.45% |
$83.8K - $98.6K
|
12.9K
$1.72M
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-462- 0.55% |
$84.1K - $99K
|
83K
$11.1M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-462- 3.63% |
$84.1K - $99K
|
12.3K
$1.64M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-465- 6.16% |
$84.7K - $99.6K
|
7.08K
$948K
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-468- 15.42% |
$85.2K - $100K
|
2.57K
$344K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-485- 2.37% |
$88.3K - $104K
|
20K
$2.68M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-489- 5.63% |
$89K - $105K
|
8.19K
$1.1M
|
|
Oct 21, 2021
Q3 2021
|
Founders Capital Management, LLC
|
SELL
|
- |
-500- 16.81% |
$91.1K - $107K
|
2.48K
$331K
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 19.19% |
$91.1K - $107K
|
2.11K
$282K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 7.35% |
$91.1K - $107K
|
6.31K
$844K
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-500Closed |
$91.1K - $107K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-500- 3.03% |
$91.1K - $107K
|
16K
$2.14M
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-500- 0.15% |
$91.1K - $107K
|
332K
$44.4M
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-503- 0.49% |
$91.6K - $108K
|
102K
$13.6M
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-510- 31.15% |
$92.9K - $109K
|
1.13K
$151K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-528- 6.52% |
$96.1K - $113K
|
7.57K
$1.01M
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-535- 58.15% |
$97.4K - $115K
|
385
$51.6K
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-549- 1.64% |
$100K - $118K
|
32.9K
$4.41M
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-549- 8.16% |
$100K - $118K
|
6.18K
$828K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-552- 78.86% |
$101K - $118K
|
148
$19.8K
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-553- 0.82% |
$101K - $118K
|
66.6K
$8.92M
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-556- 1.2% |
$101K - $119K
|
45.9K
$6.14M
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-561- 7.1% |
$102K - $120K
|
7.34K
$983K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-564- 0.92% |
$103K - $121K
|
60.7K
$8.13M
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-568- 1.22% |
$103K - $122K
|
45.9K
$6.15M
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-570- 1.16% |
$104K - $122K
|
48.4K
$6.48M
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-578- 2.13% |
$105K - $124K
|
26.6K
$3.56M
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-580- 2.65% |
$106K - $124K
|
21.3K
$2.85M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-591- 33.33% |
$108K - $127K
|
1.18K
$158K
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 1.25% |
$109K - $129K
|
47.4K
$6.34M
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-600- 5.08% |
$109K - $129K
|
11.2K
$1.5M
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-600- 20.05% |
$109K - $129K
|
2.39K
$320K
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-605- 3.88% |
$110K - $130K
|
15K
$2.01M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-614- 1.53% |
$112K - $132K
|
39.6K
$5.3M
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-618- 1.8% |
$113K - $132K
|
33.8K
$4.52M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-620- 2.07% |
$113K - $133K
|
29.4K
$3.94M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-625- 7.43% |
$114K - $134K
|
7.79K
$1.04M
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-626- 95.43% |
$114K - $134K
|
30
$4.02K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-632Closed |
$115K - $135K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-636- 2.0% |
$116K - $136K
|
31.1K
$4.17M
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-642- 48.64% |
$117K - $138K
|
678
$90.8K
|