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 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.79K- 6.07% |
$325K - $383K
|
27.6K
$3.7M
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
SELL
|
- |
-1.79K- 13.08% |
$325K - $383K
|
11.9K
$1.59M
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.8K- 8.5% |
$328K - $386K
|
19.4K
$2.59M
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.83K- 2.42% |
$334K - $393K
|
73.9K
$9.89M
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.84K- 13.28% |
$335K - $394K
|
12K
$1.61M
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.85KClosed |
$337K - $396K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.89K- 6.54% |
$344K - $405K
|
27K
$3.62M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.9KClosed |
$346K - $407K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.9K- 2.79% |
$346K - $407K
|
66.2K
$8.86M
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.91K- 0.62% |
$347K - $409K
|
307K
$41.2M
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.94K- 37.16% |
$353K - $416K
|
3.28K
$439K
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.96K- 6.56% |
$357K - $420K
|
27.9K
$3.74M
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.98K- 0.29% |
$360K - $424K
|
677K
$90.7M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.98K- 10.63% |
$361K - $425K
|
16.7K
$2.23M
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-2K- 29.48% |
$364K - $429K
|
4.79K
$641K
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
SELL
|
- |
-2.01K- 1.23% |
$365K - $430K
|
161K
$21.5M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-2.03K- 1.61% |
$369K - $434K
|
124K
$16.5M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.03K- 28.81% |
$369K - $435K
|
5.01K
$671K
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.04K- 2.77% |
$372K - $437K
|
71.6K
$9.6M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.05KClosed |
$373K - $439K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.07KClosed |
$376K - $442K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.08K- 1.89% |
$378K - $445K
|
108K
$14.4M
|
|
Oct 07, 2021
Q3 2021
|
Nexus Investment Management Ulc
|
SELL
|
- |
-2.09K- 1.07% |
$380K - $447K
|
193K
$25.9M
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.1K- 3.19% |
$381K - $449K
|
63.5K
$8.51M
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.1K- 3.56% |
$382K - $450K
|
56.9K
$7.62M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.1K- 11.85% |
$383K - $450K
|
15.6K
$2.09M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 34.83% |
$395K - $465K
|
4.06K
$544K
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.18K- 10.69% |
$397K - $467K
|
18.2K
$2.44M
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.19K- 5.15% |
$399K - $470K
|
40.4K
$5.41M
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.2K- 28.95% |
$401K - $471K
|
5.4K
$723K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.29K- 17.55% |
$417K - $491K
|
10.8K
$1.44M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.32KClosed |
$422K - $496K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.44K- 5.04% |
$445K - $523K
|
46K
$6.17M
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.45K- 1.19% |
$446K - $525K
|
204K
$27.3M
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.52K- 0.33% |
$459K - $540K
|
753K
$101M
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.54K- 4.15% |
$462K - $543K
|
58.6K
$7.85M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.56K- 6.19% |
$467K - $549K
|
38.8K
$5.2M
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.57KClosed |
$469K - $551K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-2.6K- 4.33% |
$474K - $558K
|
57.5K
$7.7M
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.67K- 27.97% |
$486K - $572K
|
6.87K
$921K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.67K- 9.15% |
$486K - $572K
|
26.5K
$3.55M
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.67KClosed |
$487K - $573K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.68K- 50.23% |
$488K - $574K
|
2.66K
$356K
|
|
Nov 15, 2021
Q3 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-2.7K- 0.34% |
$492K - $579K
|
782K
$105M
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.71K- 1.45% |
$494K - $582K
|
184K
$24.7M
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.74KClosed |
$498K - $586K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.76KClosed |
$503K - $592K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.78K- 4.99% |
$506K - $595K
|
52.9K
$7.08M
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-2.83K- 2.47% |
$515K - $605K
|
111K
$14.9M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.85KClosed |
$520K - $611K
|
0
$0
|