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 13, 2021
Q3 2021
|
Jacobs & CO
|
BUY
|
- |
3.22K+ 4.03% |
$586K - $689K
|
83.1K
$11.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.18K+ 1.83% |
$580K - $682K
|
177K
$23.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.18K+ 5.21% |
$580K - $682K
|
64.3K
$8.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.18K+ 3.82% |
$579K - $681K
|
86.5K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.14KNew |
$572K - $673K
|
3.14K
$421K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.1K+ 13.77% |
$564K - $664K
|
25.6K
$3.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.06K+ 6.83% |
$558K - $656K
|
47.9K
$6.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.05K+ 10.98% |
$555K - $653K
|
30.8K
$4.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
3KNew |
$546K - $643K
|
3K
$402K
|
|
|
Nov 15, 2021
Q3 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
3K+ 2.46% |
$546K - $643K
|
125K
$16.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
3KNew |
$546K - $643K
|
3K
$402K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.99K+ 33.29% |
$545K - $641K
|
12K
$1.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.97K+ 24.82% |
$541K - $636K
|
14.9K
$2M
|
|
|
Nov 10, 2021
Q3 2021
|
Zevin Asset Management LLC
|
BUY
|
- |
2.94K+ 2.85% |
$535K - $629K
|
106K
$14.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.94K+ 27.9% |
$534K - $629K
|
13.5K
$1.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.93K+ 73.77% |
$533K - $627K
|
6.9K
$924K
|
|
|
Nov 12, 2021
Q3 2021
|
Fosun International LTD
|
BUY
|
- |
2.91K+ 15.18% |
$529K - $623K
|
22K
$2.95M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.9K+ 161.71% |
$528K - $622K
|
4.7K
$629K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.86KNew |
$521K - $613K
|
2.86K
$383K
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.86K+ 26.99% |
$521K - $613K
|
13.5K
$1.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.84K+ 4.03% |
$517K - $609K
|
73.3K
$9.81M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
2.76K+ 5.28% |
$503K - $591K
|
55.1K
$7.38M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.73K+ 7.44% |
$496K - $584K
|
39.3K
$5.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.72K+ 19.63% |
$495K - $583K
|
16.6K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 8.91% |
$494K - $582K
|
33.2K
$4.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.69K+ 19.14% |
$489K - $576K
|
16.7K
$2.24M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.65KNew |
$482K - $567K
|
2.65K
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.61K+ 13.36% |
$474K - $558K
|
22.1K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.6K+ 1.25% |
$474K - $557K
|
210K
$28.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.6KNew |
$473K - $557K
|
2.6K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
2.6KNew |
$473K - $556K
|
2.6K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.6K+ 1.21% |
$473K - $556K
|
218K
$29.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.59KNew |
$472K - $556K
|
2.59K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
2.55K+ 5.08% |
$464K - $546K
|
52.7K
$7.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.52K+ 44.69% |
$460K - $541K
|
8.17K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.52KNew |
$459K - $540K
|
2.52K
$337K
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.5KNew |
$455K - $536K
|
2.5K
$335K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.5K+ 6.89% |
$454K - $535K
|
38.7K
$5.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
2.48K+ 20.0% |
$451K - $531K
|
14.9K
$1.99M
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
BUY
|
- |
2.47K+ 27.18% |
$451K - $530K
|
11.6K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.47K+ 8.88% |
$449K - $528K
|
30.2K
$4.05M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.45K+ 13.65% |
$446K - $524K
|
20.4K
$2.73M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
2.44KNew |
$445K - $523K
|
2.44K
$327K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.41K+ 2.67% |
$439K - $517K
|
92.9K
$12.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
2.4KNew |
$437K - $514K
|
2.4K
$321K
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.39K+ 5.54% |
$435K - $512K
|
45.6K
$6.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.38K+ 1.36% |
$433K - $510K
|
178K
$23.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.37K+ 5.86% |
$432K - $508K
|
42.9K
$5.74M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.32K+ 24.59% |
$422K - $497K
|
11.8K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
2.3K+ 51.9% |
$418K - $492K
|
6.73K
$901K
|