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 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.13KNew |
$205K - $241K
|
1.13K
$151K
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
1.13K+ 11.03% |
$205K - $241K
|
11.3K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
1.12K+ 64.93% |
$204K - $240K
|
2.85K
$381K
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.1KNew |
$200K - $236K
|
1.1K
$147K
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
1.09K+ 2.81% |
$198K - $233K
|
39.8K
$5.33M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.08K+ 0.44% |
$196K - $231K
|
247K
$33.1M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.07K+ 55.36% |
$196K - $230K
|
3.01K
$404K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.06K+ 1066.67% |
$192K - $226K
|
1.16K
$155K
|
|
|
Nov 12, 2021
Q3 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.05K+ 10.5% |
$191K - $225K
|
11.1K
$1.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.03K+ 23.95% |
$188K - $221K
|
5.33K
$714K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.03K+ 16.58% |
$187K - $220K
|
7.23K
$968K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.02K+ 4.41% |
$186K - $218K
|
24.1K
$3.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 14.76% |
$184K - $216K
|
7.85K
$1.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1K+ 7.89% |
$183K - $215K
|
13.7K
$1.84M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.55% |
$182K - $214K
|
183K
$24.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1K+ 2.92% |
$182K - $214K
|
35.3K
$4.72M
|
|
|
Oct 26, 2021
Q3 2021
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
1K+ 0.25% |
$182K - $214K
|
408K
$54.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
985+ 0.94% |
$179K - $211K
|
106K
$14.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
982New |
$179K - $210K
|
982
$132K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
981+ 33.75% |
$179K - $210K
|
3.89K
$521K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
974+ 2.5% |
$177K - $209K
|
39.9K
$5.34M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
963+ 2.93% |
$175K - $206K
|
33.8K
$4.53M
|
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
963+ 4.72% |
$175K - $206K
|
21.4K
$2.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
960+ 2.51% |
$175K - $206K
|
39.1K
$5.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
958+ 85.54% |
$174K - $205K
|
2.08K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
945+ 19.87% |
$172K - $202K
|
5.7K
$763K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
937+ 1.67% |
$171K - $201K
|
57.1K
$7.65M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
929+ 20.18% |
$169K - $199K
|
5.53K
$741K
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
922+ 7.8% |
$168K - $198K
|
12.7K
$1.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
920+ 0.29% |
$168K - $197K
|
316K
$42.4M
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
915+ 14.26% |
$167K - $196K
|
7.33K
$982K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
915+ 6.54% |
$167K - $196K
|
14.9K
$2M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
897+ 4.69% |
$163K - $192K
|
20K
$2.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
894+ 5.97% |
$163K - $192K
|
15.9K
$2.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
883+ 7.26% |
$161K - $189K
|
13K
$1.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
871+ 4.56% |
$159K - $187K
|
20K
$2.68M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
870New |
$158K - $186K
|
870
$117K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
858+ 6.3% |
$156K - $184K
|
14.5K
$1.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
857+ 39.22% |
$156K - $184K
|
3.04K
$407K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
856+ 19.36% |
$156K - $183K
|
5.28K
$707K
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
848+ 0.93% |
$154K - $182K
|
91.8K
$12.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
845+ 2.38% |
$154K - $181K
|
36.4K
$4.87M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
839New |
$153K - $180K
|
839
$112K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
836+ 6.35% |
$152K - $179K
|
14K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
831+ 4.95% |
$151K - $178K
|
17.6K
$2.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
829+ 3.87% |
$151K - $178K
|
22.2K
$2.98M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
810+ 24.71% |
$148K - $174K
|
4.09K
$547K
|
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
799+ 30.68% |
$145K - $171K
|
3.4K
$456K
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
795+ 50.8% |
$145K - $170K
|
2.36K
$316K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
795New |
$145K - $170K
|
795
$106K
|