Purchases and Sales Made in Q4 2021 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.43KNew |
$255K - $312K
|
1.43K
$191K
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.43K+ 33.55% |
$254K - $311K
|
5.68K
$760K
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.42K+ 1.68% |
$253K - $310K
|
86K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.41KNew |
$251K - $306K
|
1.41K
$188K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.4KNew |
$250K - $306K
|
1.4K
$188K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.4K+ 9.99% |
$250K - $305K
|
15.4K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.39KNew |
$248K - $303K
|
1.39K
$186K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.39KNew |
$248K - $303K
|
1.39K
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
1.37KNew |
$244K - $298K
|
1.37K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.36K+ 6.75% |
$243K - $297K
|
21.5K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.35K+ 0.43% |
$241K - $294K
|
318K
$42.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.35K+ 13.81% |
$241K - $294K
|
11.1K
$1.49M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.35K+ 3.96% |
$241K - $294K
|
35.4K
$4.74M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.35K+ 11.98% |
$240K - $293K
|
12.6K
$1.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
BUY
|
- |
1.34K+ 19.33% |
$239K - $292K
|
8.28K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.34K+ 4.35% |
$239K - $292K
|
32.2K
$4.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Amf Tjanstepension Ab
|
BUY
|
- |
1.33K+ 0.31% |
$238K - $290K
|
437K
$58.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.32KNew |
$236K - $289K
|
1.32K
$177K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.32KNew |
$236K - $288K
|
1.32K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.32K+ 0.88% |
$236K - $288K
|
151K
$20.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.32KNew |
$235K - $287K
|
1.32K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.32KNew |
$235K - $287K
|
1.32K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.31KNew |
$234K - $287K
|
1.31K
$176K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.31KNew |
$234K - $286K
|
1.31K
$176K
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.31KNew |
$234K - $286K
|
1.31K
$175K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.31K+ 3.08% |
$234K - $286K
|
43.9K
$5.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.31K+ 64.72% |
$233K - $285K
|
3.33K
$446K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.31K+ 15.22% |
$233K - $285K
|
9.88K
$1.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.3K+ 63.73% |
$232K - $283K
|
3.34K
$447K
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
1.29K+ 3.0% |
$231K - $282K
|
44.3K
$5.94M
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$230K - $282K
|
1.29K
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.29K+ 26.43% |
$229K - $280K
|
6.15K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.28KNew |
$229K - $280K
|
1.28K
$172K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.28K+ 198.76% |
$228K - $279K
|
1.92K
$258K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.28K+ 2.55% |
$228K - $279K
|
51.4K
$6.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.27KNew |
$227K - $277K
|
1.27K
$170K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
1.27KNew |
$227K - $277K
|
1.27K
$170K
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.26KNew |
$225K - $275K
|
1.26K
$169K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.25K+ 42.5% |
$223K - $273K
|
4.2K
$562K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$223K - $272K
|
1.25K
$167K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.25KNew |
$222K - $272K
|
1.25K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$219K - $268K
|
1.23K
$164K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.22K+ 1.98% |
$218K - $267K
|
63K
$8.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.22K+ 12.94% |
$218K - $266K
|
10.7K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.21KNew |
$217K - $265K
|
1.21K
$163K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$216K - $264K
|
1.21K
$162K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.21K+ 56.73% |
$215K - $263K
|
3.33K
$446K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.2KNew |
$214K - $261K
|
1.2K
$160K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.19K+ 3.51% |
$212K - $260K
|
35.1K
$4.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
1.19K+ 4.27% |
$211K - $258K
|
29K
$3.88M
|