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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
1.18KNew |
$210K - $257K
|
1.18K
$158K
|
|
Feb 14, 2022
Q4 2021
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
1.17K+ 0.78% |
$209K - $255K
|
152K
$20.4M
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
1.17K+ 1.6% |
$208K - $254K
|
74.3K
$9.95M
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.16K+ 4.41% |
$208K - $254K
|
27.6K
$3.69M
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.16KNew |
$207K - $253K
|
1.16K
$155K
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.16K+ 78.95% |
$207K - $253K
|
2.63K
$352K
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.16K+ 15.67% |
$207K - $253K
|
8.55K
$1.14M
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.16KNew |
$206K - $252K
|
1.16K
$155K
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.15K+ 0.36% |
$205K - $251K
|
318K
$42.6M
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.15KNew |
$205K - $250K
|
1.15K
$154K
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.14K+ 2.69% |
$204K - $249K
|
43.6K
$5.85M
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.12KNew |
$199K - $244K
|
1.12K
$150K
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.11KNew |
$197K - $241K
|
1.11K
$148K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.1K+ 70.97% |
$196K - $240K
|
2.65K
$355K
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.1KNew |
$196K - $240K
|
1.1K
$147K
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.09K+ 1.29% |
$195K - $239K
|
86.1K
$11.5M
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.09KNew |
$194K - $237K
|
1.09K
$146K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.08KNew |
$193K - $236K
|
1.08K
$145K
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.08KNew |
$193K - $236K
|
1.08K
$145K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.08K+ 2.25% |
$193K - $236K
|
49.1K
$6.57M
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
1.08KNew |
$193K - $236K
|
1.08K
$145K
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$193K - $235K
|
1.08K
$144K
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.08K+ 67.12% |
$192K - $235K
|
2.68K
$359K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.08K+ 24.87% |
$192K - $235K
|
5.41K
$725K
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.07KNew |
$191K - $234K
|
1.07K
$143K
|
|
Feb 11, 2022
Q4 2021
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.07K+ 4.73% |
$191K - $233K
|
23.7K
$3.18M
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.07K+ 53400.0% |
$191K - $233K
|
1.07K
$143K
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.07KNew |
$190K - $232K
|
1.07K
$143K
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
1.07K+ 0.48% |
$190K - $232K
|
223K
$29.8M
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.06KNew |
$190K - $232K
|
1.06K
$142K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$190K - $232K
|
1.06K
$142K
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.06KNew |
$189K - $232K
|
1.06K
$142K
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.06KNew |
$189K - $231K
|
1.06K
$142K
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.06KNew |
$189K - $231K
|
1.06K
$142K
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$189K - $231K
|
1.06K
$142K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
1.06K+ 14.13% |
$188K - $230K
|
8.53K
$1.14M
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$188K - $230K
|
1.06K
$141K
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 26.81% |
$188K - $230K
|
4.99K
$668K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.06K+ 12.4% |
$188K - $230K
|
9.56K
$1.28M
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.05KNew |
$188K - $229K
|
1.05K
$141K
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.05KNew |
$187K - $229K
|
1.05K
$140K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.05K+ 4.81% |
$187K - $228K
|
22.8K
$3.05M
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$187K - $228K
|
1.05K
$140K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.05KNew |
$187K - $228K
|
1.05K
$140K
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.05KNew |
$186K - $228K
|
1.05K
$140K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 11.18% |
$186K - $228K
|
10.4K
$1.39M
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.04KNew |
$186K - $228K
|
1.04K
$140K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.04K+ 27.41% |
$185K - $227K
|
4.83K
$647K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.04KNew |
$185K - $226K
|
1.04K
$139K
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.03KNew |
$184K - $225K
|
1.03K
$138K
|