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 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
BUY
|
- |
921+ 6.0% |
$164K - $201K
|
16.3K
$2.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
912+ 50.08% |
$163K - $199K
|
2.73K
$366K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
908+ 9.18% |
$162K - $198K
|
10.8K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
900+ 6.56% |
$161K - $196K
|
14.6K
$1.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
890+ 3.53% |
$159K - $194K
|
26.1K
$3.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
887+ 0.6% |
$158K - $193K
|
149K
$19.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
886+ 12.23% |
$158K - $193K
|
8.13K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
885+ 5.22% |
$158K - $193K
|
17.8K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
883+ 10.78% |
$158K - $193K
|
9.08K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
881New |
$157K - $192K
|
881
$118K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
870+ 29.09% |
$155K - $190K
|
3.86K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
869+ 4.93% |
$155K - $190K
|
18.5K
$2.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
863+ 6.79% |
$154K - $188K
|
13.6K
$1.82M
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
861+ 3.06% |
$154K - $188K
|
29K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
855+ 6.49% |
$153K - $186K
|
14K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
846+ 22.72% |
$151K - $184K
|
4.57K
$612K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
839+ 36.98% |
$150K - $183K
|
3.11K
$416K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
837+ 4.19% |
$149K - $183K
|
20.8K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
829+ 34.69% |
$148K - $181K
|
3.22K
$431K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
816+ 0.66% |
$146K - $178K
|
124K
$16.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
816+ 0.99% |
$146K - $178K
|
83.2K
$11.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
815+ 1.92% |
$145K - $178K
|
43.2K
$5.79M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
806+ 4.37% |
$144K - $176K
|
19.3K
$2.58M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.44% |
$143K - $174K
|
184K
$24.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
BUY
|
- |
797+ 1.51% |
$142K - $174K
|
53.5K
$7.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
793+ 18.99% |
$141K - $173K
|
4.97K
$665K
|
|
|
Jan 19, 2022
Q4 2021
|
Profit Investment Management, LLC
|
BUY
|
- |
790+ 22.49% |
$141K - $172K
|
4.3K
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
789New |
$141K - $172K
|
789
$106K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
785+ 219.27% |
$140K - $171K
|
1.14K
$153K
|
|
|
Feb 08, 2022
Q4 2021
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
778+ 0.25% |
$139K - $170K
|
312K
$41.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
774New |
$138K - $169K
|
774
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
774+ 5.34% |
$138K - $169K
|
15.3K
$2.05M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
770+ 16.41% |
$137K - $168K
|
5.46K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
763+ 1.86% |
$136K - $166K
|
41.7K
$5.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
758+ 9.02% |
$135K - $165K
|
9.17K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
753+ 2.06% |
$134K - $164K
|
37.3K
$5M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
748+ 526.76% |
$133K - $163K
|
890
$119K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
748+ 184.69% |
$133K - $163K
|
1.15K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
742+ 7.09% |
$132K - $162K
|
11.2K
$1.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
734+ 10.15% |
$131K - $160K
|
7.96K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
729+ 6.32% |
$130K - $159K
|
12.3K
$1.64M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
721+ 0.75% |
$129K - $157K
|
96.3K
$12.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
720New |
$128K - $157K
|
720
$96.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
717New |
$128K - $156K
|
717
$96K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
716+ 2.8% |
$128K - $156K
|
26.3K
$3.52M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
713+ 3.31% |
$127K - $155K
|
22.3K
$2.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
712+ 5.13% |
$127K - $155K
|
14.6K
$1.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
709+ 1.16% |
$126K - $155K
|
61.6K
$8.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
709+ 0.5% |
$126K - $155K
|
141K
$18.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
702+ 0.26% |
$125K - $153K
|
271K
$36.4M
|