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 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
700New |
$125K - $153K
|
700
$93.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
699+ 2.01% |
$125K - $152K
|
35.5K
$4.75M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
695+ 2.91% |
$124K - $152K
|
24.6K
$3.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
695+ 35.97% |
$124K - $152K
|
2.63K
$352K
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
693+ 1.17% |
$124K - $151K
|
60K
$8.03M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
691+ 1.7% |
$123K - $151K
|
41.3K
$5.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
672+ 35.86% |
$120K - $147K
|
2.55K
$341K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
670+ 6.81% |
$120K - $146K
|
10.5K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
670+ 5.7% |
$120K - $146K
|
12.4K
$1.66M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
658New |
$117K - $143K
|
658
$88.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
648+ 35.94% |
$116K - $141K
|
2.45K
$328K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
643+ 22.93% |
$115K - $140K
|
3.45K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
641+ 10.42% |
$114K - $140K
|
6.79K
$910K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
640+ 0.76% |
$114K - $140K
|
84.8K
$11.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
639+ 3.25% |
$114K - $139K
|
20.3K
$2.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
638+ 5.69% |
$114K - $139K
|
11.8K
$1.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
631+ 21.09% |
$113K - $138K
|
3.62K
$485K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
630New |
$112K - $137K
|
630
$84.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
605+ 7.97% |
$108K - $132K
|
8.19K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
601+ 4.7% |
$107K - $131K
|
13.4K
$1.79M
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
600+ 8.18% |
$107K - $131K
|
7.93K
$1.06M
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
599+ 2.08% |
$107K - $131K
|
29.4K
$3.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
599+ 1.64% |
$107K - $131K
|
37.1K
$4.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
599+ 11.81% |
$107K - $131K
|
5.67K
$760K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
598+ 8.67% |
$107K - $130K
|
7.49K
$1M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
598+ 1.25% |
$107K - $130K
|
48.5K
$6.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
595+ 1.03% |
$106K - $130K
|
58.1K
$7.78M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
586+ 16.17% |
$105K - $128K
|
4.21K
$564K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
582+ 1.24% |
$104K - $127K
|
47.7K
$6.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
581+ 14.94% |
$104K - $127K
|
4.47K
$599K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
580+ 40.22% |
$103K - $126K
|
2.02K
$271K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
576+ 8.6% |
$103K - $126K
|
7.28K
$974K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
574New |
$102K - $125K
|
574
$76.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
572+ 8.02% |
$102K - $125K
|
7.71K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
559+ 11.47% |
$99.7K - $122K
|
5.43K
$728K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
549+ 34.57% |
$98K - $120K
|
2.14K
$286K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
547+ 8.14% |
$97.6K - $119K
|
7.27K
$974K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
542New |
$96.7K - $118K
|
542
$72.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
541+ 21.6% |
$96.5K - $118K
|
3.05K
$408K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
538+ 7.03% |
$96K - $117K
|
8.19K
$1.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
532New |
$94.9K - $116K
|
532
$71.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
526New |
$93.8K - $115K
|
526
$70.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
525+ 0.37% |
$93.7K - $114K
|
143K
$19.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
525+ 5.67% |
$93.7K - $114K
|
9.78K
$1.31M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
520+ 0.98% |
$92.8K - $113K
|
53.4K
$7.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
517+ 53.97% |
$92.2K - $113K
|
1.48K
$198K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
516+ 21.91% |
$92.1K - $113K
|
2.87K
$384K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
513+ 10.66% |
$91.5K - $112K
|
5.33K
$713K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
513+ 241.98% |
$91.5K - $112K
|
725
$97.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
511+ 41.11% |
$91.2K - $111K
|
1.75K
$235K
|