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 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
376+ 3.09% |
$67.1K - $82K
|
12.5K
$1.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
376+ 8.79% |
$67.1K - $82K
|
4.65K
$623K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
373New |
$66.6K - $81.3K
|
373
$50K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
369+ 0.57% |
$65.8K - $80.5K
|
65.3K
$8.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
369+ 23.31% |
$65.8K - $80.5K
|
1.95K
$261K
|
|
|
Feb 07, 2022
Q4 2021
|
Corbyn Investment Management Inc
|
BUY
|
- |
366+ 0.84% |
$65.3K - $79.8K
|
43.9K
$5.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
364+ 30.38% |
$64.9K - $79.4K
|
1.56K
$209K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
364+ 0.33% |
$64.9K - $79.4K
|
111K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
363+ 3.53% |
$64.8K - $79.2K
|
10.6K
$1.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
359+ 6.99% |
$64.1K - $78.3K
|
5.5K
$736K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
359+ 2.49% |
$64.1K - $78.3K
|
14.8K
$1.98M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
352+ 6.48% |
$62.8K - $76.8K
|
5.79K
$775K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
351+ 4.68% |
$62.6K - $76.5K
|
7.86K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
350+ 4.75% |
$62.4K - $76.3K
|
7.73K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
350+ 22.28% |
$62.4K - $76.3K
|
1.92K
$257K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
348+ 1.75% |
$62.1K - $75.9K
|
20.3K
$2.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
348+ 2.78% |
$62.1K - $75.9K
|
12.9K
$1.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
347+ 7.62% |
$61.9K - $75.7K
|
4.9K
$656K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
347+ 5.79% |
$61.9K - $75.7K
|
6.34K
$849K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
345+ 2.88% |
$61.6K - $75.2K
|
12.3K
$1.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
342+ 5.44% |
$61K - $74.6K
|
6.62K
$887K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
338New |
$60.3K - $73.7K
|
338
$45.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
337+ 5.91% |
$60.1K - $73.5K
|
6.04K
$808K
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
330+ 0.6% |
$58.9K - $72K
|
55.6K
$7.44M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
327+ 5.76% |
$58.3K - $71.3K
|
6K
$804K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
325New |
$58K - $70.9K
|
325
$43.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
324+ 8.33% |
$57.8K - $70.7K
|
4.21K
$564K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
321New |
$57.3K - $70K
|
321
$43K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
320+ 1.18% |
$57.1K - $69.8K
|
27.5K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
318+ 1.94% |
$56.7K - $69.3K
|
16.7K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
318New |
$56.7K - $69.3K
|
318
$42.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
316New |
$56.4K - $68.9K
|
316
$42.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
315+ 0.37% |
$56.2K - $68.7K
|
85.1K
$11.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
313+ 0.61% |
$55.8K - $68.3K
|
51.7K
$6.92M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
313+ 0.78% |
$55.8K - $68.3K
|
40.2K
$5.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
310+ 103.33% |
$55.3K - $67.6K
|
610
$81.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
310+ 8.17% |
$55.3K - $67.6K
|
4.1K
$549K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
310+ 4.38% |
$55.3K - $67.6K
|
7.38K
$989K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
308New |
$55K - $67.2K
|
308
$41.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
308+ 0.45% |
$55K - $67.2K
|
69.1K
$9.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
308+ 20.22% |
$55K - $67.2K
|
1.83K
$245K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
305+ 3.73% |
$54.4K - $66.5K
|
8.47K
$1.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
305+ 12.51% |
$54.4K - $66.5K
|
2.74K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
302+ 6.68% |
$53.9K - $65.9K
|
4.82K
$646K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
301+ 27.22% |
$53.7K - $65.6K
|
1.41K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
301+ 19.26% |
$53.7K - $65.6K
|
1.86K
$250K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
301+ 4.46% |
$53.7K - $65.6K
|
7.05K
$944K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
301+ 2.03% |
$53.7K - $65.6K
|
15.1K
$2.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
300+ 5.82% |
$53.5K - $65.4K
|
5.46K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 6.87% |
$53.5K - $65.4K
|
4.67K
$625K
|