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 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
298+ 3.35% |
$53.2K - $65K
|
9.21K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
297+ 198.0% |
$53K - $64.8K
|
447
$59.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
297+ 4.9% |
$53K - $64.8K
|
6.36K
$851K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
296+ 11.99% |
$52.8K - $64.5K
|
2.76K
$370K
|
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
295+ 4.55% |
$52.6K - $64.3K
|
6.78K
$908K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
294+ 6.94% |
$52.5K - $64.1K
|
4.53K
$607K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
293+ 0.21% |
$52.3K - $63.9K
|
139K
$18.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
293+ 1.35% |
$52.3K - $63.9K
|
22K
$2.95M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
290+ 42.21% |
$51.7K - $63.2K
|
977
$131K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
288+ 4.57% |
$51.4K - $62.8K
|
6.59K
$883K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
286+ 1.29% |
$51K - $62.4K
|
22.5K
$3.02M
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
284+ 0.87% |
$50.7K - $61.9K
|
32.8K
$4.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
283+ 8.27% |
$50.5K - $61.7K
|
3.71K
$496K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
283+ 10.86% |
$50.5K - $61.7K
|
2.89K
$387K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
281+ 12.78% |
$50.1K - $61.3K
|
2.48K
$332K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
280+ 0.78% |
$50K - $61.1K
|
36K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
280+ 18.03% |
$50K - $61.1K
|
1.83K
$245K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
276+ 20.75% |
$49.2K - $60.2K
|
1.61K
$215K
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
276+ 4.57% |
$49.2K - $60.2K
|
6.32K
$847K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
275+ 12.79% |
$49.1K - $60K
|
2.43K
$325K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
275+ 10.78% |
$49.1K - $60K
|
2.83K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
275+ 2.23% |
$49.1K - $60K
|
12.6K
$1.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
272+ 22.54% |
$48.5K - $59.3K
|
1.48K
$198K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
272+ 3.94% |
$48.5K - $59.3K
|
7.17K
$960K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
268New |
$47.8K - $58.4K
|
268
$35.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
267+ 13.29% |
$47.6K - $58.2K
|
2.28K
$305K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
266+ 7.2% |
$47.5K - $58K
|
3.96K
$530K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
265+ 1.11% |
$47.3K - $57.8K
|
24.1K
$3.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
263+ 3.47% |
$46.9K - $57.4K
|
7.85K
$1.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
263+ 5.2% |
$46.9K - $57.4K
|
5.32K
$712K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
258+ 5.41% |
$46K - $56.3K
|
5.03K
$674K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
257+ 5.3% |
$45.9K - $56K
|
5.11K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
256+ 6.3% |
$45.7K - $55.8K
|
4.32K
$578K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
255+ 0.94% |
$45.5K - $55.6K
|
27.5K
$3.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
255+ 0.28% |
$45.5K - $55.6K
|
91.5K
$12.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
250+ 4.25% |
$44.6K - $54.5K
|
6.13K
$821K
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
249+ 2.01% |
$44.4K - $54.3K
|
12.6K
$1.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
246+ 1.3% |
$43.9K - $53.6K
|
19.2K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
245New |
$43.7K - $53.4K
|
245
$32.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
245+ 3.15% |
$43.7K - $53.4K
|
8.03K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
238+ 2.11% |
$42.5K - $51.9K
|
11.5K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
238+ 2.0% |
$42.5K - $51.9K
|
12.1K
$1.63M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
234+ 1.82% |
$41.8K - $51K
|
13.1K
$1.75M
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
234New |
$41.8K - $51K
|
234
$31.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
231+ 3.39% |
$41.2K - $50.4K
|
7.04K
$943K
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
230+ 2.9% |
$41K - $50.2K
|
8.15K
$1.09M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
230+ 1.64% |
$41K - $50.2K
|
14.3K
$1.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
227+ 2.47% |
$40.5K - $49.5K
|
9.4K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
224+ 47.36% |
$40K - $48.8K
|
697
$93.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
222+ 12.27% |
$39.6K - $48.4K
|
2.03K
$272K
|