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
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
222+ 3.74% |
$39.6K - $48.4K
|
6.16K
$825K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
221+ 17.68% |
$39.4K - $48.2K
|
1.47K
$197K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
219+ 2.04% |
$39.1K - $47.8K
|
11K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
218+ 0.26% |
$38.9K - $47.5K
|
84.4K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
214+ 5.46% |
$38.2K - $46.7K
|
4.13K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
212New |
$37.8K - $46.2K
|
212
$28.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
211+ 3.47% |
$37.6K - $46K
|
6.29K
$842K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
210+ 4.73% |
$37.5K - $45.8K
|
4.65K
$622K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
205+ 7.98% |
$36.6K - $44.7K
|
2.77K
$371K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
204+ 0.11% |
$36.4K - $44.5K
|
178K
$23.8M
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
203+ 4.39% |
$36.2K - $44.3K
|
4.83K
$647K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
203+ 16.6% |
$36.2K - $44.3K
|
1.43K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
202+ 11.22% |
$36K - $44.1K
|
2K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
201+ 5.27% |
$35.9K - $43.8K
|
4.01K
$537K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
200+ 0.27% |
$35.7K - $43.6K
|
74.2K
$9.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200+ 3.65% |
$35.7K - $43.6K
|
5.68K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.15% |
$35.7K - $43.6K
|
131K
$17.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
195+ 1.86% |
$34.8K - $42.5K
|
10.7K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
195+ 5.73% |
$34.8K - $42.5K
|
3.6K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
192+ 4.98% |
$34.3K - $41.9K
|
4.05K
$542K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
188+ 0.23% |
$33.5K - $41K
|
83.2K
$11.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
188+ 0.99% |
$33.5K - $41K
|
19.2K
$2.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
186+ 10.1% |
$33.2K - $40.6K
|
2.03K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
185+ 0.28% |
$33K - $40.3K
|
66.1K
$8.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
185+ 4.12% |
$33K - $40.3K
|
4.68K
$626K
|
|
|
Jan 26, 2022
Q4 2021
|
Jlb & Associates Inc
|
BUY
|
- |
181+ 1.83% |
$32.3K - $39.5K
|
10.1K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
180New |
$32.1K - $39.3K
|
180
$24.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
179+ 12.56% |
$31.9K - $39K
|
1.6K
$215K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
179+ 0.45% |
$31.9K - $39K
|
40.1K
$5.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
178+ 0.1% |
$31.8K - $38.8K
|
178K
$23.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
177New |
$31.6K - $38.6K
|
177
$23.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
177+ 4.14% |
$31.6K - $38.6K
|
4.46K
$597K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
177+ 15.05% |
$31.6K - $38.6K
|
1.35K
$181K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
176+ 0.46% |
$31.4K - $38.4K
|
38.2K
$5.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
175+ 3.49% |
$31.2K - $38.2K
|
5.19K
$695K
|
|
|
Jan 12, 2022
Q4 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
175+ 0.53% |
$31.2K - $38.2K
|
33.5K
$4.48M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
175New |
$31.2K - $38.2K
|
175
$23.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
175+ 6.04% |
$31.2K - $38.2K
|
3.07K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
175+ 4.21% |
$31.2K - $38.2K
|
4.33K
$580K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
168+ 0.1% |
$30K - $36.6K
|
165K
$22.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
168+ 2.83% |
$30K - $36.6K
|
6.09K
$816K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
167New |
$29.8K - $36.4K
|
167
$22.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
167+ 3.56% |
$29.8K - $36.4K
|
4.85K
$650K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
166+ 2.86% |
$29.6K - $36.2K
|
5.98K
$800K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
165New |
$29.4K - $36K
|
165
$22.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
160+ 2.59% |
$28.5K - $34.9K
|
6.33K
$848K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
159+ 7.81% |
$28.4K - $34.7K
|
2.2K
$294K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
153+ 0.46% |
$27.3K - $33.4K
|
33.4K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
153+ 1.26% |
$27.3K - $33.4K
|
12.3K
$1.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
150New |
$26.8K - $32.7K
|
150
$20.1K
|