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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
150+ 17.24% |
$26.8K - $32.7K
|
1.02K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
150New |
$26.8K - $32.7K
|
150
$20.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
149+ 0.8% |
$26.6K - $32.5K
|
18.9K
$2.53M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
149+ 0.92% |
$26.6K - $32.5K
|
16.3K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
149+ 6.79% |
$26.6K - $32.5K
|
2.35K
$314K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
148+ 3.29% |
$26.4K - $32.3K
|
4.64K
$621K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
148+ 3.42% |
$26.4K - $32.3K
|
4.48K
$599K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
147+ 16.39% |
$26.2K - $32.1K
|
1.04K
$140K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
145+ 4.57% |
$25.9K - $31.6K
|
3.32K
$444K
|
|
|
Feb 02, 2022
Q4 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
143+ 0.48% |
$25.5K - $31.2K
|
29.6K
$3.97M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
143+ 1.1% |
$25.5K - $31.2K
|
13.1K
$1.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
142+ 3.16% |
$25.3K - $31K
|
4.64K
$621K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
138+ 2.96% |
$24.6K - $30.1K
|
4.8K
$643K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
138+ 4.47% |
$24.6K - $30.1K
|
3.23K
$432K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
136+ 0.97% |
$24.3K - $29.7K
|
14.2K
$1.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
135+ 1.94% |
$24.1K - $29.4K
|
7.09K
$949K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
135+ 0.59% |
$24.1K - $29.4K
|
22.9K
$3.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
135New |
$24.1K - $29.4K
|
135
$18.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
134+ 34.99% |
$23.9K - $29.2K
|
517
$69.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
134+ 9.07% |
$23.9K - $29.2K
|
1.61K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
133+ 19.62% |
$23.7K - $29K
|
811
$109K
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
129+ 3.5% |
$23K - $28.1K
|
3.82K
$511K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
129+ 4.69% |
$23K - $28.1K
|
2.88K
$386K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
129+ 0.03% |
$23K - $28.1K
|
383K
$51.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
129+ 0.32% |
$23K - $28.1K
|
39.9K
$5.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
129New |
$23K - $28.1K
|
129
$17.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
129+ 0.35% |
$23K - $28.1K
|
36.8K
$4.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
126+ 0.91% |
$22.5K - $27.5K
|
14K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
125+ 3.04% |
$22.3K - $27.3K
|
4.24K
$568K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
125+ 9.76% |
$22.3K - $27.3K
|
1.41K
$188K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
125+ 0.62% |
$22.3K - $27.3K
|
20.2K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
122+ 3.24% |
$21.8K - $26.6K
|
3.88K
$520K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
122+ 9.3% |
$21.8K - $26.6K
|
1.43K
$192K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
122+ 3.18% |
$21.8K - $26.6K
|
3.96K
$531K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
122+ 4.44% |
$21.8K - $26.6K
|
2.87K
$384K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
121+ 5.82% |
$21.6K - $26.4K
|
2.2K
$294K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
121+ 7.44% |
$21.6K - $26.4K
|
1.75K
$234K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
121+ 0.58% |
$21.6K - $26.4K
|
20.9K
$2.8M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
120New |
$21.4K - $26.2K
|
120
$16.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
120+ 54.55% |
$21.4K - $26.2K
|
340
$45.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
120+ 3.57% |
$21.4K - $26.2K
|
3.48K
$466K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
120+ 64.52% |
$21.4K - $26.2K
|
306
$41K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
119New |
$21.2K - $26K
|
119
$15.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
119+ 1.05% |
$21.2K - $26K
|
11.4K
$1.53M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
118+ 2.13% |
$21.1K - $25.7K
|
5.65K
$757K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
118+ 6.23% |
$21.1K - $25.7K
|
2.01K
$269K
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
118+ 0.06% |
$21.1K - $25.7K
|
192K
$25.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
118+ 1.95% |
$21.1K - $25.7K
|
6.18K
$827K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
118+ 0.5% |
$21.1K - $25.7K
|
23.8K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
117+ 0.39% |
$20.9K - $25.5K
|
30.3K
$4.06M
|