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
|
Am Investment Strategies LLC
|
BUY
|
- |
26+ 0.21% |
$4.64K - $5.67K
|
12.2K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
26+ 0.06% |
$4.64K - $5.67K
|
41.2K
$5.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
26+ 1.44% |
$4.64K - $5.67K
|
1.83K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 2.18% |
$4.64K - $5.67K
|
1.22K
$163K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
25New |
$4.46K - $5.45K
|
25
$3.35K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25+ 1.19% |
$4.46K - $5.45K
|
2.13K
$286K
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
25+ 0.11% |
$4.46K - $5.45K
|
23.5K
$3.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
25+ 9.8% |
$4.46K - $5.45K
|
280
$37.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
25+ 1.54% |
$4.46K - $5.45K
|
1.64K
$220K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
25New |
$4.46K - $5.45K
|
25
$3.35K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
24+ 1.27% |
$4.28K - $5.23K
|
1.91K
$256K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
24+ 0.89% |
$4.28K - $5.23K
|
2.73K
$366K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
23+ 0.36% |
$4.1K - $5.02K
|
6.41K
$858K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
23+ 0.97% |
$4.1K - $5.02K
|
2.41K
$322K
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
23+ 0.94% |
$4.1K - $5.02K
|
2.47K
$331K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
22+ 13.17% |
$3.93K - $4.8K
|
189
$25.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
20+ 0.11% |
$3.57K - $4.36K
|
17.7K
$2.37M
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
20New |
$3.57K - $4.36K
|
20
$2.68K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.69% |
$3.39K - $4.14K
|
2.79K
$373K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
17+ 0.74% |
$3.03K - $3.71K
|
2.32K
$310K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
17+ 2.46% |
$3.03K - $3.71K
|
709
$94.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
17+ 0.49% |
$3.03K - $3.71K
|
3.49K
$467K
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
17+ 0.44% |
$3.03K - $3.71K
|
3.89K
$521K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17+ 2.11% |
$3.03K - $3.71K
|
824
$110K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
16+ 0.77% |
$2.85K - $3.49K
|
2.09K
$280K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
16New |
$2.85K - $3.49K
|
16
$2.14K
|
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
15+ 1.16% |
$2.68K - $3.27K
|
1.31K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15+ 0.04% |
$2.68K - $3.27K
|
42.2K
$5.65M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15+ 1.16% |
$2.68K - $3.27K
|
1.31K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
15New |
$2.68K - $3.27K
|
15
$2.01K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 2.28% |
$2.5K - $3.05K
|
627
$84K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
13+ 0.5% |
$2.32K - $2.83K
|
2.61K
$349K
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
13+ 0.69% |
$2.32K - $2.83K
|
1.89K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Chase Investment Counsel Corp
|
BUY
|
- |
13+ 0.84% |
$2.32K - $2.83K
|
1.56K
$209K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12+ 0.19% |
$2.14K - $2.62K
|
6.28K
$842K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
11+ 0.14% |
$1.96K - $2.4K
|
7.78K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
11+ 32.35% |
$1.96K - $2.4K
|
45
$6.03K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11+ 0.25% |
$1.96K - $2.4K
|
4.49K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
11+ 0.27% |
$1.96K - $2.4K
|
4.02K
$538K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10+ 0.08% |
$1.78K - $2.18K
|
13.1K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
10+ 1.32% |
$1.78K - $2.18K
|
767
$103K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
9+ 0.48% |
$1.61K - $1.96K
|
1.88K
$252K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
9+ 0.46% |
$1.61K - $1.96K
|
1.99K
$266K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
9New |
$1.61K - $1.96K
|
9
$1.21K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9+ 0.26% |
$1.61K - $1.96K
|
3.46K
$464K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
8+ 0.51% |
$1.43K - $1.74K
|
1.59K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
7New |
$1.25K - $1.53K
|
7
$937
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
7+ 0.36% |
$1.25K - $1.53K
|
1.95K
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.61% |
$1.25K - $1.53K
|
1.15K
$154K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6+ 0.04% |
$1.07K - $1.31K
|
13.7K
$1.84M
|