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 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
6+ 0.27% |
$1.07K - $1.31K
|
2.22K
$297K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
5New |
$892 - $1.09K
|
5
$670
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
5+ 0.36% |
$892 - $1.09K
|
1.38K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$892 - $1.09K
|
2.26K
$303K
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
5+ 100.0% |
$892 - $1.09K
|
10
$1.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 2.69% |
$892 - $1.09K
|
191
$25.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5+ 0.02% |
$892 - $1.09K
|
22.4K
$3.01M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.22% |
$892 - $1.09K
|
2.27K
$305K
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4+ 0.14% |
$714 - $872
|
2.93K
$392K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.21% |
$714 - $872
|
1.93K
$259K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.35% |
$714 - $872
|
1.16K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.02% |
$714 - $872
|
18.4K
$2.47M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.03% |
$535 - $654
|
11.3K
$1.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.14% |
$535 - $654
|
2.1K
$281K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$535 - $654
|
2.05K
$274K
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
3+ 0.14% |
$535 - $654
|
2.15K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.19% |
$535 - $654
|
1.6K
$214K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
3+ 0.06% |
$535 - $654
|
4.76K
$637K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
3+ 0.12% |
$535 - $654
|
2.56K
$343K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
3+ 0.13% |
$535 - $654
|
2.3K
$308K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
3+ 0.01% |
$535 - $654
|
36.4K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.49% |
$535 - $654
|
621
$83.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3+ 0.17% |
$535 - $654
|
1.81K
$243K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$357 - $436
|
2.46K
$329K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.06% |
$357 - $436
|
3.1K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.03% |
$357 - $436
|
7.36K
$985K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$357 - $436
|
2
$268
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.08% |
$357 - $436
|
2.53K
$338K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.1% |
$357 - $436
|
1.92K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.48% |
$357 - $436
|
417
$55.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$178 - $218
|
2.6K
$348K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$178 - $218
|
4.79K
$641K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$178 - $218
|
7.63K
$1.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.08% |
$178 - $218
|
1.23K
$165K
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$178 - $218
|
3.37K
$451K
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
1+ 0.0% |
$178 - $218
|
27.4K
$3.67M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$178 - $218
|
2.75K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$178 - $218
|
4.54K
$608K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
1+ 0.05% |
$178 - $218
|
2.17K
$290K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
1+ 0.05% |
$178 - $218
|
2.03K
$272K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1+ 0.08% |
$178 - $218
|
1.31K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.06% |
$178 - $218
|
1.74K
$233K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.05% |
$178 - $218
|
2.15K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.01% |
$178 - $218
|
9.83K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1+ 0.03% |
$178 - $218
|
3.72K
$498K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.73% |
$178 - $218
|
138
$18.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$178 - $218
|
3.09K
$414K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2- 0.14% |
$357 - $436
|
1.45K
$194K
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2- 0.02% |
$357 - $436
|
9.37K
$1.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.09% |
$535 - $654
|
3.34K
$447K
|