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
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-55- 0.39% |
$9.81K - $12K
|
13.9K
$1.86M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-57- 1.8% |
$10.2K - $12.4K
|
3.11K
$416K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-58- 0.49% |
$10.3K - $12.6K
|
11.7K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-60- 1.16% |
$10.7K - $13.1K
|
5.1K
$683K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-62- 0.05% |
$11.1K - $13.5K
|
122K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-62- 2.53% |
$11.1K - $13.5K
|
2.39K
$320K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-63- 4.91% |
$11.2K - $13.7K
|
1.22K
$163K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-64- 2.44% |
$11.4K - $14K
|
2.56K
$343K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-66- 0.17% |
$11.8K - $14.4K
|
39.5K
$5.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-66- 0.5% |
$11.8K - $14.4K
|
13.2K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-67- 4.45% |
$12K - $14.6K
|
1.44K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-67- 0.56% |
$12K - $14.6K
|
11.9K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-68- 1.06% |
$12.1K - $14.8K
|
6.34K
$849K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-71- 6.0% |
$12.7K - $15.5K
|
1.11K
$149K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-71- 5.63% |
$12.7K - $15.5K
|
1.19K
$159K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 9.29% |
$13K - $15.9K
|
713
$95.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
SELL
|
- |
-74- 3.25% |
$13.2K - $16.1K
|
2.21K
$295K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-75- 1.06% |
$13.4K - $16.4K
|
7.02K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-75- 1.47% |
$13.4K - $16.4K
|
5.01K
$671K
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-75- 2.37% |
$13.4K - $16.4K
|
3.1K
$415K
|
|
|
Feb 15, 2022
Q4 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-76- 3.98% |
$13.6K - $16.6K
|
1.84K
$246K
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-76- 0.38% |
$13.6K - $16.6K
|
20.1K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-77- 0.84% |
$13.7K - $16.8K
|
9.11K
$1.22M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-78- 0.17% |
$13.9K - $17K
|
45.4K
$6.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-78- 2.68% |
$13.9K - $17K
|
2.84K
$380K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-80- 1.53% |
$14.3K - $17.4K
|
5.16K
$691K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-80- 0.24% |
$14.3K - $17.4K
|
33.7K
$4.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-82- 0.13% |
$14.6K - $17.9K
|
62.1K
$8.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-82- 0.65% |
$14.6K - $17.9K
|
12.5K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-84- 67.74% |
$15K - $18.3K
|
40
$5.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-84- 13.46% |
$15K - $18.3K
|
540
$72.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-85- 2.29% |
$15.2K - $18.5K
|
3.62K
$485K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-85- 0.38% |
$15.2K - $18.5K
|
22.1K
$2.96M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-86- 1.8% |
$15.3K - $18.8K
|
4.7K
$629K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-86- 1.68% |
$15.3K - $18.8K
|
5.03K
$673K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-87- 1.21% |
$15.5K - $19K
|
7.13K
$955K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-88- 0.4% |
$15.7K - $19.2K
|
21.7K
$2.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-89- 3.78% |
$15.9K - $19.4K
|
2.27K
$304K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-90- 4.94% |
$16.1K - $19.6K
|
1.73K
$232K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-92Closed |
$16.4K - $20.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-95- 0.9% |
$16.9K - $20.7K
|
10.5K
$1.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-96- 0.64% |
$17.1K - $20.9K
|
14.8K
$1.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-96- 1.79% |
$17.1K - $20.9K
|
5.28K
$707K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.07% |
$17.8K - $21.8K
|
3.16K
$423K
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
SELL
|
- |
-100- 1.76% |
$17.8K - $21.8K
|
5.58K
$748K
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
SELL
|
- |
-100- 5.88% |
$17.8K - $21.8K
|
1.6K
$214K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-100- 2.37% |
$17.8K - $21.8K
|
4.13K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 68.97% |
$17.8K - $21.8K
|
45
$6.03K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 0.08% |
$17.8K - $21.8K
|
127K
$17M
|
|
|
Jan 19, 2022
Q4 2021
|
Weybosset Research & Management LLC
|
SELL
|
- |
-100- 4.44% |
$17.8K - $21.8K
|
2.15K
$288K
|