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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-150- 1.11% |
$26.8K - $32.7K
|
13.3K
$1.78M
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-150- 3.12% |
$26.8K - $32.7K
|
4.66K
$625K
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-150- 4.71% |
$26.8K - $32.7K
|
3.04K
$407K
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-150- 13.31% |
$26.8K - $32.7K
|
977
$131K
|
|
Feb 15, 2022
Q4 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-150- 1.57% |
$26.8K - $32.7K
|
9.42K
$1.26M
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-154- 2.07% |
$27.5K - $33.6K
|
7.29K
$976K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-157- 88.7% |
$28K - $34.2K
|
20
$2.68K
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-159- 11.87% |
$28.4K - $34.7K
|
1.18K
$158K
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-159- 1.65% |
$28.4K - $34.7K
|
9.49K
$1.27M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-160- 44.44% |
$28.5K - $34.9K
|
200
$26.8K
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-161- 1.83% |
$28.7K - $35.1K
|
8.64K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-161- 10.29% |
$28.7K - $35.1K
|
1.4K
$188K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-163- 1.73% |
$29.1K - $35.5K
|
9.25K
$1.24M
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-164- 12.59% |
$29.3K - $35.8K
|
1.14K
$153K
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-165- 8.25% |
$29.4K - $36K
|
1.84K
$246K
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-165- 1.97% |
$29.4K - $36K
|
8.22K
$1.1M
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-165- 32.04% |
$29.4K - $36K
|
350
$46.9K
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-167Closed |
$29.8K - $36.4K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-169- 33.4% |
$30.2K - $36.9K
|
337
$45.1K
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-174- 8.3% |
$31K - $37.9K
|
1.92K
$258K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-175Closed |
$31.2K - $38.2K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-176- 3.14% |
$31.4K - $38.4K
|
5.43K
$727K
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
SELL
|
- |
-179- 0.52% |
$31.9K - $39K
|
34.4K
$4.61M
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-180- 3.59% |
$32.1K - $39.3K
|
4.83K
$647K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-183- 2.0% |
$32.7K - $39.9K
|
8.96K
$1.2M
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-185- 5.01% |
$33K - $40.3K
|
3.51K
$470K
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-185- 4.72% |
$33K - $40.3K
|
3.73K
$500K
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-190- 0.67% |
$33.9K - $41.4K
|
28.3K
$3.78M
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-192- 5.72% |
$34.3K - $41.9K
|
3.17K
$424K
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-192- 2.14% |
$34.3K - $41.9K
|
8.77K
$1.17M
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-193Closed |
$34.4K - $42.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-194- 12.14% |
$34.6K - $42.3K
|
1.4K
$188K
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-196- 16.8% |
$35K - $42.7K
|
971
$130K
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-199- 0.45% |
$35.5K - $43.4K
|
44.4K
$5.95M
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-200- 1.66% |
$35.7K - $43.6K
|
11.9K
$1.59M
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-200- 2.91% |
$35.7K - $43.6K
|
6.67K
$893K
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-200- 6.53% |
$35.7K - $43.6K
|
2.86K
$383K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-200- 5.13% |
$35.7K - $43.6K
|
3.7K
$495K
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 9.5% |
$35.7K - $43.6K
|
1.91K
$255K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-200- 15.38% |
$35.7K - $43.6K
|
1.1K
$147K
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 0.23% |
$35.7K - $43.6K
|
88.5K
$11.9M
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-204- 1.01% |
$36.4K - $44.5K
|
20K
$2.68M
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-206- 15.0% |
$36.8K - $44.9K
|
1.17K
$156K
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-208- 13.33% |
$37.1K - $45.4K
|
1.35K
$181K
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-210- 2.86% |
$37.5K - $45.8K
|
7.13K
$955K
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-212- 1.15% |
$37.8K - $46.2K
|
18.2K
$2.43M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-212- 6.66% |
$37.8K - $46.2K
|
2.97K
$398K
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-219- 6.54% |
$39.1K - $47.8K
|
3.13K
$419K
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-224- 11.63% |
$40K - $48.8K
|
1.7K
$228K
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-224- 3.92% |
$40K - $48.8K
|
5.5K
$736K
|