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 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-338Closed |
$60.3K - $73.7K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-339- 10.07% |
$60.5K - $73.9K
|
3.03K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-344- 3.41% |
$61.4K - $75K
|
9.74K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-347- 2.4% |
$61.9K - $75.7K
|
14.1K
$1.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-350- 2.29% |
$62.4K - $76.3K
|
14.9K
$2M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-350- 1.25% |
$62.4K - $76.3K
|
27.6K
$3.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-352- 1.38% |
$62.8K - $76.8K
|
25.1K
$3.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-354- 4.21% |
$63.2K - $77.2K
|
8.06K
$1.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-355- 14.47% |
$63.3K - $77.4K
|
2.1K
$281K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-356Closed |
$63.5K - $77.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-359- 6.56% |
$64.1K - $78.3K
|
5.11K
$685K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-361- 6.68% |
$64.4K - $78.7K
|
5.04K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-361- 22.35% |
$64.4K - $78.7K
|
1.25K
$168K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-364- 4.71% |
$64.9K - $79.4K
|
7.37K
$986K
|
|
|
Jan 12, 2022
Q4 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-368- 1.6% |
$65.7K - $80.2K
|
22.7K
$3.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-368- 24.05% |
$65.7K - $80.2K
|
1.16K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-372- 7.65% |
$66.4K - $81.1K
|
4.49K
$601K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-372- 4.65% |
$66.4K - $81.1K
|
7.63K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-374- 1.19% |
$66.7K - $81.6K
|
31.2K
$4.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-374- 0.91% |
$66.7K - $81.6K
|
40.9K
$5.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-375- 1.75% |
$66.9K - $81.8K
|
21K
$2.81M
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-378- 1.38% |
$67.4K - $82.4K
|
26.9K
$3.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-378- 5.4% |
$67.4K - $82.4K
|
6.62K
$887K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-381- 2.32% |
$68K - $83.1K
|
16K
$2.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-382- 1.23% |
$68.2K - $83.3K
|
30.8K
$4.12M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-385- 2.46% |
$68.7K - $84K
|
15.3K
$2.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-390- 9.85% |
$69.6K - $85K
|
3.57K
$478K
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-390- 0.67% |
$69.6K - $85K
|
58.2K
$7.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-400- 2.72% |
$71.4K - $87.2K
|
14.3K
$1.92M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-400- 2.89% |
$71.4K - $87.2K
|
13.4K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-400- 88.89% |
$71.4K - $87.2K
|
50
$6.7K
|
|
|
Feb 08, 2022
Q4 2021
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-400- 1.34% |
$71.4K - $87.2K
|
29.5K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-400Closed |
$71.4K - $87.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-400- 27.8% |
$71.4K - $87.2K
|
1.04K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-400Closed |
$71.4K - $87.2K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-403- 2.04% |
$71.9K - $87.9K
|
19.3K
$2.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-404- 0.71% |
$72.1K - $88.1K
|
56.5K
$7.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-413- 0.36% |
$73.7K - $90.1K
|
115K
$15.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-420- 1.02% |
$74.9K - $91.6K
|
40.8K
$5.47M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-426- 0.62% |
$76K - $92.9K
|
67.9K
$9.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-426- 0.09% |
$76K - $92.9K
|
476K
$63.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-430- 3.3% |
$76.7K - $93.8K
|
12.6K
$1.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-434- 7.48% |
$77.4K - $94.6K
|
5.37K
$719K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-445- 4.19% |
$79.4K - $97K
|
10.2K
$1.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-448- 2.58% |
$79.9K - $97.7K
|
16.9K
$2.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-450- 1.66% |
$80.3K - $98.1K
|
26.7K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-458- 0.06% |
$81.7K - $99.9K
|
752K
$101M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-462Closed |
$82.4K - $101K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-463- 1.26% |
$82.6K - $101K
|
36.4K
$4.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-465- 0.31% |
$83K - $101K
|
150K
$20.1M
|