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 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-644- 0.59% |
$115K - $140K
|
109K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-649- 23.3% |
$116K - $142K
|
2.14K
$242K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-659- 11.83% |
$118K - $144K
|
4.91K
$556K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-664- 4.43% |
$118K - $145K
|
14.3K
$1.62M
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
SELL
|
- |
-670- 1.37% |
$120K - $146K
|
48.1K
$5.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-673- 12.58% |
$120K - $147K
|
4.68K
$529K
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-674- 2.16% |
$120K - $147K
|
30.6K
$3.46M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-677- 48.08% |
$121K - $148K
|
731
$82.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-684Closed |
$122K - $149K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-700- 2.46% |
$125K - $153K
|
27.7K
$3.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-715- 8.21% |
$128K - $156K
|
7.99K
$904K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-718- 11.68% |
$128K - $157K
|
5.43K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-718Closed |
$128K - $157K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-725- 2.78% |
$129K - $158K
|
25.4K
$2.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-727- 3.19% |
$130K - $159K
|
22.1K
$2.5M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-736- 3.05% |
$131K - $160K
|
23.4K
$2.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Harrington Investments, Inc
|
SELL
|
- |
-740- 6.23% |
$132K - $161K
|
11.1K
$1.26M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-740- 0.67% |
$132K - $161K
|
110K
$12.4M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-740- 0.67% |
$132K - $161K
|
110K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 44.62% |
$134K - $164K
|
931
$105K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-761- 0.8% |
$136K - $166K
|
94.2K
$10.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-761- 29.06% |
$136K - $166K
|
1.86K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-762- 13.37% |
$136K - $166K
|
4.94K
$559K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-765- 1.94% |
$136K - $167K
|
38.6K
$4.36M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-765- 5.87% |
$136K - $167K
|
12.3K
$1.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-767- 2.17% |
$137K - $167K
|
34.6K
$3.92M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-768- 3.09% |
$137K - $167K
|
24.1K
$2.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-782- 8.11% |
$140K - $171K
|
8.86K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-793Closed |
$141K - $173K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-795Closed |
$142K - $173K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-796- 10.8% |
$142K - $174K
|
6.58K
$744K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-797- 7.03% |
$142K - $174K
|
10.5K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-799- 1.54% |
$143K - $174K
|
51K
$5.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-800- 6.89% |
$143K - $174K
|
10.8K
$1.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-802- 3.03% |
$143K - $175K
|
25.7K
$2.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-806- 24.37% |
$144K - $176K
|
2.5K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-808- 0.22% |
$144K - $176K
|
375K
$42.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-815- 1.11% |
$145K - $178K
|
72.5K
$8.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Argyle Capital Management Inc.
|
SELL
|
- |
-820- 2.62% |
$146K - $179K
|
30.4K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-831- 2.49% |
$148K - $181K
|
32.5K
$3.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-839Closed |
$150K - $183K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-856- 1.28% |
$153K - $187K
|
65.8K
$7.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-896- 2.25% |
$160K - $195K
|
39K
$4.41M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-897- 0.51% |
$160K - $196K
|
177K
$20M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-901- 2.3% |
$161K - $196K
|
38.2K
$4.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-904- 0.8% |
$161K - $197K
|
112K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-920- 3.41% |
$164K - $201K
|
26.1K
$2.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-926- 1.25% |
$165K - $202K
|
73.2K
$8.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-930- 2.02% |
$166K - $203K
|
45K
$5.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-931- 6.84% |
$166K - $203K
|
12.7K
$1.43M
|