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
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.51KNew |
$983K - $1.2M
|
5.51K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
5.44K+ 3.0% |
$971K - $1.19M
|
187K
$25M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
5.37KNew |
$958K - $1.17M
|
5.37K
$719K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.34K+ 8.31% |
$953K - $1.16M
|
69.6K
$9.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5.32KNew |
$949K - $1.16M
|
5.32K
$712K
|
|
|
Jan 25, 2022
Q4 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
5.31K+ 70.12% |
$948K - $1.16M
|
12.9K
$1.73M
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
5.3KNew |
$946K - $1.16M
|
5.3K
$710K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.26KNew |
$938K - $1.15M
|
5.26K
$704K
|
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.24KNew |
$936K - $1.14M
|
5.24K
$702K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.22K+ 7.05% |
$931K - $1.14M
|
79.3K
$10.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.21KNew |
$930K - $1.14M
|
5.21K
$698K
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
5.19KNew |
$925K - $1.13M
|
5.19K
$694K
|
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.18KNew |
$924K - $1.13M
|
5.18K
$693K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.18KNew |
$924K - $1.13M
|
5.18K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.14KNew |
$917K - $1.12M
|
5.14K
$688K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.14KNew |
$917K - $1.12M
|
5.14K
$688K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.13K+ 13.2% |
$915K - $1.12M
|
44K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.03KNew |
$898K - $1.1M
|
5.03K
$674K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.94K+ 5.03% |
$881K - $1.08M
|
103K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.88KNew |
$871K - $1.06M
|
4.88K
$654K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
4.88KNew |
$870K - $1.06M
|
4.88K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.81KNew |
$859K - $1.05M
|
4.81K
$645K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.75KNew |
$847K - $1.03M
|
4.75K
$636K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.69K+ 9.33% |
$836K - $1.02M
|
54.9K
$7.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.68KNew |
$835K - $1.02M
|
4.68K
$627K
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.55K+ 1.07% |
$812K - $993K
|
429K
$57.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.53K+ 6.45% |
$809K - $989K
|
74.8K
$10M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 307.75% |
$801K - $978K
|
5.95K
$796K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.44K+ 0.65% |
$792K - $968K
|
691K
$92.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
4.42KNew |
$789K - $964K
|
4.42K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.41KNew |
$787K - $961K
|
4.41K
$590K
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.4K+ 35.89% |
$785K - $960K
|
16.7K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.39K+ 1.21% |
$783K - $957K
|
369K
$49.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
4.37K+ 180.9% |
$779K - $952K
|
6.78K
$908K
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
4.33KNew |
$772K - $944K
|
4.33K
$579K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
4.31KNew |
$769K - $940K
|
4.31K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.27K+ 64.16% |
$762K - $931K
|
10.9K
$1.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
4.26KNew |
$760K - $929K
|
4.26K
$570K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
4.25K+ 195.5% |
$759K - $928K
|
6.43K
$861K
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
BUY
|
- |
4.23K+ 4.55% |
$754K - $922K
|
97.2K
$13M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.23K+ 581.16% |
$754K - $921K
|
4.95K
$663K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.22K+ 118.67% |
$753K - $920K
|
7.78K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
4.18K+ 1.0% |
$746K - $912K
|
424K
$56.7M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.17K+ 33.38% |
$743K - $908K
|
16.6K
$2.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.13KNew |
$737K - $900K
|
4.13K
$553K
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.1KNew |
$731K - $893K
|
4.1K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.07K+ 1.36% |
$726K - $887K
|
302K
$40.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$723K - $883K
|
4.05K
$542K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.03KNew |
$719K - $879K
|
4.03K
$540K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4.02KNew |
$717K - $876K
|
4.02K
$538K
|