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 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
4.01K+ 4.28% |
$716K - $875K
|
97.9K
$13.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.98KNew |
$711K - $869K
|
3.98K
$533K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.93K+ 16.32% |
$702K - $858K
|
28K
$3.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.93KNew |
$701K - $857K
|
3.93K
$526K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.91K+ 60.25% |
$698K - $854K
|
10.4K
$1.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.86K+ 26.99% |
$689K - $842K
|
18.2K
$2.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.85K+ 2.4% |
$687K - $840K
|
165K
$22M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.85K+ 4.54% |
$687K - $840K
|
88.7K
$11.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 95.17% |
$676K - $826K
|
7.77K
$1.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.78KNew |
$675K - $825K
|
3.78K
$507K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.75K+ 16.94% |
$668K - $817K
|
25.8K
$3.46M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.73KNew |
$666K - $813K
|
3.73K
$500K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
3.71K+ 7.83% |
$663K - $810K
|
51.1K
$6.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
3.64K+ 384.79% |
$650K - $795K
|
4.59K
$615K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.63K+ 16.53% |
$648K - $792K
|
25.6K
$3.43M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.63KNew |
$648K - $792K
|
3.63K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.61K+ 227.49% |
$644K - $787K
|
5.19K
$696K
|
|
|
Jan 10, 2022
Q4 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.58K+ 3.9% |
$639K - $781K
|
95.3K
$12.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
3.56K+ 4.36% |
$635K - $776K
|
85.2K
$11.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.56KNew |
$634K - $775K
|
3.56K
$476K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.54KNew |
$631K - $771K
|
3.54K
$474K
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.52K+ 1.05% |
$627K - $767K
|
338K
$45.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.51K+ 17.55% |
$626K - $765K
|
23.5K
$3.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.5K+ 15.09% |
$625K - $764K
|
26.7K
$3.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.5KNew |
$624K - $763K
|
3.5K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.45KNew |
$615K - $752K
|
3.45K
$462K
|
|
|
Jan 28, 2022
Q4 2021
|
Mayar Capital Ltd.
|
BUY
|
- |
3.44K+ 4.88% |
$613K - $750K
|
73.8K
$9.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
BUY
|
- |
3.42K+ 17.54% |
$609K - $745K
|
22.9K
$3.07M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.39K+ 2.98% |
$605K - $740K
|
117K
$15.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.38KNew |
$603K - $738K
|
3.38K
$453K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.35KNew |
$598K - $731K
|
3.35K
$449K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.33K+ 6.64% |
$594K - $726K
|
53.5K
$7.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
3.32K+ 37.19% |
$593K - $725K
|
12.3K
$1.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.29K+ 5.46% |
$586K - $716K
|
63.4K
$8.5M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.24KNew |
$579K - $707K
|
3.24K
$434K
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.21K+ 25.18% |
$573K - $700K
|
16K
$2.14M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
3.19KNew |
$569K - $696K
|
3.19K
$427K
|
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.14K+ 23.34% |
$561K - $686K
|
16.6K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
3.14K+ 14.25% |
$560K - $685K
|
25.2K
$3.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$555K - $678K
|
3.11K
$417K
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.08K+ 127.26% |
$550K - $672K
|
5.5K
$737K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.01KNew |
$537K - $657K
|
3.01K
$403K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.01K+ 1.05% |
$537K - $656K
|
290K
$38.9M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.01K+ 1.05% |
$537K - $656K
|
290K
$38.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.01K+ 1.62% |
$537K - $656K
|
188K
$25.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3KNew |
$535K - $654K
|
3K
$401K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.94KNew |
$524K - $641K
|
2.94K
$393K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.94K+ 7.58% |
$524K - $640K
|
41.7K
$5.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.92K+ 19.37% |
$521K - $637K
|
18K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.92KNew |
$521K - $637K
|
2.92K
$391K
|