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
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.91KNew |
$518K - $633K
|
2.91K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.9K+ 2.48% |
$517K - $632K
|
120K
$16M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.9KNew |
$517K - $632K
|
2.9K
$388K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.88KNew |
$513K - $627K
|
2.88K
$385K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.86KNew |
$510K - $623K
|
2.86K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.85KNew |
$509K - $622K
|
2.85K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.82KNew |
$504K - $615K
|
2.82K
$378K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.81K+ 2.77% |
$502K - $613K
|
104K
$14M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.78KNew |
$496K - $606K
|
2.78K
$372K
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.78KNew |
$496K - $606K
|
2.78K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
2.78K+ 2.98% |
$495K - $606K
|
96K
$12.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Management Corp
|
BUY
|
- |
2.77K+ 7.0% |
$495K - $604K
|
42.4K
$5.67M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.77KNew |
$494K - $604K
|
2.77K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.76K+ 2.57% |
$493K - $602K
|
110K
$14.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 5.94% |
$484K - $591K
|
48.4K
$6.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.71K+ 9.74% |
$483K - $591K
|
30.5K
$4.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.7K+ 900.33% |
$482K - $589K
|
3K
$402K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.7KNew |
$482K - $589K
|
2.7K
$362K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.69K+ 18.27% |
$479K - $586K
|
17.4K
$2.33M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
2.68KNew |
$477K - $583K
|
2.68K
$358K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.67K+ 56.44% |
$476K - $582K
|
7.4K
$990K
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.65K+ 17.09% |
$473K - $578K
|
18.2K
$2.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.64KNew |
$472K - $577K
|
2.64K
$354K
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
2.62K+ 5.41% |
$467K - $571K
|
51K
$6.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.6K+ 379.39% |
$463K - $566K
|
3.28K
$439K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.6K+ 10.76% |
$463K - $566K
|
26.7K
$3.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.57K+ 6.01% |
$459K - $560K
|
45.3K
$6.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.57K+ 2.97% |
$458K - $560K
|
89.1K
$11.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$456K - $557K
|
2.56K
$342K
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.55KNew |
$454K - $555K
|
2.55K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.55K+ 15.22% |
$454K - $555K
|
19.3K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2.51K+ 11.99% |
$448K - $547K
|
23.4K
$3.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.5KNew |
$447K - $546K
|
2.5K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
2.49K+ 46.3% |
$444K - $542K
|
7.86K
$1.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.45K+ 4.45% |
$437K - $534K
|
57.5K
$7.7M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.44K+ 4.19% |
$434K - $531K
|
60.6K
$8.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.43K+ 9.5% |
$434K - $530K
|
28K
$3.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.38K+ 0.38% |
$425K - $520K
|
625K
$83.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 34.5% |
$425K - $519K
|
9.28K
$1.24M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
2.36KNew |
$420K - $514K
|
2.36K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.35K+ 7.19% |
$419K - $513K
|
35.1K
$4.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.34K+ 5.65% |
$418K - $511K
|
43.7K
$5.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.34K+ 19.62% |
$418K - $510K
|
14.3K
$1.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.31KNew |
$412K - $504K
|
2.31K
$309K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.3K+ 14.17% |
$411K - $502K
|
18.6K
$2.49M
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.3K+ 7.1% |
$410K - $502K
|
34.7K
$4.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.29KNew |
$409K - $500K
|
2.29K
$307K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.27K+ 0.88% |
$404K - $494K
|
259K
$34.7M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.25KNew |
$402K - $491K
|
2.25K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.25K+ 0.73% |
$401K - $490K
|
310K
$41.5M
|