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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$401K - $490K
|
2.25K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$399K - $488K
|
2.24K
$299K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.23KNew |
$399K - $487K
|
2.23K
$299K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.23KNew |
$398K - $487K
|
2.23K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.23KNew |
$397K - $485K
|
2.23K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
2.22K+ 18.02% |
$397K - $485K
|
14.6K
$1.95M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.21K+ 5.34% |
$395K - $483K
|
43.6K
$5.84M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 1.49% |
$392K - $479K
|
150K
$20.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
2.2KNew |
$392K - $479K
|
2.2K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.19K+ 15.12% |
$390K - $477K
|
16.7K
$2.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.18KNew |
$389K - $476K
|
2.18K
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.18K+ 51.48% |
$388K - $474K
|
6.4K
$857K
|
|
|
Jan 31, 2022
Q4 2021
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.16KNew |
$385K - $471K
|
2.16K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.16KNew |
$384K - $470K
|
2.16K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.15KNew |
$383K - $468K
|
2.15K
$287K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.14K+ 128.89% |
$381K - $466K
|
3.8K
$508K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
2.13KNew |
$380K - $464K
|
2.13K
$285K
|
|
|
Jan 28, 2022
Q4 2021
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.12K+ 62.41% |
$377K - $461K
|
5.5K
$737K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.1KNew |
$375K - $459K
|
2.1K
$282K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
2.09K+ 3.8% |
$373K - $456K
|
57.2K
$7.66M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.07KNew |
$369K - $451K
|
2.07K
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.07K+ 25.27% |
$368K - $450K
|
10.2K
$1.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.06K+ 2.22% |
$367K - $449K
|
94.5K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.05KNew |
$365K - $446K
|
2.05K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.04K+ 2.19% |
$364K - $444K
|
94.9K
$12.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.03K+ 16.51% |
$363K - $444K
|
14.4K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.03K+ 31.9% |
$362K - $443K
|
8.39K
$1.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.03KNew |
$362K - $443K
|
2.03K
$272K
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$357K - $437K
|
2K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
2KNew |
$357K - $436K
|
2K
$268K
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
1.99KNew |
$354K - $433K
|
1.99K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
BUY
|
- |
1.97K+ 144.53% |
$351K - $430K
|
3.33K
$446K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
1.97KNew |
$351K - $429K
|
1.97K
$264K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.96KNew |
$350K - $428K
|
1.96K
$263K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.96KNew |
$350K - $428K
|
1.96K
$263K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 61.58% |
$350K - $428K
|
5.15K
$689K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.96K+ 16.84% |
$350K - $427K
|
13.6K
$1.82M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.96K+ 57.75% |
$350K - $427K
|
5.35K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.95K+ 68.27% |
$349K - $426K
|
4.82K
$645K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.92KNew |
$343K - $419K
|
1.92K
$257K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.92K+ 5.1% |
$343K - $419K
|
39.6K
$5.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.92KNew |
$342K - $418K
|
1.92K
$257K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$342K - $418K
|
1.92K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91K+ 6.08% |
$341K - $416K
|
33.3K
$4.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.91K+ 2.28% |
$340K - $416K
|
85.5K
$11.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.89KNew |
$337K - $412K
|
1.89K
$253K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.87KNew |
$334K - $408K
|
1.87K
$251K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.87KNew |
$334K - $408K
|
1.87K
$251K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
1.86K+ 33.73% |
$333K - $406K
|
7.39K
$990K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.82KNew |
$324K - $396K
|
1.82K
$243K
|