Purchases and Sales Made in Q3 2021 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
292+ 6.4% |
$53.2K - $62.6K
|
4.86K
$602K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
289+ 14.54% |
$52.6K - $61.9K
|
2.28K
$282K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
288+ 5.76% |
$52.4K - $61.7K
|
5.29K
$655K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
285+ 1.64% |
$51.9K - $61.1K
|
17.7K
$2.19M
|
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
282+ 0.14% |
$51.4K - $60.4K
|
206K
$25.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
281+ 0.37% |
$51.2K - $60.2K
|
75.6K
$9.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
277+ 1.2% |
$50.4K - $59.4K
|
23.5K
$2.91M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
275+ 1.17% |
$50.1K - $58.9K
|
23.9K
$2.96M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
275+ 4.97% |
$50.1K - $58.9K
|
5.81K
$719K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
273+ 2.05% |
$49.7K - $58.5K
|
13.6K
$1.69M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
271+ 14.32% |
$49.3K - $58.1K
|
2.16K
$268K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
271+ 2.03% |
$49.3K - $58.1K
|
13.6K
$1.69M
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
BUY
|
- |
270+ 4.65% |
$49.2K - $57.9K
|
6.08K
$753K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
270+ 17.02% |
$49.2K - $57.9K
|
1.86K
$230K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
268+ 5.05% |
$48.8K - $57.4K
|
5.57K
$690K
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
266+ 0.6% |
$48.4K - $57K
|
44.6K
$5.52M
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
265+ 3.68% |
$48.3K - $56.8K
|
7.46K
$924K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
264New |
$48.1K - $56.6K
|
264
$32.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
264+ 2.14% |
$48.1K - $56.6K
|
12.6K
$1.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
259+ 4.48% |
$47.2K - $55.5K
|
6.05K
$749K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
258New |
$47K - $55.3K
|
258
$32K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
258+ 14.71% |
$47K - $55.3K
|
2.01K
$249K
|
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
254+ 7.4% |
$46.3K - $54.4K
|
3.69K
$457K
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
252+ 4.78% |
$45.9K - $54K
|
5.53K
$685K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
252+ 2.2% |
$45.9K - $54K
|
11.7K
$1.45M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
251+ 2.97% |
$45.7K - $53.8K
|
8.71K
$1.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
251+ 57.57% |
$45.7K - $53.8K
|
687
$85.1K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
250+ 6.32% |
$45.5K - $53.6K
|
4.21K
$521K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
246+ 13.33% |
$44.8K - $52.7K
|
2.09K
$259K
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
243+ 0.96% |
$44.3K - $52.1K
|
25.6K
$3.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
241+ 2.2% |
$43.9K - $51.6K
|
11.2K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
236+ 8.0% |
$43K - $50.6K
|
3.19K
$395K
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
235+ 2.99% |
$42.8K - $50.4K
|
8.1K
$1M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
233+ 5.87% |
$42.4K - $49.9K
|
4.2K
$521K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
232+ 4.86% |
$42.2K - $49.7K
|
5.01K
$620K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
231+ 7.39% |
$42.1K - $49.5K
|
3.36K
$416K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
230+ 0.31% |
$41.9K - $49.3K
|
74K
$9.16M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
230+ 16.81% |
$41.9K - $49.3K
|
1.6K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
230+ 8.23% |
$41.9K - $49.3K
|
3.03K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
229+ 5.9% |
$41.7K - $49.1K
|
4.11K
$509K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
228+ 7.83% |
$41.5K - $48.9K
|
3.14K
$389K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
226+ 7.69% |
$41.2K - $48.4K
|
3.17K
$392K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
222+ 11.23% |
$40.4K - $47.6K
|
2.2K
$272K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
220+ 1.7% |
$40.1K - $47.1K
|
13.1K
$1.63M
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
220+ 5.88% |
$40.1K - $47.1K
|
3.96K
$491K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
219+ 15.69% |
$39.9K - $46.9K
|
1.62K
$200K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
216+ 8.99% |
$39.3K - $46.3K
|
2.62K
$324K
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
212+ 2.22% |
$38.6K - $45.4K
|
9.75K
$1.21M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
211+ 5.19% |
$38.4K - $45.2K
|
4.28K
$530K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
210+ 1.76% |
$38.2K - $45K
|
12.2K
$1.51M
|