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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
5.42K+ 92.69% |
$988K - $1.16M
|
11.3K
$1.42M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 19.8% |
$984K - $1.16M
|
32.7K
$4.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
5.37KNew |
$978K - $1.15M
|
5.37K
$675K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.33K+ 14.77% |
$971K - $1.14M
|
41.4K
$5.2M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
5.31KNew |
$966K - $1.14M
|
5.31K
$667K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.25K+ 5.65% |
$956K - $1.12M
|
98.1K
$12.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.14K+ 110.76% |
$935K - $1.1M
|
9.77K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.13K+ 17.78% |
$935K - $1.1M
|
34K
$4.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5K+ 41.86% |
$911K - $1.07M
|
16.9K
$2.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.91K+ 2.84% |
$895K - $1.05M
|
178K
$22.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
4.84K+ 383.14% |
$881K - $1.04M
|
6.1K
$767K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.82K+ 22.34% |
$878K - $1.03M
|
26.4K
$3.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.78KNew |
$870K - $1.02M
|
4.78K
$600K
|
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
4.75K+ 5.33% |
$865K - $1.02M
|
93.8K
$11.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.75KNew |
$865K - $1.02M
|
4.75K
$597K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.66K+ 11.11% |
$848K - $997K
|
46.6K
$5.85M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.64K+ 3.36% |
$845K - $994K
|
143K
$17.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.55K+ 1.46% |
$828K - $974K
|
317K
$39.8M
|
|
|
Nov 01, 2021
Q3 2021
|
First Long Island Investors, LLC
|
BUY
|
- |
4.53K+ 3.93% |
$825K - $970K
|
120K
$15M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.48K+ 12.67% |
$815K - $959K
|
39.8K
$5M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.44KNew |
$808K - $950K
|
4.44K
$557K
|
|
|
Nov 08, 2021
Q3 2021
|
Silvant Capital Management LLC
|
BUY
|
- |
4.34K+ 166.77% |
$790K - $929K
|
6.94K
$872K
|
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
4.21K+ 12.17% |
$767K - $902K
|
38.8K
$4.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.2K+ 11675.0% |
$765K - $901K
|
4.24K
$533K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.09K+ 21.23% |
$745K - $876K
|
23.4K
$2.93M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.04K+ 8.75% |
$735K - $865K
|
50.1K
$6.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4K+ 12.18% |
$728K - $857K
|
36.8K
$4.63M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.98KNew |
$725K - $853K
|
3.98K
$500K
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.94K+ 3.58% |
$717K - $844K
|
114K
$14.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.88K+ 33.84% |
$706K - $831K
|
15.3K
$1.93M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.87K+ 0.82% |
$704K - $829K
|
477K
$59.9M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.79KNew |
$691K - $812K
|
3.79K
$477K
|
|
|
Nov 12, 2021
Q3 2021
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
3.78K+ 1.06% |
$688K - $809K
|
362K
$45.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
3.65K+ 2.92% |
$664K - $782K
|
128K
$16.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.61KNew |
$658K - $774K
|
3.61K
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.6K+ 491.67% |
$655K - $771K
|
4.33K
$544K
|
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
3.59K+ 0.62% |
$654K - $770K
|
582K
$73.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.57K+ 4.02% |
$651K - $766K
|
92.5K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 264.88% |
$647K - $761K
|
4.89K
$615K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.5K+ 2.32% |
$637K - $749K
|
154K
$19.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.47K+ 71.63% |
$631K - $743K
|
8.31K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.38K+ 4.58% |
$615K - $723K
|
77.2K
$9.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.37K+ 138.41% |
$614K - $723K
|
5.81K
$730K
|
|
|
Nov 15, 2021
Q3 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.34KNew |
$607K - $715K
|
3.34K
$419K
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.3K+ 5.51% |
$600K - $706K
|
63.1K
$7.94M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
3.26KNew |
$594K - $699K
|
3.26K
$410K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.26K+ 4.3% |
$593K - $698K
|
79K
$9.93M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.25K+ 35.23% |
$592K - $697K
|
12.5K
$1.57M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.24K+ 4.55% |
$589K - $693K
|
74.4K
$9.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
3.23K+ 16.61% |
$587K - $691K
|
22.6K
$2.85M
|