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 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.5K+ 32.8% |
$273K - $321K
|
6.06K
$762K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.48K+ 1.07% |
$269K - $316K
|
140K
$17.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.47K+ 10.12% |
$267K - $314K
|
15.9K
$2M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
1.46KNew |
$266K - $313K
|
1.46K
$184K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
1.46K+ 38.04% |
$266K - $313K
|
5.3K
$666K
|
|
|
Nov 15, 2021
Q3 2021
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1.46KNew |
$266K - $313K
|
1.46K
$183K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$266K - $312K
|
1.46K
$183K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
1.46K+ 3.56% |
$265K - $312K
|
42.4K
$5.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$265K - $312K
|
1.45K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.45K+ 627.71% |
$264K - $311K
|
1.68K
$211K
|
|
|
Nov 15, 2021
Q3 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.45K+ 0.06% |
$263K - $310K
|
2.46M
$310M
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.44K+ 5.61% |
$262K - $309K
|
27.1K
$3.41M
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
BUY
|
- |
1.42K+ 2.64% |
$258K - $304K
|
55K
$6.91M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.41KNew |
$257K - $303K
|
1.41K
$177K
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.41K+ 64.18% |
$256K - $302K
|
3.6K
$453K
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
1.41K+ 7.45% |
$256K - $301K
|
20.3K
$2.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.41K+ 7.69% |
$256K - $301K
|
19.7K
$2.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.4K+ 6.96% |
$256K - $301K
|
21.6K
$2.71M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.4K+ 4.51% |
$255K - $300K
|
32.4K
$4.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.39K+ 139.76% |
$252K - $297K
|
2.38K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.38K+ 4.32% |
$252K - $296K
|
33.4K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.37K+ 27.51% |
$250K - $294K
|
6.36K
$800K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
1.36KNew |
$248K - $292K
|
1.36K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
1.33KNew |
$242K - $285K
|
1.33K
$167K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.33KNew |
$241K - $284K
|
1.33K
$167K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.31KNew |
$239K - $281K
|
1.31K
$165K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.31KNew |
$238K - $280K
|
1.31K
$164K
|
|
|
Nov 03, 2021
Q3 2021
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1.3K+ 130.0% |
$237K - $279K
|
2.3K
$289K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3K+ 2.79% |
$237K - $278K
|
47.8K
$6.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.3K+ 34.38% |
$236K - $278K
|
5.07K
$638K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.28K+ 50.81% |
$234K - $275K
|
3.81K
$479K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.28K+ 27.88% |
$233K - $275K
|
5.88K
$739K
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.28K+ 9.88% |
$233K - $275K
|
14.3K
$1.79M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.28K+ 4.25% |
$232K - $273K
|
31.3K
$3.94M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
1.27K+ 70.1% |
$232K - $273K
|
3.09K
$388K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.23KNew |
$224K - $263K
|
1.23K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 14.01% |
$221K - $261K
|
9.9K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
1.21K+ 10.4% |
$220K - $259K
|
12.8K
$1.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
1.21KNew |
$220K - $259K
|
1.21K
$152K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.21K+ 1.28% |
$219K - $258K
|
95.6K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.2K+ 2.79% |
$219K - $257K
|
44.2K
$5.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.2K+ 1.59% |
$219K - $257K
|
76.7K
$9.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.19K+ 16.45% |
$216K - $255K
|
8.41K
$1.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.19K+ 9.01% |
$216K - $254K
|
14.3K
$1.8M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
1.18KNew |
$216K - $254K
|
1.18K
$149K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.18KNew |
$214K - $252K
|
1.18K
$148K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.18K+ 11.67% |
$214K - $252K
|
11.2K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.17K+ 0.3% |
$213K - $250K
|
391K
$49.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 4.56% |
$211K - $248K
|
26.5K
$3.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
1.15K+ 28.7% |
$209K - $246K
|
5.14K
$646K
|