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 11, 2022
Q4 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.8K+ 33.33% |
$321K - $393K
|
7.2K
$905K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.8K+ 214.18% |
$321K - $392K
|
2.64K
$331K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.8K+ 5.58% |
$320K - $391K
|
33.9K
$4.27M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.8KNew |
$320K - $391K
|
1.8K
$226K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.77KNew |
$315K - $385K
|
1.77K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.77K+ 15.09% |
$315K - $385K
|
13.5K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 37.64% |
$315K - $385K
|
6.45K
$811K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.75KNew |
$312K - $381K
|
1.75K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.74KNew |
$310K - $379K
|
1.74K
$218K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.73K+ 2.73% |
$308K - $377K
|
65K
$8.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1.7K+ 46.15% |
$304K - $372K
|
5.4K
$678K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.7KNew |
$303K - $370K
|
1.7K
$213K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.7K+ 34.84% |
$303K - $370K
|
6.57K
$825K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.69K+ 58.83% |
$301K - $368K
|
4.56K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.68KNew |
$300K - $367K
|
1.68K
$211K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
1.68K+ 25.27% |
$300K - $366K
|
8.32K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
1.67KNew |
$298K - $365K
|
1.67K
$210K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
1.67K+ 11.23% |
$298K - $364K
|
16.5K
$2.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
1.66KNew |
$296K - $362K
|
1.66K
$209K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
1.66K+ 11.3% |
$296K - $362K
|
16.3K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.66K+ 62.39% |
$296K - $361K
|
4.31K
$542K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
1.66K+ 6.91% |
$295K - $361K
|
25.6K
$3.22M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.64K+ 29.29% |
$293K - $358K
|
7.24K
$910K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.63KNew |
$291K - $355K
|
1.63K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.63K+ 1.06% |
$291K - $355K
|
156K
$19.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.62KNew |
$289K - $353K
|
1.62K
$203K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
BUY
|
- |
1.6K+ 38.1% |
$285K - $349K
|
5.8K
$729K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.6KNew |
$285K - $349K
|
1.6K
$201K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.6K+ 4.71% |
$285K - $349K
|
35.6K
$4.47M
|
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.57KNew |
$281K - $343K
|
1.57K
$198K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53KNew |
$274K - $334K
|
1.53K
$193K
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
1.53KNew |
$273K - $334K
|
1.53K
$193K
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.53K+ 132.26% |
$272K - $333K
|
2.68K
$337K
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.52KNew |
$272K - $332K
|
1.52K
$191K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.52K+ 4.49% |
$271K - $331K
|
35.3K
$4.44M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.5K+ 93.34% |
$268K - $327K
|
3.11K
$390K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1.5KNew |
$268K - $327K
|
1.5K
$189K
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
1.49KNew |
$266K - $325K
|
1.49K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.49K+ 23.73% |
$266K - $325K
|
7.78K
$977K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.49K+ 23.73% |
$266K - $325K
|
7.78K
$977K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
1.49KNew |
$266K - $325K
|
1.49K
$187K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.49KNew |
$265K - $324K
|
1.49K
$187K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.49K+ 9.37% |
$265K - $324K
|
17.4K
$2.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.48KNew |
$264K - $323K
|
1.48K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 3.22% |
$263K - $321K
|
47.2K
$5.93M
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.44KNew |
$257K - $314K
|
1.44K
$181K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.44K+ 2.79% |
$256K - $313K
|
52.9K
$6.65M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.44K+ 0.43% |
$256K - $313K
|
333K
$41.9M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.44KNew |
$256K - $313K
|
1.44K
$180K
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.44KNew |
$256K - $313K
|
1.44K
$180K
|