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
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
510+ 1.06% |
$91K - $111K
|
48.7K
$6.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
503+ 1.43% |
$89.7K - $110K
|
35.8K
$4.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
501+ 16.47% |
$89.4K - $109K
|
3.54K
$444K
|
|
|
Feb 04, 2022
Q4 2021
|
First Long Island Investors, LLC
|
BUY
|
- |
500+ 0.42% |
$89.2K - $109K
|
120K
$15.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
500New |
$89.2K - $109K
|
500
$62.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
500New |
$89.2K - $109K
|
500
$62.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
493+ 24.5% |
$88K - $108K
|
2.51K
$314K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
491+ 15.07% |
$87.6K - $107K
|
3.75K
$470K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
490+ 1.69% |
$87.4K - $107K
|
29.5K
$3.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
489+ 2.37% |
$87.2K - $107K
|
21.1K
$2.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
479+ 0.48% |
$85.5K - $104K
|
100K
$12.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
474+ 6.06% |
$84.6K - $103K
|
8.29K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
471+ 3.46% |
$84K - $103K
|
14.1K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
465+ 13.98% |
$83K - $101K
|
3.79K
$475K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
463New |
$82.6K - $101K
|
463
$58K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
463New |
$82.6K - $101K
|
463
$58K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
460+ 5.68% |
$82.1K - $100K
|
8.56K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
457+ 4.04% |
$81.5K - $99.7K
|
11.8K
$1.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
456+ 29.27% |
$81.4K - $99.4K
|
2.01K
$252K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
455New |
$81.2K - $99.2K
|
455
$57K
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
454+ 28.27% |
$81K - $99K
|
2.06K
$258K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
451+ 17.9% |
$80.5K - $98.3K
|
2.97K
$372K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
449+ 1.47% |
$80.1K - $97.9K
|
30.9K
$3.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
447+ 6.5% |
$79.8K - $97.5K
|
7.32K
$917K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
447+ 22.62% |
$79.8K - $97.5K
|
2.42K
$304K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
443+ 10.66% |
$79K - $96.6K
|
4.6K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
432+ 19.31% |
$77.1K - $94.2K
|
2.67K
$334K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
424+ 4.63% |
$75.7K - $92.5K
|
9.58K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
423+ 4.57% |
$75.5K - $92.2K
|
9.68K
$1.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
423+ 1.93% |
$75.5K - $92.2K
|
22.3K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
415+ 5.33% |
$74K - $90.5K
|
8.21K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
415+ 45.81% |
$74K - $90.5K
|
1.32K
$166K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
414+ 1.32% |
$73.9K - $90.3K
|
31.7K
$3.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
408+ 1.3% |
$72.8K - $89K
|
31.7K
$3.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
406+ 2.67% |
$72.4K - $88.5K
|
15.6K
$1.95M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
405+ 105.19% |
$72.3K - $88.3K
|
790
$99K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
405New |
$72.3K - $88.3K
|
405
$50.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
400+ 9.01% |
$71.4K - $87.2K
|
4.84K
$606K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.88% |
$71.4K - $87.2K
|
45.7K
$5.73M
|
|
|
Jan 25, 2022
Q4 2021
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
400+ 0.1% |
$71.4K - $87.2K
|
408K
$51.1M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
399+ 22.58% |
$71.2K - $87K
|
2.17K
$271K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
398+ 17.05% |
$71K - $86.8K
|
2.73K
$342K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
396+ 8.57% |
$70.7K - $86.4K
|
5.02K
$628K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
389+ 2.21% |
$69.4K - $84.8K
|
18K
$2.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
386+ 26.4% |
$68.9K - $84.2K
|
1.85K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
386+ 5.99% |
$68.9K - $84.2K
|
6.83K
$856K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
385+ 22.55% |
$68.7K - $84K
|
2.09K
$262K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
383+ 2.74% |
$68.3K - $83.5K
|
14.4K
$1.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
380+ 18.04% |
$67.8K - $82.9K
|
2.49K
$312K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
376+ 6.16% |
$67.1K - $82K
|
6.48K
$812K
|