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 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
116+ 0.1% |
$20.7K - $25.3K
|
122K
$15.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
116+ 8.68% |
$20.7K - $25.3K
|
1.45K
$182K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
115+ 0.33% |
$20.5K - $25.1K
|
34.6K
$4.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.11% |
$20.5K - $25.1K
|
10.5K
$1.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
113+ 0.85% |
$20.2K - $24.6K
|
13.5K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
113+ 0.45% |
$20.2K - $24.6K
|
25.2K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
112+ 2.09% |
$20K - $24.4K
|
5.46K
$686K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
111+ 3.28% |
$19.8K - $24.2K
|
3.49K
$439K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
110+ 3.59% |
$19.6K - $24K
|
3.17K
$399K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
109+ 8.6% |
$19.4K - $23.8K
|
1.38K
$173K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
107+ 7.93% |
$19.1K - $23.3K
|
1.46K
$183K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
105+ 0.63% |
$18.7K - $22.9K
|
16.7K
$2.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
104+ 11.94% |
$18.6K - $22.7K
|
975
$123K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
103+ 0.86% |
$18.4K - $22.5K
|
12.1K
$1.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
103+ 3.03% |
$18.4K - $22.5K
|
3.5K
$440K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
103+ 4.24% |
$18.4K - $22.5K
|
2.53K
$318K
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
102+ 0.87% |
$18.2K - $22.2K
|
11.9K
$1.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
102New |
$18.2K - $22.2K
|
102
$12.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
102+ 17.5% |
$18.2K - $22.2K
|
685
$86.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
102+ 1.48% |
$18.2K - $22.2K
|
7K
$880K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
102New |
$18.2K - $22.2K
|
102
$12.8K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
102+ 9.12% |
$18.2K - $22.2K
|
1.22K
$153K
|
|
|
Jan 06, 2022
Q4 2021
|
Birch Capital Management, LLC
|
BUY
|
- |
101+ 0.32% |
$18K - $22K
|
31.4K
$3.94M
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
100+ 7.98% |
$17.8K - $21.8K
|
1.35K
$170K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100New |
$17.8K - $21.8K
|
100
$12.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
100+ 3.08% |
$17.8K - $21.8K
|
3.34K
$420K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
100+ 0.67% |
$17.8K - $21.8K
|
14.9K
$1.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
100+ 172.41% |
$17.8K - $21.8K
|
158
$19.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
100+ 4.35% |
$17.8K - $21.8K
|
2.4K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
99+ 7.44% |
$17.7K - $21.6K
|
1.43K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
99+ 0.66% |
$17.7K - $21.6K
|
15K
$1.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
98+ 5.16% |
$17.5K - $21.4K
|
2K
$251K
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
97+ 1.3% |
$17.3K - $21.2K
|
7.56K
$950K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
95+ 0.34% |
$16.9K - $20.7K
|
27.7K
$3.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
94+ 7.75% |
$16.8K - $20.5K
|
1.31K
$164K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
92New |
$16.4K - $20.1K
|
92
$11.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
92+ 3.28% |
$16.4K - $20.1K
|
2.9K
$365K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
92+ 5.23% |
$16.4K - $20.1K
|
1.85K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
91+ 2.61% |
$16.2K - $19.8K
|
3.58K
$450K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
90+ 1.51% |
$16.1K - $19.6K
|
6.07K
$763K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
90+ 15.6% |
$16.1K - $19.6K
|
667
$83.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
89New |
$15.9K - $19.4K
|
89
$11.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
88+ 0.57% |
$15.7K - $19.2K
|
15.6K
$1.96M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
87+ 3.56% |
$15.5K - $19K
|
2.53K
$318K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
85+ 0.29% |
$15.2K - $18.5K
|
29.5K
$3.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
83+ 31.44% |
$14.8K - $18.1K
|
347
$43.6K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
83+ 0.74% |
$14.8K - $18.1K
|
11.3K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
82+ 1.79% |
$14.6K - $17.9K
|
4.66K
$585K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
81+ 2.58% |
$14.5K - $17.7K
|
3.22K
$405K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
81+ 0.17% |
$14.5K - $17.7K
|
47.4K
$5.96M
|