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
|
Field & Main Bank
|
BUY
|
- |
80+ 2.78% |
$14.3K - $17.4K
|
2.96K
$372K
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
79+ 2.26% |
$14.1K - $17.2K
|
3.57K
$449K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
77+ 0.18% |
$13.7K - $16.8K
|
44K
$5.54M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
75New |
$13.4K - $16.4K
|
75
$9.43K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
75+ 10.78% |
$13.4K - $16.4K
|
771
$96.9K
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
75+ 0.52% |
$13.4K - $16.4K
|
14.4K
$1.81M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
75+ 0.16% |
$13.4K - $16.4K
|
47.1K
$5.92M
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
74New |
$13.2K - $16.1K
|
74
$9.3K
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
73+ 4.09% |
$13K - $15.9K
|
1.86K
$233K
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
73+ 2.41% |
$13K - $15.9K
|
3.1K
$389K
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
68+ 0.89% |
$12.1K - $14.8K
|
7.67K
$964K
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
67+ 126.42% |
$12K - $14.6K
|
120
$15.1K
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 2.68% |
$11.8K - $14.4K
|
2.53K
$318K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65+ 1.51% |
$11.6K - $14.2K
|
4.38K
$550K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
64+ 1.3% |
$11.4K - $14K
|
5K
$628K
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
64+ 125.49% |
$11.4K - $14K
|
115
$14.5K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
63+ 0.32% |
$11.2K - $13.7K
|
19.7K
$2.48M
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
63+ 13.46% |
$11.2K - $13.7K
|
531
$66.7K
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
62+ 3.47% |
$11.1K - $13.5K
|
1.85K
$233K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
61+ 0.28% |
$10.9K - $13.3K
|
21.7K
$2.72M
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
60+ 0.15% |
$10.7K - $13.1K
|
39.8K
$5.01M
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
60+ 214.29% |
$10.7K - $13.1K
|
88
$11.1K
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
60+ 0.97% |
$10.7K - $13.1K
|
6.24K
$784K
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
59+ 0.36% |
$10.5K - $12.9K
|
16.6K
$2.08M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
59+ 0.12% |
$10.5K - $12.9K
|
47.9K
$6.02M
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
59+ 6.86% |
$10.5K - $12.9K
|
919
$115K
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
59+ 0.65% |
$10.5K - $12.9K
|
9.13K
$1.15M
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
59+ 0.05% |
$10.5K - $12.9K
|
126K
$15.8M
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 0.01% |
$10.3K - $12.6K
|
391K
$49.2M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
57+ 0.09% |
$10.2K - $12.4K
|
60.8K
$7.64M
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
57+ 4.04% |
$10.2K - $12.4K
|
1.47K
$185K
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
57+ 0.88% |
$10.2K - $12.4K
|
6.53K
$821K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 2.54% |
$9.81K - $12K
|
2.22K
$279K
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
55+ 4.35% |
$9.81K - $12K
|
1.32K
$166K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
54+ 13.6% |
$9.63K - $11.8K
|
451
$56.7K
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
54+ 1.14% |
$9.63K - $11.8K
|
4.8K
$603K
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
53+ 4.24% |
$9.46K - $11.6K
|
1.3K
$164K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
53+ 39.85% |
$9.46K - $11.6K
|
186
$23.4K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
53+ 5.15% |
$9.46K - $11.6K
|
1.08K
$136K
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
53+ 2.69% |
$9.46K - $11.6K
|
2.02K
$254K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
52+ 2.81% |
$9.28K - $11.3K
|
1.91K
$239K
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
51+ 4.21% |
$9.1K - $11.1K
|
1.26K
$159K
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
BUY
|
- |
50+ 0.34% |
$8.92K - $10.9K
|
14.9K
$1.87M
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
50+ 2.61% |
$8.92K - $10.9K
|
1.97K
$247K
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 1.23% |
$8.92K - $10.9K
|
4.1K
$516K
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
50+ 0.45% |
$8.92K - $10.9K
|
11.1K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
50+ 0.31% |
$8.92K - $10.9K
|
16K
$2.02M
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
49+ 0.14% |
$8.74K - $10.7K
|
35.2K
$4.42M
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
49+ 0.35% |
$8.74K - $10.7K
|
14.2K
$1.78M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
48New |
$8.56K - $10.5K
|
48
$6.03K
|