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 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
48+ 1.35% |
$8.56K - $10.5K
|
3.61K
$453K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47+ 0.38% |
$8.39K - $10.2K
|
12.3K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
47+ 4.41% |
$8.39K - $10.2K
|
1.11K
$140K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
47+ 0.86% |
$8.39K - $10.2K
|
5.51K
$692K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
46+ 0.49% |
$8.21K - $10K
|
9.34K
$1.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
45+ 1.07% |
$8.03K - $9.81K
|
4.25K
$535K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
45+ 2.82% |
$8.03K - $9.81K
|
1.64K
$206K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.26% |
$8.03K - $9.81K
|
17.1K
$2.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
45+ 0.84% |
$8.03K - $9.81K
|
5.38K
$676K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
44+ 5.75% |
$7.85K - $9.6K
|
809
$102K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44+ 2.41% |
$7.85K - $9.6K
|
1.87K
$235K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
44+ 0.56% |
$7.85K - $9.6K
|
7.89K
$992K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
43+ 0.91% |
$7.67K - $9.38K
|
4.79K
$602K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42+ 1.62% |
$7.49K - $9.16K
|
2.63K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
42+ 0.64% |
$7.49K - $9.16K
|
6.59K
$828K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
42+ 3.63% |
$7.49K - $9.16K
|
1.2K
$151K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
41+ 0.07% |
$7.32K - $8.94K
|
59.7K
$7.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
41+ 3.55% |
$7.32K - $8.94K
|
1.2K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
41+ 1.06% |
$7.32K - $8.94K
|
3.91K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
40+ 0.22% |
$7.14K - $8.72K
|
18.6K
$2.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 2.27% |
$7.14K - $8.72K
|
1.8K
$226K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
40+ 7.59% |
$7.14K - $8.72K
|
567
$71.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
39+ 2.04% |
$6.96K - $8.5K
|
1.95K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
39+ 2.07% |
$6.96K - $8.5K
|
1.93K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39+ 0.3% |
$6.96K - $8.5K
|
12.9K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
39+ 0.88% |
$6.96K - $8.5K
|
4.47K
$562K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
38+ 633.33% |
$6.78K - $8.29K
|
44
$5.53K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
37+ 0.92% |
$6.6K - $8.07K
|
4.06K
$510K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
37+ 6.83% |
$6.6K - $8.07K
|
579
$72.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
35+ 0.62% |
$6.24K - $7.63K
|
5.71K
$718K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
35+ 1.66% |
$6.24K - $7.63K
|
2.14K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
34+ 0.43% |
$6.07K - $7.41K
|
7.89K
$992K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
34+ 0.25% |
$6.07K - $7.41K
|
13.4K
$1.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
34+ 28.1% |
$6.07K - $7.41K
|
155
$19.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
33+ 0.73% |
$5.89K - $7.2K
|
4.54K
$571K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
33+ 0.07% |
$5.89K - $7.2K
|
45.9K
$5.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
33+ 0.49% |
$5.89K - $7.2K
|
6.75K
$848K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
32+ 0.23% |
$5.71K - $6.98K
|
13.9K
$1.74M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32+ 1.23% |
$5.71K - $6.98K
|
2.64K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$5.53K - $6.76K
|
31
$3.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 2.03% |
$5.53K - $6.76K
|
1.56K
$196K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
30+ 0.51% |
$5.35K - $6.54K
|
5.92K
$745K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
30+ 0.94% |
$5.35K - $6.54K
|
3.22K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
30+ 1.5% |
$5.35K - $6.54K
|
2.03K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 1.9% |
$5.35K - $6.54K
|
1.61K
$202K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
28+ 1.15% |
$5K - $6.11K
|
2.47K
$310K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
27+ 0.01% |
$4.82K - $5.89K
|
198K
$24.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
27+ 0.97% |
$4.82K - $5.89K
|
2.81K
$353K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
26+ 0.21% |
$4.64K - $5.67K
|
12.1K
$1.52M
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
26+ 130.0% |
$4.64K - $5.67K
|
46
$5.78K
|