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 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-26- 6.91% |
$4.64K - $5.67K
|
350
$44K
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-26- 2.27% |
$4.64K - $5.67K
|
1.12K
$141K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-27- 67.5% |
$4.82K - $5.89K
|
13
$1.63K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 0.41% |
$5K - $6.11K
|
6.76K
$850K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-28- 2.68% |
$5K - $6.11K
|
1.02K
$128K
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-28- 0.25% |
$5K - $6.11K
|
11.2K
$1.41M
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-29- 0.14% |
$5.17K - $6.32K
|
20.1K
$2.53M
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-30- 1.88% |
$5.35K - $6.54K
|
1.57K
$197K
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-30- 0.44% |
$5.35K - $6.54K
|
6.85K
$861K
|
|
Jan 18, 2022
Q4 2021
|
Cardinal Capital Management
|
SELL
|
- |
-30- 0.17% |
$5.35K - $6.54K
|
18.1K
$2.27M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-31- 1.29% |
$5.53K - $6.76K
|
2.38K
$299K
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-31- 1.48% |
$5.53K - $6.76K
|
2.06K
$259K
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-32- 1.33% |
$5.71K - $6.98K
|
2.37K
$297K
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-34- 2.45% |
$6.07K - $7.41K
|
1.35K
$170K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-34- 0.54% |
$6.07K - $7.41K
|
6.24K
$784K
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
SELL
|
- |
-35- 0.04% |
$6.24K - $7.63K
|
83.1K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$6.24K - $7.63K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-35- 1.46% |
$6.24K - $7.63K
|
2.36K
$296K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-35- 8.84% |
$6.24K - $7.63K
|
361
$45.4K
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-36- 1.38% |
$6.42K - $7.85K
|
2.58K
$324K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-36- 1.19% |
$6.42K - $7.85K
|
2.99K
$375K
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-37- 2.29% |
$6.6K - $8.07K
|
1.58K
$198K
|
|
Feb 14, 2022
Q4 2021
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-37- 0.8% |
$6.6K - $8.07K
|
4.58K
$575K
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.26% |
$6.78K - $8.29K
|
2.97K
$374K
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-38- 0.72% |
$6.78K - $8.29K
|
5.24K
$658K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-39- 1.8% |
$6.96K - $8.5K
|
2.13K
$268K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-39- 3.17% |
$6.96K - $8.5K
|
1.19K
$150K
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-40- 0.71% |
$7.14K - $8.72K
|
5.59K
$702K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-40- 1.1% |
$7.14K - $8.72K
|
3.61K
$454K
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-40- 0.33% |
$7.14K - $8.72K
|
12.1K
$1.52M
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-40- 0.3% |
$7.14K - $8.72K
|
13.4K
$1.69M
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-40- 0.51% |
$7.14K - $8.72K
|
7.81K
$982K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-43- 0.5% |
$7.67K - $9.38K
|
8.51K
$1.07M
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-44- 2.11% |
$7.85K - $9.6K
|
2.04K
$257K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-44- 7.2% |
$7.85K - $9.6K
|
567
$71.3K
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-45- 2.17% |
$8.03K - $9.81K
|
2.03K
$255K
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-45- 0.49% |
$8.03K - $9.81K
|
9.18K
$1.15M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-46- 6.68% |
$8.21K - $10K
|
643
$80.8K
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-46- 0.28% |
$8.21K - $10K
|
16.1K
$2.03M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-48- 2.33% |
$8.56K - $10.5K
|
2.01K
$252K
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-48- 0.92% |
$8.56K - $10.5K
|
5.19K
$653K
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 3.63% |
$8.92K - $10.9K
|
1.33K
$167K
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-50- 0.4% |
$8.92K - $10.9K
|
12.6K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-50- 1.28% |
$8.92K - $10.9K
|
3.85K
$484K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-50- 0.96% |
$8.92K - $10.9K
|
5.13K
$645K
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-50- 2.82% |
$8.92K - $10.9K
|
1.72K
$217K
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-50- 4.08% |
$8.92K - $10.9K
|
1.17K
$148K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-50Closed |
$8.92K - $10.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-50- 2.96% |
$8.92K - $10.9K
|
1.64K
$206K
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-50- 7.94% |
$8.92K - $10.9K
|
580
$72.9K
|