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 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-100- 3.9% |
$17.8K - $21.8K
|
2.47K
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 1.74% |
$17.8K - $21.8K
|
5.66K
$712K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100- 12.12% |
$17.8K - $21.8K
|
725
$91.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-101Closed |
$18K - $22K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-101- 0.52% |
$18K - $22K
|
19.4K
$2.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-101- 0.4% |
$18K - $22K
|
25.1K
$3.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-102- 8.76% |
$18.2K - $22.2K
|
1.06K
$133K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-105- 0.2% |
$18.7K - $22.9K
|
53.7K
$6.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-105Closed |
$18.7K - $22.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-106- 4.03% |
$18.9K - $23.1K
|
2.53K
$318K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-106- 17.88% |
$18.9K - $23.1K
|
487
$61.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-106- 1.26% |
$18.9K - $23.1K
|
8.31K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
SELL
|
- |
-108- 4.38% |
$19.3K - $23.6K
|
2.36K
$296K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-111- 15.14% |
$19.8K - $24.2K
|
622
$78.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-112Closed |
$20K - $24.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-113- 0.41% |
$20.2K - $24.6K
|
27.5K
$3.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Schulhoff & CO Inc
|
SELL
|
- |
-113- 0.42% |
$20.2K - $24.6K
|
27K
$3.39M
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
SELL
|
- |
-114- 0.41% |
$20.3K - $24.9K
|
27.6K
$3.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-114- 1.04% |
$20.3K - $24.9K
|
10.9K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-115- 2.94% |
$20.5K - $25.1K
|
3.8K
$477K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-115Closed |
$20.5K - $25.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-116- 1.88% |
$20.7K - $25.3K
|
6.05K
$760K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-116- 78.38% |
$20.7K - $25.3K
|
32
$4.02K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-117Closed |
$20.9K - $25.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-120- 2.26% |
$21.4K - $26.2K
|
5.19K
$652K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-120- 3.27% |
$21.4K - $26.2K
|
3.55K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-120- 1.5% |
$21.4K - $26.2K
|
7.88K
$990K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-120- 3.32% |
$21.4K - $26.2K
|
3.5K
$440K
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
SELL
|
- |
-122- 1.56% |
$21.8K - $26.6K
|
7.69K
$966K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-122- 31.12% |
$21.8K - $26.6K
|
270
$33.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-123- 5.66% |
$21.9K - $26.8K
|
2.05K
$258K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-124- 1.79% |
$22.1K - $27K
|
6.82K
$857K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-125- 4.93% |
$22.3K - $27.3K
|
2.41K
$303K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-125- 3.07% |
$22.3K - $27.3K
|
3.94K
$495K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-125- 3.4% |
$22.3K - $27.3K
|
3.55K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-125- 9.58% |
$22.3K - $27.3K
|
1.18K
$148K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-126- 1.03% |
$22.5K - $27.5K
|
12.2K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-126- 0.44% |
$22.5K - $27.5K
|
28.3K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-127- 2.05% |
$22.7K - $27.7K
|
6.07K
$763K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-129- 1.82% |
$23K - $28.1K
|
6.95K
$873K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
SELL
|
- |
-130- 0.21% |
$23.2K - $28.3K
|
62.8K
$7.89M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-130- 1.67% |
$23.2K - $28.3K
|
7.66K
$962K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-130- 3.79% |
$23.2K - $28.3K
|
3.3K
$415K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-134- 2.38% |
$23.9K - $29.2K
|
5.51K
$692K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-134- 3.95% |
$23.9K - $29.2K
|
3.26K
$410K
|
|
|
Feb 01, 2022
Q4 2021
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-139- 1.27% |
$24.8K - $30.3K
|
10.8K
$1.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-140- 0.28% |
$25K - $30.5K
|
50.6K
$6.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-144- 2.62% |
$25.7K - $31.4K
|
5.36K
$674K
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-145- 0.96% |
$25.9K - $31.6K
|
14.9K
$1.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-146- 0.2% |
$26K - $31.8K
|
73.7K
$9.27M
|