Purchases and Sales Made in Q1 2025 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.18K+ 10.45% |
$348K - $433K
|
33.6K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.17K+ 1.76% |
$348K - $432K
|
184K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.15K+ 13.76% |
$345K - $429K
|
26K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
3.13KNew |
$343K - $426K
|
3.13K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
3.11K+ 26.96% |
$341K - $423K
|
14.6K
$1.43M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$340K - $422K
|
3.1K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.07K+ 43.78% |
$336K - $418K
|
10.1K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.05K+ 23.74% |
$334K - $415K
|
15.9K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.04K+ 98.67% |
$333K - $414K
|
6.11K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.03KNew |
$332K - $413K
|
3.03K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.02KNew |
$331K - $412K
|
3.02K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.01K+ 25.62% |
$330K - $410K
|
14.8K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.01K+ 7.23% |
$330K - $410K
|
44.6K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
2.98K+ 7.91% |
$326K - $405K
|
40.6K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.96K+ 8.28% |
$324K - $403K
|
38.7K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.95K+ 21.29% |
$324K - $403K
|
16.8K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.9K+ 26.34% |
$318K - $395K
|
13.9K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.9K+ 20.76% |
$318K - $395K
|
16.8K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.89K+ 27.88% |
$316K - $393K
|
13.2K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.86K+ 43.2% |
$314K - $390K
|
9.49K
$925K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.85K+ 11.67% |
$313K - $389K
|
27.3K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.85K+ 9.32% |
$313K - $388K
|
33.4K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.85K+ 2.92% |
$313K - $388K
|
101K
$9.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.84KNew |
$312K - $387K
|
2.84K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.8K+ 0.84% |
$307K - $382K
|
337K
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$307K - $382K
|
2.8K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.8KNew |
$306K - $381K
|
2.8K
$273K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 108.56% |
$306K - $380K
|
5.36K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$302K - $375K
|
2.75K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.71K+ 3.13% |
$297K - $370K
|
89.5K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$296K - $368K
|
2.7K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.69K+ 15.66% |
$295K - $367K
|
19.9K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.66KNew |
$291K - $362K
|
2.66K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
2.64K+ 71.27% |
$289K - $359K
|
6.34K
$618K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.61K+ 38.31% |
$286K - $355K
|
9.42K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.59KNew |
$284K - $353K
|
2.59K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.58KNew |
$283K - $352K
|
2.58K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.57K+ 10.91% |
$281K - $350K
|
26.1K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
2.57K+ 9.44% |
$281K - $350K
|
29.7K
$2.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.55K+ 24.93% |
$279K - $347K
|
12.8K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.5KNew |
$274K - $341K
|
2.5K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 69.98% |
$273K - $339K
|
6.05K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 24.76% |
$273K - $339K
|
12.5K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$272K - $338K
|
2.48K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.44K+ 117.86% |
$268K - $333K
|
4.51K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.44K+ 47.96% |
$267K - $332K
|
7.53K
$734K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.44K+ 24.34% |
$267K - $332K
|
12.5K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.43K+ 248.31% |
$266K - $331K
|
3.4K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.42KNew |
$265K - $329K
|
2.42K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 6.26% |
$265K - $329K
|
41K
$4M
|