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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.39KNew |
$262K - $325K
|
2.39K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.38K+ 40.27% |
$261K - $324K
|
8.28K
$807K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 12.79% |
$259K - $321K
|
20.8K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 30.39% |
$257K - $319K
|
10K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.3KNew |
$252K - $313K
|
2.3K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.3KNew |
$252K - $313K
|
2.3K
$224K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.27K+ 17.72% |
$249K - $310K
|
15.1K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.26K+ 3.83% |
$248K - $308K
|
61.3K
$5.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 20.23% |
$245K - $305K
|
13.3K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.23KNew |
$244K - $303K
|
2.23K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.22K+ 4.09% |
$244K - $303K
|
56.5K
$5.51M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.22K+ 6.68% |
$243K - $302K
|
35.5K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.22K+ 9.25% |
$243K - $302K
|
26.2K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.21K+ 95.13% |
$242K - $301K
|
4.53K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.2K+ 424.9% |
$241K - $300K
|
2.72K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
2.2K+ 2.11% |
$241K - $300K
|
107K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.2KNew |
$241K - $300K
|
2.2K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.2K+ 47.68% |
$241K - $299K
|
6.81K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$240K - $299K
|
2.19K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.19K+ 150.65% |
$240K - $298K
|
3.64K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.18K+ 1.57% |
$239K - $298K
|
141K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.18K+ 41.0% |
$239K - $297K
|
7.49K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2.17K+ 14.62% |
$238K - $296K
|
17K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.15K+ 19.91% |
$236K - $293K
|
12.9K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.14K+ 10.94% |
$235K - $292K
|
21.7K
$2.12M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 76.63% |
$233K - $289K
|
4.89K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 55.51% |
$231K - $287K
|
5.9K
$575K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.1KNew |
$230K - $286K
|
2.1K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.1K+ 38.29% |
$230K - $286K
|
7.59K
$740K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.09K+ 4.38% |
$230K - $285K
|
49.9K
$4.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
2.06K+ 9.92% |
$226K - $281K
|
22.8K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.05KNew |
$224K - $279K
|
2.05K
$200K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.04K+ 8.74% |
$223K - $278K
|
25.3K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.04K+ 19.4% |
$223K - $277K
|
12.5K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.02KNew |
$221K - $275K
|
2.02K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2KNew |
$219K - $273K
|
2K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2K+ 42.51% |
$219K - $273K
|
6.71K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2K+ 26.18% |
$219K - $273K
|
9.64K
$940K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$219K - $272K
|
2K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.98KNew |
$217K - $270K
|
1.98K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.97KNew |
$216K - $268K
|
1.97K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.95K+ 9.95% |
$214K - $266K
|
21.5K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.94K+ 1.38% |
$213K - $265K
|
143K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.94KNew |
$212K - $264K
|
1.94K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.94K+ 6.12% |
$212K - $264K
|
33.5K
$3.27M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.93KNew |
$212K - $263K
|
1.93K
$189K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.93K+ 20.05% |
$212K - $263K
|
11.6K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.93K+ 10.87% |
$211K - $262K
|
19.6K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.92K+ 57.43% |
$210K - $261K
|
5.25K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
1.91KNew |
$209K - $260K
|
1.91K
$186K
|