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 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.9K+ 99.69% |
$208K - $259K
|
3.81K
$371K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.9K+ 8.53% |
$208K - $259K
|
24.2K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.9KNew |
$208K - $259K
|
1.9K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.89KNew |
$207K - $257K
|
1.89K
$184K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 7.47% |
$207K - $257K
|
27.1K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.88KNew |
$206K - $257K
|
1.88K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.88K+ 9.62% |
$206K - $256K
|
21.4K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$205K - $255K
|
1.87K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.87K+ 46.05% |
$205K - $255K
|
5.93K
$579K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.87K+ 15.04% |
$205K - $255K
|
14.3K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.87KNew |
$205K - $255K
|
1.87K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.86K+ 61.24% |
$203K - $253K
|
4.88K
$476K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.83KNew |
$201K - $249K
|
1.83K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.83K+ 12.19% |
$201K - $249K
|
16.8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 33.83% |
$198K - $247K
|
7.16K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.79K+ 3.13% |
$196K - $244K
|
59K
$5.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.79K+ 6.83% |
$196K - $244K
|
28K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.79K+ 19.51% |
$196K - $244K
|
11K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 2.54% |
$196K - $243K
|
72.2K
$7.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 12.94% |
$195K - $243K
|
15.5K
$1.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.78K+ 0.85% |
$195K - $243K
|
212K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.78K+ 44.85% |
$195K - $243K
|
5.75K
$561K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 18.15% |
$195K - $242K
|
11.6K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 4.06% |
$195K - $242K
|
45.5K
$4.44M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.76K+ 95.08% |
$193K - $240K
|
3.61K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.76K+ 3.0% |
$193K - $239K
|
60.4K
$5.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.75K+ 4.96% |
$192K - $239K
|
37K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.75K+ 28.27% |
$192K - $238K
|
7.93K
$773K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 2.83% |
$191K - $238K
|
63.3K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.73K+ 3.89% |
$190K - $236K
|
46.2K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.73K+ 61.0% |
$190K - $236K
|
4.57K
$445K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7K+ 1.59% |
$186K - $231K
|
108K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.68K+ 30.79% |
$185K - $229K
|
7.15K
$698K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.68K+ 32.84% |
$184K - $228K
|
6.78K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.67K+ 4.59% |
$183K - $228K
|
38.1K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.62K+ 8.37% |
$178K - $221K
|
21K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.6K+ 79.17% |
$175K - $218K
|
3.62K
$353K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 2.11% |
$175K - $217K
|
76.9K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.59K+ 21.24% |
$174K - $216K
|
9.07K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.59K+ 6.5% |
$174K - $216K
|
26K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.59K+ 3.21% |
$174K - $216K
|
51.1K
$4.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 41.94% |
$171K - $213K
|
5.29K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 33.55% |
$169K - $210K
|
6.14K
$599K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.53K+ 42.84% |
$168K - $208K
|
5.1K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.53K+ 18.56% |
$167K - $208K
|
9.75K
$951K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.52K+ 1.46% |
$167K - $207K
|
106K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.48K+ 7.07% |
$162K - $201K
|
22.3K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.46K+ 3.05% |
$160K - $199K
|
49.4K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.46K+ 5.14% |
$160K - $199K
|
29.9K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 17.54% |
$154K - $191K
|
9.4K
$917K
|