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 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 58.48% |
$154K - $191K
|
3.79K
$370K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 21.89% |
$153K - $191K
|
7.79K
$760K
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.4K+ 7.84% |
$153K - $190K
|
19.2K
$1.88M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$152K - $189K
|
1.38K
$135K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.38K+ 44.19% |
$152K - $188K
|
4.51K
$440K
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.37K+ 15.58% |
$150K - $187K
|
10.2K
$993K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.36KNew |
$149K - $185K
|
1.36K
$133K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.34K+ 1.13% |
$147K - $183K
|
120K
$11.7M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.33K+ 26.97% |
$146K - $181K
|
6.26K
$611K
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.33K+ 20.56% |
$146K - $181K
|
7.79K
$760K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.33K+ 29.95% |
$146K - $181K
|
5.76K
$562K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.31K+ 24.71% |
$143K - $178K
|
6.59K
$642K
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 8.2% |
$142K - $177K
|
17.1K
$1.67M
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.28K+ 26.47% |
$140K - $174K
|
6.12K
$596K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.28K+ 47.76% |
$140K - $174K
|
3.95K
$385K
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.27K+ 5.68% |
$139K - $173K
|
23.7K
$2.31M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 16.46% |
$139K - $173K
|
8.99K
$877K
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.27K+ 6.27% |
$139K - $172K
|
21.5K
$2.09M
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.26K+ 1.71% |
$138K - $172K
|
75.1K
$7.32M
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.25K+ 55.7% |
$137K - $170K
|
3.5K
$341K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 10.31% |
$137K - $170K
|
13.4K
$1.3M
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.25K+ 6.02% |
$137K - $170K
|
22K
$2.14M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.24K+ 29.23% |
$136K - $169K
|
5.48K
$535K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.23K+ 25.79% |
$135K - $167K
|
5.98K
$584K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.23K+ 20.7% |
$135K - $167K
|
7.15K
$698K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.22K+ 12.67% |
$134K - $166K
|
10.9K
$1.06M
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 4.82% |
$133K - $165K
|
26.4K
$2.57M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.21K+ 7.98% |
$133K - $165K
|
16.4K
$1.6M
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.2K+ 6.9% |
$131K - $163K
|
18.5K
$1.81M
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.19K+ 7.08% |
$130K - $162K
|
17.9K
$1.75M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.19K+ 6.97% |
$130K - $161K
|
18.2K
$1.77M
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.18K+ 42.45% |
$129K - $160K
|
3.94K
$385K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.18K+ 1.36% |
$129K - $160K
|
87.8K
$8.56M
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.17K+ 4.44% |
$128K - $159K
|
27.5K
$2.69M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.16K+ 33.6% |
$128K - $158K
|
4.62K
$451K
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.16K+ 12.46% |
$127K - $158K
|
10.5K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 51.61% |
$125K - $155K
|
3.34K
$326K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.13K+ 146.94% |
$124K - $154K
|
1.89K
$185K
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.11K+ 11.76% |
$122K - $152K
|
10.6K
$1.03M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.11K+ 30.98% |
$122K - $151K
|
4.69K
$458K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.11K+ 4.55% |
$122K - $151K
|
25.5K
$2.48M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.1K+ 40.19% |
$121K - $150K
|
3.85K
$376K
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.1K+ 69.31% |
$121K - $150K
|
2.69K
$262K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
1.1K+ 8.98% |
$120K - $149K
|
13.3K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.09K+ 33.24% |
$119K - $148K
|
4.35K
$425K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
1.06K+ 17.05% |
$116K - $145K
|
7.29K
$711K
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.06KNew |
$116K - $144K
|
1.06K
$103K
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.06K+ 45.32% |
$116K - $144K
|
3.39K
$330K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05K+ 18.82% |
$115K - $143K
|
6.64K
$647K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.05K+ 7.67% |
$115K - $142K
|
14.7K
$1.43M
|