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 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.04K+ 20.43% |
$114K - $142K
|
6.15K
$599K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 19.89% |
$113K - $141K
|
6.23K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 11.77% |
$113K - $140K
|
9.79K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.03K+ 34.34% |
$113K - $140K
|
4.02K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.02K+ 0.74% |
$112K - $140K
|
139K
$13.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
1.02K+ 49.37% |
$112K - $139K
|
3.09K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.02K+ 2.64% |
$112K - $139K
|
39.6K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
977+ 3.7% |
$107K - $133K
|
27.4K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
974+ 30.61% |
$107K - $133K
|
4.16K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
966+ 12.81% |
$106K - $132K
|
8.51K
$828K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
965+ 19.86% |
$106K - $131K
|
5.82K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
962+ 32.21% |
$105K - $131K
|
3.95K
$384K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
960+ 0.14% |
$105K - $131K
|
680K
$66.3M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
959+ 5.71% |
$105K - $131K
|
17.7K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
950+ 2.7% |
$104K - $129K
|
36.1K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
934+ 7.93% |
$102K - $127K
|
12.7K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
929+ 2.13% |
$102K - $127K
|
44.6K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
927+ 17.81% |
$102K - $126K
|
6.13K
$597K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
920+ 3.6% |
$101K - $125K
|
26.5K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
914+ 1.03% |
$100K - $125K
|
89.5K
$8.71M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
908+ 33.46% |
$99.6K - $124K
|
3.62K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
895+ 4.69% |
$98.1K - $122K
|
20K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
878+ 3.01% |
$96.3K - $120K
|
30.1K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
870+ 38.65% |
$95.4K - $119K
|
3.12K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
868+ 221.99% |
$95.2K - $118K
|
1.26K
$123K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
862+ 4.09% |
$94.5K - $117K
|
21.9K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
853+ 20.39% |
$93.5K - $116K
|
5.04K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
848New |
$93K - $116K
|
848
$82.6K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
830+ 24.5% |
$91K - $113K
|
4.22K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
829+ 51.39% |
$90.9K - $113K
|
2.44K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
825+ 1.79% |
$90.5K - $112K
|
46.8K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
824+ 15.88% |
$90.4K - $112K
|
6.01K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
808+ 5.2% |
$88.6K - $110K
|
16.3K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
806+ 25.12% |
$88.4K - $110K
|
4.02K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
799+ 24.44% |
$87.6K - $109K
|
4.07K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
797+ 25.44% |
$87.4K - $109K
|
3.93K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
795+ 2.82% |
$87.2K - $108K
|
29K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
790+ 0.16% |
$86.6K - $108K
|
495K
$48.2M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
774+ 55.01% |
$84.9K - $105K
|
2.18K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
771+ 52.95% |
$84.5K - $105K
|
2.23K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
753+ 4.25% |
$82.6K - $103K
|
18.5K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
744+ 20.35% |
$81.6K - $101K
|
4.4K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
737+ 18.23% |
$80.8K - $100K
|
4.78K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
714+ 14.22% |
$78.3K - $97.3K
|
5.73K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
706+ 17.56% |
$77.4K - $96.2K
|
4.73K
$460K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
703+ 6.34% |
$77.1K - $95.8K
|
11.8K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
697+ 13.59% |
$76.4K - $95K
|
5.83K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
694+ 3.08% |
$76.1K - $94.6K
|
23.3K
$2.26M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
685+ 0.64% |
$75.1K - $93.3K
|
109K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
685+ 9.27% |
$75.1K - $93.3K
|
8.07K
$786K
|