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 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
680+ 15.95% |
$74.6K - $92.7K
|
4.94K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
666+ 27.94% |
$73K - $90.7K
|
3.05K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
660+ 6.82% |
$72.4K - $89.9K
|
10.3K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
657+ 5.31% |
$72K - $89.5K
|
13K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
648+ 15.49% |
$71.1K - $88.3K
|
4.83K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
638New |
$70K - $86.9K
|
638
$62.6K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
636+ 2.78% |
$69.7K - $86.7K
|
23.5K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
632+ 17.99% |
$69.3K - $86.1K
|
4.15K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
630+ 3.42% |
$69.1K - $85.8K
|
19K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
629+ 0.77% |
$69K - $85.7K
|
82K
$8.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
626+ 60.42% |
$68.6K - $85.3K
|
1.66K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
617+ 4.27% |
$67.7K - $84.1K
|
15.1K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
614+ 4.99% |
$67.3K - $83.7K
|
12.9K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
609+ 26.0% |
$66.8K - $83K
|
2.95K
$289K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
609+ 2.76% |
$66.8K - $83K
|
22.7K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
608+ 4.27% |
$66.7K - $82.8K
|
14.8K
$1.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
605+ 21.42% |
$66.3K - $82.4K
|
3.43K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
604+ 9.87% |
$66.2K - $82.3K
|
6.73K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
599+ 2.74% |
$65.7K - $81.6K
|
22.5K
$2.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
596+ 16.18% |
$65.4K - $81.2K
|
4.28K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
587+ 9.3% |
$64.4K - $80K
|
6.9K
$677K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
585+ 5.44% |
$64.2K - $79.7K
|
11.3K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
584+ 31.33% |
$64K - $79.6K
|
2.45K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
575+ 56.76% |
$63.1K - $78.3K
|
1.59K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
572+ 4.11% |
$62.7K - $77.9K
|
14.5K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
571+ 7.2% |
$62.6K - $77.8K
|
8.5K
$834K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
571+ 0.53% |
$62.6K - $77.8K
|
109K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
563+ 3.05% |
$61.7K - $76.7K
|
19K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
560+ 34.98% |
$61.4K - $76.3K
|
2.16K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
555+ 9.23% |
$60.9K - $75.6K
|
6.57K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
554+ 21.56% |
$60.8K - $75.5K
|
3.12K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
551+ 22.08% |
$60.4K - $75.1K
|
3.05K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
551+ 4.68% |
$60.4K - $75.1K
|
12.3K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
549+ 7.12% |
$60.2K - $74.8K
|
8.26K
$810K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
545+ 4192.31% |
$59.8K - $74.3K
|
558
$54.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
536+ 25.67% |
$58.8K - $73K
|
2.62K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
530+ 18.29% |
$58.1K - $72.2K
|
3.43K
$336K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
523+ 968.52% |
$57.4K - $71.3K
|
577
$56.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
513+ 6.56% |
$56.3K - $69.9K
|
8.33K
$817K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
504+ 4.23% |
$55.3K - $68.7K
|
12.4K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500+ 78.13% |
$54.8K - $68.1K
|
1.14K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
500+ 9.62% |
$54.8K - $68.1K
|
5.7K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497New |
$54.5K - $67.7K
|
497
$48.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
496+ 6.18% |
$54.4K - $67.6K
|
8.53K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
488+ 11.81% |
$53.5K - $66.5K
|
4.62K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
475+ 7.07% |
$52.1K - $64.7K
|
7.19K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
468+ 0.51% |
$51.3K - $63.8K
|
92.2K
$9.04M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
465+ 22.65% |
$51K - $63.4K
|
2.52K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
465New |
$51K - $63.4K
|
465
$45.6K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 2.16% |
$50.9K - $63.2K
|
22K
$2.15M
|