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
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
460+ 1.52% |
$50.4K - $62.7K
|
30.7K
$2.99M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
458+ 28.12% |
$50.2K - $62.4K
|
2.09K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
455+ 3.94% |
$49.9K - $62K
|
12K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
453+ 38.82% |
$49.7K - $61.7K
|
1.62K
$158K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
450+ 11.07% |
$49.3K - $61.3K
|
4.52K
$440K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
450+ 2.57% |
$49.3K - $61.3K
|
17.9K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
450New |
$49.3K - $61.3K
|
450
$43.8K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
448+ 32.51% |
$49.1K - $61K
|
1.83K
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
448+ 15.21% |
$49.1K - $61K
|
3.39K
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
447+ 25.91% |
$49K - $60.9K
|
2.17K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
447+ 3.1% |
$49K - $60.9K
|
14.9K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
443New |
$48.6K - $60.4K
|
443
$43.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
440+ 0.58% |
$48.3K - $60K
|
76K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
437+ 42.97% |
$47.9K - $59.5K
|
1.45K
$142K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
435+ 15.81% |
$47.7K - $59.3K
|
3.19K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
432New |
$47.4K - $58.9K
|
432
$42.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
431+ 14.62% |
$47.3K - $58.7K
|
3.38K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
429+ 209.27% |
$47K - $58.5K
|
634
$61.7K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
423+ 1.71% |
$46.4K - $57.6K
|
25.1K
$2.45M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
420+ 1.25% |
$46.1K - $57.2K
|
34.1K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
409+ 0.87% |
$44.9K - $55.7K
|
47.2K
$4.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
409+ 6.29% |
$44.9K - $55.7K
|
6.91K
$673K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
405+ 9.33% |
$44.4K - $55.2K
|
4.74K
$462K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402+ 1608.0% |
$44.1K - $54.8K
|
427
$41.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
399+ 18.78% |
$43.8K - $54.4K
|
2.52K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
391+ 1.02% |
$42.9K - $53.3K
|
38.8K
$3.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
390+ 24.67% |
$42.8K - $53.1K
|
1.97K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
386+ 6.12% |
$42.3K - $52.6K
|
6.69K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
384+ 3.61% |
$42.1K - $52.3K
|
11K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
382+ 3.23% |
$41.9K - $52.1K
|
12.2K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
379+ 9.51% |
$41.6K - $51.6K
|
4.36K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
374+ 3.57% |
$41K - $51K
|
10.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
373+ 1.18% |
$40.9K - $50.8K
|
32K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
365+ 6.78% |
$40K - $49.7K
|
5.75K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365+ 2.61% |
$40K - $49.7K
|
14.3K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
359+ 7.4% |
$39.4K - $48.9K
|
5.21K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
356+ 4.5% |
$39K - $48.5K
|
8.27K
$805K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
355+ 8.66% |
$38.9K - $48.4K
|
4.45K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
354+ 14.76% |
$38.8K - $48.2K
|
2.75K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
347New |
$38.1K - $47.3K
|
347
$33.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
339+ 0.92% |
$37.2K - $46.2K
|
37.2K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
337+ 2106.25% |
$37K - $45.9K
|
353
$34.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
337New |
$37K - $45.9K
|
337
$32.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
336+ 3.1% |
$36.8K - $45.8K
|
11.2K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
336+ 134.94% |
$36.8K - $45.8K
|
585
$57K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
335+ 7.14% |
$36.7K - $45.6K
|
5.03K
$489K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
335New |
$36.7K - $45.6K
|
335
$32.6K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
330+ 2.63% |
$36.2K - $45K
|
12.9K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
328+ 7.8% |
$36K - $44.7K
|
4.53K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
326+ 12.62% |
$35.7K - $44.4K
|
2.91K
$283K
|