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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 6.03% |
$35.6K - $44.3K
|
5.72K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
310+ 22.29% |
$34K - $42.2K
|
1.7K
$166K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
310+ 12.05% |
$34K - $42.2K
|
2.88K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
307+ 2.0% |
$33.7K - $41.8K
|
15.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
304+ 3.37% |
$33.3K - $41.4K
|
9.33K
$908K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$32.9K - $40.9K
|
300
$29.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 7.7% |
$32.8K - $40.7K
|
4.18K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
296+ 12.44% |
$32.5K - $40.3K
|
2.68K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
295+ 6.66% |
$32.3K - $40.2K
|
4.72K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
292+ 7.07% |
$32K - $39.8K
|
4.42K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
290+ 2.39% |
$31.8K - $39.5K
|
12.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
290+ 14.43% |
$31.8K - $39.5K
|
2.3K
$224K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
289+ 10.05% |
$31.7K - $39.4K
|
3.16K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
288+ 13.47% |
$31.6K - $39.2K
|
2.43K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
288New |
$31.6K - $39.2K
|
288
$28K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
284+ 5.09% |
$31.1K - $38.7K
|
5.87K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
282+ 1.47% |
$30.9K - $38.4K
|
19.5K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
276+ 4.95% |
$30.3K - $37.6K
|
5.85K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
275+ 5.6% |
$30.2K - $37.5K
|
5.19K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
267+ 1.43% |
$29.3K - $36.4K
|
18.9K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
266+ 2.39% |
$29.2K - $36.2K
|
11.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
265+ 0.85% |
$29.1K - $36.1K
|
31.3K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 4.84% |
$28.7K - $35.7K
|
5.67K
$552K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
262+ 5.99% |
$28.7K - $35.7K
|
4.63K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
251+ 374.63% |
$27.5K - $34.2K
|
318
$31K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
251+ 0.9% |
$27.5K - $34.2K
|
28.2K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
250+ 1.83% |
$27.4K - $34.1K
|
13.9K
$1.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
248+ 9.61% |
$27.2K - $33.8K
|
2.83K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
248+ 3.88% |
$27.2K - $33.8K
|
6.65K
$647K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
248+ 5.37% |
$27.2K - $33.8K
|
4.87K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
248+ 1.48% |
$27.2K - $33.8K
|
17K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
247+ 17.91% |
$27.1K - $33.7K
|
1.63K
$158K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
245+ 11.89% |
$26.9K - $33.4K
|
2.31K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
243+ 6.01% |
$26.6K - $33.1K
|
4.29K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
242+ 13.69% |
$26.5K - $33K
|
2.01K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
240+ 10.33% |
$26.3K - $32.7K
|
2.56K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
240New |
$26.3K - $32.7K
|
240
$23.4K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
240+ 0.92% |
$26.3K - $32.7K
|
26.3K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
231+ 6.95% |
$25.3K - $31.5K
|
3.56K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
228+ 5.72% |
$25K - $31.1K
|
4.22K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
228+ 3.83% |
$25K - $31.1K
|
6.18K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
224+ 12.04% |
$24.6K - $30.5K
|
2.09K
$203K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
220+ 12.94% |
$24.1K - $30K
|
1.92K
$187K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
217+ 3.44% |
$23.8K - $29.6K
|
6.52K
$635K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
216+ 0.58% |
$23.7K - $29.4K
|
37.3K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
213+ 1.21% |
$23.4K - $29K
|
17.8K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
213+ 8.2% |
$23.4K - $29K
|
2.81K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
210+ 525.0% |
$23K - $28.6K
|
250
$24.3K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210+ 1.36% |
$23K - $28.6K
|
15.7K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
209+ 10.86% |
$22.9K - $28.5K
|
2.13K
$208K
|