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 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
132+ 1.27% |
$14.5K - $18K
|
10.6K
$1.07M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
130+ 0.82% |
$14.3K - $17.7K
|
16K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128New |
$14K - $17.4K
|
128
$12.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
127+ 44.88% |
$13.9K - $17.3K
|
410
$41.5K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
127+ 0.34% |
$13.9K - $17.3K
|
38K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
125+ 5.21% |
$13.7K - $17K
|
2.53K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
123+ 0.12% |
$13.5K - $16.8K
|
105K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
123+ 492.0% |
$13.5K - $16.8K
|
148
$15K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
122+ 1.02% |
$13.4K - $16.6K
|
12.1K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
117+ 2.15% |
$12.8K - $15.9K
|
5.55K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
116+ 2.04% |
$12.7K - $15.8K
|
5.81K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
115+ 68.86% |
$12.6K - $15.7K
|
282
$28.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
114+ 0.32% |
$12.5K - $15.5K
|
35.7K
$3.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
113+ 4.01% |
$12.4K - $15.4K
|
2.93K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
113+ 0.19% |
$12.4K - $15.4K
|
59K
$5.97M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
113New |
$12.4K - $15.4K
|
113
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
111+ 6.22% |
$12.2K - $15.1K
|
1.9K
$192K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
BUY
|
- |
111+ 5.68% |
$12.2K - $15.1K
|
2.07K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
110+ 4.12% |
$12.1K - $15K
|
2.78K
$281K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
104+ 3.38% |
$11.4K - $14.2K
|
3.19K
$322K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
103+ 1.38% |
$11.3K - $14K
|
7.54K
$763K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
102+ 0.9% |
$11.2K - $13.9K
|
11.4K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
101+ 2.51% |
$11.1K - $13.8K
|
4.12K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$10.1K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100New |
$11K - $13.6K
|
100
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$10.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
99+ 4.5% |
$10.9K - $13.5K
|
2.3K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
99New |
$10.9K - $13.5K
|
99
$10K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
97+ 1.43% |
$10.6K - $13.2K
|
6.9K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 11.04% |
$10.6K - $13.2K
|
976
$98.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
95+ 3.5% |
$10.4K - $12.9K
|
2.81K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
93+ 19.83% |
$10.2K - $12.7K
|
562
$56.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
93+ 1.41% |
$10.2K - $12.7K
|
6.71K
$678K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
91+ 1.37% |
$9.98K - $12.4K
|
6.75K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
91+ 0.18% |
$9.98K - $12.4K
|
51.1K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
91+ 102.25% |
$9.98K - $12.4K
|
180
$18.2K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
90+ 1.28% |
$9.87K - $12.3K
|
7.14K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
90+ 4.41% |
$9.87K - $12.3K
|
2.13K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
89+ 1.04% |
$9.76K - $12.1K
|
8.62K
$872K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
88+ 5.65% |
$9.65K - $12K
|
1.65K
$166K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86+ 0.95% |
$9.43K - $11.7K
|
9.19K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
84+ 18.5% |
$9.21K - $11.4K
|
538
$54.4K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
82+ 2.51% |
$8.99K - $11.2K
|
3.34K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
81+ 0.13% |
$8.88K - $11K
|
64.1K
$6.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
76+ 95.0% |
$8.33K - $10.4K
|
156
$15.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
76New |
$8.33K - $10.4K
|
76
$7.69K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
75+ 2.52% |
$8.22K - $10.2K
|
3.05K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
74+ 0.55% |
$8.11K - $10.1K
|
13.6K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 26.37% |
$7.9K - $9.81K
|
345
$34.9K
|