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 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
72+ 0.32% |
$7.9K - $9.81K
|
22.4K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
71+ 3.92% |
$7.79K - $9.67K
|
1.88K
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
70+ 1.81% |
$7.68K - $9.54K
|
3.94K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
70+ 53.03% |
$7.68K - $9.54K
|
202
$20.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
70New |
$7.68K - $9.54K
|
70
$7.08K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
69+ 3.41% |
$7.57K - $9.4K
|
2.09K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
66+ 1.44% |
$7.24K - $8.99K
|
4.65K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
66+ 0.19% |
$7.24K - $8.99K
|
34.6K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
62+ 4.92% |
$6.8K - $8.45K
|
1.32K
$134K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
61+ 1.56% |
$6.69K - $8.31K
|
3.97K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
58+ 26.85% |
$6.36K - $7.9K
|
274
$27.7K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
58+ 1.38% |
$6.36K - $7.9K
|
4.27K
$431K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
54+ 3.04% |
$5.92K - $7.36K
|
1.83K
$185K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 18.95% |
$5.92K - $7.36K
|
339
$34.3K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 2.43% |
$5.7K - $7.09K
|
2.2K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
50+ 2.67% |
$5.48K - $6.81K
|
1.92K
$195K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
49+ 0.68% |
$5.37K - $6.68K
|
7.24K
$732K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
48+ 1.41% |
$5.26K - $6.54K
|
3.45K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
47+ 1.75% |
$5.15K - $6.4K
|
2.74K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
47+ 0.38% |
$5.15K - $6.4K
|
12.3K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
46New |
$5.04K - $6.27K
|
46
$4.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
45+ 0.22% |
$4.93K - $6.13K
|
20.8K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
45+ 0.77% |
$4.93K - $6.13K
|
5.93K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
41+ 2.0% |
$4.5K - $5.59K
|
2.09K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
40+ 5.83% |
$4.39K - $5.45K
|
726
$73.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40+ 200.0% |
$4.39K - $5.45K
|
60
$6.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
40New |
$4.39K - $5.45K
|
40
$4.05K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.59% |
$4.39K - $5.45K
|
6.76K
$684K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
40+ 3.29% |
$4.39K - $5.45K
|
1.26K
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
39New |
$4.28K - $5.31K
|
39
$3.94K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
39+ 0.17% |
$4.28K - $5.31K
|
23.3K
$2.35M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.46% |
$4.17K - $5.18K
|
8.28K
$837K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
37+ 1.61% |
$4.06K - $5.04K
|
2.34K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.58% |
$3.95K - $4.91K
|
2.31K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
36+ 0.43% |
$3.95K - $4.91K
|
8.37K
$846K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
36+ 0.06% |
$3.95K - $4.91K
|
59.3K
$6M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
36+ 1.18% |
$3.95K - $4.91K
|
3.09K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
36+ 14.57% |
$3.95K - $4.91K
|
283
$28.6K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35+ 0.45% |
$3.84K - $4.77K
|
7.81K
$790K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
35+ 0.12% |
$3.84K - $4.77K
|
29.8K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
35+ 1.06% |
$3.84K - $4.77K
|
3.33K
$336K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 4.89% |
$3.73K - $4.63K
|
729
$73.7K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
34+ 1.39% |
$3.73K - $4.63K
|
2.49K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
34+ 3.09% |
$3.73K - $4.63K
|
1.14K
$115K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
32+ 1.0% |
$3.51K - $4.36K
|
3.24K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 4.13% |
$3.51K - $4.36K
|
806
$81.5K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
31+ 1.3% |
$3.4K - $4.22K
|
2.42K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 1.49% |
$3.29K - $4.09K
|
2.04K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
30+ 0.64% |
$3.29K - $4.09K
|
4.71K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$3.18K - $3.95K
|
29
$2.93K
|