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 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2- 0.08% |
$219 - $273
|
2.63K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-2- 0.07% |
$219 - $273
|
2.79K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 7.69% |
$219 - $273
|
24
$2.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 13.04% |
$329 - $409
|
20
$2.02K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 37.5% |
$329 - $409
|
5
$506
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3- 0.1% |
$329 - $409
|
2.89K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3- 0.7% |
$329 - $409
|
425
$43K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.02% |
$439 - $545
|
18K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-4- 0.74% |
$439 - $545
|
539
$54.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 8.16% |
$439 - $545
|
45
$4.55K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4- 40.0% |
$439 - $545
|
6
$607
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-4- 0.61% |
$439 - $545
|
650
$65.7K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-4- 0.19% |
$439 - $545
|
2.12K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4- 0.02% |
$439 - $545
|
19.3K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5- 4.24% |
$548 - $681
|
113
$11.4K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 50.0% |
$548 - $681
|
5
$506
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-7- 0.08% |
$768 - $954
|
8.65K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-7- 0.36% |
$768 - $954
|
1.95K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8- 0.02% |
$877 - $1.09K
|
41.1K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-9- 0.02% |
$987 - $1.23K
|
37.6K
$3.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-10- 0.43% |
$1.1K - $1.36K
|
2.34K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-10- 8.26% |
$1.1K - $1.36K
|
111
$11.2K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-11- 0.04% |
$1.21K - $1.5K
|
24.7K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.51% |
$1.32K - $1.64K
|
2.35K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12- 0.25% |
$1.32K - $1.64K
|
4.84K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-12- 0.31% |
$1.32K - $1.64K
|
3.84K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-12- 0.55% |
$1.32K - $1.64K
|
2.17K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$1.43K - $1.77K
|
7.37K
$746K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-14- -0.0% |
$1.54K - $1.91K
|
370K
$37.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-15- 0.07% |
$1.64K - $2.04K
|
22.9K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.74% |
$1.64K - $2.04K
|
2.01K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-15- 0.23% |
$1.64K - $2.04K
|
6.58K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-15- 20.0% |
$1.64K - $2.04K
|
60
$6.07K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-16- 0.82% |
$1.75K - $2.18K
|
1.93K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-16- 0.5% |
$1.75K - $2.18K
|
3.17K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-17- 0.02% |
$1.86K - $2.32K
|
75.2K
$7.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-18- 0.41% |
$1.97K - $2.45K
|
4.43K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-18- 22.78% |
$1.97K - $2.45K
|
61
$6.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 0.62% |
$1.97K - $2.45K
|
2.88K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-18- 0.92% |
$1.97K - $2.45K
|
1.94K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-18- 0.75% |
$1.97K - $2.45K
|
2.39K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-19- 0.47% |
$2.08K - $2.59K
|
4.06K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.54% |
$2.19K - $2.73K
|
3.67K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-20- 0.23% |
$2.19K - $2.73K
|
8.71K
$881K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20- 3.85% |
$2.19K - $2.73K
|
500
$50.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-22- 0.49% |
$2.41K - $3K
|
4.5K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-24- 1.04% |
$2.63K - $3.27K
|
2.29K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-25- 1.21% |
$2.74K - $3.41K
|
2.05K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-25- 10.96% |
$2.74K - $3.41K
|
203
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-28- 1.1% |
$3.07K - $3.82K
|
2.52K
$255K
|