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 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-280- 0.96% |
$30.7K - $38.2K
|
28.8K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-280- 0.48% |
$30.7K - $38.2K
|
58.6K
$5.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-281- 1.94% |
$30.8K - $38.3K
|
14.2K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-282- 6.39% |
$30.9K - $38.4K
|
4.13K
$405K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-283- 16.5% |
$31K - $38.6K
|
1.43K
$140K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-284- 3.75% |
$31.1K - $38.7K
|
7.3K
$716K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-284- 4.11% |
$31.1K - $38.7K
|
6.63K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-290- 13.36% |
$31.8K - $39.5K
|
1.88K
$184K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-290- 5.65% |
$31.8K - $39.5K
|
4.84K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-293- 7.9% |
$32.1K - $39.9K
|
3.41K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-295- 51.75% |
$32.3K - $40.2K
|
275
$27K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 2.49% |
$32.9K - $40.9K
|
11.7K
$1.15M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-300- 96.46% |
$32.9K - $40.9K
|
11
$1.08K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-304- 0.05% |
$33.3K - $41.4K
|
645K
$63.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-305- 11.58% |
$33.4K - $41.6K
|
2.33K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-305- 3.04% |
$33.4K - $41.6K
|
9.72K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-305- 2.17% |
$33.4K - $41.6K
|
13.7K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 11.53% |
$33.6K - $41.7K
|
2.35K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-306- 8.33% |
$33.6K - $41.7K
|
3.37K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-306- 4.11% |
$33.6K - $41.7K
|
7.14K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-307- 0.47% |
$33.7K - $41.8K
|
65.6K
$6.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-310- 7.29% |
$34K - $42.2K
|
3.94K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-310- 2.05% |
$34K - $42.2K
|
14.8K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-313- 10.97% |
$34.3K - $42.6K
|
2.54K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-315- 5.6% |
$34.5K - $42.9K
|
5.31K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-316- 2.31% |
$34.7K - $43.1K
|
13.3K
$1.31M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-319- 2.16% |
$35K - $43.5K
|
14.5K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-320- 1.56% |
$35.1K - $43.6K
|
20.2K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-322- 3.9% |
$35.3K - $43.9K
|
7.94K
$779K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-328- 0.04% |
$36K - $44.7K
|
784K
$76.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-334- 11.67% |
$36.6K - $45.5K
|
2.53K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-335- 2.32% |
$36.7K - $45.6K
|
14.1K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-336- 6.4% |
$36.8K - $45.8K
|
4.92K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-337- 5.22% |
$37K - $45.9K
|
6.11K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-339- 2.43% |
$37.2K - $46.2K
|
13.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-339- 1.31% |
$37.2K - $46.2K
|
25.6K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-341- 2.64% |
$37.4K - $46.5K
|
12.6K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-346- 4.46% |
$37.9K - $47.1K
|
7.41K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-347- 4.73% |
$38.1K - $47.3K
|
6.99K
$685K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-348- 15.99% |
$38.2K - $47.4K
|
1.83K
$179K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-349- 12.92% |
$38.3K - $47.6K
|
2.35K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-349- 69.52% |
$38.3K - $47.6K
|
153
$15K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-350- 7.52% |
$38.4K - $47.7K
|
4.31K
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-351- 2.13% |
$38.5K - $47.8K
|
16.2K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-353- 8.61% |
$38.7K - $48.1K
|
3.75K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-354- 5.76% |
$38.8K - $48.2K
|
5.8K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-354- 8.46% |
$38.8K - $48.2K
|
3.83K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-357- 3.89% |
$39.1K - $48.6K
|
8.82K
$865K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-359- 1.41% |
$39.4K - $48.9K
|
25K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-360- 15.35% |
$39.5K - $49.1K
|
1.99K
$195K
|