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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-361- 0.24% |
$39.6K - $49.2K
|
151K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-361- 12.36% |
$39.6K - $49.2K
|
2.56K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-362- 1.2% |
$39.7K - $49.3K
|
29.8K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-380- 12.53% |
$41.7K - $51.8K
|
2.65K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-381- 5.32% |
$41.8K - $51.9K
|
6.78K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-381- 16.53% |
$41.8K - $51.9K
|
1.92K
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-382- 3.97% |
$41.9K - $52.1K
|
9.24K
$906K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-385- 0.89% |
$42.2K - $52.5K
|
43K
$4.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-386- 10.78% |
$42.3K - $52.6K
|
3.19K
$313K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-391- 10.03% |
$42.9K - $53.3K
|
3.51K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-391- 5.94% |
$42.9K - $53.3K
|
6.19K
$607K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-393- 6.57% |
$43.1K - $53.6K
|
5.59K
$548K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-399- 21.8% |
$43.8K - $54.4K
|
1.43K
$140K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-399- 0.69% |
$43.8K - $54.4K
|
57.2K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-400- 3.49% |
$43.9K - $54.5K
|
11.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-401- 3.19% |
$44K - $54.6K
|
12.2K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-404- 7.08% |
$44.3K - $55K
|
5.31K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-404- 20.1% |
$44.3K - $55K
|
1.61K
$158K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-406- 0.29% |
$44.5K - $55.3K
|
140K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-410- 9.26% |
$45K - $55.9K
|
4.02K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-411- 3.0% |
$45.1K - $56K
|
13.3K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-415- 3.42% |
$45.5K - $56.5K
|
11.7K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-427- 6.56% |
$46.8K - $58.2K
|
6.08K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-430- 2.32% |
$47.2K - $58.6K
|
18.1K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-436- 29.58% |
$47.8K - $59.4K
|
1.04K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-437- 2.99% |
$47.9K - $59.5K
|
14.2K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-439- 0.74% |
$48.1K - $59.8K
|
59.3K
$5.81M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-441- 2.81% |
$48.4K - $60.1K
|
15.3K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-450- 14.55% |
$49.3K - $61.3K
|
2.64K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-461- 8.08% |
$50.6K - $62.8K
|
5.24K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-461- 1.02% |
$50.6K - $62.8K
|
44.6K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-472- 5.78% |
$51.8K - $64.3K
|
7.69K
$754K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-473- 15.69% |
$51.9K - $64.5K
|
2.54K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-479- 0.58% |
$52.5K - $65.3K
|
81.9K
$8.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-486- 1.26% |
$53.3K - $66.2K
|
38.1K
$3.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-487- 4.48% |
$53.4K - $66.4K
|
10.4K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-488- 7.23% |
$53.5K - $66.5K
|
6.26K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-488- 0.35% |
$53.5K - $66.5K
|
138K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-493- 8.33% |
$54.1K - $67.2K
|
5.43K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-494- 40.96% |
$54.2K - $67.3K
|
712
$69.8K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500- 15.05% |
$54.8K - $68.1K
|
2.82K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-503- 3.54% |
$55.2K - $68.5K
|
13.7K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-509- 2.8% |
$55.8K - $69.4K
|
17.7K
$1.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-510- 29.33% |
$55.9K - $69.5K
|
1.23K
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-515- 4.36% |
$56.5K - $70.2K
|
11.3K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-526- 3.64% |
$57.7K - $71.7K
|
13.9K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-526- 9.4% |
$57.7K - $71.7K
|
5.07K
$497K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-529- 11.39% |
$58K - $72.1K
|
4.12K
$404K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-532- 14.55% |
$58.3K - $72.5K
|
3.12K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-538- 4.7% |
$59K - $73.3K
|
10.9K
$1.07M
|