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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-541- 1.74% |
$59.3K - $73.7K
|
30.5K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-550- 1.09% |
$60.3K - $74.9K
|
49.8K
$4.85M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-550- 17.32% |
$60.3K - $74.9K
|
2.63K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-552- 22.04% |
$60.5K - $75.2K
|
1.95K
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-557- 16.74% |
$61.1K - $75.9K
|
2.77K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-561- 21.74% |
$61.5K - $76.4K
|
2.02K
$197K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-569- 7.6% |
$62.4K - $77.5K
|
6.92K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-575- 5.62% |
$63.1K - $78.3K
|
9.66K
$940K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-581- 22.89% |
$63.7K - $79.2K
|
1.96K
$191K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-581- 7.41% |
$63.7K - $79.2K
|
7.26K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-584- 4.51% |
$64K - $79.6K
|
12.4K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-588- 2.69% |
$64.5K - $80.1K
|
21.2K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-595- 56.13% |
$65.2K - $81.1K
|
465
$45.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-596- 2.12% |
$65.4K - $81.2K
|
27.5K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-602- 4.72% |
$66K - $82K
|
12.1K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-610- 0.56% |
$66.9K - $83.1K
|
108K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-620- 4.94% |
$68K - $84.5K
|
11.9K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-639- 5.11% |
$70.1K - $87.1K
|
11.9K
$1.16M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-644- 6.58% |
$70.6K - $87.8K
|
9.14K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-645- 4.71% |
$70.7K - $87.9K
|
13K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-648- 1.65% |
$71.1K - $88.3K
|
38.7K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-652- 0.21% |
$71.5K - $88.8K
|
316K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-653- 12.65% |
$71.6K - $89K
|
4.51K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-653- 4.01% |
$71.6K - $89K
|
15.6K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-657- 12.62% |
$72K - $89.5K
|
4.55K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-657- 26.14% |
$72K - $89.5K
|
1.86K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-659- 6.92% |
$72.3K - $89.8K
|
8.86K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-659- 22.32% |
$72.3K - $89.8K
|
2.29K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-680- 13.97% |
$74.6K - $92.7K
|
4.19K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-689- 5.92% |
$75.6K - $93.9K
|
10.9K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-690- 53.7% |
$75.7K - $94K
|
595
$57.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-693- 24.02% |
$76K - $94.4K
|
2.19K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-699- 13.31% |
$76.7K - $95.2K
|
4.55K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-720- 4.87% |
$79K - $98.1K
|
14.1K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-721- 14.27% |
$79.1K - $98.2K
|
4.33K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-736- 24.2% |
$80.7K - $100K
|
2.31K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-745- 18.68% |
$81.7K - $102K
|
3.24K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-746- 9.73% |
$81.8K - $102K
|
6.92K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-758- 0.79% |
$83.1K - $103K
|
94.8K
$9.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-770- 2.45% |
$84.4K - $105K
|
30.7K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-775- 22.65% |
$85K - $106K
|
2.65K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-777- 3.17% |
$85.2K - $106K
|
23.7K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-784- 4.12% |
$86K - $107K
|
18.2K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-791- 1.13% |
$86.7K - $108K
|
69.3K
$6.75M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-796- 3.63% |
$87.3K - $108K
|
21.1K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-799- 2.46% |
$87.6K - $109K
|
31.7K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.29% |
$87.7K - $109K
|
34.2K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-800- 5.27% |
$87.7K - $109K
|
14.4K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-818- 1.97% |
$89.7K - $111K
|
40.6K
$3.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-822- 26.88% |
$90.1K - $112K
|
2.24K
$218K
|