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 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.13K- 21.84% |
$124K - $155K
|
4.06K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.14K- 6.23% |
$125K - $155K
|
17.2K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.15K- 2.61% |
$127K - $157K
|
43K
$4.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.16K- 12.36% |
$127K - $158K
|
8.2K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.19K- 0.75% |
$130K - $161K
|
157K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.21K- 4.22% |
$132K - $164K
|
27.4K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 25.74% |
$134K - $166K
|
3.52K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-1.22K- 3.61% |
$134K - $166K
|
32.6K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.22K- 3.57% |
$134K - $166K
|
33K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.25K- 24.85% |
$137K - $170K
|
3.77K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.26K- 17.73% |
$138K - $172K
|
5.84K
$570K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.27K- 10.07% |
$139K - $173K
|
11.3K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.27K- 24.76% |
$139K - $173K
|
3.87K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.28K- 14.33% |
$140K - $174K
|
7.64K
$745K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.29K- 9.44% |
$141K - $175K
|
12.4K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.3K- 34.24% |
$142K - $177K
|
2.5K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-1.3K- 2.33% |
$143K - $177K
|
54.6K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1.35K- 67.3% |
$148K - $183K
|
654
$63.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.35K- 30.35% |
$148K - $184K
|
3.09K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.36K- 24.15% |
$150K - $186K
|
4.29K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.38K- 4.17% |
$151K - $187K
|
31.6K
$3.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.38K- 5.17% |
$151K - $187K
|
25.2K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.39K- 9.56% |
$152K - $189K
|
13.1K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.39K- 25.77% |
$152K - $189K
|
4K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.4K- 19.72% |
$154K - $191K
|
5.7K
$556K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.44K- 2.83% |
$158K - $196K
|
49.4K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.45K- 21.02% |
$158K - $197K
|
5.43K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.46K- 18.97% |
$160K - $198K
|
6.22K
$606K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.47K- 81.73% |
$161K - $200K
|
328
$32K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.48K- 8.43% |
$162K - $202K
|
16.1K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-1.5K- 39.47% |
$164K - $204K
|
2.3K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.51K- 2.96% |
$165K - $205K
|
49.3K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.52K- 12.6% |
$167K - $207K
|
10.6K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.53K- 0.09% |
$168K - $208K
|
1.78M
$173M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.54K- 6.71% |
$169K - $210K
|
21.5K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.56K- 1.6% |
$171K - $212K
|
95.7K
$9.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.57K- 48.17% |
$172K - $214K
|
1.69K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.58K- 0.09% |
$174K - $216K
|
1.72M
$167M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 6.16% |
$174K - $217K
|
24.2K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.59K- 19.9% |
$175K - $217K
|
6.41K
$625K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.6KClosed |
$175K - $218K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.61K- 1.52% |
$177K - $220K
|
104K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.62K- 0.91% |
$178K - $221K
|
177K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.64K- 7.85% |
$179K - $223K
|
19.2K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.64K- 6.09% |
$180K - $223K
|
25.3K
$2.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.68K- 10.18% |
$184K - $229K
|
14.8K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.69K- 31.96% |
$186K - $231K
|
3.6K
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.73K- 70.59% |
$189K - $235K
|
720
$70.2K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 13.47% |
$190K - $236K
|
11.1K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.77K- 0.53% |
$195K - $242K
|
334K
$32.6M
|