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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 53.69% |
$200K - $249K
|
1.58K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.85K- 41.0% |
$202K - $251K
|
2.66K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-1.85KClosed |
$203K - $252K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.85K- 41.04% |
$203K - $252K
|
2.66K
$260K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.86K- 4.37% |
$204K - $254K
|
40.8K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.9K- 21.99% |
$208K - $259K
|
6.74K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.93K- 23.04% |
$211K - $263K
|
6.44K
$628K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.99K- 15.2% |
$218K - $270K
|
11.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2K- 3.42% |
$219K - $273K
|
56.4K
$5.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2K- 4.75% |
$219K - $273K
|
40.1K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2.02K- 0.19% |
$221K - $275K
|
1.08M
$106M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.02K- 39.44% |
$222K - $276K
|
3.11K
$303K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 22.14% |
$224K - $278K
|
7.17K
$699K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.05K- 27.63% |
$225K - $279K
|
5.37K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.06K- 7.32% |
$225K - $280K
|
26K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.07K- 26.22% |
$227K - $282K
|
5.82K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.09K- 17.27% |
$229K - $285K
|
10K
$975K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.15K- 18.06% |
$236K - $293K
|
9.75K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-2.17K- 9.95% |
$238K - $296K
|
19.6K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.17K- 19.46% |
$238K - $296K
|
8.99K
$876K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.21K- 43.5% |
$242K - $301K
|
2.87K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.22K- 2.69% |
$243K - $302K
|
80.2K
$7.83M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.25K- 44.49% |
$247K - $307K
|
2.81K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 1.96% |
$249K - $310K
|
114K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.28K- 21.24% |
$250K - $310K
|
8.45K
$824K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.33K- 8.85% |
$256K - $317K
|
24K
$2.34M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.4KClosed |
$263K - $326K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-2.42K- 4.1% |
$265K - $329K
|
56.5K
$5.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 13.13% |
$266K - $330K
|
16K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.43K- 2.58% |
$266K - $331K
|
91.5K
$8.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 9.89% |
$266K - $331K
|
22.1K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-2.44K- 33.81% |
$267K - $332K
|
4.77K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.44K- 4.37% |
$267K - $332K
|
53.4K
$5.21M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.47K- 11.03% |
$271K - $337K
|
19.9K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.49K- 34.38% |
$273K - $340K
|
4.76K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.53K- 41.74% |
$277K - $345K
|
3.53K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.56K- 2.92% |
$281K - $349K
|
85.1K
$8.3M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.57K- 3.06% |
$282K - $351K
|
81.6K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.59K- 6.6% |
$284K - $353K
|
36.7K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2.61K- 14.65% |
$287K - $356K
|
15.2K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 4.15% |
$287K - $356K
|
60.4K
$5.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.63K- 15.34% |
$288K - $358K
|
14.5K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2.65K- 7.44% |
$291K - $361K
|
33K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2.67K- 35.32% |
$292K - $363K
|
4.88K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.73K- 27.85% |
$299K - $371K
|
7.06K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.73K- 1.31% |
$300K - $372K
|
205K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.73K- 47.49% |
$300K - $373K
|
3.02K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.75K- 55.06% |
$302K - $375K
|
2.25K
$219K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.78K- 12.39% |
$304K - $378K
|
19.6K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.81K- 4.75% |
$308K - $383K
|
56.4K
$5.5M
|