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 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.82K- 26.65% |
$309K - $384K
|
7.76K
$757K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.86K- 84.41% |
$314K - $390K
|
529
$51.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.87K- 18.08% |
$314K - $390K
|
13K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.87K- 25.08% |
$314K - $391K
|
8.56K
$835K
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-2.9K- 18.24% |
$318K - $395K
|
13K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 46.67% |
$319K - $396K
|
3.32K
$324K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-2.91K- 8.34% |
$319K - $396K
|
32K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-2.93K- 15.43% |
$321K - $399K
|
16.1K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.99K- 13.57% |
$328K - $408K
|
19.1K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.05K- 2.27% |
$334K - $415K
|
132K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.08K- 69.92% |
$338K - $420K
|
1.33K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 46.95% |
$338K - $420K
|
3.48K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.14K- 29.55% |
$344K - $427K
|
7.48K
$730K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-3.17K- 51.36% |
$348K - $432K
|
3K
$293K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.24K- 0.34% |
$355K - $442K
|
961K
$93.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.25K- 44.87% |
$357K - $443K
|
4K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.27K- 15.0% |
$358K - $445K
|
18.5K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3.31K- 78.96% |
$363K - $451K
|
882
$86K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.35K- 3.76% |
$368K - $457K
|
85.9K
$8.38M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.41K- 47.72% |
$374K - $465K
|
3.74K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.45K- 37.69% |
$378K - $470K
|
5.7K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.45K- 14.44% |
$378K - $470K
|
20.4K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 2.11% |
$384K - $477K
|
162K
$15.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-3.52K- 28.86% |
$386K - $480K
|
8.69K
$847K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-3.56K- 21.53% |
$390K - $485K
|
13K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 21.11% |
$392K - $487K
|
13.4K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.62K- 1.87% |
$397K - $494K
|
190K
$18.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.7K- 7.63% |
$406K - $505K
|
44.9K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.75K- 5.06% |
$411K - $511K
|
70.3K
$6.86M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-3.79K- 60.22% |
$416K - $517K
|
2.51K
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 29.85% |
$422K - $524K
|
9.04K
$882K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-3.87K- 49.97% |
$424K - $527K
|
3.87K
$377K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.01K- 0.95% |
$440K - $547K
|
421K
$41M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.04K- 11.41% |
$443K - $550K
|
31.4K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.1K- 68.67% |
$450K - $559K
|
1.87K
$183K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.11K- 16.23% |
$451K - $560K
|
21.2K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.13K- 9.38% |
$453K - $563K
|
40K
$3.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.24K- 12.29% |
$465K - $578K
|
30.3K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-4.27K- 13.59% |
$468K - $582K
|
27.2K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-4.27K- 14.08% |
$468K - $582K
|
26.1K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.28K- 12.94% |
$469K - $583K
|
28.8K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.29K- 6.17% |
$471K - $585K
|
65.3K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.52K- 8.81% |
$496K - $616K
|
46.8K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.57K- 6.03% |
$501K - $623K
|
71.2K
$6.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.64K- 37.86% |
$509K - $633K
|
7.62K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.65K- 14.97% |
$509K - $633K
|
26.4K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.69K- 4.53% |
$515K - $639K
|
98.8K
$9.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.69K- 2.77% |
$515K - $639K
|
165K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-4.75K- 0.77% |
$521K - $647K
|
613K
$59.8M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.77K- 45.42% |
$524K - $651K
|
5.74K
$559K
|