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 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.78K- 41.35% |
$525K - $652K
|
6.78K
$662K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.83K- 5.29% |
$530K - $658K
|
86.4K
$8.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.84K- 0.59% |
$531K - $660K
|
817K
$79.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.91K- 48.4% |
$539K - $670K
|
5.24K
$511K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.05K- 66.6% |
$554K - $688K
|
2.53K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5.07K- 97.22% |
$555K - $690K
|
145
$14.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.08K- 10.38% |
$557K - $692K
|
43.8K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.17K- 38.76% |
$567K - $704K
|
8.17K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.25K- 12.07% |
$575K - $715K
|
38.2K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-5.4K- 82.6% |
$592K - $736K
|
1.14K
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5.41K- 6.48% |
$593K - $737K
|
78K
$7.61M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.42K- 13.71% |
$594K - $738K
|
34.1K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-5.5K- 16.78% |
$603K - $749K
|
27.3K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.53K- 16.28% |
$607K - $754K
|
28.4K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-5.55K- 58.48% |
$609K - $757K
|
3.94K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.68K- 10.69% |
$622K - $773K
|
47.4K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.76K- 22.24% |
$632K - $785K
|
20.1K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.83K- 30.49% |
$639K - $794K
|
13.3K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.83K- 19.91% |
$639K - $795K
|
23.5K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-5.92K- 2.4% |
$649K - $807K
|
241K
$23.5M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.21K- 8.56% |
$681K - $846K
|
66.3K
$6.47M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-6.21K- 54.38% |
$681K - $846K
|
5.21K
$508K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-6.31K- 3.8% |
$692K - $860K
|
160K
$15.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6.4K- 57.73% |
$702K - $872K
|
4.69K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6.51K- 29.98% |
$713K - $886K
|
15.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.51K- 0.58% |
$714K - $887K
|
1.12M
$109M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-6.54K- 79.66% |
$717K - $891K
|
1.67K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-6.6K- 0.32% |
$724K - $899K
|
2.06M
$201M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-6.61K- 1.89% |
$725K - $901K
|
343K
$33.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-6.66K- 7.5% |
$730K - $907K
|
82.1K
$8.01M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-6.68K- 56.33% |
$732K - $910K
|
5.18K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-6.71K- 38.23% |
$736K - $914K
|
10.8K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-6.76K- 61.03% |
$741K - $921K
|
4.32K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-6.87K- 17.66% |
$753K - $936K
|
32K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-6.87K- 14.85% |
$753K - $936K
|
39.4K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-6.9K- 56.1% |
$757K - $940K
|
5.4K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-6.92K- 59.05% |
$759K - $943K
|
4.8K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.01K- 6.99% |
$769K - $955K
|
93.2K
$9.09M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.05K- 44.62% |
$773K - $960K
|
8.75K
$853K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-7.08K- 8.92% |
$776K - $964K
|
72.2K
$7.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-7.16K- 26.76% |
$785K - $975K
|
19.6K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.35K- 66.73% |
$806K - $1M
|
3.66K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.44KClosed |
$816K - $1.01M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.65K- 38.97% |
$839K - $1.04M
|
12K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-7.88K- 60.0% |
$865K - $1.07M
|
5.26K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-8.17K- 10.07% |
$896K - $1.11M
|
73K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.32K- 50.44% |
$912K - $1.13M
|
8.17K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.39K- 28.51% |
$920K - $1.14M
|
21K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-8.73K- 14.17% |
$957K - $1.19M
|
52.8K
$5.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-8.79K- 2.84% |
$963K - $1.2M
|
300K
$29.3M
|