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 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
23.2KNew |
$2.54M - $3.16M
|
23.2K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
23.1K+ 18.65% |
$2.53M - $3.14M
|
147K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23K+ 43.04% |
$2.52M - $3.14M
|
76.5K
$7.46M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
22.8KNew |
$2.49M - $3.1M
|
22.8K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
22.4K+ 17.45% |
$2.46M - $3.05M
|
151K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.2K+ 209.11% |
$2.43M - $3.02M
|
32.8K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
22.1K+ 331.95% |
$2.42M - $3.01M
|
28.8K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
22.1KNew |
$2.42M - $3.01M
|
22.1K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.7K+ 173.98% |
$2.38M - $2.96M
|
34.2K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.6K+ 57.63% |
$2.37M - $2.94M
|
59K
$5.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.5KNew |
$2.36M - $2.94M
|
21.5K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
21.5K+ 194.5% |
$2.36M - $2.93M
|
32.6K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.5K+ 42.72% |
$2.35M - $2.92M
|
71.7K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
20.9K+ 1123.29% |
$2.29M - $2.85M
|
22.7K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
20.8KNew |
$2.28M - $2.83M
|
20.8K
$2.03M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20.7K+ 15.96% |
$2.27M - $2.82M
|
150K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
20.7KNew |
$2.27M - $2.82M
|
20.7K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
20.2KNew |
$2.22M - $2.75M
|
20.2K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
20KNew |
$2.2M - $2.73M
|
20K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
20KNew |
$2.19M - $2.72M
|
20K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
19.5K+ 0.62% |
$2.14M - $2.66M
|
3.16M
$309M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19.4K+ 24.97% |
$2.12M - $2.64M
|
96.9K
$9.45M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.3K+ 31.64% |
$2.12M - $2.63M
|
80.4K
$7.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
19.2K+ 8.37% |
$2.1M - $2.61M
|
248K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 142.67% |
$2.06M - $2.56M
|
32K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 12.61% |
$2.05M - $2.55M
|
167K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
18.7K+ 6.63% |
$2.05M - $2.54M
|
300K
$29.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.5K+ 17.47% |
$2.03M - $2.52M
|
124K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 3.64% |
$2.02M - $2.51M
|
525K
$51.2M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
18.3K+ 429.77% |
$2.01M - $2.5M
|
22.6K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 253.21% |
$1.99M - $2.48M
|
25.3K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18K+ 408.89% |
$1.98M - $2.46M
|
22.4K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
17.9K+ 42.09% |
$1.97M - $2.44M
|
60.5K
$5.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 27.28% |
$1.93M - $2.4M
|
82.3K
$8.03M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
17.5K+ 8.02% |
$1.92M - $2.39M
|
236K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
17.3KNew |
$1.9M - $2.36M
|
17.3K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
17.3K+ 102.96% |
$1.9M - $2.36M
|
34.1K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3K+ 47.7% |
$1.89M - $2.35M
|
53.4K
$5.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
17K+ 42.5% |
$1.86M - $2.32M
|
57K
$5.56M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.9KNew |
$1.85M - $2.3M
|
16.9K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
16.8K+ 71.62% |
$1.85M - $2.29M
|
40.3K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
16.3K+ 91.23% |
$1.79M - $2.22M
|
34.1K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
16.1K+ 6.34% |
$1.77M - $2.19M
|
270K
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
16K+ 27.36% |
$1.76M - $2.18M
|
74.6K
$7.27M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
15.7K+ 27.62% |
$1.72M - $2.14M
|
72.5K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.6K+ 72.89% |
$1.71M - $2.13M
|
37.1K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
15.6K+ 167.08% |
$1.71M - $2.13M
|
25K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
15.4K+ 11.68% |
$1.68M - $2.09M
|
147K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 111.39% |
$1.67M - $2.07M
|
28.9K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15K+ 67.32% |
$1.65M - $2.05M
|
37.4K
$3.64M
|