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 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
15KNew |
$1.64M - $2.04M
|
15K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15K+ 12.91% |
$1.64M - $2.04M
|
131K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
14.9K+ 17.42% |
$1.64M - $2.03M
|
101K
$9.82M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.9K+ 29.4% |
$1.64M - $2.03M
|
65.7K
$6.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8K+ 1.75% |
$1.63M - $2.02M
|
863K
$84.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
14.7KNew |
$1.61M - $2M
|
14.7K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
14.6K+ 4.01% |
$1.6M - $1.99M
|
378K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.4K+ 75.14% |
$1.58M - $1.97M
|
33.7K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
14.1K+ 40.76% |
$1.55M - $1.93M
|
48.8K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
14.1K+ 42.08% |
$1.55M - $1.92M
|
47.7K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
14.1KNew |
$1.55M - $1.92M
|
14.1K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14K+ 32.52% |
$1.53M - $1.9M
|
56.9K
$5.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13.8K+ 26.39% |
$1.51M - $1.88M
|
66K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.8K+ 5.96% |
$1.51M - $1.88M
|
245K
$23.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
13.7K+ 9.66% |
$1.51M - $1.87M
|
156K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
13.7K+ 4.86% |
$1.51M - $1.87M
|
296K
$28.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.7K+ 68.44% |
$1.5M - $1.87M
|
33.7K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
13.7K+ 29.09% |
$1.5M - $1.87M
|
60.7K
$5.93M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
13.4KNew |
$1.47M - $1.83M
|
13.4K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
13.3K+ 212.38% |
$1.46M - $1.81M
|
19.5K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
13.1KNew |
$1.44M - $1.79M
|
13.1K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13.1K+ 311.87% |
$1.43M - $1.78M
|
17.2K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
12.8K+ 30.04% |
$1.4M - $1.74M
|
55.2K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
12.6KNew |
$1.38M - $1.72M
|
12.6K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.5K+ 30.19% |
$1.37M - $1.7M
|
53.9K
$5.26M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.5K+ 137.5% |
$1.37M - $1.7M
|
21.5K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.3K+ 14.23% |
$1.35M - $1.68M
|
99K
$9.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.35M - $1.67M
|
12.3K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.2K+ 28.78% |
$1.34M - $1.66M
|
54.6K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
12K+ 5.08% |
$1.32M - $1.64M
|
249K
$24.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12K+ 33.0% |
$1.32M - $1.63M
|
48.4K
$4.72M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.9K+ 252.43% |
$1.31M - $1.63M
|
16.7K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11.9K+ 3254.37% |
$1.31M - $1.62M
|
12.3K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.9K+ 44.62% |
$1.3M - $1.62M
|
38.5K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
11.9K+ 454.79% |
$1.3M - $1.62M
|
14.5K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8KNew |
$1.29M - $1.6M
|
11.8K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
11.7K+ 7.55% |
$1.29M - $1.6M
|
167K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
11.7K+ 42.79% |
$1.29M - $1.6M
|
39.2K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 13.97% |
$1.28M - $1.6M
|
95.6K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
11.7K+ 33.3% |
$1.28M - $1.6M
|
46.9K
$4.57M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 55.43% |
$1.26M - $1.56M
|
32.2K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
11.4KNew |
$1.25M - $1.55M
|
11.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
11.4K+ 176.45% |
$1.25M - $1.55M
|
17.8K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
11.4K+ 23.25% |
$1.25M - $1.55M
|
60.3K
$5.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.3KNew |
$1.24M - $1.54M
|
11.3K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 111540.0% |
$1.22M - $1.52M
|
11.2K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 10.43% |
$1.2M - $1.49M
|
116K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
10.8K+ 1811.24% |
$1.18M - $1.47M
|
11.4K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
10.8K+ 71.7% |
$1.18M - $1.47M
|
25.8K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
10.7KNew |
$1.17M - $1.45M
|
10.7K
$1.04M
|