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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 9.77% |
$1.17M - $1.45M
|
119K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10.6KNew |
$1.16M - $1.45M
|
10.6K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
10.6K+ 515.79% |
$1.16M - $1.44M
|
12.6K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
10.5K+ 811.38% |
$1.16M - $1.44M
|
11.8K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.5KNew |
$1.16M - $1.44M
|
10.5K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.5K+ 74.38% |
$1.15M - $1.42M
|
24.5K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.4K+ 476.48% |
$1.14M - $1.42M
|
12.6K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4K+ 62.47% |
$1.14M - $1.41M
|
27K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.4K+ 14.63% |
$1.14M - $1.41M
|
81.3K
$7.93M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.3K+ 192.44% |
$1.13M - $1.41M
|
15.7K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.3KNew |
$1.13M - $1.4M
|
10.3K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 302.95% |
$1.13M - $1.4M
|
13.7K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2K+ 58.48% |
$1.12M - $1.39M
|
27.7K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
10.2K+ 105.96% |
$1.12M - $1.39M
|
19.8K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$1.1M - $1.37M
|
10K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10K+ 23.86% |
$1.1M - $1.37M
|
52K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.95K+ 6.62% |
$1.09M - $1.36M
|
160K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
9.95K+ 24.74% |
$1.09M - $1.36M
|
50.1K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.94K+ 215.97% |
$1.09M - $1.35M
|
14.5K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.93K+ 53.62% |
$1.09M - $1.35M
|
28.4K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
9.9KNew |
$1.09M - $1.35M
|
9.9K
$966K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
9.89KNew |
$1.08M - $1.35M
|
9.89K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
9.87KNew |
$1.08M - $1.34M
|
9.87K
$962K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.85K+ 2.19% |
$1.08M - $1.34M
|
459K
$44.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.85K+ 3.61% |
$1.08M - $1.34M
|
283K
$27.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
9.77K+ 29.02% |
$1.07M - $1.33M
|
43.4K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.67KNew |
$1.06M - $1.32M
|
9.67K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
9.6KNew |
$1.05M - $1.31M
|
9.6K
$936K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.51K+ 93.52% |
$1.04M - $1.3M
|
19.7K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.41K+ 5.93% |
$1.03M - $1.28M
|
168K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
9.22KNew |
$1.01M - $1.26M
|
9.22K
$899K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.7K+ 1088.86% |
$954K - $1.19M
|
9.5K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
8.61K+ 31.02% |
$944K - $1.17M
|
36.4K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.51K+ 15.83% |
$934K - $1.16M
|
62.3K
$6.08M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.37K+ 12.49% |
$918K - $1.14M
|
75.4K
$7.35M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.23K+ 16.17% |
$902K - $1.12M
|
59.1K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
8.18KNew |
$897K - $1.11M
|
8.18K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.05K+ 8.8% |
$883K - $1.1M
|
99.6K
$9.71M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8K+ 28.57% |
$877K - $1.09M
|
36K
$3.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
7.99KNew |
$876K - $1.09M
|
7.99K
$779K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
7.85K+ 8.26% |
$861K - $1.07M
|
103K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7.82K+ 1539.17% |
$857K - $1.07M
|
8.33K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.8K+ 35.53% |
$855K - $1.06M
|
29.7K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
7.79K+ 1.86% |
$854K - $1.06M
|
426K
$41.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.79K+ 30.01% |
$854K - $1.06M
|
33.7K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
7.74K+ 32.02% |
$849K - $1.05M
|
31.9K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.68K+ 75.48% |
$842K - $1.05M
|
17.9K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.64K+ 11.47% |
$838K - $1.04M
|
74.3K
$7.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.58K+ 231.37% |
$831K - $1.03M
|
10.9K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.31K+ 136.45% |
$801K - $996K
|
12.7K
$1.24M
|