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 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7.25K+ 69.63% |
$795K - $988K
|
17.7K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.23K+ 169.42% |
$793K - $985K
|
11.5K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.21K+ 8.88% |
$791K - $983K
|
88.5K
$8.63M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.2K+ 2.96% |
$790K - $981K
|
250K
$24.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.17K+ 10.79% |
$786K - $977K
|
73.6K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.89K+ 264.91% |
$755K - $938K
|
9.48K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.88KNew |
$755K - $938K
|
6.88K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.84K+ 174.17% |
$750K - $932K
|
10.8K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6.73K+ 3.27% |
$738K - $917K
|
212K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.71KNew |
$736K - $914K
|
6.71K
$654K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.69K+ 2.54% |
$734K - $912K
|
271K
$26.4M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.68K+ 9.12% |
$732K - $910K
|
79.8K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.64K+ 27.7% |
$729K - $905K
|
30.6K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.59K+ 6.7% |
$723K - $898K
|
105K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
6.51K+ 88.53% |
$714K - $887K
|
13.9K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.47KNew |
$710K - $882K
|
6.47K
$631K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
6.42K+ 9.47% |
$704K - $875K
|
74.2K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.4K+ 1.23% |
$702K - $872K
|
526K
$51.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.37K+ 72.14% |
$698K - $867K
|
15.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.37K+ 11.54% |
$698K - $867K
|
61.5K
$6M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.35K+ 71.88% |
$696K - $865K
|
15.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6.33KNew |
$694K - $862K
|
6.33K
$617K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
6.31K+ 3.69% |
$692K - $859K
|
177K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.3K+ 31.72% |
$690K - $858K
|
26.1K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.25KNew |
$685K - $851K
|
6.25K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
6.23K+ 6.55% |
$683K - $849K
|
101K
$9.88M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.22K+ 177.45% |
$682K - $847K
|
9.72K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.17K+ 12.95% |
$676K - $840K
|
53.8K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.16KNew |
$676K - $840K
|
6.16K
$601K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
6.15K+ 586.74% |
$674K - $838K
|
7.2K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.13K+ 39.53% |
$672K - $835K
|
21.6K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
6.1K+ 8.18% |
$669K - $832K
|
80.7K
$7.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
6.08KNew |
$667K - $829K
|
6.08K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.04KNew |
$663K - $824K
|
6.04K
$590K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.04K+ 83.64% |
$662K - $823K
|
13.3K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
6.03K+ 17.94% |
$662K - $822K
|
39.7K
$3.87M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.96K+ 10.24% |
$654K - $812K
|
64.2K
$6.26M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.94K+ 69.24% |
$651K - $809K
|
14.5K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.93K+ 72.36% |
$650K - $808K
|
14.1K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
5.88K+ 20.7% |
$645K - $802K
|
34.3K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.87KNew |
$644K - $800K
|
5.87K
$573K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.86KNew |
$642K - $798K
|
5.86K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.84K+ 14.25% |
$640K - $795K
|
46.8K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.84K+ 5.43% |
$640K - $795K
|
113K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.7K+ 53.18% |
$625K - $777K
|
16.4K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
5.68K+ 29.47% |
$623K - $774K
|
25K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.68K+ 274.93% |
$623K - $774K
|
7.75K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.66K+ 6.12% |
$621K - $772K
|
98.2K
$9.58M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.64KNew |
$619K - $769K
|
5.64K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.61K+ 6.79% |
$615K - $765K
|
88.2K
$8.61M
|