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 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.57K+ 81.14% |
$611K - $759K
|
12.4K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.56K+ 62.55% |
$610K - $758K
|
14.5K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.5K+ 82.07% |
$603K - $750K
|
12.2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.48K+ 17.35% |
$601K - $747K
|
37.1K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.43KNew |
$596K - $740K
|
5.43K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
5.42K+ 1.63% |
$595K - $739K
|
339K
$33M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.42K+ 15.85% |
$594K - $738K
|
39.6K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
5.4KNew |
$592K - $736K
|
5.4K
$527K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.37K+ 8.82% |
$589K - $732K
|
66.3K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
5.36KNew |
$588K - $731K
|
5.36K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
5.23KNew |
$574K - $713K
|
5.23K
$510K
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
5.22K+ 2.57% |
$572K - $711K
|
208K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.21K+ 6.78% |
$571K - $709K
|
81.9K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.18K+ 1.24% |
$568K - $705K
|
424K
$41.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.18K+ 94.11% |
$568K - $705K
|
10.7K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5.17K+ 3.6% |
$567K - $704K
|
149K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
5.16K+ 4.38% |
$566K - $704K
|
123K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.16KNew |
$566K - $703K
|
5.16K
$503K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
5.14K+ 13.52% |
$564K - $701K
|
43.2K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.12K+ 34.09% |
$561K - $697K
|
20.1K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
5.1K+ 4.8% |
$559K - $695K
|
111K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.1K+ 8.92% |
$559K - $695K
|
62.3K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.05K+ 10.61% |
$553K - $688K
|
52.6K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
5.04K+ 37.01% |
$553K - $687K
|
18.7K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.01K+ 132.64% |
$549K - $683K
|
8.79K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5KNew |
$548K - $681K
|
5K
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.96K+ 150.49% |
$544K - $675K
|
8.25K
$805K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.96K+ 14.11% |
$544K - $675K
|
40.1K
$3.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
4.94K+ 11.83% |
$542K - $674K
|
46.7K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
4.85KNew |
$532K - $661K
|
4.85K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.84KNew |
$531K - $660K
|
4.84K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.73K+ 137.96% |
$518K - $644K
|
8.15K
$795K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.68K+ 87.48% |
$513K - $638K
|
10K
$979K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.66KNew |
$511K - $634K
|
4.66K
$454K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.64K+ 32.15% |
$509K - $632K
|
19.1K
$1.86M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.45K+ 93.0% |
$488K - $606K
|
9.24K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
4.45KNew |
$488K - $606K
|
4.45K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.44KNew |
$487K - $605K
|
4.44K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.4K+ 7.32% |
$483K - $600K
|
64.5K
$6.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
4.4K+ 37.93% |
$483K - $600K
|
16K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.38K+ 1.33% |
$480K - $597K
|
334K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
4.38K+ 240.65% |
$480K - $596K
|
6.19K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4.36K+ 10.99% |
$478K - $594K
|
44K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.35K+ 187.69% |
$476K - $592K
|
6.66K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.31K+ 34.18% |
$472K - $587K
|
16.9K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.3KNew |
$471K - $586K
|
4.3K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.3K+ 4.74% |
$471K - $585K
|
94.9K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.27K+ 58.76% |
$468K - $582K
|
11.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
4.25K+ 8.75% |
$466K - $580K
|
52.9K
$5.16M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.24K+ 176.06% |
$465K - $578K
|
6.65K
$649K
|