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 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.24KNew |
$465K - $577K
|
4.24K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.23K+ 207.91% |
$464K - $577K
|
6.27K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
4.23KNew |
$463K - $576K
|
4.23K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.22K+ 182.93% |
$463K - $575K
|
6.53K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.17K+ 43.66% |
$458K - $569K
|
13.7K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.12K+ 37.13% |
$452K - $561K
|
15.2K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.09K+ 12.98% |
$449K - $557K
|
35.6K
$3.47M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.02K+ 64.53% |
$441K - $547K
|
10.2K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.01KNew |
$440K - $546K
|
4.01K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.99K+ 6.8% |
$438K - $544K
|
62.7K
$6.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.97KNew |
$435K - $541K
|
3.97K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.97K+ 10.15% |
$435K - $541K
|
43.1K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.96K+ 7.08% |
$434K - $539K
|
59.9K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.93K+ 24.93% |
$431K - $535K
|
19.7K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.9K+ 12.58% |
$427K - $531K
|
34.9K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.82K+ 30.29% |
$419K - $520K
|
16.4K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.8KNew |
$417K - $518K
|
3.8K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
3.79K+ 7.96% |
$416K - $517K
|
51.4K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.79KNew |
$416K - $517K
|
3.79K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.79KNew |
$415K - $516K
|
3.79K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.78K+ 62.42% |
$414K - $515K
|
9.83K
$958K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.76K+ 76.87% |
$412K - $512K
|
8.64K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.7K+ 30.8% |
$406K - $504K
|
15.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.68K+ 0.49% |
$403K - $501K
|
756K
$73.8M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$400K - $497K
|
3.65K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.63K+ 6.26% |
$398K - $495K
|
61.6K
$6.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.61K+ 12.73% |
$395K - $491K
|
31.9K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.57K+ 73.51% |
$392K - $487K
|
8.44K
$823K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
3.49K+ 22.84% |
$383K - $476K
|
18.8K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.46K+ 8.86% |
$379K - $471K
|
42.5K
$4.14M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.44K+ 10.2% |
$378K - $469K
|
37.2K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.44K+ 17.68% |
$377K - $469K
|
22.9K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.4K+ 23.33% |
$373K - $463K
|
18K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
3.39K+ 11.09% |
$372K - $462K
|
34K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.37K+ 4.51% |
$370K - $459K
|
78.1K
$7.61M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.36K+ 57.14% |
$369K - $458K
|
9.25K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.36K+ 6.96% |
$369K - $458K
|
51.7K
$5.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.36K+ 19.26% |
$368K - $458K
|
20.8K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
3.3KNew |
$362K - $449K
|
3.3K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
3.3K+ 26.41% |
$361K - $449K
|
15.8K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25KNew |
$357K - $443K
|
3.25K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.25K+ 1.54% |
$356K - $442K
|
215K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.24K+ 128.54% |
$355K - $441K
|
5.76K
$562K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.24KNew |
$355K - $441K
|
3.24K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.23K+ 71.01% |
$354K - $440K
|
7.78K
$758K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.23K+ 28.54% |
$354K - $439K
|
14.5K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.22K+ 6.59% |
$353K - $439K
|
52.1K
$5.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
3.22KNew |
$353K - $438K
|
3.22K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.21K+ 13.63% |
$352K - $438K
|
26.8K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.2K+ 3.55% |
$351K - $436K
|
93.2K
$9.09M
|