Purchases and Sales Made in Q2 2025 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.26M+ 443.62% |
$116M - $139M
|
1.55M
$153M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204K+ 38.86% |
$18.7M - $22.5M
|
728K
$72M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
156KNew |
$14.4M - $17.2M
|
156K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
92.8K+ 13.44% |
$8.53M - $10.2M
|
784K
$77.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
87.4KNew |
$8.03M - $9.63M
|
87.4K
$8.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.8K+ 12.75% |
$5.95M - $7.14M
|
573K
$56.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
46.3K+ 43.8% |
$4.25M - $5.1M
|
152K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
39.7K+ 245.71% |
$3.65M - $4.38M
|
55.9K
$5.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
39.1K+ 52.63% |
$3.59M - $4.31M
|
113K
$11.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
33.2K+ 5.19% |
$3.05M - $3.65M
|
672K
$66.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
30.6K+ 24.58% |
$2.81M - $3.37M
|
155K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
26.8K+ 6119.86% |
$2.46M - $2.95M
|
27.2K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
26.5K+ 487.07% |
$2.44M - $2.92M
|
32K
$3.16M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
24.5K+ 4184.64% |
$2.25M - $2.7M
|
25.1K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.9K+ 97.64% |
$2.2M - $2.64M
|
48.4K
$4.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
21.9K+ 108.39% |
$2.02M - $2.42M
|
42.2K
$4.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
19.6K+ 22.67% |
$1.8M - $2.16M
|
106K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
18.6K+ 6.1% |
$1.71M - $2.05M
|
324K
$32M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.9K+ 90.19% |
$1.65M - $1.98M
|
37.8K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
17.2K+ 39.88% |
$1.58M - $1.89M
|
60.2K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
15.5K+ 6.49% |
$1.42M - $1.7M
|
254K
$25.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$1.39M - $1.66M
|
15.1K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 14.09% |
$1.28M - $1.54M
|
113K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
13.5K+ 24.51% |
$1.24M - $1.49M
|
68.8K
$6.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.8KNew |
$1.17M - $1.41M
|
12.8K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
12K+ 51.63% |
$1.1M - $1.32M
|
35.2K
$3.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
11.5K+ 19.06% |
$1.06M - $1.27M
|
71.8K
$7.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.4K+ 6.76% |
$1.04M - $1.25M
|
179K
$17.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10.8K+ 0.99% |
$988K - $1.18M
|
1.09M
$108M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
10.7K+ 26.27% |
$985K - $1.18M
|
51.5K
$5.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
9.91K+ 367.1% |
$911K - $1.09M
|
12.6K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.76K+ 12.14% |
$897K - $1.08M
|
90.1K
$8.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
9.69KNew |
$891K - $1.07M
|
9.69K
$958K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.54K+ 574.07% |
$877K - $1.05M
|
11.2K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
9.35K+ 11.75% |
$859K - $1.03M
|
88.9K
$8.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
8.58K+ 8.34% |
$789K - $945K
|
111K
$11M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.39K+ 67.47% |
$771K - $924K
|
20.8K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.14KNew |
$748K - $897K
|
8.14K
$805K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.67K+ 57.93% |
$705K - $845K
|
20.9K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.4K+ 2.77% |
$680K - $815K
|
274K
$27.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
6.94KNew |
$638K - $765K
|
6.94K
$686K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.91K+ 113.11% |
$635K - $762K
|
13K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.65K+ 50.15% |
$611K - $733K
|
19.9K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
6.42K+ 171.4% |
$590K - $708K
|
10.2K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6.3K+ 44.06% |
$579K - $694K
|
20.6K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
6.24K+ 19.29% |
$574K - $688K
|
38.6K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.24K+ 8.4% |
$573K - $687K
|
80.5K
$7.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.74K+ 87.71% |
$527K - $632K
|
12.3K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.26K+ 122.42% |
$484K - $580K
|
9.56K
$946K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
5.1KNew |
$469K - $562K
|
5.1K
$505K
|