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 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-4.82K- 37.01% |
$443K - $531K
|
8.2K
$829K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.1K- 24.64% |
$469K - $562K
|
15.6K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.19K- 40.7% |
$477K - $572K
|
7.57K
$765K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-5.54K- 15.53% |
$509K - $610K
|
30.1K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5.64K- 7.23% |
$518K - $621K
|
72.4K
$7.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.15K- 46.46% |
$657K - $787K
|
8.23K
$833K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-7.87K- 13.91% |
$723K - $867K
|
48.7K
$4.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.05K- 64.53% |
$740K - $887K
|
4.42K
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.39K- 34.94% |
$771K - $924K
|
15.6K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-8.69K- 13.25% |
$799K - $958K
|
56.9K
$5.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 43.31% |
$1.15M - $1.38M
|
16.4K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-12.8K- 66.47% |
$1.18M - $1.41M
|
6.45K
$652K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-13.6K- 19.91% |
$1.25M - $1.5M
|
54.6K
$5.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-15.3K- 1.59% |
$1.41M - $1.69M
|
948K
$95.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15.6K- 93.28% |
$1.43M - $1.72M
|
1.13K
$114K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-16K- 21.33% |
$1.47M - $1.76M
|
59K
$5.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-16.8K- 78.48% |
$1.55M - $1.86M
|
4.62K
$467K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 87.07% |
$2.12M - $2.54M
|
3.43K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-23.2K- 88.72% |
$2.13M - $2.55M
|
2.94K
$298K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-26.9K- 67.97% |
$2.47M - $2.97M
|
12.7K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-28K- 18.53% |
$2.57M - $3.08M
|
123K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-32.9K- 72.16% |
$3.03M - $3.63M
|
12.7K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.7K- 7.72% |
$3.09M - $3.71M
|
402K
$40.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-38.1K- 88.64% |
$3.5M - $4.2M
|
4.88K
$493K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-51.9K- 66.44% |
$4.77M - $5.71M
|
26.2K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-62.8K- 29.54% |
$5.77M - $6.92M
|
150K
$15.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-65.2K- 21.72% |
$6M - $7.19M
|
235K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-68.2K- 49.47% |
$6.27M - $7.51M
|
69.6K
$7.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-76.7K- 93.44% |
$7.05M - $8.45M
|
5.39K
$545K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-143K- 89.81% |
$13.2M - $15.8M
|
16.3K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-216K- 99.45% |
$19.9M - $23.8M
|
1.19K
$121K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-570K- 89.59% |
$52.4M - $62.8M
|
66.2K
$6.7M
|