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 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
115+ 3.18% |
$10.6K - $12.7K
|
3.74K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
113+ 1.67% |
$10.4K - $12.5K
|
6.86K
$683K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
105+ 13.78% |
$9.65K - $11.6K
|
867
$86.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
104+ 1.34% |
$9.56K - $11.5K
|
7.86K
$782K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
101+ 1.9% |
$9.28K - $11.1K
|
5.41K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100+ 2.88% |
$9.19K - $11K
|
3.57K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
87+ 0.92% |
$8K - $9.59K
|
9.5K
$945K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.79% |
$8K - $9.59K
|
2.38K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
85+ 4.35% |
$7.81K - $9.37K
|
2.04K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
83+ 2.44% |
$7.63K - $9.15K
|
3.48K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
82+ 4.86% |
$7.54K - $9.04K
|
1.77K
$176K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
78+ 3.19% |
$7.17K - $8.6K
|
2.53K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 0.58% |
$6.89K - $8.27K
|
13K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
70+ 31.67% |
$6.43K - $7.71K
|
291
$29K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
61+ 3.33% |
$5.61K - $6.72K
|
1.89K
$188K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 11.79% |
$4.6K - $5.51K
|
474
$47.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
50+ 25.0% |
$4.6K - $5.51K
|
250
$24.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
35+ 0.1% |
$3.22K - $3.86K
|
34.6K
$3.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
35+ 0.16% |
$3.22K - $3.86K
|
21.8K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 1.2% |
$3.13K - $3.75K
|
2.88K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 18.33% |
$3.03K - $3.64K
|
213
$21.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 4.07% |
$2.67K - $3.2K
|
741
$73.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 42.62% |
$2.39K - $2.87K
|
87
$8.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.82% |
$1.84K - $2.2K
|
2.45K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
19New |
$1.75K - $2.09K
|
19
$1.89K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
18+ 64.29% |
$1.65K - $1.98K
|
46
$4.58K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
16+ 0.21% |
$1.47K - $1.76K
|
7.55K
$752K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.45% |
$1.1K - $1.32K
|
2.66K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6+ 0.21% |
$552 - $661
|
2.82K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 13.04% |
$552 - $661
|
52
$5.17K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5+ 0.11% |
$460 - $551
|
4.55K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5+ 0.1% |
$460 - $551
|
5.05K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$276 - $331
|
4.46K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3+ 0.09% |
$276 - $331
|
3.45K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2+ 0.05% |
$184 - $220
|
3.73K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$184 - $220
|
26.2K
$2.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2+ 33.33% |
$184 - $220
|
8
$796
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 2.17% |
$184 - $220
|
94
$9.35K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$91.9 - $110
|
3.3K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1- 0.04% |
$91.9 - $110
|
2.68K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1- 0.01% |
$91.9 - $110
|
7.25K
$722K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5- 0.19% |
$460 - $551
|
2.62K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7- 11.67% |
$643 - $771
|
53
$5.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.25% |
$643 - $771
|
2.74K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-12- 0.24% |
$1.1K - $1.32K
|
5.01K
$499K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$1.19K - $1.43K
|
20.8K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-14- 46.67% |
$1.29K - $1.54K
|
16
$1.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-18- 0.56% |
$1.65K - $1.98K
|
3.23K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-20- 1.2% |
$1.84K - $2.2K
|
1.65K
$164K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-20- 0.33% |
$1.84K - $2.2K
|
6.09K
$606K
|