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 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 1.86% |
$2.02K - $2.42K
|
1.16K
$115K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-29- 0.4% |
$2.67K - $3.2K
|
7.27K
$723K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-31- 0.42% |
$2.85K - $3.42K
|
7.34K
$731K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-32- 0.02% |
$2.94K - $3.53K
|
132K
$13.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-34- 0.04% |
$3.13K - $3.75K
|
92.2K
$9.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-34- 1.22% |
$3.13K - $3.75K
|
2.76K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 1.12% |
$3.22K - $3.86K
|
3.1K
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-37- 1.21% |
$3.4K - $4.08K
|
3.01K
$299K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-41- 62.12% |
$3.77K - $4.52K
|
25
$2.49K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-50- 1.33% |
$4.6K - $5.51K
|
3.72K
$370K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-52- 2.49% |
$4.78K - $5.73K
|
2.04K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-53- 1.12% |
$4.87K - $5.84K
|
4.67K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-53- 0.2% |
$4.87K - $5.84K
|
26.7K
$2.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-57- 10.14% |
$5.24K - $6.28K
|
505
$50.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-64- 0.48% |
$5.88K - $7.05K
|
13.3K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-65- 1.69% |
$5.97K - $7.16K
|
3.79K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-69- 15.97% |
$6.34K - $7.6K
|
363
$36.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-72- 9.92% |
$6.62K - $7.93K
|
654
$65.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-74- 1.02% |
$6.8K - $8.15K
|
7.17K
$713K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-75- 27.27% |
$6.89K - $8.27K
|
200
$19.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-75- 1.01% |
$6.89K - $8.27K
|
7.33K
$729K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-78- 41.05% |
$7.17K - $8.6K
|
112
$11.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-84- 3.47% |
$7.72K - $9.26K
|
2.33K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-89- 1.87% |
$8.18K - $9.81K
|
4.68K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.37% |
$9.19K - $11K
|
2.87K
$285K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 9.24% |
$9.65K - $11.6K
|
1.03K
$103K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-105- 2.67% |
$9.65K - $11.6K
|
3.83K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-110- 18.49% |
$10.1K - $12.1K
|
485
$48.3K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-121- 0.38% |
$11.1K - $13.3K
|
31.5K
$3.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-123- 0.25% |
$11.3K - $13.6K
|
49.2K
$4.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-124- 13.07% |
$11.4K - $13.7K
|
825
$82.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-125- 0.17% |
$11.5K - $13.8K
|
72.1K
$7.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-150- 6.28% |
$13.8K - $16.5K
|
2.24K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-160- 9.43% |
$14.7K - $17.6K
|
1.54K
$153K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-170- 7.22% |
$15.6K - $18.7K
|
2.18K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-171- 6.63% |
$15.7K - $18.8K
|
2.41K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-173- 3.42% |
$15.9K - $19.1K
|
4.88K
$486K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-175- 3.76% |
$16.1K - $19.3K
|
4.48K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-177- 2.35% |
$16.3K - $19.5K
|
7.37K
$733K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-184- 7.29% |
$16.9K - $20.3K
|
2.34K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-187- 93.5% |
$17.2K - $20.6K
|
13
$1.29K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-191- 2.71% |
$17.6K - $21K
|
6.85K
$681K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-196- 0.22% |
$18K - $21.6K
|
90.3K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-200- 2.72% |
$18.4K - $22K
|
7.15K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-204- 4.38% |
$18.8K - $22.5K
|
4.45K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-222- 9.92% |
$20.4K - $24.5K
|
2.02K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-226- 6.59% |
$20.8K - $24.9K
|
3.2K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-229- 4.0% |
$21K - $25.2K
|
5.49K
$546K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-243- 7.86% |
$22.3K - $26.8K
|
2.85K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-244- 8.39% |
$22.4K - $26.9K
|
2.67K
$265K
|