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 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-251- 1.34% |
$23.1K - $27.7K
|
18.5K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-260- 56.28% |
$23.9K - $28.7K
|
202
$20.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-265- 0.99% |
$24.4K - $29.2K
|
26.5K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-275- 1.77% |
$25.3K - $30.3K
|
15.3K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-276- 1.56% |
$25.4K - $30.4K
|
17.4K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-285- 6.92% |
$26.2K - $31.4K
|
3.84K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-290- 5.53% |
$26.7K - $32K
|
4.95K
$493K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-307- 91.1% |
$28.2K - $33.8K
|
30
$2.99K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-309- 25.14% |
$28.4K - $34.1K
|
920
$91.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-311- 12.52% |
$28.6K - $34.3K
|
2.17K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-313- 19.71% |
$28.8K - $34.5K
|
1.28K
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-317- 11.41% |
$29.1K - $34.9K
|
2.46K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-328- 62.0% |
$30.1K - $36.1K
|
201
$20K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-329- 8.46% |
$30.2K - $36.3K
|
3.56K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-346- 9.08% |
$31.8K - $38.1K
|
3.46K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-364- 9.43% |
$33.5K - $40.1K
|
3.5K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-368- 92.7% |
$33.8K - $40.6K
|
29
$2.89K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-383- 8.51% |
$35.2K - $42.2K
|
4.12K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-389- 0.94% |
$35.8K - $42.9K
|
41K
$4.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-398- 2.63% |
$36.6K - $43.9K
|
14.7K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-400- 20.83% |
$36.8K - $44.1K
|
1.52K
$151K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-457- 1.02% |
$42K - $50.4K
|
44.2K
$4.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-463- 2.18% |
$42.6K - $51K
|
20.8K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-475- 6.93% |
$43.7K - $52.3K
|
6.38K
$634K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-480- 66.67% |
$44.1K - $52.9K
|
240
$23.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-481- 5.21% |
$44.2K - $53K
|
8.75K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-510- 3.87% |
$46.9K - $56.2K
|
12.7K
$1.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-550- 7.36% |
$50.6K - $60.6K
|
6.93K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-574- 5.74% |
$52.8K - $63.3K
|
9.43K
$938K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-601- 13.77% |
$55.2K - $66.2K
|
3.76K
$374K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-605- 2.3% |
$55.6K - $66.7K
|
25.7K
$2.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-609- 24.19% |
$56K - $67.1K
|
1.91K
$190K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-625- 7.67% |
$57.5K - $68.9K
|
7.53K
$749K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-641- 12.08% |
$58.9K - $70.6K
|
4.66K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-649- 23.21% |
$59.7K - $71.5K
|
2.15K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-665- 1.42% |
$61.1K - $73.3K
|
46K
$4.58M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-675- 15.68% |
$62K - $74.4K
|
3.63K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-679- 15.09% |
$62.4K - $74.8K
|
3.82K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-750- 0.82% |
$68.9K - $82.7K
|
90.2K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-772- 3.45% |
$71K - $85.1K
|
21.6K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-784- 1.44% |
$72.1K - $86.4K
|
53.8K
$5.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-803- 9.6% |
$73.8K - $88.5K
|
7.56K
$752K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-827- 13.6% |
$76K - $91.1K
|
5.26K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-943- 27.2% |
$86.7K - $104K
|
2.52K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-960- 72.45% |
$88.2K - $106K
|
365
$36.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-962- 14.48% |
$88.4K - $106K
|
5.68K
$565K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 23.23% |
$92.5K - $111K
|
3.32K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.03K- 21.99% |
$94.9K - $114K
|
3.66K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.04K- 11.95% |
$95.4K - $114K
|
7.65K
$761K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.04K- 19.85% |
$95.6K - $115K
|
4.2K
$418K
|