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
|
Adirondack Trust CO
|
SELL
|
- |
-1.06K- 45.53% |
$97.4K - $117K
|
1.27K
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 27.14% |
$98.4K - $118K
|
2.87K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.08K- 2.45% |
$99.1K - $119K
|
42.9K
$4.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.12K- 1.11% |
$103K - $124K
|
100K
$9.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.13K- 4.16% |
$104K - $125K
|
26.1K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.16K- 3.47% |
$107K - $128K
|
32.4K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.19K- 5.24% |
$110K - $131K
|
21.6K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.2K- 27.91% |
$110K - $132K
|
3.1K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 36.25% |
$117K - $140K
|
2.24K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 13.62% |
$118K - $141K
|
8.12K
$808K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.28K- 5.96% |
$118K - $141K
|
20.3K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.45K- 5.03% |
$133K - $159K
|
27.3K
$2.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1.5K- 13.39% |
$138K - $165K
|
9.7K
$965K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.52K- 15.77% |
$140K - $168K
|
8.14K
$810K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.57K- 19.82% |
$144K - $172K
|
6.33K
$630K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.59K- 13.69% |
$146K - $175K
|
10K
$997K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.68K- 33.25% |
$154K - $185K
|
3.36K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.72K- 17.21% |
$158K - $189K
|
8.26K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.75K- 22.71% |
$160K - $192K
|
5.94K
$591K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.76K- 2.96% |
$162K - $194K
|
57.5K
$5.73M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.78K- 5.66% |
$163K - $196K
|
29.6K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.79K- 17.43% |
$164K - $197K
|
8.46K
$841K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.85K- 6.73% |
$170K - $204K
|
25.6K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.9K- 44.47% |
$175K - $209K
|
2.37K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-2.07KClosed |
$190K - $228K
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.09K- 6.85% |
$192K - $230K
|
28.4K
$2.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.17K- 26.41% |
$199K - $239K
|
6.04K
$601K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.27K- 8.68% |
$209K - $250K
|
23.9K
$2.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.3K- 12.66% |
$211K - $253K
|
15.8K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.37K- 0.77% |
$218K - $261K
|
305K
$30.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.54K- 6.26% |
$234K - $280K
|
38.1K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-2.61K- 41.72% |
$240K - $288K
|
3.65K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.68K- 6.22% |
$246K - $295K
|
40.4K
$4.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.72K- 5.46% |
$250K - $300K
|
47.2K
$4.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.77K- 12.42% |
$254K - $305K
|
19.5K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.81K- 99.86% |
$258K - $309K
|
4
$398
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.82K- 1.35% |
$259K - $310K
|
205K
$20.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-2.99K- 9.18% |
$275K - $329K
|
29.6K
$2.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.29K- 14.39% |
$302K - $362K
|
19.6K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.31K- 3.48% |
$304K - $364K
|
91.6K
$9.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.43K- 7.83% |
$315K - $378K
|
40.4K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-3.49K- 28.43% |
$320K - $384K
|
8.77K
$873K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.03K- 32.43% |
$370K - $444K
|
8.39K
$835K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.16K- 66.52% |
$382K - $458K
|
2.09K
$208K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.3K- 26.86% |
$395K - $473K
|
11.7K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-4.54K- 50.47% |
$417K - $500K
|
4.45K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-4.77K- 91.59% |
$439K - $526K
|
438
$43.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-4.82K- 37.01% |
$443K - $531K
|
8.2K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.1K- 24.64% |
$469K - $562K
|
15.6K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.19K- 40.7% |
$477K - $572K
|
7.57K
$753K
|