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 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.18K- 27.44% |
$200K - $240K
|
5.76K
$583K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.27K- 8.68% |
$209K - $250K
|
23.9K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.3K- 12.66% |
$211K - $253K
|
15.8K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.37K- 0.77% |
$218K - $261K
|
305K
$30.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.54K- 0.29% |
$233K - $280K
|
860K
$87M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.54K- 6.26% |
$234K - $280K
|
38.1K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-2.61K- 41.72% |
$240K - $288K
|
3.65K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-2.62K- 39.12% |
$241K - $289K
|
4.08K
$413K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 34.89% |
$245K - $294K
|
4.98K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.68K- 6.22% |
$246K - $295K
|
40.4K
$4.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.72K- 5.46% |
$250K - $300K
|
47.2K
$4.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.77K- 12.42% |
$254K - $305K
|
19.5K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.81K- 99.86% |
$258K - $309K
|
4
$405
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.82K- 1.35% |
$259K - $310K
|
205K
$20.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-2.99K- 9.18% |
$275K - $329K
|
29.6K
$2.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.26K- 17.26% |
$300K - $359K
|
15.6K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.29K- 14.39% |
$302K - $362K
|
19.6K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.31K- 3.48% |
$304K - $364K
|
91.6K
$9.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.43K- 7.83% |
$315K - $378K
|
40.4K
$4.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-3.49K- 28.43% |
$320K - $384K
|
8.77K
$887K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.03K- 32.43% |
$370K - $444K
|
8.39K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.16K- 66.52% |
$382K - $458K
|
2.09K
$212K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.3K- 26.86% |
$395K - $473K
|
11.7K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-4.54K- 50.47% |
$417K - $500K
|
4.45K
$450K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.58K- 68.4% |
$421K - $505K
|
2.12K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-4.77K- 91.59% |
$439K - $526K
|
438
$44.3K
|
|
|
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 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 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.7K- 7.72% |
$3.09M - $3.71M
|
402K
$40.7M
|
|
|
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
|