Purchases and Sales Made in Q1 2025 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
213+ 8.2% |
$23.4K - $29K
|
2.81K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
210+ 525.0% |
$23K - $28.6K
|
250
$24.9K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210+ 1.36% |
$23K - $28.6K
|
15.7K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
209+ 10.86% |
$22.9K - $28.5K
|
2.13K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
208+ 4.94% |
$22.8K - $28.3K
|
4.42K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
206+ 10.0% |
$22.6K - $28.1K
|
2.27K
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
202+ 90.99% |
$22.2K - $27.5K
|
424
$42.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
202+ 1.03% |
$22.2K - $27.5K
|
19.8K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
202+ 3.9% |
$22.2K - $27.5K
|
5.38K
$535K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
200+ 5.58% |
$21.9K - $27.3K
|
3.79K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
197New |
$21.6K - $26.8K
|
197
$19.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
196+ 11.69% |
$21.5K - $26.7K
|
1.87K
$186K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
193+ 5.89% |
$21.2K - $26.3K
|
3.47K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
193+ 2.77% |
$21.2K - $26.3K
|
7.15K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
190New |
$20.8K - $25.9K
|
190
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
189+ 29.3% |
$20.7K - $25.8K
|
834
$83K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
186+ 51.52% |
$20.4K - $25.3K
|
547
$54.4K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
182+ 6.47% |
$20K - $24.8K
|
2.99K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
180+ 1.46% |
$19.7K - $24.5K
|
12.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
179+ 6.83% |
$19.6K - $24.4K
|
2.8K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
178+ 7.61% |
$19.5K - $24.3K
|
2.52K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 10.06% |
$19.5K - $24.3K
|
1.95K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
178+ 0.51% |
$19.5K - $24.3K
|
35.3K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
177+ 62.11% |
$19.4K - $24.1K
|
462
$46K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
175+ 2.55% |
$19.2K - $23.8K
|
7.04K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
175+ 3.28% |
$19.2K - $23.8K
|
5.5K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
173+ 5.57% |
$19K - $23.6K
|
3.28K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
173+ 0.55% |
$19K - $23.6K
|
31.4K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
173+ 0.65% |
$19K - $23.6K
|
26.8K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
169+ 9.02% |
$18.5K - $23K
|
2.04K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
168+ 79.62% |
$18.4K - $22.9K
|
379
$37.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
166+ 2.76% |
$18.2K - $22.6K
|
6.18K
$615K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
165+ 6.39% |
$18.1K - $22.5K
|
2.75K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
158+ 376.19% |
$17.3K - $21.5K
|
200
$19.9K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
157+ 6.85% |
$17.2K - $21.4K
|
2.45K
$244K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
155+ 2.24% |
$17K - $21.1K
|
7.08K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
154New |
$16.9K - $21K
|
154
$15.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
153+ 4.03% |
$16.8K - $20.8K
|
3.95K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
152+ 1.44% |
$16.7K - $20.7K
|
10.7K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150+ 83.33% |
$16.4K - $20.4K
|
330
$32.8K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
150New |
$16.4K - $20.4K
|
150
$14.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
148+ 0.89% |
$16.2K - $20.2K
|
16.7K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 3.22% |
$15.8K - $19.6K
|
4.62K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
142+ 8.18% |
$15.6K - $19.3K
|
1.88K
$187K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.22% |
$15.4K - $19.1K
|
62.8K
$6.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
140+ 0.67% |
$15.4K - $19.1K
|
21.1K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139+ 2.31% |
$15.2K - $18.9K
|
6.15K
$612K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
138+ 1.21% |
$15.1K - $18.8K
|
11.6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
134+ 10.59% |
$14.7K - $18.3K
|
1.4K
$139K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
133+ 1.38% |
$14.6K - $18.1K
|
9.77K
$972K
|