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 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
90+ 1.28% |
$9.87K - $12.3K
|
7.14K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
90+ 4.41% |
$9.87K - $12.3K
|
2.13K
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
89+ 1.04% |
$9.76K - $12.1K
|
8.62K
$724K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
88+ 5.65% |
$9.65K - $12K
|
1.65K
$138K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86+ 0.95% |
$9.43K - $11.7K
|
9.19K
$772K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
84+ 18.5% |
$9.21K - $11.4K
|
538
$45.2K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
82+ 2.51% |
$8.99K - $11.2K
|
3.34K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
81+ 0.13% |
$8.88K - $11K
|
64.1K
$5.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
76+ 95.0% |
$8.33K - $10.4K
|
156
$13.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
76New |
$8.33K - $10.4K
|
76
$6.39K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
75+ 2.52% |
$8.22K - $10.2K
|
3.05K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
74+ 0.55% |
$8.11K - $10.1K
|
13.6K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 26.37% |
$7.9K - $9.81K
|
345
$29K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
72+ 0.32% |
$7.9K - $9.81K
|
22.4K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
71+ 3.92% |
$7.79K - $9.67K
|
1.88K
$158K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
70+ 1.81% |
$7.68K - $9.54K
|
3.94K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
70+ 53.03% |
$7.68K - $9.54K
|
202
$17K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
70New |
$7.68K - $9.54K
|
70
$5.88K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
69+ 3.41% |
$7.57K - $9.4K
|
2.09K
$176K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
66+ 1.44% |
$7.24K - $8.99K
|
4.65K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
66+ 0.19% |
$7.24K - $8.99K
|
34.6K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
62+ 4.92% |
$6.8K - $8.45K
|
1.32K
$111K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
61+ 1.56% |
$6.69K - $8.31K
|
3.97K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
58+ 26.85% |
$6.36K - $7.9K
|
274
$23K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
58+ 1.38% |
$6.36K - $7.9K
|
4.27K
$358K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
54+ 3.04% |
$5.92K - $7.36K
|
1.83K
$154K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 18.95% |
$5.92K - $7.36K
|
339
$28.5K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 2.43% |
$5.7K - $7.09K
|
2.2K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
50+ 2.67% |
$5.48K - $6.81K
|
1.92K
$162K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
49+ 0.68% |
$5.37K - $6.68K
|
7.24K
$608K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
48+ 1.41% |
$5.26K - $6.54K
|
3.45K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
47+ 1.75% |
$5.15K - $6.4K
|
2.74K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
47+ 0.38% |
$5.15K - $6.4K
|
12.3K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
46New |
$5.04K - $6.27K
|
46
$3.86K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
45+ 0.22% |
$4.93K - $6.13K
|
20.8K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
45+ 0.77% |
$4.93K - $6.13K
|
5.93K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
41+ 2.0% |
$4.5K - $5.59K
|
2.09K
$176K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
40+ 5.83% |
$4.39K - $5.45K
|
726
$61K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40+ 200.0% |
$4.39K - $5.45K
|
60
$5.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
40New |
$4.39K - $5.45K
|
40
$3.36K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.59% |
$4.39K - $5.45K
|
6.76K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
40+ 3.29% |
$4.39K - $5.45K
|
1.26K
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
39New |
$4.28K - $5.31K
|
39
$3.28K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
39+ 0.17% |
$4.28K - $5.31K
|
23.3K
$1.95M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.46% |
$4.17K - $5.18K
|
8.28K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
37+ 1.61% |
$4.06K - $5.04K
|
2.34K
$197K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.58% |
$3.95K - $4.91K
|
2.31K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
36+ 0.43% |
$3.95K - $4.91K
|
8.37K
$703K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
36+ 0.06% |
$3.95K - $4.91K
|
59.3K
$4.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
36+ 1.18% |
$3.95K - $4.91K
|
3.09K
$260K
|