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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
36+ 14.57% |
$3.95K - $4.91K
|
283
$23.8K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35+ 0.45% |
$3.84K - $4.77K
|
7.81K
$656K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
35+ 0.12% |
$3.84K - $4.77K
|
29.8K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
35+ 1.06% |
$3.84K - $4.77K
|
3.33K
$279K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 4.89% |
$3.73K - $4.63K
|
729
$61.3K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
34+ 1.39% |
$3.73K - $4.63K
|
2.49K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
34+ 3.09% |
$3.73K - $4.63K
|
1.14K
$95.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
32+ 1.0% |
$3.51K - $4.36K
|
3.24K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 4.13% |
$3.51K - $4.36K
|
806
$67.7K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
31+ 1.3% |
$3.4K - $4.22K
|
2.42K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 1.49% |
$3.29K - $4.09K
|
2.04K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
30+ 0.64% |
$3.29K - $4.09K
|
4.71K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$3.18K - $3.95K
|
29
$2.44K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$3.07K - $3.82K
|
28
$2.35K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 36.84% |
$3.07K - $3.82K
|
104
$8.74K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$3.07K - $3.82K
|
6.86K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
28+ 1400.0% |
$3.07K - $3.82K
|
30
$2.52K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
27+ 0.96% |
$2.96K - $3.68K
|
2.84K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
27+ 3.71% |
$2.96K - $3.68K
|
754
$63.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27+ 25.47% |
$2.96K - $3.68K
|
133
$11.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
25+ 0.09% |
$2.74K - $3.41K
|
26.8K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
25+ 1.37% |
$2.74K - $3.41K
|
1.85K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
23+ 0.74% |
$2.52K - $3.13K
|
3.13K
$263K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
21+ 0.12% |
$2.3K - $2.86K
|
17.5K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
20+ 0.62% |
$2.19K - $2.73K
|
3.26K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
20+ 0.64% |
$2.19K - $2.73K
|
3.14K
$264K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
19+ 2.04% |
$2.08K - $2.59K
|
949
$79.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
19+ 0.19% |
$2.08K - $2.59K
|
9.97K
$838K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
19+ 0.5% |
$2.08K - $2.59K
|
3.81K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 1.39% |
$2.08K - $2.59K
|
1.38K
$116K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
19New |
$2.08K - $2.59K
|
19
$1.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 11.11% |
$1.97K - $2.45K
|
180
$15.1K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
18+ 1.43% |
$1.97K - $2.45K
|
1.28K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18New |
$1.97K - $2.45K
|
18
$1.51K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
17+ 0.25% |
$1.86K - $2.32K
|
6.74K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.67% |
$1.86K - $2.32K
|
2.56K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
16+ 0.31% |
$1.75K - $2.18K
|
5.18K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
16+ 0.32% |
$1.75K - $2.18K
|
5.04K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16New |
$1.75K - $2.18K
|
16
$1.34K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
16+ 0.24% |
$1.75K - $2.18K
|
6.6K
$554K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
15+ 214.29% |
$1.64K - $2.04K
|
22
$1.85K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15+ 0.76% |
$1.64K - $2.04K
|
1.99K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
15+ 1.17% |
$1.64K - $2.04K
|
1.29K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.12% |
$1.64K - $2.04K
|
12.9K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
14+ 0.46% |
$1.54K - $1.91K
|
3.04K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
14+ 280.0% |
$1.54K - $1.91K
|
19
$1.6K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14+ 87.5% |
$1.54K - $1.91K
|
30
$2.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.19% |
$1.43K - $1.77K
|
6.89K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 7.14% |
$1.32K - $1.64K
|
180
$15.1K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12+ 63.16% |
$1.32K - $1.64K
|
31
$2.6K
|