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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-18- 22.78% |
$1.97K - $2.45K
|
61
$5.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 0.62% |
$1.97K - $2.45K
|
2.88K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-18- 0.92% |
$1.97K - $2.45K
|
1.94K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-18- 0.75% |
$1.97K - $2.45K
|
2.39K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-19- 0.47% |
$2.08K - $2.59K
|
4.06K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.54% |
$2.19K - $2.73K
|
3.67K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-20- 0.23% |
$2.19K - $2.73K
|
8.71K
$732K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20- 3.85% |
$2.19K - $2.73K
|
500
$42K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-22- 0.49% |
$2.41K - $3K
|
4.5K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-24- 1.04% |
$2.63K - $3.27K
|
2.29K
$192K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-25- 1.21% |
$2.74K - $3.41K
|
2.05K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-25- 10.96% |
$2.74K - $3.41K
|
203
$17.1K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-28- 1.1% |
$3.07K - $3.82K
|
2.52K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-30- 1.58% |
$3.29K - $4.09K
|
1.87K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-30- 0.86% |
$3.29K - $4.09K
|
3.47K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-30- 1.22% |
$3.29K - $4.09K
|
2.44K
$205K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-30Closed |
$3.29K - $4.09K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 6.61% |
$3.4K - $4.22K
|
438
$36.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-31- 0.51% |
$3.4K - $4.22K
|
6.04K
$507K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-31- 1.64% |
$3.4K - $4.22K
|
1.86K
$156K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-32- 1.87% |
$3.51K - $4.36K
|
1.68K
$141K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-32- 3.65% |
$3.51K - $4.36K
|
844
$70.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.76% |
$3.62K - $4.5K
|
4.33K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-35- 0.37% |
$3.84K - $4.77K
|
9.44K
$793K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-35- 1.15% |
$3.84K - $4.77K
|
3K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-35- 0.27% |
$3.84K - $4.77K
|
13.1K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-35- 0.3% |
$3.84K - $4.77K
|
11.4K
$962K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-36- 0.77% |
$3.95K - $4.91K
|
4.61K
$388K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-39- 13.31% |
$4.28K - $5.31K
|
254
$21.3K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-39- 1.43% |
$4.28K - $5.31K
|
2.68K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 1.37% |
$4.39K - $5.45K
|
2.88K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-40- 1.7% |
$4.39K - $5.45K
|
2.32K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-42- 9.52% |
$4.61K - $5.72K
|
399
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-42- 0.26% |
$4.61K - $5.72K
|
16K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-43- 23.12% |
$4.72K - $5.86K
|
143
$12K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-44- 1.28% |
$4.83K - $6K
|
3.4K
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-44- 0.73% |
$4.83K - $6K
|
6K
$504K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-45- 0.34% |
$4.93K - $6.13K
|
13.2K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-45- 1.11% |
$4.93K - $6.13K
|
4.03K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-47- 1.67% |
$5.15K - $6.4K
|
2.76K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-47- 2.9% |
$5.15K - $6.4K
|
1.57K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-47- 0.92% |
$5.15K - $6.4K
|
5.06K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-48- 0.64% |
$5.26K - $6.54K
|
7.43K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-49- 0.96% |
$5.37K - $6.68K
|
5.07K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-50- 1.28% |
$5.48K - $6.81K
|
3.86K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 1.03% |
$5.48K - $6.81K
|
4.82K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-52- 1.8% |
$5.7K - $7.09K
|
2.84K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-53- 0.11% |
$5.81K - $7.22K
|
48.7K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-53- 2.81% |
$5.81K - $7.22K
|
1.84K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-55- 2.92% |
$6.03K - $7.49K
|
1.83K
$154K
|