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
|
Hancock Whitney Corp
|
SELL
|
- |
-115- 3.74% |
$12.6K - $15.7K
|
2.96K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-115- 3.62% |
$12.6K - $15.7K
|
3.06K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-116- 4.0% |
$12.7K - $15.8K
|
2.78K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-117- 8.57% |
$12.8K - $15.9K
|
1.25K
$124K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 5.55% |
$12.9K - $16.1K
|
2.01K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-124- 1.61% |
$13.6K - $16.9K
|
7.57K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-127- 1.76% |
$13.9K - $17.3K
|
7.1K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-127- 27.14% |
$13.9K - $17.3K
|
341
$33.9K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-128- 4.83% |
$14K - $17.4K
|
2.52K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-128- 0.36% |
$14K - $17.4K
|
35.7K
$3.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-133- 0.6% |
$14.6K - $18.1K
|
22K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-133- 50.76% |
$14.6K - $18.1K
|
129
$12.8K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-139- 11.37% |
$15.2K - $18.9K
|
1.08K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-140- 4.13% |
$15.4K - $19.1K
|
3.25K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-141- 4.31% |
$15.5K - $19.2K
|
3.13K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-145- 5.01% |
$15.9K - $19.8K
|
2.75K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-145- 8.2% |
$15.9K - $19.8K
|
1.62K
$162K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-146- 1.75% |
$16K - $19.9K
|
8.18K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-147- 0.32% |
$16.1K - $20K
|
45.5K
$4.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-149- 0.53% |
$16.3K - $20.3K
|
28.2K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-149- 0.16% |
$16.3K - $20.3K
|
92K
$9.15M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-150- 3.13% |
$16.4K - $20.4K
|
4.65K
$463K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-151- 4.24% |
$16.6K - $20.6K
|
3.41K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-152- 1.43% |
$16.7K - $20.7K
|
10.5K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-152- 0.9% |
$16.7K - $20.7K
|
16.7K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-152- 1.87% |
$16.7K - $20.7K
|
7.97K
$793K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-155- 0.92% |
$17K - $21.1K
|
16.6K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-156- 0.93% |
$17.1K - $21.3K
|
16.6K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 2.14% |
$17.2K - $21.4K
|
7.18K
$715K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-158- 5.46% |
$17.3K - $21.5K
|
2.73K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-161- 2.97% |
$17.7K - $21.9K
|
5.26K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-162- 0.15% |
$17.8K - $22.1K
|
104K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-162- 5.18% |
$17.8K - $22.1K
|
2.97K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-163- 3.38% |
$17.9K - $22.2K
|
4.65K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-166- 5.13% |
$18.2K - $22.6K
|
3.07K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-169- 2.37% |
$18.5K - $23K
|
6.98K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-170- 6.34% |
$18.6K - $23.2K
|
2.51K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-171- 6.71% |
$18.8K - $23.3K
|
2.38K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 1.48% |
$19.2K - $23.8K
|
11.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-175- 12.28% |
$19.2K - $23.8K
|
1.25K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-178- 5.95% |
$19.5K - $24.3K
|
2.82K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-179- 6.88% |
$19.6K - $24.4K
|
2.42K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 4.19% |
$19.7K - $24.5K
|
4.12K
$410K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-180- 45.69% |
$19.7K - $24.5K
|
214
$21.3K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-181- 3.89% |
$19.8K - $24.7K
|
4.47K
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-182- 3.34% |
$20K - $24.8K
|
5.27K
$525K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-185- 3.57% |
$20.3K - $25.2K
|
5K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-189- 8.37% |
$20.7K - $25.8K
|
2.07K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-190- 31.1% |
$20.8K - $25.9K
|
421
$41.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-193- 4.22% |
$21.2K - $26.3K
|
4.38K
$436K
|