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 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.05% |
$11K - $13.6K
|
198K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 10.64% |
$11K - $13.6K
|
840
$70.6K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-100- 1.09% |
$11K - $13.6K
|
9.04K
$759K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 3.5% |
$11K - $13.6K
|
2.76K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-100- 1.08% |
$11K - $13.6K
|
9.13K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-100- 5.19% |
$11K - $13.6K
|
1.83K
$154K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-105- 19.81% |
$11.5K - $14.3K
|
425
$35.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-107- 2.22% |
$11.7K - $14.6K
|
4.72K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-107- 2.14% |
$11.7K - $14.6K
|
4.89K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-109- 99.09% |
$12K - $14.9K
|
1
$84
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-112- 4.07% |
$12.3K - $15.3K
|
2.64K
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-114- 3.94% |
$12.5K - $15.5K
|
2.78K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-114- 4.23% |
$12.5K - $15.5K
|
2.58K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-114- 5.5% |
$12.5K - $15.5K
|
1.96K
$165K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-115- 0.1% |
$12.6K - $15.7K
|
116K
$9.78M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-115- 3.74% |
$12.6K - $15.7K
|
2.96K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-115- 3.62% |
$12.6K - $15.7K
|
3.06K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-116- 4.0% |
$12.7K - $15.8K
|
2.78K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-117- 8.57% |
$12.8K - $15.9K
|
1.25K
$105K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 5.55% |
$12.9K - $16.1K
|
2.01K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-124- 1.61% |
$13.6K - $16.9K
|
7.57K
$636K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-127- 1.76% |
$13.9K - $17.3K
|
7.1K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-127- 27.14% |
$13.9K - $17.3K
|
341
$28.7K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-128- 4.83% |
$14K - $17.4K
|
2.52K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-128- 0.36% |
$14K - $17.4K
|
35.7K
$3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-133- 0.6% |
$14.6K - $18.1K
|
22K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-133- 50.76% |
$14.6K - $18.1K
|
129
$10.8K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-139- 11.37% |
$15.2K - $18.9K
|
1.08K
$91K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-140- 4.13% |
$15.4K - $19.1K
|
3.25K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-141- 4.31% |
$15.5K - $19.2K
|
3.13K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-145- 5.01% |
$15.9K - $19.8K
|
2.75K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-145- 8.2% |
$15.9K - $19.8K
|
1.62K
$136K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-146- 1.75% |
$16K - $19.9K
|
8.18K
$687K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-147- 0.32% |
$16.1K - $20K
|
45.5K
$3.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-149- 0.53% |
$16.3K - $20.3K
|
28.2K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-149- 0.16% |
$16.3K - $20.3K
|
92K
$7.73M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-150- 3.13% |
$16.4K - $20.4K
|
4.65K
$391K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-151- 4.24% |
$16.6K - $20.6K
|
3.41K
$287K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-151- 2.98% |
$16.6K - $20.6K
|
4.91K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-152- 1.43% |
$16.7K - $20.7K
|
10.5K
$879K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-152- 0.9% |
$16.7K - $20.7K
|
16.7K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-152- 1.87% |
$16.7K - $20.7K
|
7.97K
$670K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-155- 0.92% |
$17K - $21.1K
|
16.6K
$1.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-156- 0.93% |
$17.1K - $21.3K
|
16.6K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 2.14% |
$17.2K - $21.4K
|
7.18K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-158- 5.46% |
$17.3K - $21.5K
|
2.73K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-161- 2.97% |
$17.7K - $21.9K
|
5.26K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-162- 0.15% |
$17.8K - $22.1K
|
104K
$8.78M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-162- 5.18% |
$17.8K - $22.1K
|
2.97K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-163- 3.38% |
$17.9K - $22.2K
|
4.65K
$391K
|