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 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-166- 5.13% |
$18.2K - $22.6K
|
3.07K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-169- 2.37% |
$18.5K - $23K
|
6.98K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-170- 6.34% |
$18.6K - $23.2K
|
2.51K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-171- 6.71% |
$18.8K - $23.3K
|
2.38K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 1.48% |
$19.2K - $23.8K
|
11.7K
$979K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-175- 12.28% |
$19.2K - $23.8K
|
1.25K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-178- 5.95% |
$19.5K - $24.3K
|
2.82K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-179- 6.88% |
$19.6K - $24.4K
|
2.42K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 4.19% |
$19.7K - $24.5K
|
4.12K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-180- 45.69% |
$19.7K - $24.5K
|
214
$18K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-181- 3.89% |
$19.8K - $24.7K
|
4.47K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-182- 3.34% |
$20K - $24.8K
|
5.27K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-185- 3.57% |
$20.3K - $25.2K
|
5K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-189- 8.37% |
$20.7K - $25.8K
|
2.07K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-190- 31.1% |
$20.8K - $25.9K
|
421
$35.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-193- 4.22% |
$21.2K - $26.3K
|
4.38K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-194- 4.13% |
$21.3K - $26.4K
|
4.5K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-200- 7.99% |
$21.9K - $27.3K
|
2.3K
$193K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 9.52% |
$21.9K - $27.3K
|
1.9K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-200- 16.67% |
$21.9K - $27.3K
|
1K
$84K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-200- 8.4% |
$21.9K - $27.3K
|
2.18K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-200- 1.55% |
$21.9K - $27.3K
|
12.7K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-204- 0.22% |
$22.4K - $27.8K
|
91.3K
$7.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-207- 5.11% |
$22.7K - $28.2K
|
3.84K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-207- 1.41% |
$22.7K - $28.2K
|
14.4K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-208- 7.95% |
$22.8K - $28.3K
|
2.41K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-210- 7.43% |
$23K - $28.6K
|
2.62K
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-211- 1.96% |
$23.1K - $28.8K
|
10.6K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-213- 0.18% |
$23.4K - $29K
|
121K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-214- 0.66% |
$23.5K - $29.2K
|
32.4K
$2.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-215- 9.37% |
$23.6K - $29.3K
|
2.08K
$175K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-215- 2.8% |
$23.6K - $29.3K
|
7.48K
$628K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-216- 87.8% |
$23.7K - $29.4K
|
30
$2.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-216- 0.24% |
$23.7K - $29.4K
|
90.5K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-216- 1.96% |
$23.7K - $29.4K
|
10.8K
$910K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-220- 4.8% |
$24.1K - $30K
|
4.36K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-225- 9.7% |
$24.7K - $30.7K
|
2.1K
$176K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-228- 4.88% |
$25K - $31.1K
|
4.45K
$374K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-230- 6.88% |
$25.2K - $31.3K
|
3.11K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-233- 3.79% |
$25.6K - $31.7K
|
5.91K
$496K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-233- 2.1% |
$25.6K - $31.7K
|
10.8K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-234- 1.73% |
$25.7K - $31.9K
|
13.3K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-235- 5.31% |
$25.8K - $32K
|
4.19K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-237- 11.29% |
$26K - $32.3K
|
1.86K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-239- 6.57% |
$26.2K - $32.6K
|
3.4K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-244- 5.53% |
$26.8K - $33.2K
|
4.17K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-245- 3.41% |
$26.9K - $33.4K
|
6.94K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-248- 7.32% |
$27.2K - $33.8K
|
3.14K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-249- 9.19% |
$27.3K - $33.9K
|
2.46K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-250- 0.97% |
$27.4K - $34.1K
|
25.4K
$2.13M
|