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 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-250- 5.85% |
$27.4K - $34.1K
|
4.02K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-250- 1.62% |
$27.4K - $34.1K
|
15.2K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 2.57% |
$27.4K - $34.1K
|
9.49K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-250- 4.42% |
$27.4K - $34.1K
|
5.4K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-251- 7.59% |
$27.5K - $34.2K
|
3.06K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-251- 11.11% |
$27.5K - $34.2K
|
2.01K
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-254- 0.25% |
$27.9K - $34.6K
|
102K
$8.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-256- 5.24% |
$28.1K - $34.9K
|
4.63K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-258- 9.68% |
$28.3K - $35.2K
|
2.41K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-258- 4.14% |
$28.3K - $35.2K
|
5.97K
$502K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-264- 10.32% |
$29K - $36K
|
2.3K
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-265- 1.26% |
$29.1K - $36.1K
|
20.8K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-266- 1.78% |
$29.2K - $36.2K
|
14.7K
$1.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-268- 1.63% |
$29.4K - $36.5K
|
16.2K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-269- 2.9% |
$29.5K - $36.7K
|
9K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-270- 6.68% |
$29.6K - $36.8K
|
3.77K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-270- 64.29% |
$29.6K - $36.8K
|
150
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-276- 17.52% |
$30.3K - $37.6K
|
1.3K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-276- 2.01% |
$30.3K - $37.6K
|
13.5K
$1.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-277- 11.69% |
$30.4K - $37.7K
|
2.09K
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-278- 0.4% |
$30.5K - $37.9K
|
68.8K
$5.78M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-278- 7.04% |
$30.5K - $37.9K
|
3.67K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-279- 10.07% |
$30.6K - $38K
|
2.49K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-279- 27.73% |
$30.6K - $38K
|
727
$61.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-280- 0.96% |
$30.7K - $38.2K
|
28.8K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-280- 0.48% |
$30.7K - $38.2K
|
58.6K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-281- 1.94% |
$30.8K - $38.3K
|
14.2K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-282- 6.39% |
$30.9K - $38.4K
|
4.13K
$347K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-283- 16.5% |
$31K - $38.6K
|
1.43K
$120K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-284- 3.75% |
$31.1K - $38.7K
|
7.3K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-284- 4.11% |
$31.1K - $38.7K
|
6.63K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-290- 13.36% |
$31.8K - $39.5K
|
1.88K
$158K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-290- 5.65% |
$31.8K - $39.5K
|
4.84K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-293- 7.9% |
$32.1K - $39.9K
|
3.41K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-295- 51.75% |
$32.3K - $40.2K
|
275
$23.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 2.49% |
$32.9K - $40.9K
|
11.7K
$986K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-300- 96.46% |
$32.9K - $40.9K
|
11
$924
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-304- 0.05% |
$33.3K - $41.4K
|
645K
$54.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-305- 11.58% |
$33.4K - $41.6K
|
2.33K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-305- 3.04% |
$33.4K - $41.6K
|
9.72K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-305- 2.17% |
$33.4K - $41.6K
|
13.7K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 11.53% |
$33.6K - $41.7K
|
2.35K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-306- 8.33% |
$33.6K - $41.7K
|
3.37K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-306- 4.11% |
$33.6K - $41.7K
|
7.14K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-307- 0.47% |
$33.7K - $41.8K
|
65.6K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-310- 7.29% |
$34K - $42.2K
|
3.94K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-310- 2.05% |
$34K - $42.2K
|
14.8K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-313- 10.97% |
$34.3K - $42.6K
|
2.54K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-315- 5.6% |
$34.5K - $42.9K
|
5.31K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-316- 2.31% |
$34.7K - $43.1K
|
13.3K
$1.12M
|