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 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-319- 2.16% |
$35K - $43.5K
|
14.5K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-320- 1.56% |
$35.1K - $43.6K
|
20.2K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-322- 3.9% |
$35.3K - $43.9K
|
7.94K
$667K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-328- 0.04% |
$36K - $44.7K
|
784K
$65.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-334- 11.67% |
$36.6K - $45.5K
|
2.53K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-335- 2.32% |
$36.7K - $45.6K
|
14.1K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-336- 6.4% |
$36.8K - $45.8K
|
4.92K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-337- 5.22% |
$37K - $45.9K
|
6.11K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-339- 2.43% |
$37.2K - $46.2K
|
13.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-339- 1.31% |
$37.2K - $46.2K
|
25.6K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-341- 2.64% |
$37.4K - $46.5K
|
12.6K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-346- 4.46% |
$37.9K - $47.1K
|
7.41K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-347- 4.73% |
$38.1K - $47.3K
|
6.99K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-348- 15.99% |
$38.2K - $47.4K
|
1.83K
$154K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-349- 12.92% |
$38.3K - $47.6K
|
2.35K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-349- 69.52% |
$38.3K - $47.6K
|
153
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-350- 7.52% |
$38.4K - $47.7K
|
4.31K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-351- 2.13% |
$38.5K - $47.8K
|
16.2K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-353- 8.61% |
$38.7K - $48.1K
|
3.75K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-354- 5.76% |
$38.8K - $48.2K
|
5.8K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-354- 8.46% |
$38.8K - $48.2K
|
3.83K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-357- 3.89% |
$39.1K - $48.6K
|
8.82K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-359- 1.41% |
$39.4K - $48.9K
|
25K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-360- 15.35% |
$39.5K - $49.1K
|
1.99K
$167K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-361- 0.24% |
$39.6K - $49.2K
|
151K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-361- 12.36% |
$39.6K - $49.2K
|
2.56K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-362- 1.2% |
$39.7K - $49.3K
|
29.8K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-380- 12.53% |
$41.7K - $51.8K
|
2.65K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-381- 5.32% |
$41.8K - $51.9K
|
6.78K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-381- 16.53% |
$41.8K - $51.9K
|
1.92K
$162K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-382- 3.97% |
$41.9K - $52.1K
|
9.24K
$776K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-385- 0.89% |
$42.2K - $52.5K
|
43K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-386- 10.78% |
$42.3K - $52.6K
|
3.19K
$268K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-391- 10.03% |
$42.9K - $53.3K
|
3.51K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-391- 5.94% |
$42.9K - $53.3K
|
6.19K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-393- 6.57% |
$43.1K - $53.6K
|
5.59K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-399- 21.8% |
$43.8K - $54.4K
|
1.43K
$120K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-399- 0.69% |
$43.8K - $54.4K
|
57.2K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-400- 3.49% |
$43.9K - $54.5K
|
11.1K
$929K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-401- 3.19% |
$44K - $54.6K
|
12.2K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-404- 7.08% |
$44.3K - $55K
|
5.31K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-404- 20.1% |
$44.3K - $55K
|
1.61K
$135K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-406- 0.29% |
$44.5K - $55.3K
|
140K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-410- 9.26% |
$45K - $55.9K
|
4.02K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-411- 3.0% |
$45.1K - $56K
|
13.3K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-415- 3.42% |
$45.5K - $56.5K
|
11.7K
$985K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-427- 6.56% |
$46.8K - $58.2K
|
6.08K
$511K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-430- 2.32% |
$47.2K - $58.6K
|
18.1K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-436- 29.58% |
$47.8K - $59.4K
|
1.04K
$87.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-437- 2.99% |
$47.9K - $59.5K
|
14.2K
$1.19M
|