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 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-509- 2.8% |
$55.8K - $69.4K
|
17.7K
$1.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-510- 29.33% |
$55.9K - $69.5K
|
1.23K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-515- 4.36% |
$56.5K - $70.2K
|
11.3K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-526- 3.64% |
$57.7K - $71.7K
|
13.9K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-526- 9.4% |
$57.7K - $71.7K
|
5.07K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-529- 11.39% |
$58K - $72.1K
|
4.12K
$410K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-530- 5.33% |
$58.1K - $72.2K
|
9.41K
$936K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-532- 14.55% |
$58.3K - $72.5K
|
3.12K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-538- 4.7% |
$59K - $73.3K
|
10.9K
$1.09M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-538- 21.08% |
$59K - $73.3K
|
2.01K
$200K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-541- 1.74% |
$59.3K - $73.7K
|
30.5K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-550- 1.09% |
$60.3K - $74.9K
|
49.8K
$4.95M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-550- 17.32% |
$60.3K - $74.9K
|
2.63K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-552- 22.04% |
$60.5K - $75.2K
|
1.95K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-557- 16.74% |
$61.1K - $75.9K
|
2.77K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-561- 21.74% |
$61.5K - $76.4K
|
2.02K
$201K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-569- 7.6% |
$62.4K - $77.5K
|
6.92K
$688K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-575- 5.62% |
$63.1K - $78.3K
|
9.66K
$961K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-581- 22.89% |
$63.7K - $79.2K
|
1.96K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-581- 7.41% |
$63.7K - $79.2K
|
7.26K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-584- 4.51% |
$64K - $79.6K
|
12.4K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-588- 2.69% |
$64.5K - $80.1K
|
21.2K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-595- 56.13% |
$65.2K - $81.1K
|
465
$46.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-596- 2.12% |
$65.4K - $81.2K
|
27.5K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-602- 4.72% |
$66K - $82K
|
12.1K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-610- 0.56% |
$66.9K - $83.1K
|
108K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-620- 4.94% |
$68K - $84.5K
|
11.9K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-639- 5.11% |
$70.1K - $87.1K
|
11.9K
$1.18M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-644- 6.58% |
$70.6K - $87.8K
|
9.14K
$910K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-645- 4.71% |
$70.7K - $87.9K
|
13K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-648- 1.65% |
$71.1K - $88.3K
|
38.7K
$3.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-652- 0.21% |
$71.5K - $88.8K
|
316K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-653- 12.65% |
$71.6K - $89K
|
4.51K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-653- 4.01% |
$71.6K - $89K
|
15.6K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-657- 12.62% |
$72K - $89.5K
|
4.55K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-657- 26.14% |
$72K - $89.5K
|
1.86K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-659- 6.92% |
$72.3K - $89.8K
|
8.86K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-659- 22.32% |
$72.3K - $89.8K
|
2.29K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-680- 13.97% |
$74.6K - $92.7K
|
4.19K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-689- 5.92% |
$75.6K - $93.9K
|
10.9K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-690- 53.7% |
$75.7K - $94K
|
595
$59.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-693- 24.02% |
$76K - $94.4K
|
2.19K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-699- 13.31% |
$76.7K - $95.2K
|
4.55K
$453K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-700- 9.46% |
$76.8K - $95.4K
|
6.7K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-720- 4.87% |
$79K - $98.1K
|
14.1K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-721- 14.27% |
$79.1K - $98.2K
|
4.33K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-736- 24.2% |
$80.7K - $100K
|
2.31K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-745- 18.68% |
$81.7K - $102K
|
3.24K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-746- 9.73% |
$81.8K - $102K
|
6.92K
$689K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-758- 0.79% |
$83.1K - $103K
|
94.8K
$9.43M
|