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
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-770- 2.45% |
$84.4K - $105K
|
30.7K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-775- 22.65% |
$85K - $106K
|
2.65K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-777- 3.17% |
$85.2K - $106K
|
23.7K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-784- 4.12% |
$86K - $107K
|
18.2K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-791- 1.13% |
$86.7K - $108K
|
69.3K
$6.9M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-796- 3.63% |
$87.3K - $108K
|
21.1K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-799- 2.46% |
$87.6K - $109K
|
31.7K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.29% |
$87.7K - $109K
|
34.2K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-800- 5.27% |
$87.7K - $109K
|
14.4K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-818- 1.97% |
$89.7K - $111K
|
40.6K
$4.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-822- 26.88% |
$90.1K - $112K
|
2.24K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-828- 16.6% |
$90.8K - $113K
|
4.16K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-834- 4.53% |
$91.5K - $114K
|
17.6K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-835- 3.53% |
$91.6K - $114K
|
22.8K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-836- 30.37% |
$91.7K - $114K
|
1.92K
$191K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-852- 24.15% |
$93.4K - $116K
|
2.68K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-858- 6.54% |
$94.1K - $117K
|
12.3K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-863- 30.01% |
$94.6K - $118K
|
2.01K
$200K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-866- 6.86% |
$95K - $118K
|
11.8K
$1.17M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-868- 13.75% |
$95.2K - $118K
|
5.44K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-883- 4.18% |
$96.8K - $120K
|
20.2K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-888- 25.1% |
$97.4K - $121K
|
2.65K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-894- 83.24% |
$98K - $122K
|
180
$17.9K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-894- 43.52% |
$98K - $122K
|
1.16K
$115K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-897- 20.13% |
$98.4K - $122K
|
3.56K
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-900- 19.57% |
$98.7K - $123K
|
3.7K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-901- 11.75% |
$98.8K - $123K
|
6.77K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-909- 3.35% |
$99.7K - $124K
|
26.3K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-912- 83.67% |
$100K - $124K
|
178
$17.7K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-912- 19.77% |
$100K - $124K
|
3.7K
$368K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-930- 2.26% |
$102K - $127K
|
40.2K
$4M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-931- 7.42% |
$102K - $127K
|
11.6K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-947- 19.58% |
$104K - $129K
|
3.89K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-949- 12.12% |
$104K - $129K
|
6.88K
$685K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-961- 10.03% |
$105K - $131K
|
8.62K
$858K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-972- 28.71% |
$107K - $132K
|
2.41K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-975- 6.89% |
$107K - $133K
|
13.2K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-982- 14.87% |
$108K - $134K
|
5.62K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-993- 1.68% |
$109K - $135K
|
58.1K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1K- 18.96% |
$110K - $136K
|
4.27K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 30.15% |
$110K - $136K
|
2.32K
$231K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1K- 30.58% |
$110K - $136K
|
2.27K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1K- 24.63% |
$110K - $136K
|
3.06K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1K- 13.4% |
$110K - $137K
|
6.48K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1K- 4.39% |
$110K - $137K
|
21.9K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.01K- 16.62% |
$110K - $137K
|
5.05K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.01K- 2.84% |
$111K - $138K
|
34.6K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.02K- 30.09% |
$111K - $138K
|
2.36K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.04K- 3.68% |
$114K - $141K
|
27.2K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.04K- 11.93% |
$114K - $142K
|
7.67K
$763K
|