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 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-949- 12.12% |
$104K - $129K
|
6.88K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-961- 10.03% |
$105K - $131K
|
8.62K
$725K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-972- 28.71% |
$107K - $132K
|
2.41K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-975- 6.89% |
$107K - $133K
|
13.2K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-982- 14.87% |
$108K - $134K
|
5.62K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-993- 1.68% |
$109K - $135K
|
58.1K
$4.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1K- 18.96% |
$110K - $136K
|
4.27K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 30.15% |
$110K - $136K
|
2.32K
$195K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1K- 30.58% |
$110K - $136K
|
2.27K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1K- 24.63% |
$110K - $136K
|
3.06K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1K- 13.4% |
$110K - $137K
|
6.48K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1K- 4.39% |
$110K - $137K
|
21.9K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.01K- 16.62% |
$110K - $137K
|
5.05K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.01K- 2.84% |
$111K - $138K
|
34.6K
$2.9M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.02K- 30.09% |
$111K - $138K
|
2.36K
$198K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.03K- 24.78% |
$112K - $140K
|
3.11K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.04K- 3.68% |
$114K - $141K
|
27.2K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.04K- 11.93% |
$114K - $142K
|
7.67K
$644K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.04K- 4.87% |
$114K - $142K
|
20.4K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.05K- 12.43% |
$115K - $143K
|
7.38K
$620K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.05K- 22.46% |
$115K - $143K
|
3.62K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.06K- 0.71% |
$116K - $144K
|
149K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.07K- 2.62% |
$117K - $145K
|
39.7K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.08K- 20.24% |
$118K - $147K
|
4.24K
$356K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.08K- 9.34% |
$118K - $147K
|
10.4K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.08K- 27.13% |
$119K - $148K
|
2.91K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.1K- 2.58% |
$120K - $150K
|
41.4K
$3.48M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.12K- 11.17% |
$122K - $152K
|
8.87K
$745K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.12K- 17.86% |
$123K - $152K
|
5.15K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 37.18% |
$123K - $153K
|
1.9K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.13K- 20.99% |
$124K - $154K
|
4.25K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.13K- 21.84% |
$124K - $155K
|
4.06K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.14K- 6.23% |
$125K - $155K
|
17.2K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.15K- 2.61% |
$127K - $157K
|
43K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.16K- 12.36% |
$127K - $158K
|
8.2K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.19K- 0.75% |
$130K - $161K
|
157K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.21K- 4.22% |
$132K - $164K
|
27.4K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 25.74% |
$134K - $166K
|
3.52K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-1.22K- 3.61% |
$134K - $166K
|
32.6K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.22K- 3.57% |
$134K - $166K
|
33K
$2.77M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.25K- 24.85% |
$137K - $170K
|
3.77K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.26K- 17.73% |
$138K - $172K
|
5.84K
$491K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.27K- 10.07% |
$139K - $173K
|
11.3K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.27K- 24.76% |
$139K - $173K
|
3.87K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.28K- 14.33% |
$140K - $174K
|
7.64K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.29K- 9.44% |
$141K - $175K
|
12.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.3K- 34.24% |
$142K - $177K
|
2.5K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-1.3K- 2.33% |
$143K - $177K
|
54.6K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1.35K- 67.3% |
$148K - $183K
|
654
$54.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.35K- 30.35% |
$148K - $184K
|
3.09K
$260K
|