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 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.36K- 24.15% |
$150K - $186K
|
4.29K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.38K- 4.17% |
$151K - $187K
|
31.6K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.38K- 5.17% |
$151K - $187K
|
25.2K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.39K- 9.56% |
$152K - $189K
|
13.1K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.39K- 25.77% |
$152K - $189K
|
4K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.4K- 19.72% |
$154K - $191K
|
5.7K
$479K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.44K- 2.83% |
$158K - $196K
|
49.4K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.45K- 21.02% |
$158K - $197K
|
5.43K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.46K- 18.97% |
$160K - $198K
|
6.22K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.47K- 81.73% |
$161K - $200K
|
328
$27.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.48K- 8.43% |
$162K - $202K
|
16.1K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-1.5K- 39.47% |
$164K - $204K
|
2.3K
$193K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.51K- 2.96% |
$165K - $205K
|
49.3K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.52K- 12.6% |
$167K - $207K
|
10.6K
$887K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.53K- 0.09% |
$168K - $208K
|
1.78M
$149M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.54K- 6.71% |
$169K - $210K
|
21.5K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.56K- 1.6% |
$171K - $212K
|
95.7K
$8.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.57K- 48.17% |
$172K - $214K
|
1.69K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.58K- 0.09% |
$174K - $216K
|
1.72M
$144M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 6.16% |
$174K - $217K
|
24.2K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.59K- 19.9% |
$175K - $217K
|
6.41K
$539K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.6KClosed |
$175K - $218K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.61K- 1.52% |
$177K - $220K
|
104K
$8.75M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.62K- 0.91% |
$178K - $221K
|
177K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.64K- 7.85% |
$179K - $223K
|
19.2K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.64K- 6.09% |
$180K - $223K
|
25.3K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.68K- 10.18% |
$184K - $229K
|
14.8K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.69K- 31.96% |
$186K - $231K
|
3.6K
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.73K- 70.59% |
$189K - $235K
|
720
$60.5K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 13.47% |
$190K - $236K
|
11.1K
$934K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.77K- 0.53% |
$195K - $242K
|
334K
$28.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 53.69% |
$200K - $249K
|
1.58K
$132K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.85K- 41.0% |
$202K - $251K
|
2.66K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-1.85KClosed |
$203K - $252K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.85K- 41.04% |
$203K - $252K
|
2.66K
$224K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.86K- 4.37% |
$204K - $254K
|
40.8K
$3.43M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.9K- 21.99% |
$208K - $259K
|
6.74K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.93K- 23.04% |
$211K - $263K
|
6.44K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.99K- 15.2% |
$218K - $270K
|
11.1K
$930K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2K- 3.42% |
$219K - $273K
|
56.4K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2K- 4.75% |
$219K - $273K
|
40.1K
$3.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2.02K- 0.19% |
$221K - $275K
|
1.08M
$91M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.02K- 39.44% |
$222K - $276K
|
3.11K
$261K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 22.14% |
$224K - $278K
|
7.17K
$603K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.05K- 27.63% |
$225K - $279K
|
5.37K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.06K- 7.32% |
$225K - $280K
|
26K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.07K- 26.22% |
$227K - $282K
|
5.82K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.09K- 17.27% |
$229K - $285K
|
10K
$840K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.15K- 18.06% |
$236K - $293K
|
9.75K
$819K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-2.17K- 9.95% |
$238K - $296K
|
19.6K
$1.65M
|