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 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.57K- 3.06% |
$282K - $351K
|
81.6K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.59K- 6.6% |
$284K - $353K
|
36.7K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2.61K- 14.65% |
$287K - $356K
|
15.2K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 4.15% |
$287K - $356K
|
60.4K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.63K- 15.34% |
$288K - $358K
|
14.5K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2.65K- 7.44% |
$291K - $361K
|
33K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2.67K- 35.32% |
$292K - $363K
|
4.88K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.73K- 27.85% |
$299K - $371K
|
7.06K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.73K- 1.31% |
$300K - $372K
|
205K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.73K- 47.49% |
$300K - $373K
|
3.02K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.75K- 55.06% |
$302K - $375K
|
2.25K
$223K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.78K- 12.39% |
$304K - $378K
|
19.6K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.81K- 4.75% |
$308K - $383K
|
56.4K
$5.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.82K- 26.65% |
$309K - $384K
|
7.76K
$772K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.86K- 84.41% |
$314K - $390K
|
529
$52.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.87K- 18.08% |
$314K - $390K
|
13K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.87K- 25.08% |
$314K - $391K
|
8.56K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-2.9K- 18.24% |
$318K - $395K
|
13K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 46.67% |
$319K - $396K
|
3.32K
$331K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-2.91K- 8.34% |
$319K - $396K
|
32K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-2.93K- 15.43% |
$321K - $399K
|
16.1K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.99K- 13.57% |
$328K - $408K
|
19.1K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.05K- 2.27% |
$334K - $415K
|
132K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.08K- 69.92% |
$338K - $420K
|
1.33K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 46.95% |
$338K - $420K
|
3.48K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.14K- 29.55% |
$344K - $427K
|
7.48K
$744K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-3.17K- 51.36% |
$348K - $432K
|
3K
$299K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.24K- 0.34% |
$355K - $442K
|
961K
$95.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.25K- 44.87% |
$357K - $443K
|
4K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.27K- 15.0% |
$358K - $445K
|
18.5K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3.31K- 78.96% |
$363K - $451K
|
882
$87.8K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.35K- 3.76% |
$368K - $457K
|
85.9K
$8.55M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.41K- 47.72% |
$374K - $465K
|
3.74K
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.45K- 37.69% |
$378K - $470K
|
5.7K
$567K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.45K- 14.44% |
$378K - $470K
|
20.4K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 2.11% |
$384K - $477K
|
162K
$16.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-3.52K- 28.86% |
$386K - $480K
|
8.69K
$864K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-3.56K- 21.53% |
$390K - $485K
|
13K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 21.11% |
$392K - $487K
|
13.4K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.62K- 1.87% |
$397K - $494K
|
190K
$18.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.7K- 7.63% |
$406K - $505K
|
44.9K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.75K- 5.06% |
$411K - $511K
|
70.3K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-3.79K- 60.22% |
$416K - $517K
|
2.51K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 29.85% |
$422K - $524K
|
9.04K
$900K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-3.87K- 49.97% |
$424K - $527K
|
3.87K
$385K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.01K- 0.95% |
$440K - $547K
|
421K
$41.9M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.04K- 11.41% |
$443K - $550K
|
31.4K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.1K- 68.67% |
$450K - $559K
|
1.87K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.11K- 16.23% |
$451K - $560K
|
21.2K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.13K- 9.38% |
$453K - $563K
|
40K
$3.98M
|