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 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.17K- 19.46% |
$238K - $296K
|
8.99K
$755K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.21K- 43.5% |
$242K - $301K
|
2.87K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.22K- 2.69% |
$243K - $302K
|
80.2K
$6.74M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.25K- 44.49% |
$247K - $307K
|
2.81K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 1.96% |
$249K - $310K
|
114K
$9.55M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.28K- 21.24% |
$250K - $310K
|
8.45K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.33K- 8.85% |
$256K - $317K
|
24K
$2.02M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.4KClosed |
$263K - $326K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-2.42K- 4.1% |
$265K - $329K
|
56.5K
$4.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 13.13% |
$266K - $330K
|
16K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.43K- 2.58% |
$266K - $331K
|
91.5K
$7.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 9.89% |
$266K - $331K
|
22.1K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-2.44K- 33.81% |
$267K - $332K
|
4.77K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.44K- 4.37% |
$267K - $332K
|
53.4K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.47K- 11.03% |
$271K - $337K
|
19.9K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.49K- 34.38% |
$273K - $340K
|
4.76K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.53K- 41.74% |
$277K - $345K
|
3.53K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.56K- 2.92% |
$281K - $349K
|
85.1K
$7.15M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.57K- 3.06% |
$282K - $351K
|
81.6K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.59K- 6.6% |
$284K - $353K
|
36.7K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2.61K- 14.65% |
$287K - $356K
|
15.2K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 4.15% |
$287K - $356K
|
60.4K
$5.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.63K- 15.34% |
$288K - $358K
|
14.5K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2.65K- 7.44% |
$291K - $361K
|
33K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2.67K- 35.32% |
$292K - $363K
|
4.88K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.73K- 27.85% |
$299K - $371K
|
7.06K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.73K- 1.31% |
$300K - $372K
|
205K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.73K- 47.49% |
$300K - $373K
|
3.02K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.75K- 55.06% |
$302K - $375K
|
2.25K
$189K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.78K- 12.39% |
$304K - $378K
|
19.6K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.81K- 4.75% |
$308K - $383K
|
56.4K
$4.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.82K- 26.65% |
$309K - $384K
|
7.76K
$652K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.86K- 84.41% |
$314K - $390K
|
529
$44.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.87K- 18.08% |
$314K - $390K
|
13K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.87K- 25.08% |
$314K - $391K
|
8.56K
$719K
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-2.9K- 18.24% |
$318K - $395K
|
13K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.91K- 46.67% |
$319K - $396K
|
3.32K
$279K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-2.91K- 8.34% |
$319K - $396K
|
32K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-2.93K- 15.43% |
$321K - $399K
|
16.1K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.99K- 13.57% |
$328K - $408K
|
19.1K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.05K- 2.27% |
$334K - $415K
|
132K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.08K- 69.92% |
$338K - $420K
|
1.33K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 46.95% |
$338K - $420K
|
3.48K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.14K- 29.55% |
$344K - $427K
|
7.48K
$628K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-3.17K- 51.36% |
$348K - $432K
|
3K
$252K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.24K- 0.34% |
$355K - $442K
|
961K
$80.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.25K- 44.87% |
$357K - $443K
|
4K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.27K- 15.0% |
$358K - $445K
|
18.5K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3.31K- 78.96% |
$363K - $451K
|
882
$74.1K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.35K- 3.76% |
$368K - $457K
|
85.9K
$7.22M
|