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 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.41K- 47.72% |
$374K - $465K
|
3.74K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.45K- 37.69% |
$378K - $470K
|
5.7K
$479K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.45K- 14.44% |
$378K - $470K
|
20.4K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 2.11% |
$384K - $477K
|
162K
$13.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-3.52K- 28.86% |
$386K - $480K
|
8.69K
$730K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-3.56K- 21.53% |
$390K - $485K
|
13K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 21.11% |
$392K - $487K
|
13.4K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.62K- 1.87% |
$397K - $494K
|
190K
$16M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.7K- 7.63% |
$406K - $505K
|
44.9K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.75K- 5.06% |
$411K - $511K
|
70.3K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-3.79K- 60.22% |
$416K - $517K
|
2.51K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 29.85% |
$422K - $524K
|
9.04K
$760K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-3.87K- 49.97% |
$424K - $527K
|
3.87K
$325K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.01K- 0.95% |
$440K - $547K
|
421K
$35.3M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.04K- 11.41% |
$443K - $550K
|
31.4K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.1K- 68.67% |
$450K - $559K
|
1.87K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.11K- 16.23% |
$451K - $560K
|
21.2K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.13K- 9.38% |
$453K - $563K
|
40K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.24K- 12.29% |
$465K - $578K
|
30.3K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-4.27K- 13.59% |
$468K - $582K
|
27.2K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-4.27K- 14.08% |
$468K - $582K
|
26.1K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.28K- 12.94% |
$469K - $583K
|
28.8K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.29K- 6.17% |
$471K - $585K
|
65.3K
$5.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.52K- 8.81% |
$496K - $616K
|
46.8K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.57K- 6.03% |
$501K - $623K
|
71.2K
$5.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.64K- 37.86% |
$509K - $633K
|
7.62K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.65K- 14.97% |
$509K - $633K
|
26.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.69K- 4.53% |
$515K - $639K
|
98.8K
$8.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.69K- 2.77% |
$515K - $639K
|
165K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-4.75K- 0.77% |
$521K - $647K
|
613K
$51.5M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.77K- 45.42% |
$524K - $651K
|
5.74K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.78K- 41.35% |
$525K - $652K
|
6.78K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.83K- 5.29% |
$530K - $658K
|
86.4K
$7.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.84K- 0.59% |
$531K - $660K
|
817K
$68.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.91K- 48.4% |
$539K - $670K
|
5.24K
$440K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.05K- 66.6% |
$554K - $688K
|
2.53K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5.07K- 97.22% |
$555K - $690K
|
145
$12.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.08K- 10.38% |
$557K - $692K
|
43.8K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.17K- 38.76% |
$567K - $704K
|
8.17K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.25K- 12.07% |
$575K - $715K
|
38.2K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-5.4K- 82.6% |
$592K - $736K
|
1.14K
$95.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5.41K- 6.48% |
$593K - $737K
|
78K
$6.56M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.42K- 13.71% |
$594K - $738K
|
34.1K
$2.86M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-5.5K- 16.78% |
$603K - $749K
|
27.3K
$2.29M
|
|
|
Aug 27, 2025
Q1 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-5.51KClosed |
$604K - $751K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.53K- 16.28% |
$607K - $754K
|
28.4K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-5.55K- 58.48% |
$609K - $757K
|
3.94K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.68K- 10.69% |
$622K - $773K
|
47.4K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.76K- 22.24% |
$632K - $785K
|
20.1K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.83K- 30.49% |
$639K - $794K
|
13.3K
$1.12M
|