Purchases and Sales Made in Q2 2025 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.26M+ 443.62% |
$116M - $139M
|
1.55M
$155M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204K+ 38.86% |
$18.7M - $22.5M
|
728K
$72.9M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
87.4KNew |
$8.03M - $9.63M
|
87.4K
$8.75M
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
39.7K+ 245.71% |
$3.65M - $4.38M
|
55.9K
$5.59M
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
39.1K+ 52.63% |
$3.59M - $4.31M
|
113K
$11.3M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
33.2K+ 5.19% |
$3.05M - $3.65M
|
672K
$67.3M
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
19.6K+ 22.67% |
$1.8M - $2.16M
|
106K
$10.6M
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
18.6K+ 6.1% |
$1.71M - $2.05M
|
324K
$32.4M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.9K+ 90.19% |
$1.65M - $1.98M
|
37.8K
$3.79M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
17.2K+ 39.88% |
$1.58M - $1.89M
|
60.2K
$6.02M
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$1.39M - $1.66M
|
15.1K
$1.51M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
11.5K+ 19.06% |
$1.06M - $1.27M
|
71.8K
$7.19M
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.4K+ 6.76% |
$1.04M - $1.25M
|
179K
$18M
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
10.7K+ 26.27% |
$985K - $1.18M
|
51.5K
$5.15M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
9.91K+ 367.1% |
$911K - $1.09M
|
12.6K
$1.26M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.76K+ 12.14% |
$897K - $1.08M
|
90.1K
$9.02M
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
9.69KNew |
$891K - $1.07M
|
9.69K
$970K
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
9.35K+ 11.75% |
$859K - $1.03M
|
88.9K
$8.9M
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
8.58K+ 8.34% |
$789K - $945K
|
111K
$11.2M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.39K+ 67.47% |
$771K - $924K
|
20.8K
$2.08M
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.14KNew |
$748K - $897K
|
8.14K
$815K
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.67K+ 57.93% |
$705K - $845K
|
20.9K
$2.09M
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.4K+ 2.77% |
$680K - $815K
|
274K
$27.5M
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
6.94KNew |
$638K - $765K
|
6.94K
$695K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.65K+ 50.15% |
$611K - $733K
|
19.9K
$1.99M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
6.42K+ 171.4% |
$590K - $708K
|
10.2K
$1.02M
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6.3K+ 44.06% |
$579K - $694K
|
20.6K
$2.06M
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
6.24K+ 19.29% |
$574K - $688K
|
38.6K
$3.86M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.24K+ 8.4% |
$573K - $687K
|
80.5K
$8.06M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.74K+ 87.71% |
$527K - $632K
|
12.3K
$1.23M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.26K+ 122.42% |
$484K - $580K
|
9.56K
$957K
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.4KNew |
$405K - $485K
|
4.4K
$441K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.31K+ 17.06% |
$396K - $475K
|
29.6K
$2.96M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.02K+ 32.09% |
$369K - $443K
|
16.5K
$1.66M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 34.48% |
$367K - $439K
|
15.6K
$1.56M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.76K+ 58.1% |
$346K - $414K
|
10.2K
$1.02M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.61K+ 9.32% |
$332K - $397K
|
42.3K
$4.24M
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.54K+ 2.69% |
$325K - $390K
|
135K
$13.5M
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
3.49K+ 9.43% |
$321K - $385K
|
40.5K
$4.06M
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.46KNew |
$318K - $381K
|
3.46K
$346K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.46K+ 21.4% |
$318K - $381K
|
19.6K
$1.96M
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.82K+ 2.75% |
$259K - $311K
|
105K
$10.5M
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.79K+ 6.26% |
$257K - $308K
|
47.4K
$4.74M
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.75KNew |
$253K - $303K
|
2.75K
$275K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.66K+ 158.03% |
$244K - $293K
|
4.34K
$435K
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.54K+ 0.44% |
$233K - $280K
|
578K
$57.9M
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.48K+ 6.04% |
$228K - $273K
|
43.5K
$4.35M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.39KNew |
$219K - $263K
|
2.39K
$239K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.13K+ 44.6% |
$196K - $235K
|
6.91K
$692K
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.12K+ 14.47% |
$195K - $234K
|
16.8K
$1.68M
|