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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 60.25% |
$232K - $278K
|
6.71K
$563K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.52K+ 26.55% |
$232K - $278K
|
12K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.51KNew |
$230K - $276K
|
2.51K
$210K
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
2.48KNew |
$228K - $274K
|
2.48K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.48K+ 6.04% |
$228K - $273K
|
43.5K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
2.48KNew |
$228K - $273K
|
2.48K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.47KNew |
$227K - $273K
|
2.47K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.47K+ 15.12% |
$227K - $272K
|
18.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.47K+ 2.81% |
$227K - $272K
|
90.3K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.45KNew |
$225K - $270K
|
2.45K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.45K+ 146.71% |
$225K - $270K
|
4.12K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.44K+ 10.74% |
$224K - $269K
|
25.1K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 14.27% |
$223K - $267K
|
19.4K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.42K+ 65.89% |
$222K - $266K
|
6.09K
$512K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.41KNew |
$222K - $266K
|
2.41K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.41K+ 7.17% |
$221K - $265K
|
35.9K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.4K+ 14.2% |
$221K - $265K
|
19.3K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.39KNew |
$220K - $264K
|
2.39K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.39KNew |
$219K - $263K
|
2.39K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.36K+ 18.95% |
$217K - $260K
|
14.8K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.35KNew |
$216K - $259K
|
2.35K
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.35KNew |
$216K - $258K
|
2.35K
$197K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
2.3K+ 20.13% |
$211K - $253K
|
13.7K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.27KNew |
$208K - $250K
|
2.27K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.26KNew |
$208K - $249K
|
2.26K
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
2.26KNew |
$207K - $249K
|
2.26K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Oakland Financial Corp
Sterling Heights, MI |
BUY
|
- |
2.25KNew |
$207K - $248K
|
2.25K
$189K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.25KNew |
$207K - $248K
|
2.25K
$189K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.25K+ 20.31% |
$207K - $248K
|
13.3K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
2.24KNew |
$206K - $247K
|
2.24K
$188K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.24K+ 6.55% |
$206K - $247K
|
36.4K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.22KNew |
$204K - $244K
|
2.22K
$186K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.22K+ 21.51% |
$204K - $244K
|
12.5K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.21K+ 30.85% |
$203K - $243K
|
9.36K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.2K+ 5.57% |
$203K - $243K
|
41.8K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.2KNew |
$202K - $242K
|
2.2K
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.19KNew |
$201K - $241K
|
2.19K
$184K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.19K+ 33.18% |
$201K - $241K
|
8.77K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.18K+ 28.02% |
$201K - $241K
|
9.98K
$838K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.18K+ 4.05% |
$200K - $240K
|
56K
$4.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
2.17KNew |
$199K - $239K
|
2.17K
$182K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.15K+ 0.6% |
$198K - $237K
|
360K
$30.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.15KNew |
$198K - $237K
|
2.15K
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 7.9% |
$197K - $236K
|
29.2K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.13K+ 44.6% |
$196K - $235K
|
6.91K
$581K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.13K+ 17.24% |
$196K - $235K
|
14.5K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.12KNew |
$195K - $234K
|
2.12K
$178K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.12K+ 14.47% |
$195K - $234K
|
16.8K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.12K+ 2.32% |
$195K - $234K
|
93.7K
$7.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.11KNew |
$193K - $232K
|
2.11K
$177K
|