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 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.1K+ 2.39% |
$193K - $231K
|
90K
$7.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.1K+ 8.92% |
$193K - $231K
|
25.6K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.07KNew |
$190K - $228K
|
2.07K
$174K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.06KNew |
$190K - $227K
|
2.06K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.06KNew |
$190K - $227K
|
2.06K
$173K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.06KNew |
$189K - $227K
|
2.06K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.05K+ 5.82% |
$189K - $226K
|
37.3K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$188K - $225K
|
2.05K
$172K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.03K+ 12.05% |
$187K - $224K
|
18.9K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.03KNew |
$186K - $223K
|
2.03K
$170K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.02KNew |
$186K - $223K
|
2.02K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2K+ 7.32% |
$183K - $220K
|
29.3K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.99KNew |
$183K - $219K
|
1.99K
$167K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.99K+ 10.03% |
$183K - $219K
|
21.8K
$1.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.97K+ 5.02% |
$181K - $217K
|
41.1K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 3.38% |
$181K - $216K
|
60.1K
$5.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.96K+ 49.31% |
$180K - $215K
|
5.92K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.95KNew |
$179K - $214K
|
1.95K
$163K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
1.94K+ 15.37% |
$178K - $214K
|
14.6K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 3.39% |
$177K - $213K
|
58.9K
$4.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.9K+ 27.17% |
$174K - $209K
|
8.88K
$746K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.88K+ 83.65% |
$173K - $207K
|
4.12K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.87K+ 13.85% |
$172K - $207K
|
15.4K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.87K+ 2.83% |
$172K - $206K
|
67.9K
$5.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 43.99% |
$171K - $206K
|
6.11K
$513K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 7.66% |
$171K - $205K
|
26.1K
$2.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.85K+ 7.28% |
$170K - $204K
|
27.3K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.85K+ 10.48% |
$170K - $203K
|
19.4K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.83K+ 8.95% |
$168K - $202K
|
22.3K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.82K+ 6.04% |
$168K - $201K
|
32K
$2.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.82KNew |
$167K - $201K
|
1.82K
$153K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 14.46% |
$166K - $200K
|
14.3K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.8K+ 4.58% |
$166K - $198K
|
41.2K
$3.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 20.26% |
$164K - $197K
|
10.6K
$891K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 6.22% |
$161K - $193K
|
30K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.75K+ 10.54% |
$161K - $193K
|
18.4K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.75K+ 11.93% |
$160K - $192K
|
16.4K
$1.38M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 6.51% |
$156K - $187K
|
27.8K
$2.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.7K+ 12.39% |
$156K - $187K
|
15.4K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.69K+ 257.8% |
$155K - $186K
|
2.34K
$197K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.68K+ 1.56% |
$155K - $186K
|
110K
$9.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.67K+ 199.29% |
$154K - $184K
|
2.51K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.67K+ 36.86% |
$154K - $184K
|
6.2K
$521K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 28.41% |
$153K - $184K
|
7.54K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.62K+ 72.88% |
$149K - $179K
|
3.85K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.62K+ 591.61% |
$149K - $179K
|
1.9K
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.59K+ 4.66% |
$146K - $175K
|
35.7K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.58K+ 29.15% |
$146K - $174K
|
7.01K
$589K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.57K+ 7.48% |
$145K - $173K
|
22.6K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.55K+ 0.84% |
$142K - $171K
|
185K
$15.6M
|