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 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.55K+ 0.86% |
$142K - $171K
|
181K
$15.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.53KNew |
$141K - $168K
|
1.53K
$128K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 17.78% |
$139K - $167K
|
10K
$844K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 11.06% |
$139K - $167K
|
15.2K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 17.36% |
$138K - $165K
|
10.1K
$852K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.49K+ 31.17% |
$137K - $165K
|
6.29K
$528K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.49K+ 81.42% |
$137K - $165K
|
3.33K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.49K+ 30.8% |
$137K - $165K
|
6.34K
$533K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.49K+ 44.27% |
$137K - $164K
|
4.86K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.47K+ 23.74% |
$135K - $162K
|
7.65K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.47K+ 4.58% |
$135K - $162K
|
33.5K
$2.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.46K+ 21.06% |
$134K - $161K
|
8.4K
$706K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
1.45K+ 8.51% |
$133K - $160K
|
18.5K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.45K+ 9.88% |
$133K - $160K
|
16.1K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.44K+ 5.87% |
$133K - $159K
|
26K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.44K+ 0.68% |
$132K - $158K
|
213K
$17.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.43K+ 9.7% |
$132K - $158K
|
16.2K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.43K+ 0.81% |
$132K - $158K
|
178K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.43K+ 6.25% |
$131K - $157K
|
24.3K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 5.13% |
$131K - $157K
|
29.1K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.42K+ 1.58% |
$130K - $156K
|
90.9K
$7.64M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.42K+ 17.23% |
$130K - $156K
|
9.63K
$809K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 4.4% |
$129K - $155K
|
33.4K
$2.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.41K+ 1.95% |
$129K - $155K
|
73.6K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.41K+ 37.06% |
$129K - $155K
|
5.2K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.4K+ 38.68% |
$129K - $154K
|
5.02K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.4K+ 1.37% |
$129K - $154K
|
104K
$8.71M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.4K+ 52.42% |
$129K - $154K
|
4.07K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.39K+ 2.16% |
$128K - $153K
|
65.6K
$5.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.38K+ 13.24% |
$127K - $152K
|
11.8K
$994K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.36K+ 889.54% |
$125K - $150K
|
1.51K
$127K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.36K+ 29.99% |
$125K - $150K
|
5.89K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.35K+ 18.8% |
$124K - $148K
|
8.5K
$714K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.33K+ 6.07% |
$122K - $147K
|
23.3K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.33K+ 21.81% |
$122K - $146K
|
7.41K
$622K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
BUY
|
- |
1.32K+ 2.16% |
$121K - $145K
|
62.3K
$5.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.31K+ 15.24% |
$121K - $145K
|
9.94K
$835K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.3K+ 26.56% |
$119K - $143K
|
6.19K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.27K+ 21.47% |
$117K - $140K
|
7.21K
$606K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.27K+ 13.09% |
$117K - $140K
|
11K
$923K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.27K+ 8.74% |
$117K - $140K
|
15.8K
$1.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.26K+ 2.59% |
$116K - $139K
|
50.1K
$4.21M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.25K+ 43.61% |
$115K - $138K
|
4.12K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
1.23K+ 2.34% |
$113K - $136K
|
53.8K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 51.99% |
$113K - $135K
|
3.58K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 18.43% |
$112K - $135K
|
7.86K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.21K+ 4.69% |
$111K - $133K
|
27K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.19K+ 12.37% |
$110K - $132K
|
10.8K
$911K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.18K+ 23.13% |
$108K - $130K
|
6.28K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.17K+ 34.21% |
$107K - $129K
|
4.58K
$385K
|