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 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.15K+ 5.82% |
$106K - $127K
|
21K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 6.74% |
$106K - $127K
|
18.2K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.14K+ 24.72% |
$105K - $126K
|
5.77K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 16.84% |
$104K - $125K
|
7.84K
$659K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.12K+ 1.78% |
$103K - $124K
|
64.4K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.12K+ 5.8% |
$103K - $123K
|
20.4K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.1K+ 17.99% |
$101K - $122K
|
7.24K
$608K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.1K+ 50.09% |
$101K - $121K
|
3.3K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.09K+ 11.07% |
$100K - $120K
|
10.9K
$917K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$99.6K - $119K
|
1.08K
$91.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.08K+ 6.02% |
$99.2K - $119K
|
19K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.08K+ 5.01% |
$98.8K - $118K
|
22.5K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 54.73% |
$98.4K - $118K
|
3.03K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.07K+ 10.6% |
$98.2K - $118K
|
11.1K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.06K+ 1.84% |
$97.1K - $116K
|
58.3K
$4.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.05K+ 7.46% |
$96.9K - $116K
|
15.2K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.04K+ 29.55% |
$95.5K - $114K
|
4.56K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04K+ 0.96% |
$95.4K - $114K
|
109K
$9.17M
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.03K+ 32.15% |
$95K - $114K
|
4.25K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.03K+ 26.16% |
$95K - $114K
|
4.98K
$419K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.01K+ 8.37% |
$93.1K - $112K
|
13.1K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1K+ 775.19% |
$91.9K - $110K
|
1.13K
$94.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1K+ 1.75% |
$91.9K - $110K
|
58K
$4.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1K+ 108.23% |
$91.9K - $110K
|
1.92K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
993+ 3.49% |
$91.3K - $109K
|
29.4K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
982+ 4.73% |
$90.3K - $108K
|
21.8K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
980+ 41.7% |
$90.1K - $108K
|
3.33K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
978+ 3.91% |
$89.9K - $108K
|
26K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
974+ 51.24% |
$89.5K - $107K
|
2.88K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
973+ 29.13% |
$89.4K - $107K
|
4.31K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
970+ 36.25% |
$89.2K - $107K
|
3.65K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
967+ 16.4% |
$88.9K - $107K
|
6.86K
$577K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
961+ 39.83% |
$88.3K - $106K
|
3.37K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
960+ 3.01% |
$88.2K - $106K
|
32.9K
$2.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
932+ 6.44% |
$85.7K - $103K
|
15.4K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
932+ 2.45% |
$85.7K - $103K
|
39K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
924+ 4.86% |
$84.9K - $102K
|
20K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
921+ 18.64% |
$84.7K - $101K
|
5.86K
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
913+ 2.85% |
$83.9K - $101K
|
32.9K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
907+ 37.68% |
$83.4K - $100K
|
3.31K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
905+ 4.87% |
$83.2K - $99.7K
|
19.5K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
903+ 8.24% |
$83K - $99.5K
|
11.9K
$997K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
903+ 0.13% |
$83K - $99.5K
|
681K
$57.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
892+ 1.58% |
$82K - $98.3K
|
57.4K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
889+ 5.67% |
$81.7K - $98K
|
16.6K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
877+ 34.22% |
$80.6K - $96.6K
|
3.44K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
872+ 20.34% |
$80.2K - $96.1K
|
5.16K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
859+ 11.03% |
$79K - $94.7K
|
8.65K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
859+ 6.47% |
$79K - $94.7K
|
14.1K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
854+ 14.45% |
$78.5K - $94.1K
|
6.76K
$568K
|