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 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
592+ 15.3% |
$54.4K - $65.2K
|
4.46K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
570+ 45.13% |
$52.4K - $62.8K
|
1.83K
$154K
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
565+ 6.37% |
$51.9K - $62.3K
|
9.43K
$792K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
556+ 9.29% |
$51.1K - $61.3K
|
6.54K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
550+ 10.63% |
$50.6K - $60.6K
|
5.73K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
545+ 17.41% |
$50.1K - $60.1K
|
3.68K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
544+ 19.24% |
$50K - $59.9K
|
3.37K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
543+ 10.05% |
$49.9K - $59.8K
|
5.95K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
536+ 9.14% |
$49.3K - $59.1K
|
6.4K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
533+ 2.25% |
$49K - $58.7K
|
24.2K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
531+ 4.64% |
$48.8K - $58.5K
|
12K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
527+ 6.37% |
$48.4K - $58.1K
|
8.81K
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
524+ 27.98% |
$48.2K - $57.7K
|
2.4K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
523+ 4.94% |
$48.1K - $57.6K
|
11.1K
$933K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
522+ 9.41% |
$48K - $57.5K
|
6.07K
$510K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
521+ 50.19% |
$47.9K - $57.4K
|
1.56K
$131K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
514+ 1.84% |
$47.2K - $56.6K
|
28.5K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
508+ 1.08% |
$46.7K - $56K
|
47.4K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
505+ 36.49% |
$46.4K - $55.7K
|
1.89K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
501+ 26.89% |
$46.1K - $55.2K
|
2.36K
$199K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
500+ 0.8% |
$46K - $55.1K
|
63.3K
$5.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
BUY
|
- |
500+ 9.26% |
$46K - $55.1K
|
5.9K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
500+ 20.0% |
$46K - $55.1K
|
3K
$252K
|
|
|
Aug 15, 2025
Q2 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
500+ 0.47% |
$46K - $55.1K
|
107K
$8.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
499+ 25.36% |
$45.9K - $55K
|
2.47K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
499+ 11.52% |
$45.9K - $55K
|
4.83K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
483+ 6.74% |
$44.4K - $53.2K
|
7.65K
$643K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
482+ 13.22% |
$44.3K - $53.1K
|
4.13K
$347K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
479+ 1.84% |
$44K - $52.8K
|
26.5K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
472+ 14.4% |
$43.4K - $52K
|
3.75K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
472+ 236.0% |
$43.4K - $52K
|
672
$56.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
468+ 10.47% |
$43K - $51.6K
|
4.94K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
466+ 0.44% |
$42.8K - $51.4K
|
105K
$8.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
460+ 16.19% |
$42.3K - $50.7K
|
3.3K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
453+ 5.81% |
$41.6K - $49.9K
|
8.25K
$693K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
448+ 24.48% |
$41.2K - $49.4K
|
2.28K
$191K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
445New |
$40.9K - $49K
|
445
$37.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
445+ 3.8% |
$40.9K - $49K
|
12.2K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
442+ 9.13% |
$40.6K - $48.7K
|
5.28K
$444K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
441+ 10.41% |
$40.5K - $48.6K
|
4.68K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
439+ 12.19% |
$40.4K - $48.4K
|
4.04K
$340K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
435+ 13.35% |
$40K - $47.9K
|
3.69K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
434+ 44.47% |
$39.9K - $47.8K
|
1.41K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
431+ 2.42% |
$39.6K - $47.5K
|
18.3K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
425+ 3.74% |
$39.1K - $46.8K
|
11.8K
$991K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
401+ 37.94% |
$36.9K - $44.2K
|
1.46K
$123K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
386+ 96.74% |
$35.5K - $42.5K
|
785
$66K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
385+ 17.82% |
$35.4K - $42.4K
|
2.55K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
384+ 8.13% |
$35.3K - $42.3K
|
5.11K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
382+ 3.65% |
$35.1K - $42.1K
|
10.8K
$911K
|