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 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
375+ 8.89% |
$34.5K - $41.3K
|
4.59K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
375+ 6.13% |
$34.5K - $41.3K
|
6.49K
$545K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
372+ 5.87% |
$34.2K - $41K
|
6.71K
$564K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
370+ 2.1% |
$34K - $40.8K
|
18K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
364+ 7.79% |
$33.5K - $40.1K
|
5.04K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
357+ 13.49% |
$32.8K - $39.3K
|
3K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
353+ 4.28% |
$32.4K - $38.9K
|
8.6K
$723K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
349+ 5.06% |
$32.1K - $38.5K
|
7.25K
$609K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
346New |
$31.8K - $38.1K
|
346
$29.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
345+ 0.76% |
$31.7K - $38K
|
45.9K
$3.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
344New |
$31.6K - $37.9K
|
344
$28.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
334New |
$30.7K - $36.8K
|
334
$28.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
333+ 15.27% |
$30.6K - $36.7K
|
2.51K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
329+ 2.46% |
$30.2K - $36.3K
|
13.7K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
322+ 6.09% |
$29.6K - $35.5K
|
5.61K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
317+ 1.61% |
$29.1K - $34.9K
|
20K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
315+ 43.33% |
$29K - $34.7K
|
1.04K
$87.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
311+ 0.24% |
$28.6K - $34.3K
|
129K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
305+ 5.3% |
$28K - $33.6K
|
6.06K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
304+ 9.84% |
$27.9K - $33.5K
|
3.4K
$285K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
300+ 5.27% |
$27.6K - $33.1K
|
6K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
299+ 5.43% |
$27.5K - $32.9K
|
5.8K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
293+ 2.7% |
$26.9K - $32.3K
|
11.2K
$937K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
291+ 7.95% |
$26.7K - $32.1K
|
3.95K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
291+ 8.49% |
$26.7K - $32.1K
|
3.72K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
287+ 9.87% |
$26.4K - $31.6K
|
3.2K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
286+ 2.67% |
$26.3K - $31.5K
|
11K
$922K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
282+ 0.18% |
$25.9K - $31.1K
|
157K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
280+ 3.24% |
$25.7K - $30.9K
|
8.93K
$750K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
279+ 2.94% |
$25.6K - $30.7K
|
9.76K
$820K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
279+ 2.53% |
$25.6K - $30.7K
|
11.3K
$949K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
278+ 11.01% |
$25.6K - $30.6K
|
2.8K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
277+ 13.99% |
$25.5K - $30.5K
|
2.26K
$190K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
268+ 11.58% |
$24.6K - $29.5K
|
2.58K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
264+ 6.41% |
$24.3K - $29.1K
|
4.38K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
262+ 8.39% |
$24.1K - $28.9K
|
3.38K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
261+ 19.76% |
$24K - $28.8K
|
1.58K
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
255+ 6.86% |
$23.4K - $28.1K
|
3.97K
$334K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
254New |
$23.3K - $28K
|
254
$21.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
254+ 12.59% |
$23.3K - $28K
|
2.27K
$191K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
253+ 1.82% |
$23.3K - $27.9K
|
14.2K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
253+ 5.36% |
$23.3K - $27.9K
|
4.98K
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
250+ 4.35% |
$23K - $27.6K
|
6K
$504K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
234+ 4.0% |
$21.5K - $25.8K
|
6.08K
$511K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
232+ 127.47% |
$21.3K - $25.6K
|
414
$34.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
231+ 3.41% |
$21.2K - $25.5K
|
7.02K
$589K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
222+ 5.03% |
$20.4K - $24.5K
|
4.64K
$390K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
221+ 7.1% |
$20.3K - $24.4K
|
3.33K
$280K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
220+ 1.4% |
$20.2K - $24.2K
|
15.9K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
216+ 4.88% |
$19.9K - $23.8K
|
4.64K
$390K
|