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 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
215New |
$19.8K - $23.7K
|
215
$18.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
214+ 1.26% |
$19.7K - $23.6K
|
17.2K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
211+ 8.04% |
$19.4K - $23.3K
|
2.84K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
207+ 8.98% |
$19K - $22.8K
|
2.51K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
206+ 1.45% |
$18.9K - $22.7K
|
14.4K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
205+ 0.39% |
$18.8K - $22.6K
|
53.1K
$4.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
204+ 7.96% |
$18.8K - $22.5K
|
2.77K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
203+ 4.47% |
$18.7K - $22.4K
|
4.74K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
200+ 2.84% |
$18.4K - $22K
|
7.23K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
200+ 44.94% |
$18.4K - $22K
|
645
$54.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 2.88% |
$17.9K - $21.5K
|
6.97K
$586K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
192New |
$17.6K - $21.2K
|
192
$16.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
190+ 6.95% |
$17.5K - $20.9K
|
2.93K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
187+ 4.23% |
$17.2K - $20.6K
|
4.61K
$388K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
184+ 3680.0% |
$16.9K - $20.3K
|
189
$15.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
183+ 21.58% |
$16.8K - $20.2K
|
1.03K
$86.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
180+ 5.65% |
$16.5K - $19.8K
|
3.37K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
179+ 40.68% |
$16.5K - $19.7K
|
619
$52K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
179+ 9.56% |
$16.5K - $19.7K
|
2.05K
$172K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
178+ 0.99% |
$16.4K - $19.6K
|
18.1K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
177+ 2.56% |
$16.3K - $19.5K
|
7.09K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
176+ 5.2% |
$16.2K - $19.4K
|
3.56K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
173+ 6.27% |
$15.9K - $19.1K
|
2.93K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
172+ 5.44% |
$15.8K - $19K
|
3.34K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
169+ 3.98% |
$15.5K - $18.6K
|
4.42K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$15.4K - $18.4K
|
167
$14K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
166+ 8.43% |
$15.3K - $18.3K
|
2.14K
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
164+ 5.06% |
$15.1K - $18.1K
|
3.41K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
163+ 0.65% |
$15K - $18K
|
25.3K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
160+ 3.65% |
$14.7K - $17.6K
|
4.54K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
158New |
$14.5K - $17.4K
|
158
$13.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
154+ 138.74% |
$14.2K - $17K
|
265
$22.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
153+ 0.53% |
$14.1K - $16.9K
|
28.8K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
150New |
$13.8K - $16.5K
|
150
$12.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
150+ 174.42% |
$13.8K - $16.5K
|
236
$19.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
149+ 1.03% |
$13.7K - $16.4K
|
14.6K
$1.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
147+ 3.3% |
$13.5K - $16.2K
|
4.6K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
147+ 3.73% |
$13.5K - $16.2K
|
4.09K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
146+ 6.02% |
$13.4K - $16.1K
|
2.57K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
145+ 5.76% |
$13.3K - $16K
|
2.66K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
145+ 0.62% |
$13.3K - $16K
|
23.4K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
144+ 480.0% |
$13.2K - $15.9K
|
174
$14.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
144+ 5.67% |
$13.2K - $15.9K
|
2.68K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
143+ 3.35% |
$13.1K - $15.8K
|
4.41K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
142+ 4.62% |
$13.1K - $15.6K
|
3.21K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
139+ 3.67% |
$12.8K - $15.3K
|
3.92K
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
132+ 0.38% |
$12.1K - $14.5K
|
34.8K
$2.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
131+ 2.69% |
$12K - $14.4K
|
5K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
131+ 110.08% |
$12K - $14.4K
|
250
$21K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
127+ 35.67% |
$11.7K - $14K
|
483
$40.6K
|