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 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
126+ 21.84% |
$11.6K - $13.9K
|
703
$59.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
126+ 2.55% |
$11.6K - $13.9K
|
5.06K
$425K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
125New |
$11.5K - $13.8K
|
125
$10.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
124+ 5.15% |
$11.4K - $13.7K
|
2.53K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
124+ 14.83% |
$11.4K - $13.7K
|
960
$80.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
120New |
$11K - $13.2K
|
120
$10.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
118+ 104.42% |
$10.8K - $13K
|
231
$19.4K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
115+ 3.18% |
$10.6K - $12.7K
|
3.74K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
115+ 1.93% |
$10.6K - $12.7K
|
6.09K
$512K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
115+ 1.44% |
$10.6K - $12.7K
|
8.09K
$680K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
113+ 1.67% |
$10.4K - $12.5K
|
6.86K
$577K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
113New |
$10.4K - $12.5K
|
113
$9.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
111+ 3.99% |
$10.2K - $12.2K
|
2.89K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
110+ 32.84% |
$10.1K - $12.1K
|
445
$37.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
109+ 10900.0% |
$10K - $12K
|
110
$9.24K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
108+ 0.23% |
$9.93K - $11.9K
|
47.3K
$3.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
107+ 4.24% |
$9.84K - $11.8K
|
2.63K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
107New |
$9.84K - $11.8K
|
107
$8.99K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
106+ 0.95% |
$9.74K - $11.7K
|
11.2K
$943K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
105+ 13.78% |
$9.65K - $11.6K
|
867
$72.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
104+ 1.34% |
$9.56K - $11.5K
|
7.86K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
104+ 5.21% |
$9.56K - $11.5K
|
2.1K
$176K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
103+ 343.33% |
$9.47K - $11.4K
|
133
$11.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
101+ 1.9% |
$9.28K - $11.1K
|
5.41K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100+ 2.88% |
$9.19K - $11K
|
3.57K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 20.0% |
$9.19K - $11K
|
600
$50.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
100+ 4.59% |
$9.19K - $11K
|
2.28K
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 2.16% |
$9.19K - $11K
|
4.72K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
100New |
$9.19K - $11K
|
100
$8.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
97+ 3.94% |
$8.92K - $10.7K
|
2.56K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 1.29% |
$8.18K - $9.81K
|
6.99K
$587K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
87+ 0.92% |
$8K - $9.59K
|
9.5K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.79% |
$8K - $9.59K
|
2.38K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
85+ 4.35% |
$7.81K - $9.37K
|
2.04K
$171K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
85+ 12.65% |
$7.81K - $9.37K
|
757
$63.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85+ 0.72% |
$7.81K - $9.37K
|
12K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
83+ 2.44% |
$7.63K - $9.15K
|
3.48K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
83+ 1.72% |
$7.63K - $9.15K
|
4.9K
$411K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
82+ 4.86% |
$7.54K - $9.04K
|
1.77K
$149K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
82+ 3.4% |
$7.54K - $9.04K
|
2.5K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
79+ 0.69% |
$7.26K - $8.71K
|
11.4K
$962K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
78+ 3.19% |
$7.17K - $8.6K
|
2.53K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
78+ 2.57% |
$7.17K - $8.6K
|
3.12K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 0.58% |
$6.89K - $8.27K
|
13K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
75+ 3.59% |
$6.89K - $8.27K
|
2.17K
$182K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
75+ 1.48% |
$6.89K - $8.27K
|
5.14K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
74+ 2.63% |
$6.8K - $8.15K
|
2.89K
$243K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
70+ 31.67% |
$6.43K - $7.71K
|
291
$24.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
70+ 3.52% |
$6.43K - $7.71K
|
2.06K
$173K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
67+ 216.13% |
$6.16K - $7.38K
|
98
$8.23K
|