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 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
65+ 1.57% |
$5.97K - $7.16K
|
4.19K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
61+ 3.33% |
$5.61K - $6.72K
|
1.89K
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
61+ 0.24% |
$5.61K - $6.72K
|
25.4K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
60+ 2.61% |
$5.52K - $6.61K
|
2.36K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
57+ 1.96% |
$5.24K - $6.28K
|
2.97K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
56+ 2.03% |
$5.15K - $6.17K
|
2.81K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
55+ 2.14% |
$5.06K - $6.06K
|
2.63K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
54+ 0.94% |
$4.96K - $5.95K
|
5.79K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
52+ 288.89% |
$4.78K - $5.73K
|
70
$5.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
51+ 0.98% |
$4.69K - $5.62K
|
5.24K
$440K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
50+ 25.0% |
$4.6K - $5.51K
|
250
$21K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 11.79% |
$4.6K - $5.51K
|
474
$39.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
50New |
$4.6K - $5.51K
|
50
$4.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
50New |
$4.6K - $5.51K
|
50
$4.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48+ 26.67% |
$4.41K - $5.29K
|
228
$19.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
45+ 1.11% |
$4.14K - $4.96K
|
4.11K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
44+ 22.34% |
$4.04K - $4.85K
|
241
$20.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 20.48% |
$3.95K - $4.74K
|
253
$21.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
39+ 10.29% |
$3.58K - $4.3K
|
418
$35.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
38+ 1.14% |
$3.49K - $4.19K
|
3.38K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
35+ 0.1% |
$3.22K - $3.86K
|
34.6K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
35+ 0.16% |
$3.22K - $3.86K
|
21.8K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 1.2% |
$3.13K - $3.75K
|
2.88K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 18.33% |
$3.03K - $3.64K
|
213
$17.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
32+ 0.18% |
$2.94K - $3.53K
|
17.5K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
31+ 0.5% |
$2.85K - $3.42K
|
6.26K
$526K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
31New |
$2.85K - $3.42K
|
31
$2.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
31+ 119.23% |
$2.85K - $3.42K
|
57
$4.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
29New |
$2.67K - $3.2K
|
29
$2.44K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 4.07% |
$2.67K - $3.2K
|
741
$62.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
29+ 13.0% |
$2.67K - $3.2K
|
252
$21.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29+ 0.15% |
$2.67K - $3.2K
|
19.1K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 13.37% |
$2.48K - $2.98K
|
229
$19.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 42.62% |
$2.39K - $2.87K
|
87
$7.31K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 7.67% |
$2.39K - $2.87K
|
365
$30.7K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
25+ 2.0% |
$2.3K - $2.76K
|
1.28K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
25+ 5.69% |
$2.3K - $2.76K
|
464
$39K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
25New |
$2.3K - $2.76K
|
25
$2.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23+ 8.78% |
$2.11K - $2.53K
|
285
$23.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.82% |
$1.84K - $2.2K
|
2.45K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
20+ 0.15% |
$1.84K - $2.2K
|
13.2K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
20+ 0.98% |
$1.84K - $2.2K
|
2.07K
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
19New |
$1.75K - $2.09K
|
19
$1.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.46% |
$1.75K - $2.09K
|
4.18K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
19+ 1.47% |
$1.75K - $2.09K
|
1.31K
$110K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
18+ 64.29% |
$1.65K - $1.98K
|
46
$3.86K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.31% |
$1.65K - $1.98K
|
5.87K
$493K
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
18+ 0.06% |
$1.65K - $1.98K
|
29.8K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$1.56K - $1.87K
|
17
$1.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17+ 283.33% |
$1.56K - $1.87K
|
23
$1.93K
|