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 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.96K+ 49.31% |
$180K - $215K
|
5.92K
$593K
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.85K+ 7.28% |
$170K - $204K
|
27.3K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 14.46% |
$166K - $200K
|
14.3K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.75K+ 10.54% |
$161K - $193K
|
18.4K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.67K+ 36.86% |
$154K - $184K
|
6.2K
$621K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.58K+ 29.15% |
$146K - $174K
|
7.01K
$702K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.47K+ 23.74% |
$135K - $162K
|
7.65K
$766K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.45K+ 9.88% |
$133K - $160K
|
16.1K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.43K+ 6.25% |
$131K - $157K
|
24.3K
$2.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 4.4% |
$129K - $155K
|
33.4K
$3.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.41K+ 1.95% |
$129K - $155K
|
73.6K
$7.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.36K+ 889.54% |
$125K - $150K
|
1.51K
$152K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.35K+ 18.8% |
$124K - $148K
|
8.5K
$851K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.27K+ 21.47% |
$117K - $140K
|
7.21K
$722K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 51.99% |
$113K - $135K
|
3.58K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.19K+ 12.37% |
$110K - $132K
|
10.8K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.18K+ 23.13% |
$108K - $130K
|
6.28K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.15K+ 5.82% |
$106K - $127K
|
21K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.08K+ 6.02% |
$99.2K - $119K
|
19K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.08K+ 5.01% |
$98.8K - $118K
|
22.5K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 54.73% |
$98.4K - $118K
|
3.03K
$303K
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.03K+ 32.15% |
$95K - $114K
|
4.25K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1K+ 775.19% |
$91.9K - $110K
|
1.13K
$113K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1K+ 1.75% |
$91.9K - $110K
|
58K
$5.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
980+ 41.7% |
$90.1K - $108K
|
3.33K
$333K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
970+ 36.25% |
$89.2K - $107K
|
3.65K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
961+ 39.83% |
$88.3K - $106K
|
3.37K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
777+ 1.9% |
$71.4K - $85.6K
|
41.7K
$4.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
629+ 5.63% |
$57.8K - $69.3K
|
11.8K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
545+ 17.41% |
$50.1K - $60.1K
|
3.68K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
544+ 19.24% |
$50K - $59.9K
|
3.37K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
533+ 2.25% |
$49K - $58.7K
|
24.2K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
466+ 0.44% |
$42.8K - $51.4K
|
105K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
448+ 24.48% |
$41.2K - $49.4K
|
2.28K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
442+ 9.13% |
$40.6K - $48.7K
|
5.28K
$529K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
375+ 8.89% |
$34.5K - $41.3K
|
4.59K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
364+ 7.79% |
$33.5K - $40.1K
|
5.04K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
315+ 43.33% |
$29K - $34.7K
|
1.04K
$104K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
304+ 9.84% |
$27.9K - $33.5K
|
3.4K
$340K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
291+ 7.95% |
$26.7K - $32.1K
|
3.95K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
277+ 13.99% |
$25.5K - $30.5K
|
2.26K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
190+ 6.95% |
$17.5K - $20.9K
|
2.93K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
176+ 5.2% |
$16.2K - $19.4K
|
3.56K
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
173+ 6.27% |
$15.9K - $19.1K
|
2.93K
$294K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$15.4K - $18.4K
|
167
$16.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
164+ 5.06% |
$15.1K - $18.1K
|
3.41K
$341K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
147+ 3.3% |
$13.5K - $16.2K
|
4.6K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
147+ 3.73% |
$13.5K - $16.2K
|
4.09K
$409K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
145+ 5.76% |
$13.3K - $16K
|
2.66K
$267K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
115+ 3.18% |
$10.6K - $12.7K
|
3.74K
$374K
|