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 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 0.35% |
$91.9 - $110
|
283
$23.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1+ 0.03% |
$91.9 - $110
|
3.76K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$91.9 - $110
|
5.75K
$483K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$91.9 - $110
|
273
$22.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.36% |
$91.9 - $110
|
282
$23.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.96% |
$91.9 - $110
|
52
$4.37K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 50.0% |
$91.9 - $110
|
3
$252
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1- 0.01% |
$91.9 - $110
|
7.25K
$609K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1- 0.04% |
$91.9 - $110
|
2.68K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2- 1.47% |
$184 - $220
|
134
$11.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 13.04% |
$276 - $331
|
20
$1.68K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.01% |
$276 - $331
|
22K
$1.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4- 0.15% |
$368 - $441
|
2.66K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 21.05% |
$368 - $441
|
15
$1.26K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-4- 0.02% |
$368 - $441
|
22.9K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5- 0.19% |
$460 - $551
|
2.62K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 4.81% |
$460 - $551
|
99
$8.32K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-5- 0.93% |
$460 - $551
|
534
$44.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-5- 0.11% |
$460 - $551
|
4.62K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5- 0.07% |
$460 - $551
|
7.18K
$603K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-6- 1.57% |
$552 - $661
|
375
$31.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.25% |
$643 - $771
|
2.74K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7- 11.67% |
$643 - $771
|
53
$4.45K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 14.29% |
$735 - $882
|
48
$4.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9- 0.11% |
$827 - $992
|
8.16K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 7.52% |
$919 - $1.1K
|
123
$10.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10- 0.44% |
$919 - $1.1K
|
2.25K
$189K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-11- 12.79% |
$1.01K - $1.21K
|
75
$6.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-11- 6.18% |
$1.01K - $1.21K
|
167
$14K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-12- 0.24% |
$1.1K - $1.32K
|
5.01K
$421K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-12- 3.52% |
$1.1K - $1.32K
|
329
$27.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-12- 0.62% |
$1.1K - $1.32K
|
1.93K
$162K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$1.19K - $1.43K
|
20.8K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-13- 7.22% |
$1.19K - $1.43K
|
167
$14K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-13- 15.66% |
$1.19K - $1.43K
|
70
$5.88K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-13- 18.57% |
$1.19K - $1.43K
|
57
$4.79K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-14- 46.67% |
$1.29K - $1.54K
|
16
$1.34K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-14- 0.35% |
$1.29K - $1.54K
|
3.98K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15- 50.0% |
$1.38K - $1.65K
|
15
$1.26K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-16- 16.16% |
$1.47K - $1.76K
|
83
$6.97K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-18- 0.56% |
$1.65K - $1.98K
|
3.23K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-18- 40.0% |
$1.65K - $1.98K
|
27
$2.27K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-18- 0.59% |
$1.65K - $1.98K
|
3.03K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-20- 0.33% |
$1.84K - $2.2K
|
6.09K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-20- 1.2% |
$1.84K - $2.2K
|
1.65K
$139K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.5% |
$1.84K - $2.2K
|
4K
$336K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 1.0% |
$1.84K - $2.2K
|
1.99K
$167K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 1.86% |
$2.02K - $2.42K
|
1.16K
$97.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-22- 2.64% |
$2.02K - $2.42K
|
812
$68.2K
|