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 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-22- 0.01% |
$2.02K - $2.42K
|
169K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 1.06% |
$2.02K - $2.42K
|
2.05K
$172K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-26- 14.36% |
$2.39K - $2.87K
|
155
$13K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-27- 0.06% |
$2.48K - $2.98K
|
45.5K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-28- 19.58% |
$2.57K - $3.09K
|
115
$9.66K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-29- 0.4% |
$2.67K - $3.2K
|
7.27K
$611K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-29- 1.36% |
$2.67K - $3.2K
|
2.11K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-29- 1.4% |
$2.67K - $3.2K
|
2.04K
$171K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30- 0.17% |
$2.76K - $3.31K
|
17.7K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-30- 7.75% |
$2.76K - $3.31K
|
357
$30K
|
|
|
Aug 08, 2025
Q2 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-30- 0.14% |
$2.76K - $3.31K
|
21.8K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-30- 10.6% |
$2.76K - $3.31K
|
253
$21.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-30- 0.6% |
$2.76K - $3.31K
|
4.99K
$419K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-30- 0.17% |
$2.76K - $3.31K
|
18.1K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-31- 0.42% |
$2.85K - $3.42K
|
7.34K
$617K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-32- 0.02% |
$2.94K - $3.53K
|
132K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-33- 3.05% |
$3.03K - $3.64K
|
1.05K
$88.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-34- 1.22% |
$3.13K - $3.75K
|
2.76K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-34- 0.04% |
$3.13K - $3.75K
|
92.2K
$7.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-34- 0.06% |
$3.13K - $3.75K
|
61.5K
$5.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 1.12% |
$3.22K - $3.86K
|
3.1K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 0.7% |
$3.22K - $3.86K
|
4.97K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
SELL
|
- |
-35- 3.04% |
$3.22K - $3.86K
|
1.12K
$93.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-37- 1.21% |
$3.4K - $4.08K
|
3.01K
$253K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-38- 0.23% |
$3.49K - $4.19K
|
16.8K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-40- 0.08% |
$3.68K - $4.41K
|
51.4K
$4.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-40- 1.73% |
$3.68K - $4.41K
|
2.28K
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-41- 62.12% |
$3.77K - $4.52K
|
25
$2.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-41- 1.4% |
$3.77K - $4.52K
|
2.89K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-41- 0.04% |
$3.77K - $4.52K
|
104K
$8.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-41- 0.23% |
$3.77K - $4.52K
|
17.7K
$1.49M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-42- 0.01% |
$3.86K - $4.63K
|
370K
$31.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-43- 27.56% |
$3.95K - $4.74K
|
113
$9.49K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-45- 10.9% |
$4.14K - $4.96K
|
368
$30.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-46- 31.08% |
$4.23K - $5.07K
|
102
$8.57K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-47- 1.48% |
$4.32K - $5.18K
|
3.14K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-48- 2.02% |
$4.41K - $5.29K
|
2.33K
$196K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-50- 1.33% |
$4.6K - $5.51K
|
3.72K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.7% |
$4.6K - $5.51K
|
7.09K
$596K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-50- 1.78% |
$4.6K - $5.51K
|
2.75K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-50- 0.31% |
$4.6K - $5.51K
|
16K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-50- 3.57% |
$4.6K - $5.51K
|
1.35K
$113K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-52- 2.49% |
$4.78K - $5.73K
|
2.04K
$171K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-53- 1.12% |
$4.87K - $5.84K
|
4.67K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-53- 0.2% |
$4.87K - $5.84K
|
26.7K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-54- 1.93% |
$4.96K - $5.95K
|
2.75K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-55- 2.56% |
$5.06K - $6.06K
|
2.09K
$176K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 13.3% |
$5.15K - $6.17K
|
365
$30.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-57- 10.14% |
$5.24K - $6.28K
|
505
$42.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-57- 1.36% |
$5.24K - $6.28K
|
4.13K
$347K
|