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 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-57- 0.47% |
$5.24K - $6.28K
|
12.1K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-58- 1.85% |
$5.33K - $6.39K
|
3.08K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-58- 4.61% |
$5.33K - $6.39K
|
1.2K
$101K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-60- 2.06% |
$5.52K - $6.61K
|
2.86K
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-60- 0.58% |
$5.52K - $6.61K
|
10.3K
$863K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-60- 0.56% |
$5.52K - $6.61K
|
10.6K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-60- 2.19% |
$5.52K - $6.61K
|
2.67K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.74% |
$5.7K - $6.83K
|
8.27K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-64- 0.48% |
$5.88K - $7.05K
|
13.3K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-64- 1.3% |
$5.88K - $7.05K
|
4.85K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-65- 1.69% |
$5.97K - $7.16K
|
3.79K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.3% |
$5.97K - $7.16K
|
4.95K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-66- 30.84% |
$6.07K - $7.27K
|
148
$12.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-68- 46.9% |
$6.25K - $7.49K
|
77
$6.47K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-68- 21.38% |
$6.25K - $7.49K
|
250
$21K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-69- 15.97% |
$6.34K - $7.6K
|
363
$30.5K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-69- 0.11% |
$6.34K - $7.6K
|
61.2K
$5.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-70- 40.0% |
$6.43K - $7.71K
|
105
$8.82K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.8% |
$6.43K - $7.71K
|
8.64K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-71- 1.65% |
$6.53K - $7.82K
|
4.24K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-72- 9.92% |
$6.62K - $7.93K
|
654
$54.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-73- 2.41% |
$6.71K - $8.04K
|
2.96K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-73- 11.44% |
$6.71K - $8.04K
|
565
$47.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-74- 1.02% |
$6.8K - $8.15K
|
7.17K
$602K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-75- 27.27% |
$6.89K - $8.27K
|
200
$16.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-75- 1.01% |
$6.89K - $8.27K
|
7.33K
$616K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-77- 2.56% |
$7.08K - $8.49K
|
2.93K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-78- 41.05% |
$7.17K - $8.6K
|
112
$9.41K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-79- 0.08% |
$7.26K - $8.71K
|
95.6K
$8.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-83- 7.29% |
$7.63K - $9.15K
|
1.06K
$88.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-84- 3.47% |
$7.72K - $9.26K
|
2.33K
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-85- 18.28% |
$7.81K - $9.37K
|
380
$31.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-85- 0.75% |
$7.81K - $9.37K
|
11.3K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-86- 2.14% |
$7.91K - $9.48K
|
3.94K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-86- 0.1% |
$7.91K - $9.48K
|
81.9K
$6.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-89- 1.87% |
$8.18K - $9.81K
|
4.68K
$393K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-91- 0.36% |
$8.36K - $10K
|
25.4K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-95- 1.82% |
$8.73K - $10.5K
|
5.12K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-95- 73.64% |
$8.73K - $10.5K
|
34
$2.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-97- 2.06% |
$8.92K - $10.7K
|
4.61K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-97- 2.77% |
$8.92K - $10.7K
|
3.41K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.37% |
$9.19K - $11K
|
2.87K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-100- 4.77% |
$9.19K - $11K
|
2K
$168K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-100- 1.66% |
$9.19K - $11K
|
5.94K
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 0.85% |
$9.19K - $11K
|
11.6K
$977K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-100- 3.98% |
$9.19K - $11K
|
2.41K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-102- 4.82% |
$9.38K - $11.2K
|
2.02K
$169K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 9.24% |
$9.65K - $11.6K
|
1.03K
$86.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-105- 2.67% |
$9.65K - $11.6K
|
3.83K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-109- 2.9% |
$10K - $12K
|
3.66K
$307K
|