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 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-110- 18.49% |
$10.1K - $12.1K
|
485
$40.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-114- 2.31% |
$10.5K - $12.6K
|
4.82K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-118- 0.88% |
$10.8K - $13K
|
13.2K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-119- 0.5% |
$10.9K - $13.1K
|
23.9K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-120- 7.64% |
$11K - $13.2K
|
1.45K
$122K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-121- 0.38% |
$11.1K - $13.3K
|
31.5K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-122- 0.72% |
$11.2K - $13.4K
|
16.8K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-122- 4.66% |
$11.2K - $13.4K
|
2.5K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-123- 0.25% |
$11.3K - $13.6K
|
49.2K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-124- 13.07% |
$11.4K - $13.7K
|
825
$69.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-124- 14.04% |
$11.4K - $13.7K
|
759
$63.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-124- 35.94% |
$11.4K - $13.7K
|
221
$18.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-125- 0.17% |
$11.5K - $13.8K
|
72.1K
$6.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-130- 3.83% |
$11.9K - $14.3K
|
3.27K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-130- 1.51% |
$11.9K - $14.3K
|
8.49K
$713K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-131- 3.41% |
$12K - $14.4K
|
3.71K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-132- 0.35% |
$12.1K - $14.5K
|
37.1K
$3.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-134- 1.48% |
$12.3K - $14.8K
|
8.9K
$748K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-134- 2.66% |
$12.3K - $14.8K
|
4.91K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-137- 4.58% |
$12.6K - $15.1K
|
2.86K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-138- 9.64% |
$12.7K - $15.2K
|
1.29K
$109K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-141- 5.01% |
$13K - $15.5K
|
2.68K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-142- 3.19% |
$13.1K - $15.6K
|
4.31K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-144- 4.88% |
$13.2K - $15.9K
|
2.81K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-145- 3.95% |
$13.3K - $16K
|
3.52K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-146- 1.38% |
$13.4K - $16.1K
|
10.4K
$874K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-149- 3.18% |
$13.7K - $16.4K
|
4.54K
$381K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-149- 11.64% |
$13.7K - $16.4K
|
1.13K
$95K
|
|
|
Aug 13, 2025
Q2 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-149- 3.27% |
$13.7K - $16.4K
|
4.4K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-150- 6.28% |
$13.8K - $16.5K
|
2.24K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-150- 3.23% |
$13.8K - $16.5K
|
4.5K
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-150- 3.29% |
$13.8K - $16.5K
|
4.4K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-150- 5.61% |
$13.8K - $16.5K
|
2.53K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-159- 7.24% |
$14.6K - $17.5K
|
2.04K
$171K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-160- 9.43% |
$14.7K - $17.6K
|
1.54K
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-160- 5.24% |
$14.7K - $17.6K
|
2.89K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-162- 1.75% |
$14.9K - $17.9K
|
9.09K
$764K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-163- 0.36% |
$15K - $18K
|
44.7K
$3.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-163- 5.22% |
$15K - $18K
|
2.96K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-169- 2.64% |
$15.5K - $18.6K
|
6.24K
$524K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-170- 7.22% |
$15.6K - $18.7K
|
2.18K
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-171- 6.63% |
$15.7K - $18.8K
|
2.41K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-173- 3.42% |
$15.9K - $19.1K
|
4.88K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-173- 0.24% |
$15.9K - $19.1K
|
71.5K
$6.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-175- 3.76% |
$16.1K - $19.3K
|
4.48K
$376K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-175- 2.41% |
$16.1K - $19.3K
|
7.08K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-175- 3.38% |
$16.1K - $19.3K
|
5K
$420K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-176- 2.7% |
$16.2K - $19.4K
|
6.34K
$533K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-177- 2.35% |
$16.3K - $19.5K
|
7.37K
$619K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-177- 2.67% |
$16.3K - $19.5K
|
6.46K
$542K
|