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
|
Jnba Financial Advisors
|
SELL
|
- |
-179- 33.27% |
$16.5K - $19.7K
|
359
$30.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-179- 8.17% |
$16.5K - $19.7K
|
2.01K
$169K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-184- 7.29% |
$16.9K - $20.3K
|
2.34K
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-185- 2.44% |
$17K - $20.4K
|
7.4K
$622K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-185- 5.56% |
$17K - $20.4K
|
3.14K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-187- 93.5% |
$17.2K - $20.6K
|
13
$1.09K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-191- 2.71% |
$17.6K - $21K
|
6.85K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-192- 1.29% |
$17.6K - $21.2K
|
14.6K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-196- 0.22% |
$18K - $21.6K
|
90.3K
$7.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-199- 8.2% |
$18.3K - $21.9K
|
2.23K
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-200- 2.72% |
$18.4K - $22K
|
7.15K
$600K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-200- 3.44% |
$18.4K - $22K
|
5.62K
$472K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-200- 6.26% |
$18.4K - $22K
|
2.99K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-200- 4.97% |
$18.4K - $22K
|
3.83K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-200- 3.33% |
$18.4K - $22K
|
5.81K
$488K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201- 6.99% |
$18.5K - $22.2K
|
2.68K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-204- 4.38% |
$18.8K - $22.5K
|
4.45K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-207- 1.61% |
$19K - $22.8K
|
12.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-209- 0.1% |
$19.2K - $23K
|
214K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-215- 1.73% |
$19.8K - $23.7K
|
12.2K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-215- 8.63% |
$19.8K - $23.7K
|
2.28K
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-219- 1.09% |
$20.1K - $24.1K
|
19.9K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-221- 1.15% |
$20.3K - $24.4K
|
19K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-221- 8.13% |
$20.3K - $24.4K
|
2.5K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-222- 9.92% |
$20.4K - $24.5K
|
2.02K
$169K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-224- 14.21% |
$20.6K - $24.7K
|
1.35K
$114K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-226- 6.59% |
$20.8K - $24.9K
|
3.2K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-228- 4.16% |
$21K - $25.1K
|
5.25K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-229- 4.0% |
$21K - $25.2K
|
5.49K
$461K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-231- 1.37% |
$21.2K - $25.5K
|
16.6K
$1.4M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-241- 0.59% |
$22.2K - $26.6K
|
40.6K
$3.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-243- 7.86% |
$22.3K - $26.8K
|
2.85K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-244- 8.39% |
$22.4K - $26.9K
|
2.67K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-245- 0.9% |
$22.5K - $27K
|
27.1K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-249- 53.9% |
$22.9K - $27.4K
|
213
$17.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-249- 48.07% |
$22.9K - $27.4K
|
269
$22.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-250- 5.83% |
$23K - $27.6K
|
4.04K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
SELL
|
- |
-250- 1.73% |
$23K - $27.6K
|
14.2K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-250- 1.97% |
$23K - $27.6K
|
12.5K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-251- 1.34% |
$23.1K - $27.7K
|
18.5K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-257- 0.89% |
$23.6K - $28.3K
|
28.8K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-259- 5.89% |
$23.8K - $28.5K
|
4.14K
$348K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-260- 56.28% |
$23.9K - $28.7K
|
202
$17K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-260- 11.47% |
$23.9K - $28.7K
|
2.01K
$169K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-263- 2.4% |
$24.2K - $29K
|
10.7K
$897K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-263- 13.08% |
$24.2K - $29K
|
1.75K
$147K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-265- 0.99% |
$24.4K - $29.2K
|
26.5K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-270- 3.82% |
$24.8K - $29.8K
|
6.79K
$570K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-272- 2.6% |
$25K - $30K
|
10.2K
$856K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-272- 2.35% |
$25K - $30K
|
11.3K
$948K
|