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 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-273- 2.8% |
$25.1K - $30.1K
|
9.47K
$796K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-275- 1.77% |
$25.3K - $30.3K
|
15.3K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-276- 1.56% |
$25.4K - $30.4K
|
17.4K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-277- 50.64% |
$25.5K - $30.5K
|
270
$22.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-278- 6.16% |
$25.6K - $30.6K
|
4.23K
$356K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-279- 11.91% |
$25.6K - $30.7K
|
2.06K
$173K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-285- 6.92% |
$26.2K - $31.4K
|
3.84K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-288- 0.24% |
$26.5K - $31.7K
|
120K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-290- 5.53% |
$26.7K - $32K
|
4.95K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-292- 2.04% |
$26.8K - $32.2K
|
14K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-294- 9.73% |
$27K - $32.4K
|
2.73K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-294- 20.53% |
$27K - $32.4K
|
1.14K
$95.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-299- 90.88% |
$27.5K - $32.9K
|
30
$2.52K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-305- 18.53% |
$28K - $33.6K
|
1.34K
$113K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-305- 4.76% |
$28K - $33.6K
|
6.1K
$512K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-305- 4.55% |
$28K - $33.6K
|
6.4K
$538K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-307- 91.1% |
$28.2K - $33.8K
|
30
$2.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-307- 0.81% |
$28.2K - $33.8K
|
37.8K
$3.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-309- 25.14% |
$28.4K - $34.1K
|
920
$77.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-311- 12.52% |
$28.6K - $34.3K
|
2.17K
$183K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-313- 19.71% |
$28.8K - $34.5K
|
1.28K
$107K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-314- 3.03% |
$28.9K - $34.6K
|
10.1K
$845K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-317- 11.41% |
$29.1K - $34.9K
|
2.46K
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-317- 10.39% |
$29.1K - $34.9K
|
2.73K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-319- 29.32% |
$29.3K - $35.2K
|
769
$64.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-321- 6.75% |
$29.5K - $35.4K
|
4.44K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-327- 2.68% |
$30.1K - $36K
|
11.9K
$998K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-328- 62.0% |
$30.1K - $36.1K
|
201
$16.9K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-328- 65.6% |
$30.1K - $36.1K
|
172
$14.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-329- 8.46% |
$30.2K - $36.3K
|
3.56K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-330- 0.63% |
$30.3K - $36.4K
|
52.3K
$4.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-333- 11.02% |
$30.6K - $36.7K
|
2.69K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-334- 7.43% |
$30.7K - $36.8K
|
4.16K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-338- 2.94% |
$31.1K - $37.2K
|
11.2K
$938K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-343- 6.59% |
$31.5K - $37.8K
|
4.86K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-343- 58.63% |
$31.5K - $37.8K
|
242
$20.3K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-346- 9.08% |
$31.8K - $38.1K
|
3.46K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-348- 2.67% |
$32K - $38.3K
|
12.7K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-349- 5.69% |
$32.1K - $38.5K
|
5.79K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-350- 13.2% |
$32.2K - $38.6K
|
2.3K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-350- 11.29% |
$32.2K - $38.6K
|
2.75K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-358- 0.93% |
$32.9K - $39.5K
|
38.3K
$3.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-360- 2.49% |
$33.1K - $39.7K
|
14.1K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-364- 9.43% |
$33.5K - $40.1K
|
3.5K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-365- 2.17% |
$33.6K - $40.2K
|
16.5K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-368- 92.7% |
$33.8K - $40.6K
|
29
$2.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-372- 9.42% |
$34.2K - $41K
|
3.58K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-375- 1.81% |
$34.5K - $41.3K
|
20.4K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-383- 8.51% |
$35.2K - $42.2K
|
4.12K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-384- 96.0% |
$35.3K - $42.3K
|
16
$1.34K
|