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 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-385- 1.68% |
$35.4K - $42.4K
|
22.5K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-389- 0.94% |
$35.8K - $42.9K
|
41K
$3.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-395- 0.63% |
$36.3K - $43.5K
|
62.3K
$5.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-398- 2.63% |
$36.6K - $43.9K
|
14.7K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-398- 1.79% |
$36.6K - $43.9K
|
21.9K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-400- 20.83% |
$36.8K - $44.1K
|
1.52K
$128K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 0.63% |
$36.8K - $44.1K
|
62.6K
$5.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-401- 46.2% |
$36.9K - $44.2K
|
467
$39.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-407- 25.12% |
$37.4K - $44.9K
|
1.21K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-410- 2.09% |
$37.7K - $45.2K
|
19.2K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-412- 15.59% |
$37.9K - $45.4K
|
2.23K
$187K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-415- 2.59% |
$38.1K - $45.7K
|
15.6K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-427- 0.92% |
$39.2K - $47.1K
|
45.8K
$3.85M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-429- 10.68% |
$39.4K - $47.3K
|
3.59K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-441- 10.87% |
$40.5K - $48.6K
|
3.62K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-448- 5.49% |
$41.2K - $49.4K
|
7.72K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-457- 1.02% |
$42K - $50.4K
|
44.2K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-463- 2.18% |
$42.6K - $51K
|
20.8K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-471- 11.79% |
$43.3K - $51.9K
|
3.53K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-475- 6.93% |
$43.7K - $52.3K
|
6.38K
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-479- 2.92% |
$44K - $52.8K
|
15.9K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-480- 66.67% |
$44.1K - $52.9K
|
240
$20.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-480- 0.72% |
$44.1K - $52.9K
|
65.8K
$5.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-481- 5.21% |
$44.2K - $53K
|
8.75K
$736K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-483- 18.17% |
$44.4K - $53.2K
|
2.18K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-493- 0.33% |
$45.3K - $54.3K
|
151K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-499- 38.41% |
$45.9K - $55K
|
800
$67.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 18.05% |
$46K - $55.1K
|
2.27K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500- 27.78% |
$46K - $55.1K
|
1.3K
$109K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-502- 19.75% |
$46.1K - $55.3K
|
2.04K
$171K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-510- 3.87% |
$46.9K - $56.2K
|
12.7K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-514- 2.52% |
$47.2K - $56.6K
|
19.9K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-521- 16.68% |
$47.9K - $57.4K
|
2.6K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-524- 4.1% |
$48.2K - $57.7K
|
12.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-525- 19.44% |
$48.3K - $57.9K
|
2.18K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-535- 36.8% |
$49.2K - $59K
|
919
$77.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-536- 0.38% |
$49.3K - $59.1K
|
142K
$11.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-550- 7.36% |
$50.6K - $60.6K
|
6.93K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-550- 2.58% |
$50.6K - $60.6K
|
20.8K
$1.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-550- 12.5% |
$50.6K - $60.6K
|
3.85K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-556- 8.58% |
$51.1K - $61.3K
|
5.93K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-558- 4.39% |
$51.3K - $61.5K
|
12.2K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-565- 1.39% |
$51.9K - $62.3K
|
40K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-574- 5.74% |
$52.8K - $63.3K
|
9.43K
$792K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-577- 41.69% |
$53K - $63.6K
|
807
$67.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-581- 18.36% |
$53.4K - $64K
|
2.58K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-583- 5.06% |
$53.6K - $64.2K
|
10.9K
$919K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-590- 22.84% |
$54.2K - $65K
|
1.99K
$167K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 1.53% |
$55.2K - $66.1K
|
38.7K
$3.25M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-601- 13.77% |
$55.2K - $66.2K
|
3.76K
$316K
|