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
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-604- 4.8% |
$55.5K - $66.6K
|
12K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-605- 2.3% |
$55.6K - $66.7K
|
25.7K
$2.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-607- 30.21% |
$55.8K - $66.9K
|
1.4K
$118K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-609- 24.19% |
$56K - $67.1K
|
1.91K
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-614- 3.57% |
$56.4K - $67.7K
|
16.6K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-625- 7.67% |
$57.5K - $68.9K
|
7.53K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-635- 50.88% |
$58.4K - $70K
|
613
$51.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-641- 12.08% |
$58.9K - $70.6K
|
4.66K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-649- 23.21% |
$59.7K - $71.5K
|
2.15K
$180K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-655- 14.51% |
$60.2K - $72.2K
|
3.86K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-665- 1.42% |
$61.1K - $73.3K
|
46K
$3.87M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-675- 15.68% |
$62K - $74.4K
|
3.63K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-679- 15.09% |
$62.4K - $74.8K
|
3.82K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-685- 18.32% |
$63K - $75.5K
|
3.05K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-700- 7.67% |
$64.3K - $77.1K
|
8.43K
$708K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-705- 3.6% |
$64.8K - $77.7K
|
18.9K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-709- 12.62% |
$65.2K - $78.1K
|
4.91K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-715- 21.52% |
$65.7K - $78.8K
|
2.61K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-719- 17.56% |
$66.1K - $79.2K
|
3.38K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-721- 0.09% |
$66.3K - $79.5K
|
784K
$65.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-724- 23.68% |
$66.6K - $79.8K
|
2.33K
$196K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-730- 5.25% |
$67.1K - $80.4K
|
13.2K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-745- 64.67% |
$68.5K - $82.1K
|
407
$34.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-750- 0.82% |
$68.9K - $82.7K
|
90.2K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 6.58% |
$68.9K - $82.7K
|
10.6K
$894K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-753- 6.64% |
$69.2K - $83K
|
10.6K
$889K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-760- 21.35% |
$69.9K - $83.8K
|
2.8K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-772- 3.45% |
$71K - $85.1K
|
21.6K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-781- 62.18% |
$71.8K - $86.1K
|
475
$39.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-783- 24.94% |
$72K - $86.3K
|
2.36K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-783- 11.51% |
$72K - $86.3K
|
6.02K
$506K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-784- 1.44% |
$72.1K - $86.4K
|
53.8K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-788- 2.92% |
$72.4K - $86.8K
|
26.2K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-790- 89.57% |
$72.6K - $87.1K
|
92
$7.73K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-803- 9.6% |
$73.8K - $88.5K
|
7.56K
$635K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-803- 5.0% |
$73.8K - $88.5K
|
15.3K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-805- 21.15% |
$74K - $88.7K
|
3K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-815- 11.5% |
$74.9K - $89.8K
|
6.27K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-818- 7.4% |
$75.2K - $90.1K
|
10.2K
$860K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-827- 13.6% |
$76K - $91.1K
|
5.26K
$442K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-842- 5.42% |
$77.4K - $92.8K
|
14.7K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-854- 17.67% |
$78.5K - $94.1K
|
3.98K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-883- 7.35% |
$81.2K - $97.3K
|
11.1K
$935K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-890- 11.83% |
$81.8K - $98.1K
|
6.64K
$557K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-896- 18.23% |
$82.4K - $98.7K
|
4.02K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-906- 1.07% |
$83.3K - $99.8K
|
84.2K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-906- 10.58% |
$83.3K - $99.8K
|
7.66K
$643K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-909- 13.81% |
$83.6K - $100K
|
5.67K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-919- 5.87% |
$84.5K - $101K
|
14.7K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-920- 16.14% |
$84.6K - $101K
|
4.78K
$402K
|