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
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-923- 13.64% |
$84.8K - $102K
|
5.85K
$491K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-929- 10.11% |
$85.4K - $102K
|
8.26K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-943- 27.2% |
$86.7K - $104K
|
2.52K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-960- 72.45% |
$88.2K - $106K
|
365
$30.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-962- 14.48% |
$88.4K - $106K
|
5.68K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-988- 12.71% |
$90.8K - $109K
|
6.79K
$570K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-994- 10.56% |
$91.4K - $110K
|
8.42K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 23.23% |
$92.5K - $111K
|
3.32K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.01K- 15.92% |
$92.6K - $111K
|
5.32K
$447K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.01K- 80.0% |
$92.7K - $111K
|
252
$21.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.01K- 62.38% |
$93.1K - $112K
|
611
$51.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.02K- 3.97% |
$93.3K - $112K
|
24.5K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.02K- 10.27% |
$93.4K - $112K
|
8.88K
$746K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.03K- 1.67% |
$94.7K - $114K
|
60.6K
$5.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.03K- 27.86% |
$94.8K - $114K
|
2.67K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.03K- 21.99% |
$94.9K - $114K
|
3.66K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.04K- 11.95% |
$95.4K - $114K
|
7.65K
$643K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.04K- 19.85% |
$95.6K - $115K
|
4.2K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.05K- 2.8% |
$96.3K - $115K
|
36.3K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.05K- 11.67% |
$96.5K - $116K
|
7.95K
$668K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.06K- 5.9% |
$97.3K - $117K
|
16.9K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.06K- 45.53% |
$97.4K - $117K
|
1.27K
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 27.14% |
$98.4K - $118K
|
2.87K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-1.07K- 8.75% |
$98.6K - $118K
|
11.2K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.08K- 15.19% |
$98.8K - $118K
|
6K
$504K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.08K- 2.45% |
$99.1K - $119K
|
42.9K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.1K- 33.77% |
$101K - $121K
|
2.15K
$181K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.1K- 16.38% |
$101K - $122K
|
5.64K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.12K- 1.11% |
$103K - $124K
|
100K
$8.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.13K- 4.16% |
$104K - $125K
|
26.1K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.16K- 3.47% |
$107K - $128K
|
32.4K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.19K- 5.24% |
$110K - $131K
|
21.6K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.2K- 35.0% |
$110K - $132K
|
2.22K
$186K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.2K- 27.91% |
$110K - $132K
|
3.1K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.21K- 68.97% |
$111K - $133K
|
543
$45.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.24K- 3.31% |
$114K - $136K
|
36.1K
$3.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.24K- 1.79% |
$114K - $137K
|
68.1K
$5.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.27K- 66.84% |
$116K - $140K
|
628
$52.8K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 36.25% |
$117K - $140K
|
2.24K
$188K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 6.69% |
$117K - $140K
|
17.8K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.28K- 4.43% |
$117K - $141K
|
27.5K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 13.62% |
$118K - $141K
|
8.12K
$682K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.28K- 5.96% |
$118K - $141K
|
20.3K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.29K- 6.1% |
$118K - $142K
|
19.9K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.32K- 5.11% |
$121K - $145K
|
24.4K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.32K- 4.65% |
$122K - $146K
|
27.1K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.34K- 15.76% |
$123K - $148K
|
7.17K
$602K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.37K- 6.48% |
$126K - $151K
|
19.8K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.38K- 18.4% |
$126K - $152K
|
6.1K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.4K- 22.72% |
$128K - $154K
|
4.75K
$399K
|