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 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
101+ 1.9% |
$9.28K - $11.1K
|
5.41K
$542K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100+ 2.88% |
$9.19K - $11K
|
3.57K
$358K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
78+ 3.19% |
$7.17K - $8.6K
|
2.53K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 0.58% |
$6.89K - $8.27K
|
13K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
70+ 31.67% |
$6.43K - $7.71K
|
291
$29.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
50+ 25.0% |
$4.6K - $5.51K
|
250
$25K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 11.79% |
$4.6K - $5.51K
|
474
$47.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
35+ 0.1% |
$3.22K - $3.86K
|
34.6K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
35+ 0.16% |
$3.22K - $3.86K
|
21.8K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 1.2% |
$3.13K - $3.75K
|
2.88K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 18.33% |
$3.03K - $3.64K
|
213
$21.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.82% |
$1.84K - $2.2K
|
2.45K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
19New |
$1.75K - $2.09K
|
19
$1.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
16+ 0.21% |
$1.47K - $1.76K
|
7.55K
$756K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.45% |
$1.1K - $1.32K
|
2.66K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6+ 0.21% |
$552 - $661
|
2.82K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5+ 0.1% |
$460 - $551
|
5.05K
$505K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$276 - $331
|
4.46K
$447K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2+ 33.33% |
$184 - $220
|
8
$801
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 2.17% |
$184 - $220
|
94
$9.41K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2+ 0.05% |
$184 - $220
|
3.73K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$184 - $220
|
26.2K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1- 0.04% |
$91.9 - $110
|
2.68K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1- 0.01% |
$91.9 - $110
|
7.25K
$726K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.25% |
$643 - $771
|
2.74K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7- 11.67% |
$643 - $771
|
53
$5.31K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-14- 46.67% |
$1.29K - $1.54K
|
16
$1.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-20- 0.33% |
$1.84K - $2.2K
|
6.09K
$610K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-29- 0.4% |
$2.67K - $3.2K
|
7.27K
$728K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-31- 0.42% |
$2.85K - $3.42K
|
7.34K
$735K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-34- 1.22% |
$3.13K - $3.75K
|
2.76K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 1.12% |
$3.22K - $3.86K
|
3.1K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-37- 1.21% |
$3.4K - $4.08K
|
3.01K
$301K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-41- 62.12% |
$3.77K - $4.52K
|
25
$2.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-52- 2.49% |
$4.78K - $5.73K
|
2.04K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-53- 1.12% |
$4.87K - $5.84K
|
4.67K
$467K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-57- 10.14% |
$5.24K - $6.28K
|
505
$50.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-64- 0.48% |
$5.88K - $7.05K
|
13.3K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-69- 15.97% |
$6.34K - $7.6K
|
363
$36.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-72- 9.92% |
$6.62K - $7.93K
|
654
$65.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-74- 1.02% |
$6.8K - $8.15K
|
7.17K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-75- 1.01% |
$6.89K - $8.27K
|
7.33K
$734K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-75- 27.27% |
$6.89K - $8.27K
|
200
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.37% |
$9.19K - $11K
|
2.87K
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 9.24% |
$9.65K - $11.6K
|
1.03K
$103K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-105- 2.67% |
$9.65K - $11.6K
|
3.83K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-110- 18.49% |
$10.1K - $12.1K
|
485
$48.6K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-121- 0.38% |
$11.1K - $13.3K
|
31.5K
$3.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-124- 13.07% |
$11.4K - $13.7K
|
825
$82.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-125- 0.17% |
$11.5K - $13.8K
|
72.1K
$7.22M
|