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 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.9K- 65.09% |
$175K - $209K
|
1.02K
$85.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.92K- 2.39% |
$176K - $211K
|
78.3K
$6.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.94K- 8.34% |
$178K - $214K
|
21.3K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.97K- 10.01% |
$181K - $217K
|
17.7K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.98K- 15.1% |
$182K - $218K
|
11.1K
$935K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.01K- 10.05% |
$184K - $221K
|
17.9K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.04K- 12.25% |
$187K - $224K
|
14.6K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-2.07KClosed |
$190K - $228K
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.09K- 6.85% |
$192K - $230K
|
28.4K
$2.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-2.09K- 1.8% |
$192K - $231K
|
114K
$9.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.11K- 16.67% |
$194K - $233K
|
10.6K
$887K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.12K- 14.3% |
$195K - $234K
|
12.7K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.13K- 21.88% |
$196K - $235K
|
7.6K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.13K- 0.12% |
$196K - $235K
|
1.71M
$144M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.14K- 26.2% |
$197K - $236K
|
6.04K
$507K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.17K- 26.41% |
$199K - $239K
|
6.04K
$507K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.18K- 27.44% |
$200K - $240K
|
5.76K
$484K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.18K- 3.79% |
$200K - $240K
|
55.3K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.2K- 26.21% |
$202K - $243K
|
6.2K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.21K- 89.84% |
$203K - $244K
|
250
$21K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.24K- 16.45% |
$206K - $247K
|
11.4K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.26K- 36.68% |
$207K - $249K
|
3.9K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.27K- 0.72% |
$208K - $250K
|
313K
$26.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.27K- 8.68% |
$209K - $250K
|
23.9K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-2.28K- 3.9% |
$210K - $251K
|
56.3K
$4.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.3K- 12.66% |
$211K - $253K
|
15.8K
$1.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.32K- 5.77% |
$213K - $255K
|
37.9K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.32K- 9.68% |
$213K - $256K
|
21.6K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.35K- 9.02% |
$216K - $259K
|
23.7K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.35K- 10.8% |
$216K - $259K
|
19.4K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.35K- 43.7% |
$216K - $259K
|
3.03K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.37K- 0.77% |
$218K - $261K
|
305K
$25.6M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.37K- 2.9% |
$218K - $261K
|
79.2K
$6.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-2.37K- 87.0% |
$218K - $261K
|
354
$29.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.37K- 16.2% |
$218K - $262K
|
12.3K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-2.46K- 18.83% |
$226K - $271K
|
10.6K
$889K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.5K- 8.13% |
$229K - $275K
|
28.2K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.52K- 38.4% |
$232K - $278K
|
4.05K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.54K- 0.29% |
$233K - $280K
|
860K
$72.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.54K- 6.26% |
$234K - $280K
|
38.1K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.55K- 6.35% |
$234K - $280K
|
37.5K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.56K- 96.57% |
$236K - $283K
|
91
$7.65K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.57K- 13.89% |
$237K - $284K
|
16K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.59K- 98.89% |
$238K - $285K
|
29
$2.44K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.6K- 17.29% |
$239K - $287K
|
12.4K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-2.61K- 41.72% |
$240K - $288K
|
3.65K
$307K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-2.62K- 39.12% |
$241K - $289K
|
4.08K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.66K- 21.77% |
$244K - $293K
|
9.55K
$802K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.66K- 4.98% |
$244K - $293K
|
50.8K
$4.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.67K- 34.89% |
$245K - $294K
|
4.98K
$419K
|