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 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.67K- 3.47% |
$245K - $294K
|
74.3K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-2.67K- 10.4% |
$246K - $295K
|
23K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.68K- 37.47% |
$246K - $295K
|
4.47K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.68K- 6.22% |
$246K - $295K
|
40.4K
$3.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-2.69K- 1.81% |
$247K - $296K
|
146K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.7K- 50.28% |
$248K - $297K
|
2.67K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.7K- 13.06% |
$248K - $298K
|
18K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.72K- 5.46% |
$250K - $300K
|
47.2K
$3.96M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.76K- 20.11% |
$254K - $304K
|
11K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.77K- 12.42% |
$254K - $305K
|
19.5K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.81K- 99.86% |
$258K - $309K
|
4
$336
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.82K- 1.35% |
$259K - $310K
|
205K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 15.8% |
$259K - $311K
|
15K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.84K- 13.65% |
$261K - $313K
|
18K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.93K- 38.41% |
$270K - $323K
|
4.7K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-2.94K- 47.01% |
$271K - $324K
|
3.32K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.96K- 1.56% |
$272K - $326K
|
187K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-2.99K- 9.18% |
$275K - $329K
|
29.6K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3K- 1.85% |
$276K - $331K
|
159K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-3.02K- 40.95% |
$278K - $333K
|
4.36K
$366K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-3.02K- 2.9% |
$278K - $333K
|
101K
$8.5M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.06K- 6.15% |
$281K - $337K
|
46.7K
$3.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Maj Invest Holding A
|
SELL
|
- |
-3.09K- 0.43% |
$284K - $340K
|
711K
$59.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-3.11K- 9.42% |
$286K - $343K
|
29.9K
$2.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.11K- 13.26% |
$286K - $343K
|
20.3K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-3.12K- 59.66% |
$287K - $344K
|
2.11K
$177K
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
SELL
|
- |
-3.15K- 10.46% |
$289K - $347K
|
26.9K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.25K- 4.48% |
$299K - $358K
|
69.2K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.26K- 17.26% |
$300K - $359K
|
15.6K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.29K- 14.39% |
$302K - $362K
|
19.6K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.31K- 3.48% |
$304K - $364K
|
91.6K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-3.33K- 26.4% |
$306K - $367K
|
9.29K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.34K- 15.19% |
$307K - $368K
|
18.6K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-3.36K- 23.84% |
$308K - $370K
|
10.7K
$901K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.36K- 57.66% |
$309K - $370K
|
2.47K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.39K- 1.56% |
$311K - $373K
|
213K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.43K- 7.83% |
$315K - $378K
|
40.4K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.46K- 13.12% |
$318K - $382K
|
22.9K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-3.47K- 10.0% |
$319K - $383K
|
31.3K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-3.49K- 28.43% |
$320K - $384K
|
8.77K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.53K- 28.62% |
$324K - $389K
|
8.8K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.56K- 47.54% |
$327K - $392K
|
3.93K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.6K- 11.75% |
$331K - $396K
|
27K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-3.8K- 35.08% |
$350K - $419K
|
7.04K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.85K- 6.52% |
$354K - $425K
|
55.2K
$4.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3.87K- 5.19% |
$355K - $426K
|
70.7K
$5.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.96K- 22.98% |
$364K - $437K
|
13.3K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.03K- 32.43% |
$370K - $444K
|
8.39K
$705K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.09K- 65.29% |
$376K - $451K
|
2.18K
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.12K- 7.42% |
$379K - $454K
|
51.4K
$4.32M
|