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 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.15K- 11.49% |
$381K - $457K
|
32K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.16K- 66.52% |
$382K - $458K
|
2.09K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.27K- 5.21% |
$392K - $471K
|
77.7K
$6.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.3K- 26.86% |
$395K - $473K
|
11.7K
$983K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-4.31K- 29.01% |
$396K - $474K
|
10.5K
$885K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-4.34K- 51.36% |
$399K - $478K
|
4.11K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.35K- 28.44% |
$399K - $479K
|
10.9K
$919K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.41K- 21.86% |
$405K - $486K
|
15.8K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4.43K- 7.11% |
$407K - $488K
|
57.9K
$4.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.45K- 32.28% |
$409K - $490K
|
9.33K
$784K
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.5K- 33.86% |
$414K - $496K
|
8.79K
$739K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-4.54K- 50.47% |
$417K - $500K
|
4.45K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.57K- 48.14% |
$420K - $503K
|
4.92K
$413K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.58K- 68.4% |
$421K - $505K
|
2.12K
$178K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4.67K- 38.28% |
$429K - $514K
|
7.52K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-4.77K- 91.59% |
$439K - $526K
|
438
$36.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.78K- 13.49% |
$439K - $527K
|
30.7K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-4.82K- 37.01% |
$443K - $531K
|
8.2K
$689K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.84K- 7.3% |
$445K - $533K
|
61.5K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.86K- 33.82% |
$447K - $536K
|
9.52K
$800K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.08K- 16.17% |
$467K - $559K
|
26.3K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.1K- 24.64% |
$469K - $562K
|
15.6K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-5.16K- 25.51% |
$475K - $569K
|
15.1K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.19K- 40.7% |
$477K - $572K
|
7.57K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-5.26K- 6.56% |
$483K - $579K
|
74.9K
$6.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.35K- 70.17% |
$491K - $589K
|
2.27K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.38K- 4.66% |
$495K - $593K
|
110K
$9.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5.47K- 3.87% |
$503K - $603K
|
136K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.47K- 14.32% |
$503K - $603K
|
32.7K
$2.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.49K- 50.7% |
$505K - $605K
|
5.34K
$449K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-5.54K- 15.53% |
$509K - $610K
|
30.1K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.58K- 27.14% |
$513K - $615K
|
15K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.61K- 21.56% |
$515K - $618K
|
20.4K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5.64K- 7.23% |
$518K - $621K
|
72.4K
$6.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.67K- 13.19% |
$522K - $625K
|
37.3K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5.72K- 5.05% |
$526K - $630K
|
108K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-5.82K- 7.19% |
$535K - $641K
|
75.2K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.95K- 27.49% |
$547K - $655K
|
15.7K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-6.12K- 1.77% |
$562K - $674K
|
339K
$28.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-6.16K- 12.7% |
$566K - $678K
|
42.3K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-6.17K- 86.56% |
$567K - $680K
|
958
$80.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-6.28K- 16.52% |
$577K - $692K
|
31.8K
$2.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-6.53K- 3.97% |
$600K - $720K
|
158K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-6.75K- 11.02% |
$620K - $744K
|
54.5K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-6.78K- 0.22% |
$623K - $747K
|
3.03M
$255M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.85K- 21.6% |
$630K - $755K
|
24.9K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-6.93K- 42.2% |
$637K - $764K
|
9.5K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.99K- 6.71% |
$643K - $770K
|
97.2K
$8.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-7K- 97.32% |
$644K - $772K
|
193
$16.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.15K- 46.46% |
$657K - $787K
|
8.23K
$692K
|