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 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.37K- 67.86% |
$677K - $812K
|
3.49K
$293K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7.65K- 15.47% |
$703K - $843K
|
41.8K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7.71K- 68.48% |
$708K - $849K
|
3.55K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.78K- 29.48% |
$715K - $857K
|
18.6K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.78K- 3.26% |
$715K - $857K
|
231K
$19.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-7.87K- 13.91% |
$723K - $867K
|
48.7K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.94K- 11.15% |
$730K - $875K
|
63.2K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.05K- 64.53% |
$740K - $887K
|
4.42K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-8.06K- 0.35% |
$741K - $888K
|
2.3M
$193M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.07K- 10.64% |
$742K - $890K
|
67.8K
$5.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-8.3K- 99.68% |
$763K - $915K
|
27
$2.27K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.38K- 41.61% |
$771K - $924K
|
11.8K
$989K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.39K- 34.94% |
$771K - $924K
|
15.6K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-8.41K- 21.48% |
$773K - $927K
|
30.7K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-8.69K- 13.25% |
$799K - $958K
|
56.9K
$4.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-8.79K- 69.7% |
$808K - $968K
|
3.82K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.84K- 60.93% |
$812K - $974K
|
5.67K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.11K- 6.58% |
$837K - $1M
|
129K
$10.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-9.22KClosed |
$848K - $1.02M
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.35K- 80.76% |
$859K - $1.03M
|
2.23K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-9.36K- 36.56% |
$860K - $1.03M
|
16.2K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-9.75K- 15.31% |
$896K - $1.07M
|
53.9K
$4.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.84K- 19.94% |
$904K - $1.08M
|
39.5K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 10.2% |
$924K - $1.11M
|
88.5K
$7.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 13.99% |
$928K - $1.11M
|
62.1K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-10.1K- 10.93% |
$928K - $1.11M
|
82.3K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10.2K- 19.04% |
$935K - $1.12M
|
43.3K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10.2K- 97.25% |
$937K - $1.12M
|
288
$24.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.3K- 10.5% |
$948K - $1.14M
|
87.9K
$7.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.3K- 11.71% |
$950K - $1.14M
|
77.9K
$6.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-10.5K- 78.86% |
$963K - $1.15M
|
2.81K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-10.5K- 18.66% |
$968K - $1.16M
|
45.9K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 43.61% |
$971K - $1.16M
|
13.7K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-10.8K- 13.23% |
$989K - $1.19M
|
70.5K
$5.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.9K- 12.36% |
$1.01M - $1.2M
|
77.5K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-11.1K- 5.43% |
$1.02M - $1.23M
|
194K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-11.2K- 27.9% |
$1.03M - $1.23M
|
28.9K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-11.3K- 60.34% |
$1.04M - $1.24M
|
7.4K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-11.5K- 11.33% |
$1.05M - $1.26M
|
89.7K
$7.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-11.9K- 30.88% |
$1.09M - $1.31M
|
26.6K
$2.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-12K- 76.67% |
$1.11M - $1.33M
|
3.66K
$308K
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-12.4K- 38.74% |
$1.14M - $1.37M
|
19.6K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-12.5K- 6.42% |
$1.15M - $1.38M
|
182K
$15.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-12.5K- 26.02% |
$1.15M - $1.38M
|
35.5K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 43.31% |
$1.15M - $1.38M
|
16.4K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.7K- 9.16% |
$1.16M - $1.4M
|
126K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-12.7K- 92.39% |
$1.17M - $1.4M
|
1.05K
$87.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-12.8K- 66.47% |
$1.18M - $1.41M
|
6.45K
$542K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.8K- 0.97% |
$1.18M - $1.41M
|
1.3M
$109M
|
|
|
Aug 13, 2025
Q2 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-12.8K- 2.16% |
$1.18M - $1.41M
|
579K
$48.7M
|