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 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
9.12K+ 2.73% |
$839K - $1.01M
|
343K
$28.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
9.1KNew |
$836K - $1M
|
9.1K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
9.06K+ 36.25% |
$832K - $998K
|
34K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.04K+ 5.67% |
$831K - $996K
|
168K
$14.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8.6K+ 18.38% |
$790K - $947K
|
55.4K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
8.58K+ 8.34% |
$789K - $945K
|
111K
$9.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.4KNew |
$772K - $925K
|
8.4K
$706K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.39K+ 67.47% |
$771K - $924K
|
20.8K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
8.29KNew |
$762K - $913K
|
8.29K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
8.22KNew |
$756K - $906K
|
8.22K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.14KNew |
$748K - $897K
|
8.14K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.13KNew |
$747K - $895K
|
8.13K
$683K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8.09K+ 387.82% |
$743K - $891K
|
10.2K
$855K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.05K+ 88.06% |
$740K - $887K
|
17.2K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
8K+ 12.38% |
$735K - $882K
|
72.6K
$6.1M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
7.76K+ 1.24% |
$713K - $855K
|
632K
$53.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.76KNew |
$713K - $855K
|
7.76K
$652K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.67K+ 57.93% |
$705K - $845K
|
20.9K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.4K+ 2.77% |
$680K - $815K
|
274K
$23M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.35K+ 114.12% |
$675K - $809K
|
13.8K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.31K+ 50.28% |
$672K - $806K
|
21.9K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
7.3KNew |
$671K - $804K
|
7.3K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.3KNew |
$671K - $804K
|
7.3K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.26K+ 20.34% |
$667K - $800K
|
42.9K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.94KNew |
$638K - $765K
|
6.94K
$583K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
6.94KNew |
$638K - $765K
|
6.94K
$583K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.91K+ 113.11% |
$635K - $762K
|
13K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
6.9K+ 127.78% |
$634K - $760K
|
12.3K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.85KNew |
$629K - $754K
|
6.85K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
6.82KNew |
$627K - $751K
|
6.82K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.74K+ 329.16% |
$619K - $743K
|
8.79K
$738K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.71K+ 59.29% |
$617K - $740K
|
18K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
6.7KNew |
$616K - $739K
|
6.7K
$563K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.66K+ 10.7% |
$612K - $734K
|
68.9K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.66K+ 10.32% |
$612K - $734K
|
71.2K
$5.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.65K+ 50.15% |
$611K - $733K
|
19.9K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
6.48K+ 10.71% |
$596K - $714K
|
67K
$5.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.48K+ 20.12% |
$596K - $714K
|
38.7K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
6.42K+ 171.4% |
$590K - $708K
|
10.2K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.38K+ 13.46% |
$587K - $703K
|
53.8K
$4.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
6.34KNew |
$582K - $698K
|
6.34K
$532K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.33K+ 122.95% |
$581K - $697K
|
11.5K
$964K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.3K+ 13.44% |
$579K - $694K
|
53.2K
$4.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6.3K+ 44.06% |
$579K - $694K
|
20.6K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.26KNew |
$576K - $690K
|
6.26K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.26K+ 35.07% |
$576K - $690K
|
24.1K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
6.24K+ 19.29% |
$574K - $688K
|
38.6K
$3.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.24K+ 8.4% |
$573K - $687K
|
80.5K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.22K+ 4.18% |
$572K - $686K
|
155K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
6.15KNew |
$565K - $678K
|
6.15K
$517K
|