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 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.13K+ 69.8% |
$564K - $676K
|
14.9K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
6.12KNew |
$562K - $674K
|
6.12K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.06K+ 10.28% |
$557K - $668K
|
65K
$5.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.94KNew |
$546K - $655K
|
5.94K
$499K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5.91K+ 52.42% |
$543K - $651K
|
17.2K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.88K+ 7.76% |
$540K - $648K
|
81.6K
$6.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
5.88K+ 43.69% |
$540K - $647K
|
19.3K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.87KNew |
$540K - $647K
|
5.87K
$494K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.81K+ 64.66% |
$534K - $641K
|
14.8K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
5.77K+ 41.64% |
$531K - $636K
|
19.6K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.74K+ 87.71% |
$527K - $632K
|
12.3K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
5.62K+ 13.0% |
$516K - $619K
|
48.8K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.59K+ 47.57% |
$514K - $616K
|
17.3K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.58K+ 20.28% |
$513K - $615K
|
33.1K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.52K+ 41.5% |
$508K - $609K
|
18.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.52K+ 15.82% |
$507K - $608K
|
40.4K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.51K+ 1.3% |
$506K - $607K
|
429K
$36.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
5.47K+ 3.5% |
$503K - $603K
|
162K
$13.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.47K+ 38.71% |
$502K - $602K
|
19.6K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.35K+ 6.96% |
$492K - $590K
|
82.3K
$6.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.33KNew |
$490K - $588K
|
5.33K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.3K+ 39.35% |
$487K - $584K
|
18.8K
$1.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.26K+ 122.42% |
$484K - $580K
|
9.56K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
5.2KNew |
$478K - $573K
|
5.2K
$437K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.11K+ 19.52% |
$470K - $563K
|
31.3K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
5.1KNew |
$469K - $562K
|
5.1K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.07K+ 311.75% |
$466K - $559K
|
6.7K
$563K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.07K+ 81.98% |
$466K - $558K
|
11.2K
$945K
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.04K+ 6.15% |
$463K - $555K
|
87K
$7.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
5.03K+ 21.78% |
$463K - $555K
|
28.1K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.02K+ 4.78% |
$461K - $553K
|
110K
$9.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.99K+ 11.75% |
$459K - $550K
|
47.4K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
4.98K+ 19.94% |
$457K - $548K
|
29.9K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.97KNew |
$457K - $547K
|
4.97K
$417K
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
4.95K+ 2.33% |
$455K - $545K
|
217K
$18.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.94K+ 4.65% |
$454K - $544K
|
111K
$9.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.91K+ 23.34% |
$451K - $541K
|
25.9K
$2.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
4.89K+ 1.37% |
$449K - $538K
|
361K
$30.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.89K+ 10.9% |
$449K - $538K
|
49.7K
$4.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
4.88K+ 14.37% |
$449K - $538K
|
38.8K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.85K+ 78.0% |
$446K - $534K
|
11.1K
$930K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.84K+ 13.05% |
$445K - $533K
|
41.9K
$3.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.81K+ 106.55% |
$442K - $530K
|
9.33K
$784K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.73KNew |
$435K - $521K
|
4.73K
$398K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
4.68K+ 21.65% |
$430K - $516K
|
26.3K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.67KNew |
$429K - $515K
|
4.67K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.65K+ 15.62% |
$427K - $512K
|
34.4K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
4.62K+ 56.01% |
$425K - $510K
|
12.9K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.6K+ 22.94% |
$423K - $507K
|
24.6K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
4.55K+ 4.3% |
$418K - $501K
|
110K
$9.27M
|