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 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.05K- 64.53% |
$740K - $887K
|
4.42K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.39K- 34.94% |
$771K - $924K
|
15.6K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-8.69K- 13.25% |
$799K - $958K
|
56.9K
$5.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-13.6K- 19.91% |
$1.25M - $1.5M
|
54.6K
$5.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15.6K- 93.28% |
$1.43M - $1.72M
|
1.13K
$112K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-16.8K- 78.48% |
$1.55M - $1.86M
|
4.62K
$459K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 87.07% |
$2.12M - $2.54M
|
3.43K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-23.2K- 88.72% |
$2.13M - $2.55M
|
2.94K
$293K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-26.9K- 67.97% |
$2.47M - $2.97M
|
12.7K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.7K- 7.72% |
$3.09M - $3.71M
|
402K
$40M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-62.8K- 29.54% |
$5.77M - $6.92M
|
150K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-65.2K- 21.72% |
$6M - $7.19M
|
235K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-68.2K- 49.47% |
$6.27M - $7.51M
|
69.6K
$6.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-76.7K- 93.44% |
$7.05M - $8.45M
|
5.39K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-143K- 89.81% |
$13.2M - $15.8M
|
16.3K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-216K- 99.45% |
$19.9M - $23.8M
|
1.19K
$119K
|