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 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.54K+ 33.95% |
$417K - $500K
|
17.9K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.48K+ 9.39% |
$412K - $493K
|
52.1K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.46KNew |
$410K - $491K
|
4.46K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.44K+ 34.27% |
$408K - $489K
|
17.4K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.4KNew |
$405K - $485K
|
4.4K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.31K+ 17.06% |
$396K - $475K
|
29.6K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
4.31KNew |
$396K - $474K
|
4.31K
$362K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.29K+ 0.52% |
$395K - $473K
|
826K
$69.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.23K+ 147.03% |
$389K - $466K
|
7.1K
$597K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
4.22K+ 5.23% |
$388K - $465K
|
84.9K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 61.27% |
$388K - $465K
|
11.1K
$933K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.2K+ 4.6% |
$386K - $463K
|
95.5K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.14K+ 13.49% |
$380K - $456K
|
34.8K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.11K+ 4.65% |
$377K - $452K
|
92.3K
$7.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
4.06K+ 4.65% |
$373K - $447K
|
91.3K
$7.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.02K+ 32.09% |
$369K - $443K
|
16.5K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.01K+ 174.48% |
$369K - $442K
|
6.31K
$530K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 34.48% |
$367K - $439K
|
15.6K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.98KNew |
$365K - $438K
|
3.98K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.94KNew |
$362K - $434K
|
3.94K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.91KNew |
$360K - $431K
|
3.91K
$329K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.89K+ 25.59% |
$357K - $428K
|
19.1K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
3.88KNew |
$356K - $427K
|
3.88K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.88K+ 24.66% |
$356K - $427K
|
19.6K
$1.65M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.84K+ 688.89% |
$353K - $424K
|
4.4K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.81K+ 23.97% |
$350K - $419K
|
19.7K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
3.8K+ 57.4% |
$350K - $419K
|
10.4K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.79K+ 24.92% |
$348K - $418K
|
19K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.78K+ 19.33% |
$347K - $416K
|
23.3K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.77K+ 29.09% |
$347K - $416K
|
16.7K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.76K+ 58.1% |
$346K - $414K
|
10.2K
$860K
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3.7K+ 24.36% |
$340K - $408K
|
18.9K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
3.69K+ 117.92% |
$339K - $406K
|
6.81K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.68K+ 13.55% |
$338K - $405K
|
30.8K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.67KNew |
$337K - $404K
|
3.67K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.65KNew |
$335K - $402K
|
3.65K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.61K+ 9.32% |
$332K - $397K
|
42.3K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.6K+ 3.31% |
$331K - $397K
|
112K
$9.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.57K+ 26.76% |
$328K - $394K
|
16.9K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.54K+ 2.69% |
$325K - $390K
|
135K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.52K+ 1.96% |
$323K - $387K
|
183K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
3.49K+ 9.43% |
$321K - $385K
|
40.5K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.48K+ 137.25% |
$320K - $383K
|
6.01K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.47K+ 0.2% |
$319K - $382K
|
1.76M
$148M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.46KNew |
$318K - $381K
|
3.46K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.46K+ 21.4% |
$318K - $381K
|
19.6K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.45K+ 5.84% |
$317K - $380K
|
62.5K
$5.25M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.44K+ 6.38% |
$316K - $379K
|
57.3K
$4.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.42K+ 17.1% |
$314K - $377K
|
23.4K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.39K+ 42.05% |
$312K - $374K
|
11.5K
$963K
|