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 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3.34KNew |
$307K - $368K
|
3.34K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.32K+ 25.61% |
$305K - $365K
|
16.3K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.31K+ 39.22% |
$304K - $365K
|
11.7K
$987K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
3.31KNew |
$304K - $365K
|
3.31K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.26K+ 3.66% |
$300K - $359K
|
92.2K
$7.75M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.25K+ 5.08% |
$299K - $358K
|
67.3K
$5.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.23K+ 0.7% |
$297K - $356K
|
462K
$38.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.19KNew |
$294K - $352K
|
3.19K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.16K+ 16.1% |
$291K - $348K
|
22.8K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
3.14K+ 21.22% |
$289K - $346K
|
18K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.09K+ 13.03% |
$284K - $341K
|
26.8K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.08K+ 11.28% |
$283K - $339K
|
30.4K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.04K+ 23.04% |
$279K - $334K
|
16.2K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.98KNew |
$274K - $328K
|
2.98K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
2.96K+ 81.83% |
$272K - $327K
|
6.58K
$553K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.96K+ 1.05% |
$272K - $327K
|
286K
$24M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.96K+ 12.24% |
$272K - $326K
|
27.1K
$2.28M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.96K+ 62.35% |
$272K - $326K
|
7.7K
$647K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.96K+ 27.83% |
$272K - $326K
|
13.6K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.95K+ 7.44% |
$271K - $325K
|
42.6K
$3.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.93K+ 106.32% |
$269K - $323K
|
5.68K
$477K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.93K+ 1.79% |
$269K - $322K
|
166K
$14M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.91KNew |
$267K - $320K
|
2.91K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.89K+ 44.27% |
$266K - $319K
|
9.42K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.88K+ 11.01% |
$264K - $317K
|
29K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.87KNew |
$263K - $316K
|
2.87K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.86K+ 12.95% |
$263K - $315K
|
24.9K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.86K+ 52.6% |
$262K - $315K
|
8.28K
$696K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
2.85KNew |
$262K - $314K
|
2.85K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.83KNew |
$260K - $312K
|
2.83K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.82K+ 2.75% |
$259K - $311K
|
105K
$8.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.81K+ 6.0% |
$258K - $310K
|
49.7K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.8KNew |
$257K - $309K
|
2.8K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.8K+ 31.56% |
$257K - $309K
|
11.7K
$981K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.79K+ 6.26% |
$257K - $308K
|
47.4K
$3.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.78KNew |
$255K - $306K
|
2.78K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.75KNew |
$253K - $303K
|
2.75K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 27.0% |
$253K - $303K
|
12.9K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.72KNew |
$250K - $300K
|
2.72K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.7KNew |
$248K - $298K
|
2.7K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.7K+ 58.38% |
$248K - $297K
|
7.31K
$614K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.67KNew |
$245K - $294K
|
2.67K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.66K+ 158.03% |
$244K - $293K
|
4.34K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 21.49% |
$243K - $291K
|
14.9K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.61K+ 57.07% |
$240K - $287K
|
7.17K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.6K+ 2.9% |
$239K - $286K
|
92.1K
$7.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.55K+ 27.34% |
$234K - $281K
|
11.9K
$998K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.54K+ 0.44% |
$233K - $280K
|
578K
$48.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.53K+ 6.42% |
$233K - $279K
|
41.9K
$3.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.53KNew |
$232K - $279K
|
2.53K
$212K
|