Purchases and Sales Made in Q2 2023 in Union Pacific Corp (UNP)
This table provides information about the institutional ownership of Union Pacific Corp (UNP) during Q2 2023. The information is specifically focused on institutions that hold shares of UNION PACIFIC CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
81+ 0.83% |
$15.5K - $16.7K
|
9.85K
$2.44M
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
81+ 70.43% |
$15.5K - $16.7K
|
196
$48.6K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
79+ 2.74% |
$15.1K - $16.3K
|
2.96K
$734K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
78+ 4.16% |
$14.9K - $16.1K
|
1.96K
$484K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
78+ 0.69% |
$14.9K - $16.1K
|
11.4K
$2.81M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
78+ 0.55% |
$14.9K - $16.1K
|
14.4K
$3.56M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
78+ 26.0% |
$14.9K - $16.1K
|
378
$93.7K
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
77+ 0.8% |
$14.7K - $15.9K
|
9.71K
$2.41M
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
77+ 0.54% |
$14.7K - $15.9K
|
14.4K
$3.58M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
77+ 38.89% |
$14.7K - $15.9K
|
275
$68.1K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
76+ 0.81% |
$14.6K - $15.6K
|
9.47K
$2.35M
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 6.82% |
$14.4K - $15.4K
|
1.18K
$291K
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
75+ 0.47% |
$14.4K - $15.4K
|
16.2K
$4.01M
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
74+ 4.5% |
$14.2K - $15.2K
|
1.72K
$426K
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
74+ 1.72% |
$14.2K - $15.2K
|
4.38K
$1.09M
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
73+ 1.4% |
$14K - $15K
|
5.3K
$1.31M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
72New |
$13.8K - $14.8K
|
72
$17.8K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
72+ 4.56% |
$13.8K - $14.8K
|
1.65K
$409K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
71+ 2.45% |
$13.6K - $14.6K
|
2.97K
$735K
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
70+ 5.99% |
$13.4K - $14.4K
|
1.24K
$307K
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
70+ 2.54% |
$13.4K - $14.4K
|
2.83K
$701K
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
70+ 1.38% |
$13.4K - $14.4K
|
5.13K
$1.27M
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
68+ 1.03% |
$13K - $14K
|
6.69K
$1.66M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
67+ 2.34% |
$12.8K - $13.8K
|
2.93K
$727K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
67+ 2.08% |
$12.8K - $13.8K
|
3.28K
$813K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
67+ 1.42% |
$12.8K - $13.8K
|
4.8K
$1.19M
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
66+ 1.99% |
$12.6K - $13.6K
|
3.38K
$836K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
66+ 0.54% |
$12.6K - $13.6K
|
12.3K
$3.05M
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
66+ 2.37% |
$12.6K - $13.6K
|
2.85K
$707K
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
65+ 3.96% |
$12.4K - $13.4K
|
1.71K
$423K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
65+ 0.92% |
$12.4K - $13.4K
|
7.09K
$1.76M
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
65+ 1.06% |
$12.4K - $13.4K
|
6.21K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
65+ 1.68% |
$12.4K - $13.4K
|
3.94K
$975K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
64+ 6.13% |
$12.3K - $13.2K
|
1.11K
$275K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
64+ 1.63% |
$12.3K - $13.2K
|
4K
$992K
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
63+ 4.81% |
$12.1K - $13K
|
1.37K
$340K
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
62+ 1.45% |
$11.9K - $12.8K
|
4.33K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
60+ 3.13% |
$11.5K - $12.4K
|
1.98K
$491K
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.97% |
$11.3K - $12.1K
|
6.12K
$1.52M
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
59+ 0.57% |
$11.3K - $12.1K
|
10.5K
$2.6M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
57+ 2.97% |
$10.9K - $11.7K
|
1.98K
$489K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
54+ 1.23% |
$10.3K - $11.1K
|
4.44K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
54+ 3.44% |
$10.3K - $11.1K
|
1.62K
$402K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52+ 0.73% |
$9.96K - $10.7K
|
7.13K
$1.77M
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
51+ 4.06% |
$9.77K - $10.5K
|
1.31K
$324K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 0.63% |
$9.58K - $10.3K
|
7.93K
$1.96M
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
50+ 0.27% |
$9.58K - $10.3K
|
18.7K
$4.64M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
50+ 6.33% |
$9.58K - $10.3K
|
840
$208K
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
50+ 1.39% |
$9.58K - $10.3K
|
3.65K
$903K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 294.12% |
$9.58K - $10.3K
|
67
$16.6K
|