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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16+ 0.66% |
$3.06K - $3.29K
|
2.43K
$601K
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
15+ 1.39% |
$2.87K - $3.09K
|
1.1K
$272K
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
15+ 0.07% |
$2.87K - $3.09K
|
21.3K
$5.27M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
15+ 1.14% |
$2.87K - $3.09K
|
1.33K
$330K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
14+ 0.15% |
$2.68K - $2.88K
|
9.15K
$2.27M
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
BUY
|
- |
14+ 0.61% |
$2.68K - $2.88K
|
2.31K
$573K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 1.03% |
$2.49K - $2.68K
|
1.28K
$317K
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
13+ 0.59% |
$2.49K - $2.68K
|
2.22K
$550K
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
13+ 0.84% |
$2.49K - $2.68K
|
1.57K
$388K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
12+ 0.65% |
$2.3K - $2.47K
|
1.85K
$457K
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
12+ 0.69% |
$2.3K - $2.47K
|
1.76K
$436K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.5% |
$2.3K - $2.47K
|
2.42K
$599K
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
12+ 0.01% |
$2.3K - $2.47K
|
85.1K
$21.1M
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
12+ 0.75% |
$2.3K - $2.47K
|
1.61K
$399K
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
12+ 0.2% |
$2.3K - $2.47K
|
6.05K
$1.5M
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.15% |
$2.3K - $2.47K
|
7.89K
$1.96M
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11+ 0.23% |
$2.11K - $2.27K
|
4.84K
$1.2M
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.05% |
$2.11K - $2.27K
|
1.06K
$261K
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
11+ 0.45% |
$2.11K - $2.27K
|
2.47K
$613K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.76% |
$2.11K - $2.27K
|
1.46K
$361K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 220.0% |
$2.11K - $2.27K
|
16
$3.96K
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11+ 0.43% |
$2.11K - $2.27K
|
2.6K
$643K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.46% |
$1.92K - $2.06K
|
2.21K
$547K
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10+ 0.43% |
$1.92K - $2.06K
|
2.31K
$572K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 23.26% |
$1.92K - $2.06K
|
53
$13.1K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.96% |
$1.92K - $2.06K
|
1.05K
$260K
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
10+ 0.17% |
$1.92K - $2.06K
|
6.07K
$1.5M
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
10+ 1.03% |
$1.92K - $2.06K
|
979
$243K
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10+ 0.65% |
$1.92K - $2.06K
|
1.56K
$386K
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
10+ 0.21% |
$1.92K - $2.06K
|
4.78K
$1.18M
|
|
Aug 02, 2023
Q2 2023
|
Saybrook Capital
|
BUY
|
- |
10+ 0.05% |
$1.92K - $2.06K
|
20.1K
$4.99M
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.2% |
$1.92K - $2.06K
|
4.9K
$1.21M
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
9+ 0.09% |
$1.72K - $1.85K
|
10.4K
$2.57M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
8+ 34.78% |
$1.53K - $1.65K
|
31
$7.68K
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8+ 0.58% |
$1.53K - $1.65K
|
1.39K
$344K
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
8+ 0.05% |
$1.53K - $1.65K
|
16.7K
$4.15M
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
8+ 0.59% |
$1.53K - $1.65K
|
1.37K
$339K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.15% |
$1.53K - $1.65K
|
5.23K
$1.3M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.17% |
$1.53K - $1.65K
|
4.79K
$1.19M
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.07% |
$1.53K - $1.65K
|
11.1K
$2.74M
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
8+ 0.19% |
$1.53K - $1.65K
|
4.3K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.65% |
$1.53K - $1.65K
|
1.25K
$308K
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8+ 0.67% |
$1.53K - $1.65K
|
1.2K
$297K
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
7+ 0.4% |
$1.34K - $1.44K
|
1.74K
$431K
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
7+ 0.15% |
$1.34K - $1.44K
|
4.83K
$1.2M
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 18.92% |
$1.34K - $1.44K
|
44
$10.9K
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7+ 0.02% |
$1.34K - $1.44K
|
34.1K
$8.45M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7+ 0.24% |
$1.34K - $1.44K
|
2.89K
$716K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7+ 0.65% |
$1.34K - $1.44K
|
1.08K
$268K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 7.61% |
$1.34K - $1.44K
|
99
$24.5K
|