Purchases and Sales Made in Q4 2023 in Union Pacific Corp (UNP)
This table provides information about the institutional ownership of Union Pacific Corp (UNP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
73+ 5.09% |
$14.6K - $18K
|
1.51K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
72+ 3.35% |
$14.4K - $17.7K
|
2.22K
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
72+ 2.16% |
$14.4K - $17.7K
|
3.41K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 4.93% |
$14.4K - $17.7K
|
1.53K
$380K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
72New |
$14.4K - $17.7K
|
72
$17.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
71+ 1.33% |
$14.2K - $17.5K
|
5.4K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
71+ 1.32% |
$14.2K - $17.5K
|
5.46K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
70+ 5.64% |
$14K - $17.2K
|
1.31K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
69+ 1.82% |
$13.8K - $17K
|
3.85K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68+ 1.25% |
$13.6K - $16.7K
|
5.52K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
67+ 4.06% |
$13.4K - $16.5K
|
1.72K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
67+ 0.24% |
$13.4K - $16.5K
|
27.7K
$6.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
66+ 2.18% |
$13.2K - $16.2K
|
3.09K
$766K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 2.36% |
$13K - $16K
|
2.82K
$698K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
65+ 1.24% |
$13K - $16K
|
5.31K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
65New |
$13K - $16K
|
65
$16.1K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
65+ 2.12% |
$13K - $16K
|
3.12K
$774K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
65+ 3.27% |
$13K - $16K
|
2.05K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
65+ 0.17% |
$13K - $16K
|
38.5K
$9.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
64+ 3.04% |
$12.8K - $15.7K
|
2.17K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
64+ 3.77% |
$12.8K - $15.7K
|
1.76K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
63+ 7.34% |
$12.6K - $15.5K
|
921
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
61+ 0.21% |
$12.2K - $15K
|
29K
$7.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
61+ 3.42% |
$12.2K - $15K
|
1.85K
$457K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
61+ 22.18% |
$12.2K - $15K
|
336
$83.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 1.2% |
$12K - $14.8K
|
5.06K
$1.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
60+ 1.57% |
$12K - $14.8K
|
3.88K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
60+ 461.54% |
$12K - $14.8K
|
73
$18.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
59+ 0.31% |
$11.8K - $14.5K
|
19.3K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
59+ 2.7% |
$11.8K - $14.5K
|
2.24K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
58New |
$11.6K - $14.3K
|
58
$14.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
57+ 8.69% |
$11.4K - $14K
|
713
$177K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
57+ 3.92% |
$11.4K - $14K
|
1.51K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
57+ 0.39% |
$11.4K - $14K
|
14.6K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
56+ 1.68% |
$11.2K - $13.8K
|
3.39K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
55+ 3.77% |
$11K - $13.5K
|
1.51K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 0.92% |
$11K - $13.5K
|
6.04K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
55+ 1.79% |
$11K - $13.5K
|
3.13K
$775K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 0.8% |
$10.8K - $13.3K
|
6.78K
$1.68M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
54+ 36.24% |
$10.8K - $13.3K
|
203
$50.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
53+ 407.69% |
$10.6K - $13K
|
66
$16.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
52+ 5.4% |
$10.4K - $12.8K
|
1.02K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
50+ 2.29% |
$10K - $12.3K
|
2.23K
$553K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
50+ 4.55% |
$10K - $12.3K
|
1.15K
$285K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
50+ 0.32% |
$10K - $12.3K
|
15.9K
$3.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$10K - $12.3K
|
50
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 18.05% |
$10K - $12.3K
|
327
$81K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 2.74% |
$10K - $12.3K
|
1.87K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.86% |
$10K - $12.3K
|
5.84K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
49New |
$9.83K - $12.1K
|
49
$12.1K
|