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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
56+ 1.68% |
$11.2K - $13.8K
|
3.39K
$742K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
55+ 3.77% |
$11K - $13.5K
|
1.51K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 0.92% |
$11K - $13.5K
|
6.04K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
55+ 1.79% |
$11K - $13.5K
|
3.13K
$684K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 0.8% |
$10.8K - $13.3K
|
6.78K
$1.48M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
54+ 36.24% |
$10.8K - $13.3K
|
203
$44.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
53+ 407.69% |
$10.6K - $13K
|
66
$14.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
52+ 5.4% |
$10.4K - $12.8K
|
1.02K
$222K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
50+ 2.29% |
$10K - $12.3K
|
2.23K
$488K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
50+ 4.55% |
$10K - $12.3K
|
1.15K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
50+ 0.32% |
$10K - $12.3K
|
15.9K
$3.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$10K - $12.3K
|
50
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 18.05% |
$10K - $12.3K
|
327
$71.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 2.74% |
$10K - $12.3K
|
1.87K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.86% |
$10K - $12.3K
|
5.84K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
49New |
$9.83K - $12.1K
|
49
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
48+ 1.77% |
$9.63K - $11.8K
|
2.76K
$603K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
47+ 0.35% |
$9.43K - $11.6K
|
13.5K
$2.95M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
47New |
$9.43K - $11.6K
|
47
$10.3K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46+ 0.07% |
$9.23K - $11.3K
|
63K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 0.6% |
$9.03K - $11.1K
|
7.57K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
45+ 4.03% |
$9.03K - $11.1K
|
1.16K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
45+ 0.29% |
$9.03K - $11.1K
|
15.7K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
45+ 0.35% |
$9.03K - $11.1K
|
12.8K
$2.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$8.83K - $10.8K
|
1.44K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
44New |
$8.83K - $10.8K
|
44
$9.63K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 1.08% |
$8.83K - $10.8K
|
4.12K
$902K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
43+ 0.78% |
$8.63K - $10.6K
|
5.57K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
43+ 2.33% |
$8.63K - $10.6K
|
1.89K
$413K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
42+ 1.79% |
$8.43K - $10.3K
|
2.39K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 0.54% |
$8.43K - $10.3K
|
7.84K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 1.03% |
$8.43K - $10.3K
|
4.1K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
42+ 4.23% |
$8.43K - $10.3K
|
1.03K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
41+ 0.03% |
$8.23K - $10.1K
|
128K
$27.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
41+ 1.39% |
$8.23K - $10.1K
|
3K
$656K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
41+ 3.03% |
$8.23K - $10.1K
|
1.39K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41New |
$8.23K - $10.1K
|
41
$8.97K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
40+ 0.82% |
$8.03K - $9.84K
|
4.9K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39New |
$7.82K - $9.59K
|
39
$8.53K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
38+ 2.17% |
$7.62K - $9.35K
|
1.79K
$391K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
38+ 0.73% |
$7.62K - $9.35K
|
5.26K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
38+ 1.02% |
$7.62K - $9.35K
|
3.75K
$821K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
38+ 3.24% |
$7.62K - $9.35K
|
1.21K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
38+ 0.07% |
$7.62K - $9.35K
|
55.5K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38+ 2.99% |
$7.62K - $9.35K
|
1.31K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
38+ 0.41% |
$7.62K - $9.35K
|
9.36K
$2.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
37+ 0.16% |
$7.42K - $9.1K
|
23.1K
$5.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
37+ 0.11% |
$7.42K - $9.1K
|
32.4K
$7.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 0.67% |
$7.42K - $9.1K
|
5.56K
$1.22M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
37+ 0.16% |
$7.42K - $9.1K
|
23.1K
$5.04M
|