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 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
48+ 1.77% |
$9.63K - $11.8K
|
2.76K
$683K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
47+ 0.35% |
$9.43K - $11.6K
|
13.5K
$3.34M
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
47New |
$9.43K - $11.6K
|
47
$11.6K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46+ 0.07% |
$9.23K - $11.3K
|
63K
$15.6M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45+ 0.6% |
$9.03K - $11.1K
|
7.57K
$1.88M
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
45+ 4.03% |
$9.03K - $11.1K
|
1.16K
$288K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
45+ 0.29% |
$9.03K - $11.1K
|
15.7K
$3.9M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
45+ 0.35% |
$9.03K - $11.1K
|
12.8K
$3.17M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$8.83K - $10.8K
|
1.44K
$357K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
44New |
$8.83K - $10.8K
|
44
$10.9K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 1.08% |
$8.83K - $10.8K
|
4.12K
$1.02M
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
43+ 0.78% |
$8.63K - $10.6K
|
5.57K
$1.38M
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
43+ 2.33% |
$8.63K - $10.6K
|
1.89K
$467K
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
42+ 1.79% |
$8.43K - $10.3K
|
2.39K
$593K
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 0.54% |
$8.43K - $10.3K
|
7.84K
$1.94M
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 1.03% |
$8.43K - $10.3K
|
4.1K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
42+ 4.23% |
$8.43K - $10.3K
|
1.03K
$256K
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
41+ 0.03% |
$8.23K - $10.1K
|
128K
$31.6M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
41+ 1.39% |
$8.23K - $10.1K
|
3K
$743K
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
41+ 3.03% |
$8.23K - $10.1K
|
1.39K
$345K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41New |
$8.23K - $10.1K
|
41
$10.2K
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
40+ 0.82% |
$8.03K - $9.84K
|
4.9K
$1.21M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39New |
$7.82K - $9.59K
|
39
$9.66K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
38+ 2.17% |
$7.62K - $9.35K
|
1.79K
$443K
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
38+ 0.73% |
$7.62K - $9.35K
|
5.26K
$1.3M
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
38+ 1.02% |
$7.62K - $9.35K
|
3.75K
$929K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
38+ 3.24% |
$7.62K - $9.35K
|
1.21K
$300K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
38+ 0.07% |
$7.62K - $9.35K
|
55.5K
$13.7M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38+ 2.99% |
$7.62K - $9.35K
|
1.31K
$324K
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
38+ 0.41% |
$7.62K - $9.35K
|
9.36K
$2.32M
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
37+ 0.16% |
$7.42K - $9.1K
|
23.1K
$5.71M
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
37+ 0.11% |
$7.42K - $9.1K
|
32.4K
$8.02M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 0.67% |
$7.42K - $9.1K
|
5.56K
$1.38M
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
37+ 0.16% |
$7.42K - $9.1K
|
23.1K
$5.71M
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
36+ 3.07% |
$7.22K - $8.86K
|
1.21K
$300K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34+ 0.8% |
$6.82K - $8.36K
|
4.3K
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
34+ 0.83% |
$6.82K - $8.36K
|
4.15K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
33+ 1.75% |
$6.62K - $8.12K
|
1.92K
$477K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 6.09% |
$6.62K - $8.12K
|
575
$142K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
33+ 1.13% |
$6.62K - $8.12K
|
2.94K
$729K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
32New |
$6.42K - $7.87K
|
32
$7.93K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
32New |
$6.42K - $7.87K
|
32
$7.93K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
31+ 4.1% |
$6.22K - $7.63K
|
788
$195K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
31New |
$6.22K - $7.63K
|
31
$7.68K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31+ 0.13% |
$6.22K - $7.63K
|
23.8K
$5.91M
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
30+ 0.31% |
$6.02K - $7.38K
|
9.65K
$2.39M
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
30+ 2.36% |
$6.02K - $7.38K
|
1.3K
$323K
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
30+ 0.76% |
$6.02K - $7.38K
|
3.96K
$981K
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
30+ 0.21% |
$6.02K - $7.38K
|
14.5K
$3.59M
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30+ 1.65% |
$6.02K - $7.38K
|
1.84K
$457K
|