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 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
20+ 0.11% |
$4.01K - $4.92K
|
18.8K
$4.31M
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
20+ 0.36% |
$4.01K - $4.92K
|
5.5K
$1.26M
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
20+ 1.87% |
$4.01K - $4.92K
|
1.09K
$250K
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19+ 0.77% |
$3.81K - $4.67K
|
2.47K
$567K
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
18+ 0.2% |
$3.61K - $4.43K
|
8.96K
$2.05M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 21.25% |
$3.41K - $4.18K
|
97
$22.3K
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
17+ 0.75% |
$3.41K - $4.18K
|
2.28K
$523K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
17New |
$3.41K - $4.18K
|
17
$3.9K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 1.45% |
$3.41K - $4.18K
|
1.19K
$272K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$3.41K - $4.18K
|
17
$3.9K
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
17+ 1.34% |
$3.41K - $4.18K
|
1.28K
$295K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 0.65% |
$3.41K - $4.18K
|
2.64K
$607K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
16+ 1.13% |
$3.21K - $3.94K
|
1.43K
$328K
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
16+ 0.15% |
$3.21K - $3.94K
|
10.8K
$2.47M
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
16New |
$3.21K - $3.94K
|
16
$3.67K
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
16+ 1.16% |
$3.21K - $3.94K
|
1.39K
$320K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
16+ 0.58% |
$3.21K - $3.94K
|
2.76K
$633K
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
16+ 1.2% |
$3.21K - $3.94K
|
1.35K
$309K
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
16+ 1.49% |
$3.21K - $3.94K
|
1.09K
$250K
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16+ 0.5% |
$3.21K - $3.94K
|
3.22K
$738K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
15+ 1.09% |
$3.01K - $3.69K
|
1.4K
$320K
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
15+ 0.07% |
$3.01K - $3.69K
|
20.4K
$4.67M
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
15+ 0.78% |
$3.01K - $3.69K
|
1.94K
$445K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 1.14% |
$3.01K - $3.69K
|
1.34K
$306K
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
14+ 0.84% |
$2.81K - $3.44K
|
1.69K
$387K
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
13+ 0.45% |
$2.61K - $3.2K
|
2.9K
$666K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
13+ 0.52% |
$2.61K - $3.2K
|
2.5K
$573K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.8% |
$2.41K - $2.95K
|
1.51K
$345K
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
12+ 0.27% |
$2.41K - $2.95K
|
4.46K
$1.02M
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$2.41K - $2.95K
|
8.89K
$2.04M
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
12+ 0.11% |
$2.41K - $2.95K
|
10.7K
$2.46M
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
12+ 0.52% |
$2.41K - $2.95K
|
2.33K
$534K
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
12+ 0.89% |
$2.41K - $2.95K
|
1.36K
$312K
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
12+ 1.09% |
$2.41K - $2.95K
|
1.11K
$254K
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
12+ 1.08% |
$2.41K - $2.95K
|
1.12K
$257K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12+ 0.26% |
$2.41K - $2.95K
|
4.55K
$1.04M
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
11+ 0.88% |
$2.21K - $2.71K
|
1.26K
$289K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.11% |
$2.21K - $2.71K
|
10.1K
$2.31M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11New |
$2.21K - $2.71K
|
11
$2.52K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.56% |
$2.21K - $2.71K
|
1.97K
$451K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11+ 0.19% |
$2.21K - $2.71K
|
5.83K
$1.34M
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
10+ 0.63% |
$2.01K - $2.46K
|
1.59K
$364K
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.7% |
$2.01K - $2.46K
|
1.44K
$329K
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
10+ 0.11% |
$2.01K - $2.46K
|
9.23K
$2.12M
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10+ 0.04% |
$2.01K - $2.46K
|
27.3K
$6.25M
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10+ 0.34% |
$2.01K - $2.46K
|
2.95K
$677K
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.13% |
$2.01K - $2.46K
|
7.92K
$1.82M
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
10+ 0.27% |
$2.01K - $2.46K
|
3.69K
$847K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.18% |
$1.81K - $2.21K
|
5.13K
$1.18M
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
9+ 0.14% |
$1.81K - $2.21K
|
6.66K
$1.53M
|