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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.51K+ 2.97% |
$1.11M - $1.36M
|
191K
$47.3M
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
5.39K+ 0.48% |
$1.08M - $1.33M
|
1.13M
$280M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.39K+ 5.03% |
$1.08M - $1.33M
|
112K
$27.9M
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.38K+ 26.77% |
$1.08M - $1.32M
|
25.5K
$6.31M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.34K+ 1.94% |
$1.07M - $1.31M
|
280K
$69.5M
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5.24KNew |
$1.05M - $1.29M
|
5.24K
$1.3M
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.2KNew |
$1.04M - $1.28M
|
5.2K
$1.29M
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.14KNew |
$1.03M - $1.26M
|
5.14K
$1.27M
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
5.04KNew |
$1.01M - $1.24M
|
5.04K
$1.25M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
4.98K+ 5.08% |
$1M - $1.23M
|
103K
$25.5M
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.98K+ 113.83% |
$999K - $1.22M
|
9.35K
$2.32M
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.88KNew |
$980K - $1.2M
|
4.88K
$1.21M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.85K+ 27.25% |
$972K - $1.19M
|
22.6K
$5.61M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.84K+ 32.03% |
$972K - $1.19M
|
20K
$4.95M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.6K+ 6.11% |
$923K - $1.13M
|
79.9K
$19.8M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.57K+ 8.63% |
$918K - $1.13M
|
57.6K
$14.3M
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.57KNew |
$916K - $1.12M
|
4.57K
$1.13M
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.57KNew |
$916K - $1.12M
|
4.57K
$1.13M
|
|
Feb 09, 2024
Q4 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
4.56K+ 92.49% |
$915K - $1.12M
|
9.49K
$2.35M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.48K+ 308.25% |
$899K - $1.1M
|
5.94K
$1.47M
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.48KNew |
$899K - $1.1M
|
4.48K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
4.4K+ 153.15% |
$883K - $1.08M
|
7.27K
$1.8M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.39K+ 6.16% |
$881K - $1.08M
|
75.7K
$18.8M
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.36K+ 88.03% |
$874K - $1.07M
|
9.3K
$2.3M
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
4.35K+ 64.56% |
$873K - $1.07M
|
11.1K
$2.75M
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.35KNew |
$873K - $1.07M
|
4.35K
$1.08M
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.32K+ 6.32% |
$867K - $1.06M
|
72.7K
$18M
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.24KNew |
$851K - $1.04M
|
4.24K
$1.05M
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.15K+ 13.68% |
$832K - $1.02M
|
34.5K
$8.54M
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.12K+ 132.31% |
$827K - $1.01M
|
7.23K
$1.79M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.09K+ 5.74% |
$820K - $1.01M
|
75.4K
$18.7M
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.07K+ 6.58% |
$817K - $1M
|
66K
$16.4M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 3.66% |
$810K - $993K
|
114K
$28.3M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.01K+ 59.67% |
$805K - $987K
|
10.7K
$2.66M
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.01K+ 43.14% |
$805K - $987K
|
13.3K
$3.3M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4K+ 0.76% |
$802K - $983K
|
529K
$131M
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3.96K+ 12.36% |
$794K - $974K
|
36K
$8.91M
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3.94KNew |
$791K - $970K
|
3.94K
$977K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.94K+ 3.85% |
$790K - $969K
|
106K
$26.3M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.93K+ 14.0% |
$789K - $967K
|
32K
$7.93M
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.85K+ 5.77% |
$773K - $948K
|
70.6K
$17.5M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.85KNew |
$772K - $946K
|
3.85K
$953K
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.81KNew |
$764K - $937K
|
3.81K
$943K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.79K+ 1.55% |
$760K - $932K
|
248K
$61.3M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$749K - $918K
|
3.73K
$925K
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
3.71K+ 6.2% |
$745K - $913K
|
63.6K
$15.8M
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.7K+ 18.37% |
$742K - $910K
|
23.8K
$5.91M
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.69K+ 29.96% |
$740K - $908K
|
16K
$3.96M
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
3.6KNew |
$722K - $885K
|
3.6K
$891K
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.57KNew |
$715K - $877K
|
3.57K
$883K
|