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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.58KNew |
$518K - $635K
|
2.58K
$589K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.56KNew |
$514K - $630K
|
2.56K
$583K
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.51KNew |
$504K - $618K
|
2.51K
$572K
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5K+ 95.72% |
$502K - $616K
|
5.12K
$1.17M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.48K+ 8.24% |
$497K - $609K
|
32.5K
$7.41M
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.47K+ 82.51% |
$496K - $608K
|
5.47K
$1.25M
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.47KNew |
$496K - $608K
|
2.47K
$563K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.47KNew |
$495K - $607K
|
2.47K
$562K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.46K+ 148.43% |
$494K - $605K
|
4.12K
$939K
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.46KNew |
$494K - $605K
|
2.46K
$561K
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.45K+ 5.93% |
$491K - $602K
|
43.7K
$9.96M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
2.41K+ 4.53% |
$484K - $593K
|
55.6K
$12.7M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.41KNew |
$483K - $592K
|
2.41K
$549K
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.41K+ 26.31% |
$483K - $592K
|
11.5K
$2.63M
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.4KNew |
$481K - $590K
|
2.4K
$547K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.39K+ 20.37% |
$480K - $588K
|
14.1K
$3.22M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.37K+ 17.96% |
$476K - $584K
|
15.6K
$3.55M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 33.87% |
$476K - $583K
|
9.37K
$2.13M
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.37KNew |
$475K - $582K
|
2.37K
$539K
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.35K+ 26.03% |
$472K - $579K
|
11.4K
$2.6M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.34K+ 21.71% |
$469K - $575K
|
13.1K
$2.99M
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
2.32KNew |
$466K - $572K
|
2.32K
$530K
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.32KNew |
$466K - $572K
|
2.32K
$530K
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.3KNew |
$460K - $565K
|
2.3K
$523K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.29K+ 35.83% |
$460K - $564K
|
8.69K
$1.98M
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.28K+ 198.44% |
$458K - $562K
|
3.44K
$783K
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.2K+ 31.41% |
$442K - $542K
|
9.22K
$2.1M
|
|
Feb 14, 2024
Q4 2023
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
2.2K+ 7.59% |
$441K - $541K
|
31.1K
$7.1M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.19KNew |
$438K - $538K
|
2.19K
$498K
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.18K+ 4.27% |
$437K - $536K
|
53.2K
$12.1M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.17K+ 15.32% |
$434K - $533K
|
16.3K
$3.71M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.16KNew |
$433K - $531K
|
2.16K
$492K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.13K+ 15.81% |
$428K - $525K
|
15.6K
$3.56M
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.13K+ 225.42% |
$427K - $524K
|
3.07K
$700K
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$423K - $519K
|
2.11K
$481K
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.05KNew |
$411K - $504K
|
2.05K
$467K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$409K - $501K
|
2.04K
$464K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.04K+ 63.57% |
$408K - $501K
|
5.24K
$1.19M
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.03KNew |
$407K - $499K
|
2.03K
$463K
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.03KNew |
$407K - $499K
|
2.03K
$463K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.03K+ 27.36% |
$407K - $499K
|
9.44K
$2.15M
|
|
Feb 14, 2024
Q4 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
2.03K+ 5.25% |
$407K - $499K
|
40.6K
$9.25M
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.03K+ 27.36% |
$407K - $499K
|
9.44K
$2.15M
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.02K+ 4.18% |
$406K - $498K
|
50.4K
$11.5M
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2K+ 22.51% |
$401K - $492K
|
10.9K
$2.48M
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.98KNew |
$398K - $488K
|
1.98K
$452K
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.98KNew |
$396K - $486K
|
1.98K
$450K
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.96KNew |
$394K - $483K
|
1.96K
$447K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.96KNew |
$393K - $482K
|
1.96K
$447K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.94K+ 36.78% |
$389K - $478K
|
7.22K
$1.65M
|