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 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.83KNew |
$368K - $451K
|
1.83K
$454K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.8KNew |
$361K - $443K
|
1.8K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.79K+ 1084.85% |
$359K - $440K
|
1.96K
$484K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.78K+ 16.45% |
$356K - $437K
|
12.6K
$3.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 0.49% |
$356K - $436K
|
362K
$89.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.76K+ 2.84% |
$353K - $433K
|
63.7K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
1.75KNew |
$352K - $431K
|
1.75K
$434K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.75K+ 4.22% |
$351K - $430K
|
43.2K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.74KNew |
$349K - $427K
|
1.74K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.73K+ 8.46% |
$347K - $425K
|
22.2K
$5.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
1.72K+ 59.01% |
$345K - $423K
|
4.63K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.72KNew |
$345K - $423K
|
1.72K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.72KNew |
$345K - $423K
|
1.72K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.7K+ 27.38% |
$342K - $419K
|
7.92K
$1.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.7KNew |
$340K - $417K
|
1.7K
$420K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.7K+ 33.52% |
$340K - $417K
|
6.75K
$1.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 4.23% |
$337K - $413K
|
41.4K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.67K+ 47.08% |
$334K - $410K
|
5.21K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$332K - $407K
|
1.66K
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.65KNew |
$330K - $405K
|
1.65K
$408K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.64K+ 3.39% |
$330K - $404K
|
50.2K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.64K+ 2.99% |
$329K - $404K
|
56.6K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.62K+ 8.68% |
$326K - $400K
|
20.3K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.62K+ 68.18% |
$326K - $400K
|
4.01K
$993K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.61K+ 23.72% |
$323K - $397K
|
8.41K
$2.08M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.61KNew |
$323K - $396K
|
1.61K
$399K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.6K+ 39.75% |
$321K - $394K
|
5.63K
$1.39M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.59K+ 9.63% |
$318K - $390K
|
18K
$4.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.59K+ 18.35% |
$318K - $390K
|
10.2K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.58KNew |
$317K - $389K
|
1.58K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.58KNew |
$317K - $388K
|
1.58K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.57KNew |
$316K - $387K
|
1.57K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.56KNew |
$313K - $384K
|
1.56K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.55K+ 17.5% |
$312K - $382K
|
10.4K
$2.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.55KNew |
$310K - $380K
|
1.55K
$383K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.53K+ 12.86% |
$307K - $376K
|
13.4K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.52K+ 17.05% |
$305K - $374K
|
10.4K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.52K+ 134.13% |
$304K - $373K
|
2.65K
$656K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.52KNew |
$304K - $373K
|
1.52K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.51K+ 2.83% |
$303K - $372K
|
54.8K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.51KNew |
$303K - $371K
|
1.51K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.5KNew |
$300K - $368K
|
1.5K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.47K+ 9.74% |
$295K - $362K
|
16.6K
$4.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.47K+ 13.51% |
$294K - $361K
|
12.3K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.45K+ 9.76% |
$291K - $357K
|
16.3K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.45K+ 4.3% |
$291K - $357K
|
35.2K
$8.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.43K+ 22.34% |
$287K - $352K
|
7.84K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.42K+ 10.24% |
$285K - $350K
|
15.3K
$3.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 52.03% |
$283K - $347K
|
4.12K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.4KNew |
$282K - $345K
|
1.4K
$348K
|