Purchases and Sales Made in Q2 2023 in Union Pacific Corp (UNP)
This table provides information about the institutional ownership of Union Pacific Corp (UNP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
50+ 1.39% |
$9.58K - $10.3K
|
3.65K
$895K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 294.12% |
$9.58K - $10.3K
|
67
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
47+ 3.06% |
$9K - $9.68K
|
1.59K
$389K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
46+ 3.53% |
$8.81K - $9.47K
|
1.35K
$331K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
46+ 1.18% |
$8.81K - $9.47K
|
3.93K
$965K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
45+ 1.17% |
$8.62K - $9.27K
|
3.89K
$956K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
44New |
$8.43K - $9.06K
|
44
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
44+ 0.58% |
$8.43K - $9.06K
|
7.65K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
43+ 0.09% |
$8.23K - $8.85K
|
47.2K
$11.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
42+ 0.44% |
$8.04K - $8.65K
|
9.69K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42+ 1.48% |
$8.04K - $8.65K
|
2.88K
$707K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
41+ 0.28% |
$7.85K - $8.44K
|
14.5K
$3.56M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.98% |
$7.85K - $8.44K
|
2.11K
$517K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
40+ 1.43% |
$7.66K - $8.24K
|
2.84K
$696K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
40+ 0.48% |
$7.66K - $8.24K
|
8.41K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
38+ 1.12% |
$7.28K - $7.82K
|
3.45K
$846K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
38+ 1.79% |
$7.28K - $7.82K
|
2.16K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 3.6% |
$7.28K - $7.82K
|
1.09K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
38New |
$7.28K - $7.82K
|
38
$9.33K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
37+ 0.64% |
$7.09K - $7.62K
|
5.86K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37+ 4.39% |
$7.09K - $7.62K
|
879
$216K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
36+ 2.26% |
$6.89K - $7.41K
|
1.63K
$399K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
36+ 2.25% |
$6.89K - $7.41K
|
1.64K
$401K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
35+ 0.5% |
$6.7K - $7.21K
|
7.08K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
34+ 2.52% |
$6.51K - $7K
|
1.38K
$340K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
34+ 0.39% |
$6.51K - $7K
|
8.74K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
34+ 1.36% |
$6.51K - $7K
|
2.53K
$620K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 2.86% |
$6.51K - $7K
|
1.22K
$300K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
34New |
$6.51K - $7K
|
34
$8.35K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
33+ 1.6% |
$6.32K - $6.8K
|
2.1K
$516K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
33+ 3.05% |
$6.32K - $6.8K
|
1.12K
$274K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
32+ 168.42% |
$6.13K - $6.59K
|
51
$12.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
32+ 2.39% |
$6.13K - $6.59K
|
1.37K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
32+ 3.09% |
$6.13K - $6.59K
|
1.07K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
31+ 0.36% |
$5.94K - $6.38K
|
8.66K
$2.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
31+ 10.84% |
$5.94K - $6.38K
|
317
$77.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31+ 24.22% |
$5.94K - $6.38K
|
159
$39K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
30+ 0.46% |
$5.75K - $6.18K
|
6.61K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29+ 0.21% |
$5.55K - $5.97K
|
14.1K
$3.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
28+ 1.33% |
$5.36K - $5.77K
|
2.14K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
28+ 0.04% |
$5.36K - $5.77K
|
71.8K
$17.6M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
28New |
$5.36K - $5.77K
|
28
$6.88K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
27+ 0.07% |
$5.17K - $5.56K
|
36.6K
$8.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
26+ 0.05% |
$4.98K - $5.35K
|
52K
$12.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
26+ 1.24% |
$4.98K - $5.35K
|
2.12K
$519K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
26+ 0.63% |
$4.98K - $5.35K
|
4.18K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
26+ 0.26% |
$4.98K - $5.35K
|
9.99K
$2.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
26+ 0.13% |
$4.98K - $5.35K
|
20.2K
$4.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
26+ 1.36% |
$4.98K - $5.35K
|
1.94K
$477K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
26+ 1.7% |
$4.98K - $5.35K
|
1.55K
$381K
|