Purchases and Sales Made in Q3 2023 in Union Pacific Corp (UNP)
This table provides information about the institutional ownership of Union Pacific Corp (UNP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
65+ 3.5% |
$13.2K - $15.5K
|
1.92K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
65+ 4.67% |
$13.2K - $15.5K
|
1.46K
$348K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
64+ 1.63% |
$13K - $15.2K
|
4K
$955K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
64+ 3.06% |
$13K - $15.2K
|
2.16K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
64+ 2.09% |
$13K - $15.2K
|
3.13K
$747K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
62+ 1.23% |
$12.5K - $14.8K
|
5.12K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 0.53% |
$12.5K - $14.8K
|
11.8K
$2.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
62+ 5.32% |
$12.5K - $14.8K
|
1.23K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
62+ 0.23% |
$12.5K - $14.8K
|
26.7K
$6.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
61+ 1.41% |
$12.3K - $14.5K
|
4.38K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 1.48% |
$12.3K - $14.5K
|
4.19K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
61+ 5.12% |
$12.3K - $14.5K
|
1.25K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
61+ 1.52% |
$12.3K - $14.5K
|
4.08K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
61+ 1.91% |
$12.3K - $14.5K
|
3.26K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
60+ 4.39% |
$12.1K - $14.3K
|
1.43K
$341K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
58+ 5.14% |
$11.7K - $13.8K
|
1.19K
$284K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
58+ 3.58% |
$11.7K - $13.8K
|
1.68K
$401K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
58+ 3.89% |
$11.7K - $13.8K
|
1.55K
$370K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
57+ 7.33% |
$11.5K - $13.6K
|
835
$200K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
55+ 4.44% |
$11.1K - $13.1K
|
1.29K
$309K
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
54+ 0.73% |
$10.9K - $12.9K
|
7.44K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
53+ 2.64% |
$10.7K - $12.6K
|
2.06K
$493K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
52+ 0.32% |
$10.5K - $12.4K
|
16.3K
$3.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
52+ 1.24% |
$10.5K - $12.4K
|
4.26K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
52+ 2.07% |
$10.5K - $12.4K
|
2.57K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
52+ 3.28% |
$10.5K - $12.4K
|
1.64K
$391K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
50+ 2.36% |
$10.1K - $11.9K
|
2.17K
$517K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
50+ 1.56% |
$10.1K - $11.9K
|
3.27K
$780K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
50+ 0.98% |
$10.1K - $11.9K
|
5.18K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
50+ 0.16% |
$10.1K - $11.9K
|
30.9K
$7.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
50+ 0.2% |
$10.1K - $11.9K
|
25.2K
$6.01M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 1.52% |
$10.1K - $11.9K
|
3.34K
$798K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
49+ 3.67% |
$9.92K - $11.7K
|
1.38K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
48+ 12.94% |
$9.72K - $11.4K
|
419
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
47+ 3.6% |
$9.51K - $11.2K
|
1.35K
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
46+ 0.97% |
$9.31K - $10.9K
|
4.78K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
46+ 9.98% |
$9.31K - $10.9K
|
507
$121K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
46+ 2.83% |
$9.31K - $10.9K
|
1.67K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
45+ 1.34% |
$9.11K - $10.7K
|
3.41K
$814K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
45+ 1.9% |
$9.11K - $10.7K
|
2.42K
$577K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 1.47% |
$8.91K - $10.5K
|
3.04K
$727K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44+ 2.83% |
$8.91K - $10.5K
|
1.6K
$382K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 2.88% |
$8.7K - $10.2K
|
1.53K
$367K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43+ 0.81% |
$8.7K - $10.2K
|
5.34K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
43+ 3.64% |
$8.7K - $10.2K
|
1.22K
$292K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
42+ 1.82% |
$8.5K - $10K
|
2.35K
$562K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
42+ 3.93% |
$8.5K - $10K
|
1.11K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
41+ 41.0% |
$8.3K - $9.76K
|
141
$33.7K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
41+ 1.31% |
$8.3K - $9.76K
|
3.16K
$756K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
41+ 41.0% |
$8.3K - $9.76K
|
141
$33.7K
|