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 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
40+ 0.21% |
$8.1K - $9.52K
|
19K
$4.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
39+ 6.32% |
$7.89K - $9.28K
|
656
$157K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
39+ 0.21% |
$7.89K - $9.28K
|
18.8K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
39+ 1.18% |
$7.89K - $9.28K
|
3.34K
$798K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
38+ 1.99% |
$7.69K - $9.04K
|
1.95K
$466K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
38+ 7.54% |
$7.69K - $9.04K
|
542
$130K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
37+ 0.21% |
$7.49K - $8.81K
|
17.3K
$4.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
37+ 0.48% |
$7.49K - $8.81K
|
7.8K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
37+ 3.4% |
$7.49K - $8.81K
|
1.13K
$269K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
36+ 2.67% |
$7.29K - $8.57K
|
1.39K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
36+ 2.24% |
$7.29K - $8.57K
|
1.65K
$393K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
BUY
|
- |
35+ 0.49% |
$7.08K - $8.33K
|
7.19K
$1.72M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
35New |
$7.08K - $8.33K
|
35
$8.37K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
34+ 0.98% |
$6.88K - $8.09K
|
3.51K
$840K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
34+ 200.0% |
$6.88K - $8.09K
|
51
$12.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
33+ 0.72% |
$6.68K - $7.85K
|
4.63K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
32+ 0.48% |
$6.48K - $7.62K
|
6.72K
$1.61M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
32+ 1.11% |
$6.48K - $7.62K
|
2.92K
$699K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
32+ 1.7% |
$6.48K - $7.62K
|
1.92K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32+ 5.59% |
$6.48K - $7.62K
|
604
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
32+ 3.13% |
$6.48K - $7.62K
|
1.05K
$252K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
31+ 1.23% |
$6.27K - $7.38K
|
2.55K
$610K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
31+ 2.39% |
$6.27K - $7.38K
|
1.33K
$317K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
31+ 0.51% |
$6.27K - $7.38K
|
6.08K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31+ 8.2% |
$6.27K - $7.38K
|
409
$97.8K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
31+ 0.43% |
$6.27K - $7.38K
|
7.22K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
31+ 0.27% |
$6.27K - $7.38K
|
11.5K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30+ 4.69% |
$6.07K - $7.14K
|
669
$160K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
30+ 1.78% |
$6.07K - $7.14K
|
1.72K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
29+ 35.8% |
$5.87K - $6.9K
|
110
$26.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
29+ 46.77% |
$5.87K - $6.9K
|
91
$21.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29+ 56.86% |
$5.87K - $6.9K
|
80
$19.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
28+ 0.2% |
$5.67K - $6.66K
|
14.2K
$3.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
27+ 2.35% |
$5.46K - $6.43K
|
1.18K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
27+ 0.07% |
$5.46K - $6.43K
|
36.6K
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
27+ 0.3% |
$5.46K - $6.43K
|
9.12K
$2.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
26New |
$5.26K - $6.19K
|
26
$6.21K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 0.53% |
$5.06K - $5.95K
|
4.75K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24+ 1.73% |
$4.86K - $5.71K
|
1.41K
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
23+ 0.32% |
$4.66K - $5.47K
|
7.21K
$1.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
22+ 0.87% |
$4.45K - $5.24K
|
2.55K
$610K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22+ 6.08% |
$4.45K - $5.24K
|
384
$91.8K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
22+ 0.45% |
$4.45K - $5.24K
|
4.89K
$1.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
21+ 0.4% |
$4.25K - $5K
|
5.22K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
21+ 0.57% |
$4.25K - $5K
|
3.71K
$887K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
21+ 0.38% |
$4.25K - $5K
|
5.48K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
21+ 0.43% |
$4.25K - $5K
|
4.86K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
21+ 0.96% |
$4.25K - $5K
|
2.21K
$528K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
21+ 1.88% |
$4.25K - $5K
|
1.14K
$273K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20+ 0.42% |
$4.05K - $4.76K
|
4.82K
$1.15M
|