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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.44KNew |
$292K - $344K
|
1.44K
$345K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.43K+ 110.93% |
$290K - $341K
|
2.72K
$650K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.42KNew |
$287K - $337K
|
1.42K
$338K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.4K+ 6.26% |
$284K - $334K
|
23.8K
$5.69M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.38K+ 24.03% |
$279K - $328K
|
7.12K
$1.7M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.38KNew |
$279K - $328K
|
1.38K
$329K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.37K+ 46.7% |
$277K - $326K
|
4.31K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.37KNew |
$277K - $326K
|
1.37K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 2.12% |
$276K - $325K
|
65.7K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.36K+ 0.51% |
$275K - $324K
|
268K
$64.1M
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.36K+ 4.93% |
$275K - $323K
|
28.9K
$6.91M
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 1.18% |
$270K - $318K
|
115K
$27.4M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 14.15% |
$270K - $318K
|
10.8K
$2.57M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.33KNew |
$270K - $317K
|
1.33K
$319K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.33K+ 17.54% |
$269K - $317K
|
8.91K
$2.13M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.33K+ 8.4% |
$269K - $316K
|
17.1K
$4.1M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.33K+ 30.92% |
$269K - $316K
|
5.62K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.33K+ 1.27% |
$269K - $316K
|
106K
$25.3M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.33K+ 36.62% |
$268K - $316K
|
4.95K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.33KNew |
$268K - $315K
|
1.33K
$317K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.31K+ 9.51% |
$265K - $311K
|
15.1K
$3.6M
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.3K+ 5.64% |
$264K - $310K
|
24.4K
$5.83M
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.3KNew |
$263K - $309K
|
1.3K
$310K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.29K+ 32.66% |
$261K - $307K
|
5.24K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.29K+ 42.59% |
$260K - $306K
|
4.31K
$1.03M
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.29K+ 2.22% |
$260K - $306K
|
59.3K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.29K+ 22.83% |
$260K - $306K
|
6.91K
$1.65M
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.29KNew |
$260K - $306K
|
1.29K
$307K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.27K+ 46.7% |
$258K - $303K
|
4K
$956K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.26KNew |
$255K - $300K
|
1.26K
$301K
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.24KNew |
$250K - $294K
|
1.24K
$296K
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.22K+ 2.01% |
$247K - $291K
|
61.9K
$14.8M
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$243K - $286K
|
1.2K
$288K
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.2K+ 101.01% |
$243K - $286K
|
2.39K
$571K
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.2KNew |
$243K - $286K
|
1.2K
$287K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.2KNew |
$242K - $285K
|
1.2K
$286K
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.19KNew |
$241K - $283K
|
1.19K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.19KNew |
$240K - $283K
|
1.19K
$284K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.18K+ 24.48% |
$239K - $282K
|
6.02K
$1.44M
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
1.18KNew |
$239K - $281K
|
1.18K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.17KNew |
$238K - $279K
|
1.17K
$281K
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.17K+ 5.35% |
$236K - $278K
|
23K
$5.5M
|
|
Nov 14, 2023
Q3 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.17K+ 28.63% |
$236K - $278K
|
5.24K
$1.25M
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.17KNew |
$236K - $277K
|
1.17K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.16K+ 2.89% |
$235K - $276K
|
41.3K
$9.86M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.16K+ 34.54% |
$235K - $276K
|
4.52K
$1.08M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 13.76% |
$233K - $274K
|
9.53K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$233K - $274K
|
1.15K
$275K
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.15K+ 78.23% |
$233K - $274K
|
2.62K
$626K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 234.97% |
$233K - $273K
|
1.64K
$392K
|