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 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
531+ 43.28% |
$107K - $131K
|
1.76K
$431K
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
524+ 6.62% |
$105K - $129K
|
8.44K
$2.07M
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
520+ 8.18% |
$104K - $128K
|
6.88K
$1.69M
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
520+ 6.85% |
$104K - $128K
|
8.12K
$1.99M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
517+ 0.31% |
$104K - $127K
|
168K
$41.2M
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
511+ 3.58% |
$103K - $126K
|
14.8K
$3.63M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
507+ 2.18% |
$102K - $125K
|
23.8K
$5.83M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
507New |
$102K - $125K
|
507
$124K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
505+ 1.08% |
$101K - $124K
|
47.5K
$11.6M
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
496+ 18.42% |
$99.5K - $122K
|
3.19K
$782K
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
492+ 4.14% |
$98.7K - $121K
|
12.4K
$3.03M
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
488+ 20.72% |
$97.9K - $120K
|
2.84K
$697K
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
488+ 5.93% |
$97.9K - $120K
|
8.72K
$2.14M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
474New |
$95.1K - $117K
|
474
$116K
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
468+ 13.73% |
$93.9K - $115K
|
3.88K
$951K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
461+ 1.61% |
$92.5K - $113K
|
29.2K
$7.15M
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
460+ 2.71% |
$92.3K - $113K
|
17.4K
$4.27M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
451+ 5.22% |
$90.5K - $111K
|
9.09K
$2.23M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
450+ 5.22% |
$90.3K - $111K
|
9.07K
$2.22M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
446+ 0.96% |
$89.5K - $110K
|
47K
$11.5M
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
443+ 2.1% |
$88.9K - $109K
|
21.5K
$5.28M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
441+ 20.86% |
$88.5K - $108K
|
2.56K
$627K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
429+ 1.17% |
$86.1K - $106K
|
37K
$9.07M
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
428+ 5.01% |
$85.9K - $105K
|
8.97K
$2.2M
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
426+ 15.77% |
$85.5K - $105K
|
3.13K
$767K
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
424+ 31.2% |
$85.1K - $104K
|
1.78K
$437K
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
418+ 0.16% |
$83.9K - $103K
|
255K
$62.6M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
417+ 18.34% |
$83.7K - $103K
|
2.69K
$660K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
415+ 2.16% |
$83.3K - $102K
|
19.6K
$4.81M
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
413+ 9.86% |
$82.9K - $102K
|
4.6K
$1.13M
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
413+ 1.51% |
$82.9K - $102K
|
27.8K
$6.82M
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
413+ 9.86% |
$82.9K - $102K
|
4.6K
$1.13M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
411+ 13.42% |
$82.5K - $101K
|
3.47K
$852K
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
409+ 17.73% |
$82.1K - $101K
|
2.72K
$666K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
408+ 24.06% |
$81.9K - $100K
|
2.1K
$516K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
407New |
$81.7K - $100K
|
407
$99.8K
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
401+ 3.51% |
$80.5K - $98.7K
|
11.8K
$2.9M
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
400+ 135.14% |
$80.3K - $98.4K
|
696
$171K
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 3.44% |
$80.3K - $98.4K
|
12K
$2.95M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
398+ 2.14% |
$79.9K - $97.9K
|
19K
$4.65M
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
391+ 14.39% |
$78.5K - $96.2K
|
3.11K
$762K
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
388+ 9.08% |
$77.8K - $95.5K
|
4.66K
$1.14M
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
388+ 12.04% |
$77.8K - $95.5K
|
3.61K
$885K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
385+ 3.42% |
$77.2K - $94.7K
|
11.6K
$2.85M
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
380+ 23.21% |
$76.2K - $93.5K
|
2.02K
$495K
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
377+ 2.06% |
$75.6K - $92.7K
|
18.7K
$4.59M
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
376+ 2.21% |
$75.4K - $92.5K
|
17.4K
$4.27M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
369+ 7.44% |
$74K - $90.8K
|
5.33K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
369+ 3.64% |
$74K - $90.8K
|
10.5K
$2.58M
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
364+ 1.12% |
$73K - $89.6K
|
32.9K
$8.08M
|