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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
353+ 13.44% |
$70.8K - $86.8K
|
2.98K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
348+ 16.88% |
$69.8K - $85.6K
|
2.41K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
345+ 1.08% |
$69.2K - $84.9K
|
32.2K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
344+ 2.05% |
$69K - $84.6K
|
17.1K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
344+ 0.15% |
$69K - $84.6K
|
231K
$55.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
343+ 1.66% |
$68.8K - $84.4K
|
21K
$5.08M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
340+ 2.91% |
$68.2K - $83.6K
|
12K
$2.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
337+ 0.98% |
$67.6K - $82.9K
|
34.6K
$8.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
336+ 9.56% |
$67.4K - $82.7K
|
3.85K
$933K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
335+ 13.65% |
$67.2K - $82.4K
|
2.79K
$676K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
332+ 11.0% |
$66.6K - $81.7K
|
3.35K
$812K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327+ 0.01% |
$65.6K - $80.4K
|
3.89M
$942M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
326+ 0.34% |
$65.4K - $80.2K
|
95.7K
$23.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
325+ 3.24% |
$65.2K - $80K
|
10.4K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
323+ 6.87% |
$64.8K - $79.5K
|
5.03K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
321+ 1.0% |
$64.4K - $79K
|
32.5K
$7.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
320+ 16.21% |
$64.2K - $78.7K
|
2.29K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
318+ 2.92% |
$63.8K - $78.2K
|
11.2K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
317+ 29.99% |
$63.6K - $78K
|
1.37K
$333K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
316New |
$63.4K - $77.7K
|
316
$76.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
315+ 17.96% |
$63.2K - $77.5K
|
2.07K
$502K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
312+ 9.56% |
$62.6K - $76.8K
|
3.58K
$867K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
309+ 26.73% |
$62K - $76K
|
1.47K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
309+ 1.17% |
$62K - $76K
|
26.6K
$6.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309+ 1.5% |
$62K - $76K
|
20.9K
$5.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
304+ 25.81% |
$61K - $74.8K
|
1.48K
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
304+ 23.49% |
$61K - $74.8K
|
1.6K
$387K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
303+ 1.77% |
$60.8K - $74.5K
|
17.4K
$4.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
303+ 11.35% |
$60.8K - $74.5K
|
2.97K
$721K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
303+ 11.35% |
$60.8K - $74.5K
|
2.97K
$721K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
302+ 15.58% |
$60.6K - $74.3K
|
2.24K
$543K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
295+ 2.94% |
$59.2K - $72.6K
|
10.3K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
294+ 2.34% |
$59K - $72.3K
|
12.8K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
293+ 1.31% |
$58.8K - $72.1K
|
22.7K
$5.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
291+ 18.74% |
$58.4K - $71.6K
|
1.84K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
291+ 4.47% |
$58.4K - $71.6K
|
6.8K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
290+ 21.17% |
$58.2K - $71.3K
|
1.66K
$402K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
288+ 15.4% |
$57.8K - $70.9K
|
2.16K
$523K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
286+ 3.88% |
$57.4K - $70.4K
|
7.66K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
282+ 1.85% |
$56.6K - $69.4K
|
15.6K
$3.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
282+ 6.87% |
$56.6K - $69.4K
|
4.39K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
280+ 0.89% |
$56.2K - $68.9K
|
31.7K
$7.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
279+ 1.46% |
$56K - $68.6K
|
19.4K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
279+ 3.33% |
$56K - $68.6K
|
8.65K
$2.1M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
279New |
$56K - $68.6K
|
279
$67.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
278New |
$55.8K - $68.4K
|
278
$67.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
277+ 3.37% |
$55.6K - $68.1K
|
8.51K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
276+ 7.75% |
$55.4K - $67.9K
|
3.84K
$930K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
274+ 3.86% |
$55K - $67.4K
|
7.37K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
273+ 6.02% |
$54.8K - $67.2K
|
4.81K
$1.17M
|