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 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
198+ 9.63% |
$39.7K - $48.7K
|
2.25K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
198+ 163.64% |
$39.7K - $48.7K
|
319
$77.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
196+ 3.12% |
$39.3K - $48.2K
|
6.49K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
195+ 5.74% |
$39.1K - $48K
|
3.59K
$871K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
195+ 1.8% |
$39.1K - $48K
|
11K
$2.67M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
195New |
$39.1K - $48K
|
195
$47.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
194+ 12.45% |
$38.9K - $47.7K
|
1.75K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
192+ 10.72% |
$38.5K - $47.2K
|
1.98K
$481K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
189+ 4.09% |
$37.9K - $46.5K
|
4.82K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
186New |
$37.3K - $45.8K
|
186
$45.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
185+ 27.53% |
$37.1K - $45.5K
|
857
$208K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
185New |
$37.1K - $45.5K
|
185
$44.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
184+ 11.43% |
$36.9K - $45.3K
|
1.79K
$435K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
182+ 0.95% |
$36.5K - $44.8K
|
19.4K
$4.71M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
182+ 2.25% |
$36.5K - $44.8K
|
8.29K
$2.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
181New |
$36.3K - $44.5K
|
181
$43.9K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
179+ 40.22% |
$35.9K - $44K
|
624
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
178+ 4.72% |
$35.7K - $43.8K
|
3.95K
$957K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
178+ 4.05% |
$35.7K - $43.8K
|
4.58K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
177+ 9.91% |
$35.5K - $43.5K
|
1.96K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
177New |
$35.5K - $43.5K
|
177
$42.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
176+ 0.02% |
$35.3K - $43.3K
|
866K
$210M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
175+ 1.68% |
$35.1K - $43.1K
|
10.6K
$2.56M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
174+ 2.95% |
$34.9K - $42.8K
|
6.07K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
174+ 1.57% |
$34.9K - $42.8K
|
11.3K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
173+ 7.36% |
$34.7K - $42.6K
|
2.52K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
173+ 6.46% |
$34.7K - $42.6K
|
2.85K
$691K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
172+ 0.34% |
$34.5K - $42.3K
|
50.2K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
172+ 14.81% |
$34.5K - $42.3K
|
1.33K
$323K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
171+ 21.73% |
$34.3K - $42.1K
|
958
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
171+ 4.15% |
$34.3K - $42.1K
|
4.29K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
170+ 4.02% |
$34.1K - $41.8K
|
4.4K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
169+ 2.52% |
$33.9K - $41.6K
|
6.87K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
166+ 3.11% |
$33.3K - $40.8K
|
5.51K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
165+ 6.82% |
$33.1K - $40.6K
|
2.59K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
165+ 3.45% |
$33.1K - $40.6K
|
4.95K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
165+ 4.29% |
$33.1K - $40.6K
|
4.01K
$972K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
164+ 3.49% |
$32.9K - $40.3K
|
4.86K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 13.22% |
$32.5K - $39.9K
|
1.39K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
162+ 1.16% |
$32.5K - $39.9K
|
14.1K
$3.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
161+ 7.29% |
$32.3K - $39.6K
|
2.37K
$575K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
160+ 7.39% |
$32.1K - $39.4K
|
2.33K
$564K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
160+ 2.34% |
$32.1K - $39.4K
|
7K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
159+ 0.54% |
$31.9K - $39.1K
|
29.8K
$7.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
157+ 1.0% |
$31.5K - $38.6K
|
15.9K
$3.86M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
156+ 2.16% |
$31.3K - $38.4K
|
7.37K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
154+ 2.56% |
$30.9K - $37.9K
|
6.16K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
154+ 14.09% |
$30.9K - $37.9K
|
1.25K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
153+ 0.48% |
$30.7K - $37.6K
|
32.1K
$7.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
152+ 1.36% |
$30.5K - $37.4K
|
11.4K
$2.75M
|