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 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9- 0.75% |
$1.81K - $2.21K
|
1.19K
$292K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9- 0.31% |
$1.81K - $2.21K
|
2.87K
$703K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10- 0.06% |
$2.01K - $2.46K
|
17.2K
$4.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10- 0.65% |
$2.01K - $2.46K
|
1.53K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-10- 0.35% |
$2.01K - $2.46K
|
2.88K
$704K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 8.06% |
$2.01K - $2.46K
|
114
$27.9K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 71.43% |
$2.01K - $2.46K
|
4
$979
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-11- 0.83% |
$2.21K - $2.71K
|
1.32K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11- 0.16% |
$2.21K - $2.71K
|
6.67K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11- 0.25% |
$2.21K - $2.71K
|
4.31K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11- 0.94% |
$2.21K - $2.71K
|
1.16K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12- 0.81% |
$2.41K - $2.95K
|
1.47K
$359K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-12- 0.34% |
$2.41K - $2.95K
|
3.49K
$855K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-12- 0.36% |
$2.41K - $2.95K
|
3.32K
$813K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-13- 0.4% |
$2.61K - $3.2K
|
3.25K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-13- 3.16% |
$2.61K - $3.2K
|
399
$97.6K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-14- 1.12% |
$2.81K - $3.44K
|
1.24K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-14- 0.56% |
$2.81K - $3.44K
|
2.48K
$606K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-15- 0.56% |
$3.01K - $3.69K
|
2.68K
$656K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 4.89% |
$3.01K - $3.69K
|
292
$71.4K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-15- 1.44% |
$3.01K - $3.69K
|
1.03K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 4.85% |
$3.01K - $3.69K
|
294
$71.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.16% |
$3.01K - $3.69K
|
9.48K
$2.32M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 0.64% |
$3.01K - $3.69K
|
2.33K
$570K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-16- 1.15% |
$3.21K - $3.94K
|
1.37K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16- 0.2% |
$3.21K - $3.94K
|
8.05K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-16- 0.14% |
$3.21K - $3.94K
|
11.6K
$2.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.25% |
$3.41K - $4.18K
|
6.75K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-17- 0.28% |
$3.41K - $4.18K
|
6.06K
$1.48M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18- 0.17% |
$3.61K - $4.43K
|
10.5K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-18- 0.36% |
$3.61K - $4.43K
|
4.98K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-18- 1.12% |
$3.61K - $4.43K
|
1.59K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-18- 0.64% |
$3.61K - $4.43K
|
2.79K
$682K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-19- 25.33% |
$3.81K - $4.67K
|
56
$13.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.66% |
$3.81K - $4.67K
|
2.86K
$700K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-19- 0.76% |
$3.81K - $4.67K
|
2.49K
$608K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-20- 0.3% |
$4.01K - $4.92K
|
6.71K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-20- 0.68% |
$4.01K - $4.92K
|
2.91K
$713K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-20- 1.03% |
$4.01K - $4.92K
|
1.93K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-21- 0.31% |
$4.21K - $5.17K
|
6.7K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-21- 1.13% |
$4.21K - $5.17K
|
1.84K
$450K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-22- 0.28% |
$4.41K - $5.41K
|
7.82K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-23- 0.8% |
$4.61K - $5.66K
|
2.84K
$694K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-24- 1.42% |
$4.82K - $5.9K
|
1.66K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-24- 0.73% |
$4.82K - $5.9K
|
3.24K
$794K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-24- 0.08% |
$4.82K - $5.9K
|
30.1K
$7.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-24- 1.39% |
$4.82K - $5.9K
|
1.7K
$417K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.17% |
$5.02K - $6.15K
|
14.3K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-25- 0.21% |
$5.02K - $6.15K
|
12.1K
$2.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 4.14% |
$5.02K - $6.15K
|
579
$142K
|