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 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.5K+ 18.57% |
$703K - $862K
|
22.4K
$5.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.5KNew |
$702K - $861K
|
3.5K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.49KNew |
$701K - $859K
|
3.49K
$846K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
3.48K+ 3.4% |
$697K - $855K
|
106K
$25.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.45K+ 63.27% |
$693K - $850K
|
8.91K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.45K+ 3.97% |
$693K - $850K
|
90.5K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.41K+ 4.57% |
$684K - $838K
|
78K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.37KNew |
$677K - $830K
|
3.37K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.33K+ 3.16% |
$668K - $819K
|
109K
$26.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.3KNew |
$662K - $811K
|
3.3K
$799K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.29KNew |
$660K - $809K
|
3.29K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.28K+ 13.97% |
$657K - $806K
|
26.7K
$6.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.14K+ 5.62% |
$631K - $773K
|
59K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
3.14KNew |
$629K - $772K
|
3.14K
$760K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$621K - $761K
|
3.09K
$750K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.08KNew |
$617K - $757K
|
3.08K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.07KNew |
$616K - $756K
|
3.07K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.07K+ 3.05% |
$615K - $754K
|
104K
$25.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.03K+ 4.18% |
$609K - $746K
|
75.6K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3KNew |
$601K - $737K
|
3K
$726K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.99KNew |
$601K - $737K
|
2.99K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.99K+ 17.49% |
$600K - $736K
|
20.1K
$4.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.93K+ 13.58% |
$588K - $722K
|
24.5K
$5.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.93KNew |
$587K - $720K
|
2.93K
$709K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.89KNew |
$580K - $712K
|
2.89K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.88KNew |
$577K - $707K
|
2.88K
$697K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.87K+ 24.73% |
$576K - $707K
|
14.5K
$3.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
2.85K+ 6.03% |
$572K - $701K
|
50.1K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.82K+ 52.31% |
$566K - $694K
|
8.21K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.82KNew |
$565K - $693K
|
2.82K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.78K+ 13.17% |
$557K - $683K
|
23.8K
$5.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.73K+ 4.59% |
$549K - $673K
|
62.3K
$15.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
2.71KNew |
$544K - $667K
|
2.71K
$657K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.71K+ 42.05% |
$543K - $666K
|
9.15K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.68K+ 36.64% |
$538K - $660K
|
10K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.67K+ 140.81% |
$537K - $658K
|
4.57K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.64K+ 0.99% |
$530K - $649K
|
271K
$65.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.63K+ 14.71% |
$527K - $646K
|
20.5K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.62K+ 0.88% |
$525K - $644K
|
301K
$73M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.59K+ 3.38% |
$519K - $637K
|
79.2K
$19.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
2.58K+ 94.27% |
$518K - $636K
|
5.33K
$1.29M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.58KNew |
$518K - $635K
|
2.58K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.56KNew |
$514K - $630K
|
2.56K
$621K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.51KNew |
$504K - $618K
|
2.51K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.5K+ 95.72% |
$502K - $616K
|
5.12K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.48K+ 8.24% |
$497K - $609K
|
32.5K
$7.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.47K+ 82.51% |
$496K - $608K
|
5.47K
$1.33M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.47KNew |
$496K - $608K
|
2.47K
$599K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.47KNew |
$495K - $607K
|
2.47K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.46K+ 148.43% |
$494K - $605K
|
4.12K
$998K
|