Purchases and Sales Made in Q1 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q1 2023. The information is specifically focused on institutions that hold shares of UNILEVER PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 1.24% |
$146 - $156
|
244
$14.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.26% |
$146 - $156
|
1.15K
$68.7K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$146 - $156
|
8.5K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 4.0% |
$97.4 - $104
|
52
$3.11K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$97.4 - $104
|
5K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.82% |
$97.4 - $104
|
245
$14.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.77% |
$97.4 - $104
|
263
$15.7K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.77% |
$97.4 - $104
|
261
$15.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.48% |
$97.4 - $104
|
417
$25K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2+ 0.04% |
$97.4 - $104
|
4.8K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$97.4 - $104
|
6.41K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.01% |
$48.7 - $52
|
15K
$898K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.04% |
$48.7 - $52
|
2.83K
$169K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1+ 0.0% |
$48.7 - $52
|
31.5K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$48.7 - $52
|
11.3K
$675K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$48.7 - $52
|
59.3K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.01% |
$48.7 - $52
|
17.7K
$1.06M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.99% |
$48.7 - $52
|
102
$6.1K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.02% |
$48.7 - $52
|
6.33K
$379K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.17% |
$48.7 - $52
|
604
$36.1K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$48.7 - $52
|
19.1K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1- 0.01% |
$48.7 - $52
|
10.7K
$642K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$48.7 - $52
|
4.13K
$247K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-2- 1.0% |
$97.4 - $104
|
198
$11.8K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-2- 0.01% |
$97.4 - $104
|
29.6K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$195 - $208
|
42.2K
$2.53M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 0.04% |
$243 - $260
|
12.8K
$768K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 2.28% |
$243 - $260
|
214
$12.8K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-6- 0.02% |
$292 - $312
|
26.5K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6- 0.09% |
$292 - $312
|
6.73K
$403K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 0.64% |
$292 - $312
|
936
$56K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-10- 0.25% |
$487 - $520
|
4K
$239K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-14- 0.24% |
$682 - $728
|
5.8K
$347K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15Closed |
$730 - $780
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15- 0.05% |
$730 - $780
|
30.4K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 0.65% |
$730 - $780
|
2.28K
$137K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-16- 16.16% |
$779 - $832
|
83
$4.97K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-18- 26.47% |
$876 - $936
|
50
$2.99K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-20- 0.36% |
$974 - $1.04K
|
5.51K
$330K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21- 0.44% |
$1.02K - $1.09K
|
4.8K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.22% |
$1.07K - $1.14K
|
9.87K
$591K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 1.64% |
$1.07K - $1.14K
|
1.32K
$79K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-32- 0.32% |
$1.56K - $1.66K
|
9.89K
$592K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-35- 0.55% |
$1.7K - $1.82K
|
6.35K
$380K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-39- 0.69% |
$1.9K - $2.03K
|
5.58K
$334K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-39- 2.12% |
$1.9K - $2.03K
|
1.8K
$108K
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-41- 0.87% |
$2K - $2.13K
|
4.69K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-44- 1.02% |
$2.14K - $2.29K
|
4.26K
$255K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-46- 1.13% |
$2.24K - $2.39K
|
4.02K
$240K
|