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
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 0.96% |
$2.43K - $2.6K
|
5.14K
$307K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-52- 0.52% |
$2.53K - $2.7K
|
9.87K
$590K
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-52- 0.63% |
$2.53K - $2.7K
|
8.19K
$490K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-54- 1.01% |
$2.63K - $2.81K
|
5.27K
$315K
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-54- 0.13% |
$2.63K - $2.81K
|
41.3K
$2.47M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-56- 72.73% |
$2.73K - $2.91K
|
21
$1.26K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-57- 0.64% |
$2.77K - $2.96K
|
8.9K
$533K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-58- 0.59% |
$2.82K - $3.01K
|
9.84K
$589K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-62- 0.47% |
$3.02K - $3.22K
|
13K
$778K
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-63- 1.0% |
$3.07K - $3.27K
|
6.25K
$374K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-65- 0.74% |
$3.16K - $3.38K
|
8.71K
$521K
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-67- 0.61% |
$3.26K - $3.48K
|
10.9K
$654K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-68- 21.45% |
$3.31K - $3.53K
|
249
$14.9K
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-68- 1.51% |
$3.31K - $3.53K
|
4.45K
$266K
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-70- 0.2% |
$3.41K - $3.64K
|
34.6K
$2.07M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-70- 0.56% |
$3.41K - $3.64K
|
12.4K
$739K
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-71- 1.56% |
$3.46K - $3.69K
|
4.48K
$268K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-73- 1.79% |
$3.55K - $3.79K
|
4K
$239K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-84- 3.43% |
$4.09K - $4.37K
|
2.36K
$141K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-85- 0.5% |
$4.14K - $4.42K
|
17K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-85- 1.2% |
$4.14K - $4.42K
|
6.99K
$418K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-88- 4.76% |
$4.28K - $4.57K
|
1.76K
$105K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-89- 20.55% |
$4.33K - $4.63K
|
344
$20.6K
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-91- 0.95% |
$4.43K - $4.73K
|
9.51K
$569K
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-100- 2.13% |
$4.87K - $5.2K
|
4.6K
$275K
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-100- 1.48% |
$4.87K - $5.2K
|
6.64K
$397K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 2.8% |
$4.87K - $5.2K
|
3.48K
$208K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-101- 0.05% |
$4.92K - $5.25K
|
194K
$11.6M
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-105- 0.31% |
$5.11K - $5.46K
|
33.5K
$2M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-108- 0.18% |
$5.26K - $5.61K
|
59.2K
$3.54M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-109- 2.2% |
$5.31K - $5.67K
|
4.85K
$290K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-115- 12.88% |
$5.6K - $5.98K
|
778
$46.6K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-115- 12.88% |
$5.6K - $5.98K
|
778
$46.6K
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-115- 2.13% |
$5.6K - $5.98K
|
5.29K
$317K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-123- 1.17% |
$5.99K - $6.39K
|
10.4K
$623K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-125- 3.82% |
$6.09K - $6.5K
|
3.15K
$188K
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-125- 1.55% |
$6.09K - $6.5K
|
7.94K
$475K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-127- 0.71% |
$6.18K - $6.6K
|
17.7K
$1.06M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-133- 1.73% |
$6.47K - $6.91K
|
7.55K
$451K
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
SELL
|
- |
-134- 0.4% |
$6.52K - $6.97K
|
33.7K
$2.01M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-135- 3.08% |
$6.57K - $7.02K
|
4.25K
$254K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-136- 65.7% |
$6.62K - $7.07K
|
71
$4.25K
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-139- 2.49% |
$6.77K - $7.23K
|
5.45K
$326K
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-142- 2.71% |
$6.91K - $7.38K
|
5.1K
$305K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-145- 0.58% |
$7.06K - $7.54K
|
25K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145- 1.32% |
$7.06K - $7.54K
|
10.8K
$649K
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-145- 1.42% |
$7.06K - $7.54K
|
10.1K
$603K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-146- 1.36% |
$7.11K - $7.59K
|
10.6K
$635K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-147- 5.74% |
$7.16K - $7.64K
|
2.42K
$145K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-148- 1.23% |
$7.2K - $7.69K
|
11.9K
$712K
|