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 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
6.43KNew |
$313K - $334K
|
6.43K
$384K
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
5.9K+ 3.66% |
$287K - $307K
|
167K
$9.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.85K+ 1.27% |
$285K - $304K
|
465K
$27.8M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.8K+ 4.15% |
$283K - $302K
|
146K
$8.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$255K - $273K
|
5.24K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.24K+ 27.37% |
$255K - $272K
|
24.4K
$1.46M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
5.16KNew |
$251K - $268K
|
5.16K
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
5.14K+ 8.91% |
$250K - $267K
|
62.8K
$3.75M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.08K+ 4.24% |
$247K - $264K
|
125K
$7.46M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
5.07K+ 3.57% |
$247K - $263K
|
147K
$8.79M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.04K+ 107.66% |
$245K - $262K
|
9.73K
$581K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.01K+ 18.01% |
$244K - $260K
|
32.8K
$1.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
5K+ 10.42% |
$243K - $260K
|
52.9K
$3.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.95KNew |
$241K - $257K
|
4.95K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.92KNew |
$240K - $256K
|
4.92K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.91K+ 4.58% |
$239K - $255K
|
112K
$6.7M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
4.89K+ 9.88% |
$238K - $254K
|
54.4K
$3.25M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.89KNew |
$238K - $254K
|
4.89K
$292K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.88K+ 10.93% |
$238K - $254K
|
49.5K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
4.81KNew |
$234K - $250K
|
4.81K
$287K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.81K+ 6.02% |
$234K - $250K
|
84.7K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.71KNew |
$229K - $245K
|
4.71K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
4.7KNew |
$229K - $244K
|
4.7K
$281K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.68K+ 79.86% |
$228K - $243K
|
10.5K
$629K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.61K+ 20.97% |
$225K - $240K
|
26.6K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.61KNew |
$224K - $239K
|
4.61K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.58K+ 4.62% |
$223K - $238K
|
104K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.54K+ 0.4% |
$221K - $236K
|
1.14M
$67.9M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.53K+ 6.72% |
$221K - $235K
|
72K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.51K+ 71.94% |
$220K - $235K
|
10.8K
$644K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.48KNew |
$218K - $233K
|
4.48K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.46K+ 9.65% |
$217K - $232K
|
50.7K
$3.03M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.44K+ 3.13% |
$216K - $231K
|
147K
$8.76M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.44KNew |
$216K - $231K
|
4.44K
$265K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.44K+ 41.04% |
$216K - $231K
|
15.2K
$911K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.42KNew |
$215K - $230K
|
4.42K
$264K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.41K+ 65.55% |
$215K - $229K
|
11.1K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.4KNew |
$214K - $229K
|
4.4K
$263K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.39K+ 49.22% |
$214K - $228K
|
13.3K
$796K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$209K - $224K
|
4.3K
$257K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
4.29KNew |
$209K - $223K
|
4.29K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.26K+ 10.55% |
$207K - $221K
|
44.6K
$2.67M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.26K+ 76.71% |
$207K - $221K
|
9.8K
$586K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.22K+ 4.37% |
$205K - $219K
|
101K
$6.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.21KNew |
$205K - $219K
|
4.21K
$251K
|
|
|
May 10, 2023
Q1 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
4.2K+ 3.12% |
$204K - $218K
|
139K
$8.3M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.19K+ 15.39% |
$204K - $218K
|
31.4K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.15KNew |
$202K - $216K
|
4.15K
$248K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
4.1KNew |
$200K - $213K
|
4.1K
$245K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.04KNew |
$197K - $210K
|
4.04K
$242K
|