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 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$197K - $210K
|
4.04K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
4.02KNew |
$196K - $209K
|
4.02K
$240K
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$195K - $208K
|
4K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4K+ 100000.0% |
$195K - $208K
|
4K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4KNew |
$195K - $208K
|
4K
$239K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.97K+ 11.78% |
$193K - $206K
|
37.7K
$2.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
BUY
|
- |
3.97K+ 14.18% |
$193K - $206K
|
31.9K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.9KNew |
$190K - $202K
|
3.9K
$233K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.81K+ 5.41% |
$186K - $198K
|
74.3K
$4.44M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
3.75K+ 40.54% |
$182K - $195K
|
13K
$776K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
3.74K+ 0.22% |
$182K - $194K
|
1.68M
$100M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.68K+ 22.79% |
$179K - $191K
|
19.8K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.61KNew |
$175K - $187K
|
3.61K
$215K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.55K+ 22.91% |
$173K - $185K
|
19.1K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
3.54K+ 5.33% |
$172K - $184K
|
70K
$4.18M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.53K+ 21.72% |
$172K - $184K
|
19.8K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.52K+ 38.87% |
$171K - $183K
|
12.6K
$751K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
3.52K+ 12.42% |
$171K - $183K
|
31.8K
$1.9M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.5KNew |
$170K - $182K
|
3.5K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.48K+ 30.02% |
$169K - $181K
|
15.1K
$900K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.46K+ 80.58% |
$168K - $180K
|
7.75K
$463K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.38K+ 79.17% |
$165K - $176K
|
7.65K
$457K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.37K+ 8.93% |
$164K - $175K
|
41.1K
$2.46M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
3.36K+ 1.87% |
$164K - $175K
|
183K
$10.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.36K+ 17.89% |
$163K - $174K
|
22.1K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
3.35K+ 1.75% |
$163K - $174K
|
194K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.33K+ 63.43% |
$162K - $173K
|
8.58K
$512K
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
3.28K+ 0.92% |
$160K - $171K
|
361K
$21.6M
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.25K+ 20.94% |
$158K - $169K
|
18.8K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 64.39% |
$155K - $165K
|
8.13K
$485K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.18K+ 53.04% |
$155K - $165K
|
9.18K
$548K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.05K+ 37.97% |
$148K - $158K
|
11.1K
$661K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.94K+ 3.79% |
$143K - $153K
|
80.6K
$4.81M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.93K+ 11.86% |
$143K - $153K
|
27.7K
$1.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.89K+ 26.86% |
$141K - $150K
|
13.6K
$815K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.88K+ 6.74% |
$140K - $149K
|
45.5K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 2.53% |
$139K - $149K
|
116K
$6.93M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2.7K+ 12.02% |
$131K - $140K
|
25.2K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.6K+ 5.56% |
$127K - $135K
|
49.3K
$2.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.57K+ 10.33% |
$125K - $134K
|
27.5K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.53K+ 18.24% |
$123K - $131K
|
16.4K
$978K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.49K+ 8.68% |
$121K - $130K
|
31.2K
$1.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.46K+ 7.47% |
$120K - $128K
|
35.4K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.44K+ 3.04% |
$119K - $127K
|
82.5K
$4.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.4K+ 37.45% |
$117K - $125K
|
8.81K
$526K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.37K+ 3.78% |
$115K - $123K
|
64.9K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.36K+ 6.48% |
$115K - $122K
|
38.7K
$2.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.31K+ 8.34% |
$112K - $120K
|
30K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.27K+ 8.49% |
$110K - $118K
|
29K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.26K+ 34.97% |
$110K - $118K
|
8.74K
$522K
|