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 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.09K+ 1.95% |
$52.9K - $56.5K
|
56.8K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.09K+ 34.39% |
$52.8K - $56.4K
|
4.24K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.08K+ 10.11% |
$52.3K - $55.9K
|
11.7K
$699K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.04K+ 5.21% |
$50.4K - $53.8K
|
20.9K
$1.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.03K+ 2.29% |
$50.1K - $53.5K
|
45.9K
$2.74M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 2.33% |
$49.7K - $53.1K
|
44.8K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 2.13% |
$49.5K - $52.9K
|
48.7K
$2.91M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
984+ 4.76% |
$47.9K - $51.1K
|
21.7K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
974+ 34.15% |
$47.4K - $50.6K
|
3.83K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
973New |
$47.4K - $50.6K
|
973
$58.1K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
971+ 15.52% |
$47.3K - $50.5K
|
7.23K
$432K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
963+ 2.72% |
$46.9K - $50.1K
|
36.3K
$2.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
944+ 4.66% |
$46K - $49.1K
|
21.2K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
943+ 5.46% |
$45.9K - $49K
|
18.2K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
932+ 16.36% |
$45.4K - $48.4K
|
6.63K
$396K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
924+ 1540.0% |
$45K - $48K
|
984
$58.8K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
871+ 19.18% |
$42.4K - $45.3K
|
5.41K
$323K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
863+ 0.48% |
$42K - $44.9K
|
182K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
801+ 6.21% |
$39K - $41.6K
|
13.7K
$818K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
800+ 470.59% |
$38.9K - $41.6K
|
970
$57.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
773+ 228.02% |
$37.6K - $40.2K
|
1.11K
$66.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
771+ 3.41% |
$37.5K - $40.1K
|
23.4K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
767+ 4.52% |
$37.3K - $39.9K
|
17.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
747+ 4.56% |
$36.4K - $38.8K
|
17.1K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
742+ 7.62% |
$36.1K - $38.6K
|
10.5K
$626K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
730New |
$35.5K - $37.9K
|
730
$43.6K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
728+ 6.56% |
$35.4K - $37.8K
|
11.8K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
725+ 8.52% |
$35.3K - $37.7K
|
9.23K
$551K
|
|
|
May 11, 2023
Q1 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
723+ 1.16% |
$35.2K - $37.6K
|
62.8K
$3.75M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
711+ 9.17% |
$34.6K - $37K
|
8.47K
$506K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
700+ 12.48% |
$34.1K - $36.4K
|
6.31K
$377K
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
695+ 0.4% |
$33.8K - $36.1K
|
174K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
693+ 5.17% |
$33.7K - $36K
|
14.1K
$843K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
683+ 5.88% |
$33.2K - $35.5K
|
12.3K
$735K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
666+ 54.01% |
$32.4K - $34.6K
|
1.9K
$113K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
664+ 3.27% |
$32.3K - $34.5K
|
21K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
650+ 1.15% |
$31.6K - $33.8K
|
57.2K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
648+ 5.5% |
$31.5K - $33.7K
|
12.4K
$743K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
643+ 9.75% |
$31.3K - $33.4K
|
7.24K
$432K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
643+ 2.65% |
$31.3K - $33.4K
|
24.9K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
630+ 1.16% |
$30.7K - $32.7K
|
54.8K
$3.27M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
621+ 3.41% |
$30.2K - $32.3K
|
18.8K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
613+ 8.01% |
$29.8K - $31.9K
|
8.27K
$494K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
582+ 4.11% |
$28.3K - $30.3K
|
14.7K
$880K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
571+ 3005.26% |
$27.8K - $29.7K
|
590
$35.2K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
567+ 10.05% |
$27.6K - $29.5K
|
6.21K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
560+ 0.68% |
$27.3K - $29.1K
|
83.3K
$4.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
542+ 0.33% |
$26.4K - $28.2K
|
163K
$9.72M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
533+ 5.02% |
$25.9K - $27.7K
|
11.2K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
529+ 1.01% |
$25.8K - $27.5K
|
52.9K
$3.16M
|