Purchases and Sales Made in Q2 2022 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
144New |
$6.2K - $6.96K
|
144
$8.6K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
136+ 2.72% |
$5.85K - $6.57K
|
5.14K
$307K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
135+ 0.63% |
$5.81K - $6.52K
|
21.5K
$1.28M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132+ 1.97% |
$5.68K - $6.38K
|
6.84K
$409K
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
127+ 2.13% |
$5.47K - $6.14K
|
6.08K
$363K
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115+ 1.01% |
$4.95K - $5.56K
|
11.5K
$688K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
112+ 0.97% |
$4.82K - $5.41K
|
11.6K
$695K
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
110+ 1.64% |
$4.74K - $5.32K
|
6.82K
$407K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
106+ 1.77% |
$4.56K - $5.12K
|
6.11K
$365K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 2.02% |
$4.52K - $5.07K
|
5.31K
$317K
|
|
Aug 12, 2022
Q2 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
100+ 1.6% |
$4.31K - $4.83K
|
6.35K
$379K
|
|
Jul 12, 2022
Q2 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
100+ 0.47% |
$4.31K - $4.83K
|
21.5K
$1.29M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$4.31K - $4.83K
|
100
$5.97K
|
|
Aug 11, 2022
Q2 2022
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
100+ 0.11% |
$4.31K - $4.83K
|
94.2K
$5.63M
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
90+ 0.28% |
$3.87K - $4.35K
|
31.9K
$1.91M
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
90+ 1.65% |
$3.87K - $4.35K
|
5.55K
$331K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
88+ 1.22% |
$3.79K - $4.25K
|
7.32K
$437K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87+ 5.23% |
$3.75K - $4.2K
|
1.75K
$105K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
85New |
$3.66K - $4.11K
|
85
$5.08K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
85New |
$3.66K - $4.11K
|
85
$5.08K
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
84+ 3.43% |
$3.62K - $4.06K
|
2.53K
$151K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
82New |
$3.53K - $3.96K
|
82
$4.9K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$3.53K - $3.96K
|
82
$4.9K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
80+ 0.74% |
$3.44K - $3.87K
|
10.8K
$648K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
80New |
$3.44K - $3.87K
|
80
$4.78K
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
77+ 1.01% |
$3.31K - $3.72K
|
7.67K
$458K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
72+ 17.35% |
$3.1K - $3.48K
|
487
$29.1K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
71+ 13.6% |
$3.06K - $3.43K
|
593
$35.4K
|
|
Aug 15, 2022
Q2 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
63+ 0.59% |
$2.71K - $3.04K
|
10.7K
$642K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
58+ 1.02% |
$2.5K - $2.8K
|
5.73K
$342K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
57New |
$2.45K - $2.75K
|
57
$3.41K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 2.14% |
$2.37K - $2.66K
|
2.63K
$157K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
54+ 0.13% |
$2.32K - $2.61K
|
42.7K
$2.55M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 7.13% |
$2.28K - $2.56K
|
796
$47.6K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
51New |
$2.2K - $2.46K
|
51
$3.05K
|
|
Jul 27, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
50+ 0.21% |
$2.15K - $2.42K
|
23.9K
$1.43M
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
50+ 1.64% |
$2.15K - $2.42K
|
3.1K
$185K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
44New |
$1.89K - $2.13K
|
44
$2.63K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 0.76% |
$1.59K - $1.79K
|
4.91K
$294K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
34+ 0.85% |
$1.46K - $1.64K
|
4.02K
$240K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34New |
$1.46K - $1.64K
|
34
$2.03K
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
31+ 0.36% |
$1.33K - $1.5K
|
8.65K
$517K
|
|
Jul 29, 2022
Q2 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
30+ 0.54% |
$1.29K - $1.45K
|
5.55K
$332K
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
28+ 0.4% |
$1.21K - $1.35K
|
6.98K
$417K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 5.23% |
$1.03K - $1.16K
|
483
$28.9K
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
20+ 0.3% |
$861 - $967
|
6.59K
$394K
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
18+ 0.3% |
$775 - $870
|
5.96K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 0.81% |
$689 - $773
|
1.99K
$119K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16+ 0.34% |
$689 - $773
|
4.78K
$286K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
15+ 0.28% |
$646 - $725
|
5.32K
$318K
|