Purchases and Sales Made in Q2 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20+ 0.19% |
$997 - $1.11K
|
10.6K
$620K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
16+ 0.34% |
$797 - $889
|
4.72K
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
15+ 0.16% |
$748 - $833
|
9.53K
$555K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
15+ 0.05% |
$748 - $833
|
32.8K
$1.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
13+ 0.06% |
$648 - $722
|
23.3K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13+ 8.72% |
$648 - $722
|
162
$9.44K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.08% |
$498 - $556
|
12K
$697K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
10+ 0.06% |
$498 - $556
|
17.9K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
8+ 0.0% |
$399 - $444
|
167K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.05% |
$399 - $444
|
14.9K
$867K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.17% |
$349 - $389
|
4.01K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
6+ 0.05% |
$299 - $333
|
12.3K
$717K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$249 - $278
|
12.8K
$748K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.68% |
$249 - $278
|
735
$42.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
4+ 0.08% |
$199 - $222
|
5.03K
$293K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.5% |
$199 - $222
|
799
$46.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 0.76% |
$199 - $222
|
531
$30.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$199 - $222
|
8.5K
$495K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 1.15% |
$150 - $167
|
264
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.01% |
$150 - $167
|
30.4K
$1.77M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.14% |
$150 - $167
|
266
$15.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.59% |
$150 - $167
|
512
$29.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.82% |
$99.7 - $111
|
247
$14.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2+ 0.04% |
$99.7 - $111
|
4.8K
$280K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$99.7 - $111
|
6.41K
$374K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.82% |
$99.7 - $111
|
246
$14.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.02% |
$99.7 - $111
|
11.3K
$657K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.48% |
$99.7 - $111
|
419
$24.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 2.9% |
$99.7 - $111
|
71
$4.14K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$49.8 - $55.6
|
59.3K
$3.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$49.8 - $55.6
|
35.5K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.98% |
$49.8 - $55.6
|
103
$6K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.02% |
$49.8 - $55.6
|
4.25K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2- 0.01% |
$99.7 - $111
|
16.2K
$947K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.08% |
$199 - $222
|
4.71K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5- 0.19% |
$249 - $278
|
2.59K
$151K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6- 0.15% |
$299 - $333
|
4.13K
$240K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 0.12% |
$449 - $500
|
7.34K
$428K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$449 - $500
|
4.97K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-12- 0.25% |
$598 - $667
|
4.8K
$280K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-13- 1.41% |
$648 - $722
|
906
$52.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 61.9% |
$648 - $722
|
8
$466
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-16- 2.06% |
$797 - $889
|
762
$44.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 0.24% |
$797 - $889
|
6.67K
$389K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.95% |
$997 - $1.11K
|
2.09K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.36% |
$1.1K - $1.22K
|
6.12K
$357K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-23- 0.08% |
$1.15K - $1.28K
|
28.8K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-24- 0.49% |
$1.2K - $1.33K
|
4.88K
$285K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-25- 0.49% |
$1.25K - $1.39K
|
5.11K
$298K
|