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 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 0.54% |
$1.5K - $1.67K
|
5.51K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-32- 0.61% |
$1.59K - $1.78K
|
5.24K
$305K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-35- 0.15% |
$1.74K - $1.94K
|
24K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-37- 0.81% |
$1.84K - $2.06K
|
4.55K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-37- 11.35% |
$1.84K - $2.06K
|
289
$16.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-40- 0.2% |
$1.99K - $2.22K
|
19.6K
$1.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-41- 0.85% |
$2.04K - $2.28K
|
4.78K
$278K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41- 0.31% |
$2.04K - $2.28K
|
13.2K
$769K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-44- 0.45% |
$2.19K - $2.44K
|
9.82K
$572K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-45- 4.11% |
$2.24K - $2.5K
|
1.05K
$61.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-45- 0.24% |
$2.24K - $2.5K
|
19.1K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.14% |
$2.49K - $2.78K
|
34.5K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 0.28% |
$2.49K - $2.78K
|
17.5K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-53- 2.0% |
$2.64K - $2.94K
|
2.59K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-59- 17.15% |
$2.94K - $3.28K
|
285
$16.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 2.25% |
$2.94K - $3.28K
|
2.56K
$149K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-61- 0.57% |
$3.04K - $3.39K
|
10.7K
$622K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 6.57% |
$3.24K - $3.61K
|
925
$53.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-66- 5.02% |
$3.29K - $3.67K
|
1.25K
$72.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-80- 8.55% |
$3.99K - $4.44K
|
856
$49.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-81- 2.04% |
$4.04K - $4.5K
|
3.88K
$226K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-83- 1.68% |
$4.14K - $4.61K
|
4.87K
$283K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-84- 0.07% |
$4.19K - $4.67K
|
116K
$6.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-85- 0.51% |
$4.24K - $4.72K
|
16.6K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-86- 0.17% |
$4.29K - $4.78K
|
51K
$2.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-93- 0.47% |
$4.64K - $5.17K
|
19.7K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-97- 0.9% |
$4.83K - $5.39K
|
10.7K
$623K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-98- 49.49% |
$4.88K - $5.44K
|
100
$5.83K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-98- 0.15% |
$4.88K - $5.44K
|
65.4K
$3.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-99- 1.01% |
$4.93K - $5.5K
|
9.72K
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-100- 27.7% |
$4.98K - $5.56K
|
261
$15.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-101- 4.0% |
$5.03K - $5.61K
|
2.42K
$141K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-101- 0.38% |
$5.03K - $5.61K
|
26.5K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-106- 0.08% |
$5.28K - $5.89K
|
139K
$8.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-108- 0.99% |
$5.38K - $6K
|
10.8K
$630K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-113- 4.0% |
$5.63K - $6.28K
|
2.71K
$158K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-114- 1.16% |
$5.68K - $6.33K
|
9.75K
$568K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-118- 1.21% |
$5.88K - $6.56K
|
9.63K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-118- 6.7% |
$5.88K - $6.56K
|
1.64K
$95.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-120- 1.79% |
$5.98K - $6.67K
|
6.58K
$384K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-122- 84.72% |
$6.08K - $6.78K
|
22
$1.28K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-127- 2.98% |
$6.33K - $7.06K
|
4.13K
$241K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-129- 0.25% |
$6.43K - $7.17K
|
51.5K
$3M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-130- 2.06% |
$6.48K - $7.22K
|
6.18K
$360K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-133- 0.78% |
$6.63K - $7.39K
|
16.9K
$983K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-135- 4.29% |
$6.73K - $7.5K
|
3.02K
$176K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-136- 3.39% |
$6.78K - $7.56K
|
3.88K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-138- 1.36% |
$6.88K - $7.67K
|
9.99K
$582K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-140- 2.54% |
$6.98K - $7.78K
|
5.38K
$313K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-140- 4.79% |
$6.98K - $7.78K
|
2.78K
$162K
|