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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-142- 0.8% |
$7.08K - $7.89K
|
17.6K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-145- 2.39% |
$7.23K - $8.06K
|
5.93K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-150- 1.42% |
$7.48K - $8.33K
|
10.4K
$596K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 11.11% |
$7.48K - $8.33K
|
1.2K
$68.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 11.11% |
$7.48K - $8.33K
|
1.2K
$68.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-152- 1.54% |
$7.58K - $8.45K
|
9.72K
$558K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-153- 0.62% |
$7.63K - $8.5K
|
24.6K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-154- 0.16% |
$7.68K - $8.56K
|
95.4K
$5.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-158- 3.55% |
$7.87K - $8.78K
|
4.29K
$246K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-168- 0.4% |
$8.37K - $9.33K
|
42.1K
$2.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-171- 1.74% |
$8.52K - $9.5K
|
9.66K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-174- 21.32% |
$8.67K - $9.67K
|
642
$36.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-180- 0.28% |
$8.97K - $10K
|
63K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-187- 8.37% |
$9.32K - $10.4K
|
2.05K
$117K
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-192- 3.41% |
$9.57K - $10.7K
|
5.44K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-193- 2.01% |
$9.62K - $10.7K
|
9.42K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-195- 0.19% |
$9.72K - $10.8K
|
101K
$5.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-198- 3.88% |
$9.87K - $11K
|
4.9K
$281K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 1.15% |
$9.97K - $11.1K
|
17.1K
$983K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-202- 1.31% |
$10.1K - $11.2K
|
15.2K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-204- 0.07% |
$10.2K - $11.3K
|
293K
$16.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-204- 0.48% |
$10.2K - $11.3K
|
42.6K
$2.44M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-210- 5.18% |
$10.5K - $11.7K
|
3.85K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-218- 1.27% |
$10.9K - $12.1K
|
16.9K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-220- 2.03% |
$11K - $12.2K
|
10.6K
$609K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-223- 22.92% |
$11.1K - $12.4K
|
750
$43K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-225- 1.85% |
$11.2K - $12.5K
|
11.9K
$684K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-225- 5.31% |
$11.2K - $12.5K
|
4.02K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-238- 1.01% |
$11.9K - $13.2K
|
23.4K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-245- 2.17% |
$12.2K - $13.6K
|
11K
$633K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-249- 0.37% |
$12.4K - $13.8K
|
66.8K
$3.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-250- 4.85% |
$12.5K - $13.9K
|
4.9K
$281K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-253- 2.66% |
$12.6K - $14.1K
|
9.24K
$530K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-254- 2.76% |
$12.7K - $14.1K
|
8.93K
$513K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-261- 2.86% |
$13K - $14.5K
|
8.85K
$508K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-283- 3.77% |
$14.1K - $15.7K
|
7.22K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-283- 3.03% |
$14.1K - $15.7K
|
9.06K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-283- 3.03% |
$14.1K - $15.7K
|
9.06K
$520K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-285- 1.9% |
$14.2K - $15.8K
|
14.7K
$843K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-287- 2.8% |
$14.3K - $15.9K
|
9.96K
$571K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-300- 2.4% |
$15K - $16.7K
|
12.2K
$699K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-300- 4.78% |
$15K - $16.7K
|
5.97K
$343K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 2.36% |
$15K - $16.7K
|
12.4K
$713K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-301- 0.89% |
$15K - $16.7K
|
33.4K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-301- 13.19% |
$15K - $16.7K
|
1.98K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-306- 2.7% |
$15.3K - $17K
|
11K
$633K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-306- 0.26% |
$15.3K - $17K
|
117K
$6.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-307- 1.43% |
$15.3K - $17.1K
|
21.2K
$1.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-310- 23.47% |
$15.5K - $17.2K
|
1.01K
$58K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-331- 2.26% |
$16.5K - $18.4K
|
14.3K
$823K
|