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 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 20.66% |
$113K - $125K
|
13.2K
$757K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.23K+ 46.55% |
$111K - $124K
|
7.02K
$403K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.18K+ 16.78% |
$109K - $121K
|
15.2K
$871K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.18K+ 5.98% |
$108K - $121K
|
38.6K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.17K+ 56.8% |
$108K - $121K
|
6K
$344K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.1K+ 49.8% |
$104K - $116K
|
6.3K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.09K+ 18.79% |
$104K - $116K
|
13.2K
$759K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.06K+ 28.65% |
$103K - $114K
|
9.25K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.03K+ 19.35% |
$101K - $113K
|
12.5K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$99.7K - $111K
|
2K
$115K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
2K+ 206.19% |
$99.7K - $111K
|
2.97K
$170K
|
|
|
Jul 13, 2023
Q2 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
2K+ 6.8% |
$99.7K - $111K
|
31.4K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.99K+ 8.39% |
$99K - $110K
|
25.7K
$1.47M
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.91K+ 4.48% |
$95.2K - $106K
|
44.6K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.88K+ 5.83% |
$93.8K - $105K
|
34.2K
$1.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
BUY
|
- |
1.88K+ 19.86% |
$93.6K - $104K
|
11.3K
$650K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.87K+ 15.83% |
$93.3K - $104K
|
13.7K
$786K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.82K+ 5.59% |
$90.8K - $101K
|
34.4K
$1.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.8K+ 17.48% |
$89.7K - $100K
|
12.1K
$694K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.8K+ 23.24% |
$89.7K - $100K
|
9.55K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.75K+ 8.7% |
$87.4K - $97.5K
|
21.9K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.71KNew |
$85.2K - $95K
|
1.71K
$98.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.7K+ 3.36% |
$84.9K - $94.6K
|
52.4K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1.7K+ 13.05% |
$84.7K - $94.5K
|
14.7K
$845K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.69K+ 22.92% |
$84.2K - $93.9K
|
9.06K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.69K+ 3.01% |
$84K - $93.6K
|
57.6K
$3.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 33.74% |
$83.9K - $93.5K
|
6.67K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.68K+ 29.07% |
$83.7K - $93.3K
|
7.46K
$428K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.68K+ 2.81% |
$83.6K - $93.2K
|
61.3K
$3.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.63K+ 15.72% |
$81.3K - $90.7K
|
12K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.63K+ 4.21% |
$81.3K - $90.6K
|
40.4K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.62K+ 36.35% |
$80.6K - $89.8K
|
6.07K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.61KNew |
$80.1K - $89.3K
|
1.61K
$92.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.58K+ 0.81% |
$78.6K - $87.7K
|
196K
$11.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.57K+ 6.37% |
$78.3K - $87.3K
|
26.2K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.57K+ 3.14% |
$78.2K - $87.2K
|
51.6K
$2.96M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.57K+ 44.74% |
$78K - $87K
|
5.07K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.55K+ 5.32% |
$77.1K - $85.9K
|
30.6K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.5% |
$76.9K - $85.7K
|
63.3K
$3.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.54K+ 3.96% |
$76.6K - $85.3K
|
40.3K
$2.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.5K+ 2.76% |
$74.9K - $83.5K
|
55.9K
$3.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.46K+ 27.37% |
$72.8K - $81.2K
|
6.8K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.45K+ 2.91% |
$72K - $80.3K
|
51.1K
$2.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.42K+ 9.3% |
$70.6K - $78.7K
|
16.7K
$956K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.4K+ 7.43% |
$69.7K - $77.7K
|
20.2K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.38K+ 1.53% |
$68.9K - $76.8K
|
92K
$5.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.33K+ 6.69% |
$66K - $73.6K
|
21.1K
$1.21M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 32.72% |
$65.2K - $72.7K
|
5.31K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 32.72% |
$65.2K - $72.7K
|
5.31K
$305K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.3K+ 13.39% |
$65K - $72.5K
|
11K
$634K
|