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
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
333+ 1.79% |
$16.6K - $18.5K
|
18.9K
$1.1M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
329+ 16.68% |
$16.4K - $18.3K
|
2.3K
$134K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
326+ 1.83% |
$16.2K - $18.1K
|
18.2K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
303+ 0.29% |
$15.1K - $16.8K
|
105K
$6.14M
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
300+ 1.58% |
$15K - $16.7K
|
19.3K
$1.12M
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
296+ 0.03% |
$14.8K - $16.4K
|
849K
$49.5M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
292+ 1.32% |
$14.6K - $16.2K
|
22.4K
$1.31M
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
290+ 1.39% |
$14.5K - $16.1K
|
21.2K
$1.24M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
290+ 1.39% |
$14.5K - $16.1K
|
21.2K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
280+ 4.51% |
$14K - $15.6K
|
6.49K
$378K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
279+ 1.91% |
$13.9K - $15.5K
|
14.9K
$868K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
278+ 408.82% |
$13.9K - $15.4K
|
346
$20.2K
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
278+ 2.2% |
$13.9K - $15.4K
|
12.9K
$754K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
276+ 32.47% |
$13.8K - $15.3K
|
1.13K
$65.6K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
260+ 9.24% |
$13K - $14.4K
|
3.08K
$179K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
257+ 2.6% |
$12.8K - $14.3K
|
10.1K
$591K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
256+ 2.0% |
$12.8K - $14.2K
|
13K
$760K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
254+ 4.56% |
$12.7K - $14.1K
|
5.83K
$340K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
250+ 4.72% |
$12.5K - $13.9K
|
5.55K
$323K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
248+ 8.2% |
$12.4K - $13.8K
|
3.27K
$191K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
243New |
$12.1K - $13.5K
|
243
$14.2K
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
240+ 1.21% |
$12K - $13.3K
|
20.1K
$1.17M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
228New |
$11.4K - $12.7K
|
228
$13.3K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
220+ 0.73% |
$11K - $12.2K
|
30.5K
$1.78M
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
220+ 1.34% |
$11K - $12.2K
|
16.6K
$967K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
215+ 2.43% |
$10.7K - $11.9K
|
9.05K
$527K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
213+ 1.92% |
$10.6K - $11.8K
|
11.3K
$660K
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
200+ 3.14% |
$9.97K - $11.1K
|
6.57K
$383K
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
194+ 3.66% |
$9.67K - $10.8K
|
5.49K
$320K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
190+ 3.65% |
$9.47K - $10.6K
|
5.39K
$314K
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
188+ 0.3% |
$9.37K - $10.4K
|
63K
$3.67M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
187+ 3.28% |
$9.32K - $10.4K
|
5.89K
$343K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
186New |
$9.27K - $10.3K
|
186
$10.8K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
180+ 4.27% |
$8.97K - $10K
|
4.4K
$256K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
175+ 6.7% |
$8.72K - $9.72K
|
2.79K
$162K
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
172+ 2.08% |
$8.57K - $9.56K
|
8.44K
$492K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
171+ 0.94% |
$8.52K - $9.5K
|
18.4K
$1.07M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
168+ 2.5% |
$8.37K - $9.33K
|
6.9K
$402K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
166+ 48.68% |
$8.27K - $9.22K
|
507
$29.5K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
158New |
$7.87K - $8.78K
|
158
$9.21K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
157+ 16.6% |
$7.82K - $8.72K
|
1.1K
$64.3K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$7.48K - $8.33K
|
150
$8.74K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
148+ 1.53% |
$7.38K - $8.22K
|
9.8K
$571K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
147+ 6.08% |
$7.33K - $8.17K
|
2.56K
$149K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
144+ 1.7% |
$7.18K - $8K
|
8.64K
$503K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
143New |
$7.13K - $7.95K
|
143
$8.33K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
139+ 13.9% |
$6.93K - $7.72K
|
1.14K
$66.4K
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
136+ 0.92% |
$6.78K - $7.56K
|
14.9K
$866K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
135+ 51.53% |
$6.73K - $7.5K
|
397
$23.1K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
134+ 0.32% |
$6.68K - $7.45K
|
41.4K
$2.41M
|