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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 23.58% |
$6.23K - $6.95K
|
655
$37.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
123+ 0.53% |
$6.13K - $6.83K
|
23.5K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
121+ 3.27% |
$6.03K - $6.72K
|
3.82K
$219K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
117+ 2.45% |
$5.83K - $6.5K
|
4.89K
$281K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
116+ 552.38% |
$5.78K - $6.44K
|
137
$7.86K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
113+ 0.49% |
$5.63K - $6.28K
|
23.4K
$1.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
112New |
$5.58K - $6.22K
|
112
$6.43K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
111+ 1.21% |
$5.53K - $6.17K
|
9.31K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
103+ 2.66% |
$5.13K - $5.72K
|
3.98K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
97New |
$4.83K - $5.39K
|
97
$5.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
91+ 0.19% |
$4.54K - $5.06K
|
48.8K
$2.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87New |
$4.34K - $4.83K
|
87
$4.99K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
86+ 1.77% |
$4.29K - $4.78K
|
4.94K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
70+ 1.11% |
$3.49K - $3.89K
|
6.39K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
68+ 0.0% |
$3.39K - $3.78K
|
2.02M
$116M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
68New |
$3.39K - $3.78K
|
68
$3.9K
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
68+ 0.0% |
$3.39K - $3.78K
|
2.02M
$116M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
67+ 0.9% |
$3.34K - $3.72K
|
7.54K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
67+ 1.68% |
$3.34K - $3.72K
|
4.07K
$233K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
66+ 1.03% |
$3.29K - $3.67K
|
6.46K
$371K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
65+ 0.91% |
$3.24K - $3.61K
|
7.21K
$414K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
65+ 0.75% |
$3.24K - $3.61K
|
8.75K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
61+ 0.79% |
$3.04K - $3.39K
|
7.74K
$444K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60New |
$2.99K - $3.33K
|
60
$3.44K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
57New |
$2.84K - $3.17K
|
57
$3.27K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
56+ 0.15% |
$2.79K - $3.11K
|
37.7K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
54+ 1.08% |
$2.69K - $3K
|
5.06K
$290K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
54New |
$2.69K - $3K
|
54
$3.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
54+ 17.53% |
$2.69K - $3K
|
362
$20.8K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 400.0% |
$2.39K - $2.67K
|
60
$3.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
47+ 0.07% |
$2.34K - $2.61K
|
62.9K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
42+ 1.02% |
$2.09K - $2.33K
|
4.17K
$239K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
42+ 0.62% |
$2.09K - $2.33K
|
6.83K
$392K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
42New |
$2.09K - $2.33K
|
42
$2.41K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 0.38% |
$2.04K - $2.28K
|
11K
$629K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
41+ 8.33% |
$2.04K - $2.28K
|
533
$30.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
39+ 0.16% |
$1.94K - $2.17K
|
24.6K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
37+ 52.11% |
$1.84K - $2.06K
|
108
$6.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
36+ 0.13% |
$1.79K - $2K
|
27K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
36New |
$1.79K - $2K
|
36
$2.07K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
36+ 31.58% |
$1.79K - $2K
|
150
$8.61K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
BUY
|
- |
35+ 0.03% |
$1.74K - $1.94K
|
106K
$6.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35+ 0.05% |
$1.74K - $1.94K
|
74.4K
$4.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 0.23% |
$1.35K - $1.5K
|
11.6K
$665K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
26+ 0.22% |
$1.3K - $1.44K
|
11.9K
$684K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.46% |
$1.15K - $1.28K
|
5.01K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23+ 0.17% |
$1.15K - $1.28K
|
13.9K
$800K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
22New |
$1.1K - $1.22K
|
22
$1.26K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
22+ 1.48% |
$1.1K - $1.22K
|
1.51K
$86.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 3.48% |
$1.05K - $1.17K
|
625
$35.9K
|