Purchases and Sales Made in Q3 2021 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
34+ 0.55% |
$1.83K - $2.05K
|
6.22K
$346K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32+ 0.19% |
$1.73K - $1.92K
|
16.6K
$920K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
32+ 0.92% |
$1.73K - $1.92K
|
3.51K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
30+ 0.06% |
$1.62K - $1.8K
|
51.4K
$2.85M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30New |
$1.62K - $1.8K
|
30
$1.67K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 2.98% |
$1.4K - $1.56K
|
898
$49.9K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 25.32% |
$1.08K - $1.2K
|
99
$5.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
20+ 15.27% |
$1.08K - $1.2K
|
151
$8.39K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
18+ 0.17% |
$971 - $1.08K
|
10.5K
$585K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
16+ 320.0% |
$863 - $962
|
21
$1.17K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
15+ 0.27% |
$809 - $902
|
5.61K
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.02% |
$809 - $902
|
69.4K
$3.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14+ 0.31% |
$755 - $842
|
4.5K
$250K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13+ 1.25% |
$701 - $782
|
1.05K
$58.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.78% |
$540 - $602
|
1.29K
$71.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.94% |
$540 - $602
|
1.07K
$59.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 5.92% |
$486 - $541
|
161
$8.94K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7+ 0.67% |
$378 - $421
|
1.05K
$58.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.4% |
$324 - $361
|
1.51K
$83.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6+ 0.05% |
$324 - $361
|
12.7K
$704K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.12% |
$324 - $361
|
4.94K
$274K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.19% |
$216 - $241
|
2.07K
$115K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.04% |
$216 - $241
|
10.6K
$591K
|
|
|
Nov 15, 2021
Q3 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
3+ 0.02% |
$162 - $180
|
14.7K
$816K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.1% |
$108 - $120
|
1.95K
$108K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.88% |
$108 - $120
|
230
$12.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.8% |
$108 - $120
|
251
$13.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2+ 1.05% |
$108 - $120
|
192
$10.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.5% |
$108 - $120
|
406
$22.5K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2+ 1.8% |
$108 - $120
|
113
$6.28K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.03% |
$54 - $60.2
|
3K
$167K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.06% |
$54 - $60.2
|
1.55K
$85.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.03% |
$54 - $60.2
|
3.7K
$205K
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1- 0.02% |
$54 - $60.2
|
6.32K
$351K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-3- 0.39% |
$162 - $180
|
776
$43.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-9- 0.11% |
$486 - $541
|
7.84K
$435K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 0.02% |
$809 - $902
|
75.4K
$4.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-16- 0.23% |
$863 - $962
|
7.05K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-20- 0.44% |
$1.08K - $1.2K
|
4.54K
$252K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23- 0.13% |
$1.24K - $1.38K
|
17.2K
$958K
|
|
|
Oct 15, 2021
Q3 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-25- 0.02% |
$1.35K - $1.5K
|
126K
$7.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-29- 0.86% |
$1.56K - $1.74K
|
3.34K
$186K
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
SELL
|
- |
-33- 0.18% |
$1.78K - $1.98K
|
17.9K
$993K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-34- 0.84% |
$1.83K - $2.05K
|
4.03K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-37Closed |
$2K - $2.23K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-40- 0.82% |
$2.16K - $2.41K
|
4.85K
$269K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-40- 2.83% |
$2.16K - $2.41K
|
1.37K
$76.3K
|