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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
154+ 2.23% |
$8.31K - $9.26K
|
7.05K
$392K
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
152+ 0.76% |
$8.2K - $9.14K
|
20.1K
$1.12M
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
151New |
$8.15K - $9.08K
|
151
$8.4K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150+ 2.05% |
$8.09K - $9.02K
|
7.47K
$416K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150+ 2.05% |
$8.09K - $9.02K
|
7.47K
$416K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
150New |
$8.09K - $9.02K
|
150
$8.35K
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
147+ 41.64% |
$7.93K - $8.84K
|
500
$27.8K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
147+ 201.37% |
$7.93K - $8.84K
|
220
$12.2K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
143+ 0.73% |
$7.71K - $8.6K
|
19.8K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
139+ 44.27% |
$7.5K - $8.36K
|
453
$25.2K
|
|
Nov 01, 2021
Q3 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
130+ 1.81% |
$7.01K - $7.82K
|
7.31K
$407K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
130New |
$7.01K - $7.82K
|
130
$7.23K
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
125+ 1.1% |
$6.74K - $7.52K
|
11.5K
$640K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 2.49% |
$6.74K - $7.52K
|
5.14K
$286K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
122+ 2.41% |
$6.58K - $7.34K
|
5.18K
$288K
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
121+ 3.38% |
$6.53K - $7.28K
|
3.7K
$206K
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
114+ 0.1% |
$6.15K - $6.86K
|
119K
$6.6M
|
|
Nov 04, 2021
Q3 2021
|
Chase Investment Counsel Corp
|
BUY
|
- |
114+ 1.57% |
$6.15K - $6.86K
|
7.37K
$410K
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 2.12% |
$5.88K - $6.56K
|
5.26K
$292K
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
107+ 2.8% |
$5.77K - $6.44K
|
3.93K
$219K
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
102+ 0.37% |
$5.5K - $6.14K
|
27.5K
$1.53M
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$5.4K - $6.02K
|
100
$5.56K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
92+ 36.8% |
$4.96K - $5.53K
|
342
$19K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
91+ 1.2% |
$4.91K - $5.47K
|
7.7K
$429K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
91+ 1.2% |
$4.91K - $5.47K
|
7.7K
$429K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
90New |
$4.86K - $5.41K
|
90
$5.01K
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
90+ 0.84% |
$4.86K - $5.41K
|
10.8K
$600K
|
|
Oct 18, 2021
Q3 2021
|
Delta Capital Management LLC
|
BUY
|
- |
90+ 0.23% |
$4.86K - $5.41K
|
38.4K
$2.14M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
86+ 0.11% |
$4.64K - $5.17K
|
75.1K
$4.18M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85+ 3.17% |
$4.59K - $5.11K
|
2.77K
$154K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
84+ 1.41% |
$4.53K - $5.05K
|
6.03K
$336K
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
81+ 2.06% |
$4.37K - $4.87K
|
4.02K
$224K
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
78+ 0.67% |
$4.21K - $4.69K
|
11.7K
$652K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 0.14% |
$4.05K - $4.51K
|
55.6K
$3.1M
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
70New |
$3.78K - $4.21K
|
70
$3.89K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
68+ 1.88% |
$3.67K - $4.09K
|
3.69K
$205K
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
58New |
$3.13K - $3.49K
|
58
$3.23K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
54+ 9.12% |
$2.91K - $3.25K
|
646
$35.9K
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
53+ 0.75% |
$2.86K - $3.19K
|
7.13K
$397K
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
53+ 0.47% |
$2.86K - $3.19K
|
11.4K
$636K
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
50New |
$2.7K - $3.01K
|
50
$2.78K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
45+ 4.04% |
$2.43K - $2.71K
|
1.16K
$64.5K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
45New |
$2.43K - $2.71K
|
45
$2.5K
|
|
Nov 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
BUY
|
- |
42+ 0.08% |
$2.27K - $2.53K
|
52.2K
$2.9M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
42+ 0.5% |
$2.27K - $2.53K
|
8.37K
$466K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
40+ 0.7% |
$2.16K - $2.41K
|
5.76K
$321K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38+ 0.6% |
$2.05K - $2.29K
|
6.41K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
37+ 0.77% |
$2K - $2.23K
|
4.85K
$270K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 0.62% |
$2K - $2.23K
|
6.02K
$335K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
34+ 7.44% |
$1.83K - $2.05K
|
491
$27.3K
|