Purchases and Sales Made in Q3 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.69% |
$2.05K - $2.28K
|
6.11K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 68.33% |
$2K - $2.22K
|
101
$6.17K
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
BUY
|
- |
37+ 0.01% |
$1.81K - $2.01K
|
293K
$17.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
37New |
$1.81K - $2.01K
|
37
$2.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
34New |
$1.66K - $1.84K
|
34
$2.08K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
33+ 0.52% |
$1.61K - $1.79K
|
6.43K
$392K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29New |
$1.42K - $1.57K
|
29
$1.77K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
29+ 0.4% |
$1.42K - $1.57K
|
7.24K
$442K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
28+ 0.09% |
$1.37K - $1.52K
|
32.9K
$2.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 9.38% |
$1.32K - $1.46K
|
315
$19.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
26+ 2.45% |
$1.27K - $1.41K
|
1.09K
$66.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 0.09% |
$1.22K - $1.35K
|
28.8K
$1.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
22New |
$1.07K - $1.19K
|
22
$1.34K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21+ 0.24% |
$1.02K - $1.14K
|
8.72K
$533K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18+ 0.38% |
$878 - $975
|
4.72K
$288K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
17+ 0.35% |
$830 - $921
|
4.91K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15+ 0.37% |
$732 - $813
|
4.1K
$250K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14+ 0.34% |
$683 - $759
|
4.07K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
11+ 6.79% |
$537 - $596
|
173
$10.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
10+ 0.02% |
$488 - $542
|
41.3K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.91% |
$488 - $542
|
1.11K
$68K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 6.48% |
$342 - $379
|
115
$7.02K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.14% |
$342 - $379
|
4.89K
$299K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.04% |
$293 - $325
|
15.6K
$953K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.12% |
$244 - $271
|
4.26K
$260K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
4+ 0.03% |
$195 - $217
|
12.2K
$744K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$195 - $217
|
9.18K
$560K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.5% |
$195 - $217
|
803
$49K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$195 - $217
|
8.51K
$520K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 50.0% |
$195 - $217
|
12
$733
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$146 - $163
|
5.06K
$309K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.59% |
$146 - $163
|
515
$31.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$146 - $163
|
534
$32.6K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.76% |
$97.6 - $108
|
266
$16.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.81% |
$97.6 - $108
|
248
$15.1K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.07% |
$97.6 - $108
|
2.72K
$166K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2+ 0.01% |
$97.6 - $108
|
32.8K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$97.6 - $108
|
6.41K
$392K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.24% |
$48.8 - $54.2
|
420
$25.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.89% |
$48.8 - $54.2
|
113
$6.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.01% |
$48.8 - $54.2
|
15K
$916K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.97% |
$48.8 - $54.2
|
104
$6.35K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2- 2.82% |
$97.6 - $108
|
69
$4.21K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2- 0.02% |
$97.6 - $108
|
10.1K
$619K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.03% |
$146 - $163
|
10.5K
$640K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5- 0.1% |
$244 - $271
|
4.77K
$291K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-6- 0.01% |
$293 - $325
|
59.3K
$3.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.65% |
$293 - $325
|
919
$56.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-8- 0.17% |
$390 - $434
|
4.68K
$286K
|