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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-14- 0.11% |
$683 - $759
|
13.1K
$768K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.14% |
$781 - $867
|
11.8K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 3.52% |
$1.07K - $1.19K
|
603
$35.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 1.46% |
$1.07K - $1.19K
|
1.49K
$87K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-27- 1.05% |
$1.32K - $1.46K
|
2.53K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.17% |
$1.42K - $1.57K
|
16.8K
$982K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-29- 0.55% |
$1.42K - $1.57K
|
5.25K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-29- 0.53% |
$1.42K - $1.57K
|
5.48K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-32- 0.11% |
$1.56K - $1.73K
|
29.9K
$1.75M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-34Closed |
$1.66K - $1.84K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-35- 6.84% |
$1.71K - $1.9K
|
477
$28K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-36- 4.7% |
$1.76K - $1.95K
|
730
$42.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 1.03% |
$1.76K - $1.95K
|
3.48K
$204K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-36- 0.53% |
$1.76K - $1.95K
|
6.76K
$396K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-37- 12.17% |
$1.81K - $2.01K
|
267
$15.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-39- 10.77% |
$1.9K - $2.11K
|
323
$18.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-40Closed |
$1.95K - $2.17K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-41- 0.99% |
$2K - $2.22K
|
4.09K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.4% |
$2.05K - $2.28K
|
10.6K
$620K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-46- 2.0% |
$2.24K - $2.49K
|
2.26K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-46- 0.4% |
$2.24K - $2.49K
|
11.6K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-47- 1.94% |
$2.29K - $2.55K
|
2.38K
$139K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-48- 80.0% |
$2.34K - $2.6K
|
12
$703
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-54- 1.13% |
$2.64K - $2.93K
|
4.74K
$278K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-55- 0.33% |
$2.68K - $2.98K
|
16.5K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-58- 1.24% |
$2.83K - $3.14K
|
4.64K
$272K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-61- 11.34% |
$2.98K - $3.31K
|
477
$28K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-62- 0.26% |
$3.03K - $3.36K
|
24.1K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-63- 0.84% |
$3.07K - $3.41K
|
7.4K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-72- 82.76% |
$3.51K - $3.9K
|
15
$879
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-75- 14.31% |
$3.66K - $4.06K
|
449
$26.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-78- 0.69% |
$3.81K - $4.23K
|
11.2K
$657K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-79- 1.5% |
$3.86K - $4.28K
|
5.18K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-84- 3.55% |
$4.1K - $4.55K
|
2.28K
$134K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-87- 0.26% |
$4.25K - $4.71K
|
33.6K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 0.29% |
$4.39K - $4.88K
|
30.4K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-90- 14.02% |
$4.39K - $4.88K
|
552
$32.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-93- 0.35% |
$4.54K - $5.04K
|
26.2K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-97- 0.09% |
$4.73K - $5.26K
|
108K
$6.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 76.92% |
$4.88K - $5.42K
|
30
$1.76K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.12% |
$4.88K - $5.42K
|
4.61K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 10.16% |
$4.88K - $5.42K
|
884
$51.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-102- 1.04% |
$4.98K - $5.53K
|
9.72K
$570K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-112- 2.2% |
$5.47K - $6.07K
|
4.98K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-118- 74.68% |
$5.76K - $6.39K
|
40
$2.34K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-119- 1.14% |
$5.81K - $6.45K
|
10.3K
$603K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-119- 0.2% |
$5.81K - $6.45K
|
58.5K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-122- 2.29% |
$5.95K - $6.61K
|
5.21K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-123- 0.09% |
$6K - $6.67K
|
139K
$8.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-135- 0.89% |
$6.59K - $7.32K
|
15K
$881K
|