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 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-279- 1.6% |
$13.6K - $15.1K
|
17.1K
$941K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-281- 1.73% |
$13.7K - $15.2K
|
16K
$876K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-282- 17.01% |
$13.8K - $15.3K
|
1.38K
$75.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-285Closed |
$13.9K - $15.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-288- 3.12% |
$14.1K - $15.6K
|
8.95K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-292- 1.35% |
$14.2K - $15.8K
|
21.4K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-295- 1.52% |
$14.4K - $16K
|
19.2K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-300- 0.26% |
$14.6K - $16.3K
|
116K
$6.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-312- 6.5% |
$15.2K - $16.9K
|
4.49K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-316- 0.37% |
$15.4K - $17.1K
|
84.3K
$4.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-321- 1.9% |
$15.7K - $17.4K
|
16.5K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-339- 0.7% |
$16.5K - $18.4K
|
48.4K
$2.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-339- 6.87% |
$16.5K - $18.4K
|
4.6K
$252K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-343- 1.27% |
$16.7K - $18.6K
|
26.6K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-352- 5.14% |
$17.2K - $19.1K
|
6.5K
$357K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-354- 4.05% |
$17.3K - $19.2K
|
8.39K
$461K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-355- 4.45% |
$17.3K - $19.2K
|
7.63K
$419K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-357- 1.68% |
$17.4K - $19.3K
|
20.8K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-357- 1.68% |
$17.4K - $19.3K
|
20.8K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-357- 21.73% |
$17.4K - $19.3K
|
1.29K
$70.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-358- 4.45% |
$17.5K - $19.4K
|
7.69K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-362- 2.24% |
$17.7K - $19.6K
|
15.8K
$869K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-376- 5.5% |
$18.3K - $20.4K
|
6.46K
$354K
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-383- 7.04% |
$18.7K - $20.8K
|
5.06K
$277K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-384- 5.63% |
$18.7K - $20.8K
|
6.43K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-397- 0.21% |
$19.4K - $21.5K
|
193K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-398- 3.51% |
$19.4K - $21.6K
|
10.9K
$600K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-400- 5.73% |
$19.5K - $21.7K
|
6.59K
$361K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-400- 1.71% |
$19.5K - $21.7K
|
23K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-400- 3.22% |
$19.5K - $21.7K
|
12K
$660K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-400- 5.1% |
$19.5K - $21.7K
|
7.44K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 37.91% |
$19.5K - $21.7K
|
655
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-409- 4.97% |
$20K - $22.2K
|
7.83K
$430K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-427- 5.59% |
$20.8K - $23.1K
|
7.22K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-438- 0.03% |
$21.4K - $23.7K
|
1.36M
$74.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-439- 1.81% |
$21.4K - $23.8K
|
23.8K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-444- 3.59% |
$21.7K - $24.1K
|
11.9K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-445- 2.49% |
$21.7K - $24.1K
|
17.5K
$958K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-448- 0.32% |
$21.9K - $24.3K
|
139K
$7.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-448- 0.7% |
$21.9K - $24.3K
|
63.3K
$3.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-454- 7.65% |
$22.2K - $24.6K
|
5.48K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-462- 4.21% |
$22.5K - $25K
|
10.5K
$576K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-463- 5.67% |
$22.6K - $25.1K
|
7.7K
$423K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-472- 2.23% |
$23K - $25.6K
|
20.7K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-480- 28.09% |
$23.4K - $26K
|
1.23K
$67.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-496- 44.05% |
$24.2K - $26.9K
|
630
$34.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-500- 2.12% |
$24.4K - $27.1K
|
23.1K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-500- 7.56% |
$24.4K - $27.1K
|
6.11K
$335K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-500- 1.02% |
$24.4K - $27.1K
|
48.6K
$2.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-560- 5.94% |
$27.3K - $30.3K
|
8.86K
$486K
|