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
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-578- 0.12% |
$28.2K - $31.3K
|
471K
$27.6M
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-587- 3.54% |
$28.6K - $31.8K
|
16K
$937K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-590- 3.51% |
$28.8K - $32K
|
16.2K
$949K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-599- 9.3% |
$29.2K - $32.5K
|
5.84K
$342K
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-600- 9.23% |
$29.3K - $32.5K
|
5.9K
$346K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-606- 8.77% |
$29.6K - $32.8K
|
6.31K
$370K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-610- 7.07% |
$29.8K - $33.1K
|
8.02K
$470K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-625- 1.78% |
$30.5K - $33.9K
|
34.5K
$2.02M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-633- 8.76% |
$30.9K - $34.3K
|
6.59K
$386K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-635- 6.81% |
$31K - $34.4K
|
8.7K
$510K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-637- 9.86% |
$31.1K - $34.5K
|
5.83K
$341K
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-641- 2.03% |
$31.3K - $34.7K
|
31K
$1.82M
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-648- 0.22% |
$31.6K - $35.1K
|
295K
$17.3M
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-650- 5.28% |
$31.7K - $35.2K
|
11.7K
$683K
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-679- 7.11% |
$33.1K - $36.8K
|
8.87K
$520K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-686- 1.19% |
$33.5K - $37.2K
|
57.1K
$3.34M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-695- 2.51% |
$33.9K - $37.7K
|
27K
$1.58M
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-695- 0.4% |
$33.9K - $37.7K
|
174K
$10.2M
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-695- 0.4% |
$33.9K - $37.7K
|
174K
$10.2M
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-699- 4.82% |
$34.1K - $37.9K
|
13.8K
$809K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-700- 6.0% |
$34.2K - $37.9K
|
11K
$643K
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-720- 5.58% |
$35.1K - $39K
|
12.2K
$714K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-725- 1.62% |
$35.4K - $39.3K
|
44K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-725- 22.15% |
$35.4K - $39.3K
|
2.55K
$149K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-729- 8.18% |
$35.6K - $39.5K
|
8.19K
$480K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-748- 10.44% |
$36.5K - $40.5K
|
6.42K
$376K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-750- 3.67% |
$36.6K - $40.6K
|
19.7K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-761- 1.4% |
$37.1K - $41.2K
|
53.4K
$3.13M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-765- 4.52% |
$37.3K - $41.5K
|
16.2K
$947K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-781- 7.32% |
$38.1K - $42.3K
|
9.89K
$580K
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-790- 2.51% |
$38.6K - $42.8K
|
30.7K
$1.8M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-799- 8.44% |
$39K - $43.3K
|
8.67K
$508K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-820- 7.67% |
$40K - $44.4K
|
9.87K
$578K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-841- 3.77% |
$41K - $45.6K
|
21.5K
$1.26M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-843- 3.28% |
$41.1K - $45.7K
|
24.8K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-848- 7.11% |
$41.4K - $46K
|
11.1K
$649K
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-861- 1.64% |
$42K - $46.7K
|
51.7K
$3.03M
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-863- 4.75% |
$42.1K - $46.8K
|
17.3K
$1.01M
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-871- 1.36% |
$42.5K - $47.2K
|
63.2K
$3.7M
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-875- 4.54% |
$42.7K - $47.4K
|
18.4K
$1.08M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-890- 3.42% |
$43.4K - $48.2K
|
25.1K
$1.47M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-890- 3.42% |
$43.4K - $48.2K
|
25.1K
$1.47M
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-894- 6.09% |
$43.6K - $48.4K
|
13.8K
$809K
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-904- 1.19% |
$44.1K - $49K
|
75K
$4.4M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-911- 1.39% |
$44.5K - $49.4K
|
64.5K
$3.78M
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-955- 1.52% |
$46.6K - $51.8K
|
61.9K
$3.63M
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-957- 1.52% |
$46.7K - $51.9K
|
62.1K
$3.64M
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-977- 6.22% |
$47.7K - $52.9K
|
14.7K
$864K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-989- 0.4% |
$48.3K - $53.6K
|
245K
$14.3M
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-990- 8.97% |
$48.3K - $53.6K
|
10.1K
$589K
|