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 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.74K- 15.31% |
$231K - $257K
|
26.2K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.75K- 17.13% |
$232K - $257K
|
23K
$1.35M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.83K- 10.89% |
$235K - $261K
|
39.5K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.86K- 9.19% |
$237K - $263K
|
48K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-5.15K- 8.39% |
$251K - $279K
|
56.2K
$3.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.2K- 53.63% |
$254K - $282K
|
4.5K
$264K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-5.21K- 2.91% |
$254K - $282K
|
174K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-5.38K- 30.3% |
$262K - $291K
|
12.4K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.53K- 18.03% |
$270K - $300K
|
25.1K
$1.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.54K- 47.43% |
$270K - $300K
|
6.14K
$360K
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-5.77K- 1.9% |
$282K - $313K
|
298K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.78K- 41.4% |
$282K - $313K
|
8.18K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.1K- 0.99% |
$298K - $331K
|
613K
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-6.31K- 51.01% |
$308K - $342K
|
6.06K
$355K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-6.51K- 1.18% |
$318K - $353K
|
546K
$32M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.54K- 7.11% |
$319K - $354K
|
85.4K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.55K- 59.44% |
$320K - $355K
|
4.47K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-6.91K- 20.06% |
$337K - $375K
|
27.6K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7K- 63.01% |
$342K - $379K
|
4.11K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-7.12K- 22.48% |
$347K - $386K
|
24.5K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.17K- 2.13% |
$350K - $388K
|
330K
$19.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.27K- 1.55% |
$355K - $394K
|
460K
$27M
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-7.3K- 24.33% |
$356K - $396K
|
22.7K
$1.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-7.55K- 27.03% |
$368K - $409K
|
20.4K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.7K- 9.54% |
$376K - $417K
|
73K
$4.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.18K- 2.65% |
$399K - $443K
|
300K
$17.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-8.34K- 25.87% |
$407K - $452K
|
23.9K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.39K- 4.32% |
$410K - $455K
|
186K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.55K- 5.51% |
$417K - $463K
|
146K
$8.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.64K- 13.03% |
$422K - $468K
|
57.7K
$3.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 17.41% |
$423K - $469K
|
41.1K
$2.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.76K- 99.51% |
$428K - $475K
|
43
$2.52K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.86K- 17.39% |
$433K - $480K
|
42.1K
$2.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-9.15K- 2.08% |
$447K - $496K
|
430K
$25.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.88K- 6.92% |
$482K - $535K
|
133K
$7.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-10.1K- 51.41% |
$495K - $550K
|
9.59K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 25.02% |
$502K - $558K
|
30.8K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.8K- 4.98% |
$529K - $588K
|
207K
$12.1M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.8K- 1.89% |
$529K - $588K
|
562K
$33M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.1K- 34.08% |
$540K - $600K
|
21.4K
$1.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.3K- 1.92% |
$554K - $615K
|
579K
$34M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-11.5K- 16.6% |
$562K - $624K
|
57.9K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.7K- 2.36% |
$571K - $634K
|
484K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-12.2K- 7.37% |
$593K - $659K
|
153K
$8.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-12.2K- 1.22% |
$594K - $659K
|
986K
$57.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.9K- 12.66% |
$628K - $698K
|
88.8K
$5.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-13.4K- 27.43% |
$655K - $728K
|
35.5K
$2.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-13.9K- 2.29% |
$679K - $754K
|
592K
$34.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-14.4K- 50.42% |
$705K - $782K
|
14.2K
$832K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.3K- 41.37% |
$748K - $830K
|
21.7K
$1.27M
|