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
|
Chiron Capital Management, LLC
|
BUY
|
- |
10.5K+ 86.78% |
$512K - $569K
|
22.6K
$1.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$497K - $551K
|
10.2K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.87K+ 0.23% |
$482K - $535K
|
4.26M
$255M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.48K+ 209.37% |
$462K - $514K
|
14K
$836K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.47K+ 9.28% |
$462K - $513K
|
111K
$6.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.36K+ 4.0% |
$457K - $507K
|
243K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.14KNew |
$446K - $495K
|
9.14K
$546K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9KNew |
$439K - $488K
|
9K
$538K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.98K+ 26.28% |
$438K - $487K
|
43.2K
$2.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.77KNew |
$428K - $475K
|
8.77K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.69KNew |
$424K - $471K
|
8.69K
$519K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.53KNew |
$416K - $462K
|
8.53K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
8.37K+ 19.71% |
$409K - $454K
|
50.8K
$3.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
8.33K+ 31.47% |
$406K - $451K
|
34.8K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 4.09% |
$399K - $443K
|
208K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.17K+ 7.41% |
$399K - $443K
|
118K
$7.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
7.83K+ 13.16% |
$382K - $424K
|
67.3K
$4.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.71KNew |
$376K - $418K
|
7.71K
$461K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
7.66K+ 100.0% |
$374K - $415K
|
15.3K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.64K+ 88.92% |
$373K - $414K
|
16.2K
$969K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.54K+ 54.13% |
$368K - $409K
|
21.5K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
7.28K+ 1.82% |
$355K - $395K
|
407K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
7.08K+ 0.65% |
$345K - $384K
|
1.1M
$65.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.81K+ 12.92% |
$332K - $369K
|
59.5K
$3.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6.81K+ 73.09% |
$332K - $369K
|
16.1K
$963K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
6.77K+ 3.59% |
$330K - $367K
|
195K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.75KNew |
$329K - $366K
|
6.75K
$403K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$328K - $364K
|
6.72K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
6.66K+ 9.23% |
$325K - $361K
|
78.8K
$4.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
6.64K+ 1.88% |
$324K - $360K
|
361K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.57K+ 7.34% |
$320K - $356K
|
96.1K
$5.74M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.5K+ 6.1% |
$317K - $352K
|
113K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
6.37K+ 18.94% |
$311K - $345K
|
40K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.34K+ 1.63% |
$309K - $344K
|
395K
$23.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.25K+ 79.67% |
$305K - $339K
|
14.1K
$842K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
5.98K+ 231.27% |
$292K - $324K
|
8.57K
$512K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.91KNew |
$289K - $320K
|
5.91K
$353K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.87K+ 1.8% |
$286K - $318K
|
331K
$19.8M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.79K+ 20.4% |
$283K - $314K
|
34.2K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
5.72K+ 8.3% |
$279K - $310K
|
74.7K
$4.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.56K+ 0.61% |
$272K - $302K
|
915K
$54.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
5.56K+ 0.66% |
$271K - $301K
|
854K
$51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.51K+ 3.2% |
$269K - $299K
|
178K
$10.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.51KNew |
$269K - $299K
|
5.51K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 284.99% |
$255K - $283K
|
7.05K
$421K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.21KNew |
$254K - $282K
|
5.21K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5.19K+ 5.18% |
$253K - $281K
|
105K
$6.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.09K+ 50.97% |
$248K - $276K
|
15.1K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.96K+ 17.07% |
$242K - $269K
|
34K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.81K+ 30.74% |
$235K - $261K
|
20.5K
$1.22M
|