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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.79K+ 21.17% |
$234K - $260K
|
27.4K
$1.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.76KNew |
$232K - $258K
|
4.76K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.69KNew |
$229K - $254K
|
4.69K
$275K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.62K+ 14.17% |
$226K - $250K
|
37.2K
$2.18M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
4.58KNew |
$224K - $248K
|
4.58K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.57K+ 6.14% |
$223K - $248K
|
78.9K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.54K+ 5.29% |
$221K - $246K
|
90.4K
$5.3M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.52K+ 15.18% |
$221K - $245K
|
34.3K
$2.01M
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.41K+ 4.79% |
$215K - $239K
|
96.5K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.29K+ 0.12% |
$209K - $232K
|
3.53M
$207M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.23K+ 12.37% |
$206K - $229K
|
38.4K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.2KNew |
$205K - $227K
|
4.2K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
4.13K+ 20.17% |
$202K - $224K
|
24.6K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.12K+ 10.91% |
$201K - $223K
|
41.8K
$2.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.06K+ 44.83% |
$198K - $220K
|
13.1K
$769K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
4.06K+ 44.83% |
$198K - $220K
|
13.1K
$769K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.05K+ 2.49% |
$198K - $220K
|
167K
$9.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.01K+ 4.58% |
$196K - $218K
|
91.6K
$5.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.9K+ 7.44% |
$190K - $211K
|
56.3K
$3.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
3.86K+ 482.25% |
$188K - $209K
|
4.66K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.82K+ 42.18% |
$186K - $207K
|
12.9K
$754K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.79K+ 21.28% |
$185K - $205K
|
21.6K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.77K+ 3.28% |
$184K - $204K
|
118K
$6.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.64K+ 108.57% |
$177K - $197K
|
6.98K
$409K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.62K+ 12.58% |
$177K - $196K
|
32.4K
$1.9M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.6K+ 13.86% |
$176K - $195K
|
29.5K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
3.53K+ 6.32% |
$172K - $191K
|
59.5K
$3.48M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.37K+ 25.49% |
$165K - $183K
|
16.6K
$973K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.29K+ 4.88% |
$161K - $178K
|
70.7K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
3.27K+ 3.1% |
$159K - $177K
|
109K
$6.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
3.1K+ 2.66% |
$151K - $168K
|
120K
$7.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.03K+ 5.81% |
$148K - $164K
|
55.1K
$3.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3K+ 57.14% |
$146K - $163K
|
8.25K
$484K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.97K+ 3.22% |
$145K - $161K
|
95K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.96KNew |
$144K - $160K
|
2.96K
$173K
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.93K+ 70.3% |
$143K - $159K
|
7.09K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.87K+ 22.88% |
$140K - $155K
|
15.4K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.84K+ 0.83% |
$139K - $154K
|
347K
$20.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.72K+ 12.41% |
$133K - $147K
|
24.6K
$1.44M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.71K+ 1.83% |
$132K - $147K
|
150K
$8.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.69K+ 3.1% |
$131K - $146K
|
89.5K
$5.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
2.56K+ 4.6% |
$125K - $139K
|
58.2K
$3.41M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.53K+ 41.19% |
$123K - $137K
|
8.66K
$508K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 6.91% |
$122K - $136K
|
38.7K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.48K+ 24.28% |
$121K - $134K
|
12.7K
$743K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.43K+ 19.12% |
$118K - $132K
|
15.1K
$886K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
2.37K+ 3.53% |
$116K - $129K
|
69.5K
$4.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.3K+ 5.55% |
$112K - $124K
|
43.7K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.26K+ 0.61% |
$110K - $122K
|
373K
$21.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.23K+ 24.92% |
$109K - $121K
|
11.2K
$655K
|