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 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.22K+ 8.71% |
$108K - $120K
|
27.6K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
2.18K+ 1.43% |
$106K - $118K
|
154K
$9.22M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
2.16K+ 5.1% |
$106K - $117K
|
44.6K
$2.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.14K+ 8.16% |
$104K - $116K
|
28.4K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
2.14K+ 3.18% |
$104K - $116K
|
69.5K
$4.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 32.05% |
$104K - $116K
|
8.81K
$526K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.1K+ 9.94% |
$102K - $114K
|
23.2K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.1K+ 27.46% |
$102K - $114K
|
9.73K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.02K+ 41.11% |
$98.5K - $109K
|
6.93K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2K+ 33.31% |
$97.5K - $108K
|
8K
$478K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.98K+ 16.49% |
$96.7K - $107K
|
14K
$836K
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.93K+ 10.72% |
$93.9K - $104K
|
19.9K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.92K+ 7.78% |
$93.8K - $104K
|
26.6K
$1.59M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.88K+ 9.83% |
$91.6K - $102K
|
21K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.88K+ 9.83% |
$91.6K - $102K
|
21K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
1.87K+ 0.23% |
$91.1K - $101K
|
806K
$48.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.82K+ 15.28% |
$88.6K - $98.4K
|
13.7K
$818K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.77K+ 28.15% |
$86.6K - $96.1K
|
8.08K
$482K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.73K+ 9.58% |
$84.4K - $93.7K
|
19.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.7K+ 0.73% |
$83.1K - $92.2K
|
235K
$14M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
1.67K+ 1.58% |
$81.6K - $90.7K
|
107K
$6.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.65K+ 1.94% |
$80.3K - $89.2K
|
86.6K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 15.08% |
$79.6K - $88.4K
|
12.4K
$744K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.59K+ 3.44% |
$77.5K - $86.1K
|
47.8K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.58K+ 6.35% |
$77.2K - $85.7K
|
26.5K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.58K+ 3.02% |
$77.1K - $85.6K
|
53.9K
$3.22M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.57K+ 44.74% |
$76.4K - $84.9K
|
5.07K
$303K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.57K+ 11.44% |
$76.4K - $84.9K
|
15.3K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.56K+ 12.48% |
$76.2K - $84.6K
|
14.1K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.55K+ 8.74% |
$75.7K - $84.1K
|
19.3K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.55K+ 8.87% |
$75.6K - $83.9K
|
19K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
1.52K+ 1.12% |
$74.2K - $82.4K
|
137K
$8.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.47KNew |
$71.9K - $79.9K
|
1.47K
$88.1K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.44K+ 2.67% |
$70.2K - $77.9K
|
55.2K
$3.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.42K+ 0.72% |
$69.3K - $76.9K
|
197K
$11.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.42K+ 2.8% |
$69.2K - $76.9K
|
52.2K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.41K+ 5.02% |
$68.6K - $76.2K
|
29.4K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.4K+ 1.13% |
$68.3K - $75.9K
|
125K
$7.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.39K+ 8.75% |
$67.8K - $75.3K
|
17.3K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.37K+ 2.12% |
$66.9K - $74.3K
|
66K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.36K+ 1.35% |
$66.2K - $73.5K
|
102K
$6.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.31K+ 26.89% |
$63.8K - $70.9K
|
6.17K
$369K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.3K+ 26.53% |
$63.4K - $70.4K
|
6.2K
$370K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.3K+ 8.84% |
$63.4K - $70.4K
|
16K
$956K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.28K+ 5.09% |
$62.5K - $69.4K
|
26.5K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 8.59% |
$62.4K - $69.3K
|
16.2K
$965K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.27K+ 26.83% |
$61.7K - $68.6K
|
5.98K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.26K+ 14.6% |
$61.5K - $68.3K
|
9.9K
$591K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.25K+ 6.59% |
$61K - $67.8K
|
20.2K
$1.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
1.24K+ 0.07% |
$60.7K - $67.4K
|
1.69M
$101M
|