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 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
593+ 6.1% |
$28.9K - $32.1K
|
10.3K
$616K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
582+ 0.66% |
$28.4K - $31.5K
|
88.3K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
580+ 3.29% |
$28.3K - $31.4K
|
18.2K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
579+ 0.42% |
$28.3K - $31.4K
|
138K
$8.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
563+ 3.79% |
$27.5K - $30.5K
|
15.4K
$922K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
562+ 5.89% |
$27.4K - $30.5K
|
10.1K
$604K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
550+ 1.0% |
$26.8K - $29.8K
|
55.8K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
545+ 1.58% |
$26.6K - $29.5K
|
34.9K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
535+ 1.26% |
$26.1K - $29K
|
42.9K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
532+ 5.95% |
$26K - $28.8K
|
9.47K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
528+ 9.93% |
$25.8K - $28.6K
|
5.85K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
527+ 1.76% |
$25.7K - $28.6K
|
30.5K
$1.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
521+ 5.32% |
$25.4K - $28.2K
|
10.3K
$616K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
520+ 2.57% |
$25.4K - $28.2K
|
20.7K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
504+ 10.59% |
$24.6K - $27.3K
|
5.26K
$314K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
500+ 5.55% |
$24.4K - $27.1K
|
9.51K
$568K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
499+ 4.59% |
$24.4K - $27K
|
11.4K
$679K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
493+ 0.58% |
$24.1K - $26.7K
|
85.1K
$5.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
485+ 12.09% |
$23.7K - $26.3K
|
4.5K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
479+ 1.07% |
$23.4K - $26K
|
45.2K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
474+ 2.51% |
$23.1K - $25.7K
|
19.4K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
471+ 3.61% |
$23K - $25.5K
|
13.5K
$807K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
470+ 61.68% |
$22.9K - $25.5K
|
1.23K
$73.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
452+ 4.35% |
$22.1K - $24.5K
|
10.8K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
450+ 14.93% |
$22K - $24.4K
|
3.47K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
450+ 3.57% |
$22K - $24.4K
|
13K
$779K
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
440+ 0.14% |
$21.5K - $23.8K
|
317K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
431+ 9.0% |
$21K - $23.4K
|
5.22K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
430+ 7.42% |
$21K - $23.3K
|
6.22K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
426+ 4.8% |
$20.8K - $23.1K
|
9.3K
$556K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
423New |
$20.6K - $22.9K
|
423
$25.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
420+ 0.95% |
$20.5K - $22.8K
|
44.5K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
418+ 6.83% |
$20.4K - $22.7K
|
6.54K
$391K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
406+ 0.84% |
$19.8K - $22K
|
49K
$2.93M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
400+ 215.05% |
$19.5K - $21.7K
|
586
$35K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
400+ 61.07% |
$19.5K - $21.7K
|
1.06K
$63K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
400New |
$19.5K - $21.7K
|
400
$23.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
394+ 7.01% |
$19.2K - $21.4K
|
6.01K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
390+ 1.57% |
$19K - $21.1K
|
25.2K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
380+ 380.0% |
$18.5K - $20.6K
|
480
$28.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
379+ 6.68% |
$18.5K - $20.5K
|
6.06K
$362K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
379+ 2.55% |
$18.5K - $20.5K
|
15.3K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
377+ 188.5% |
$18.4K - $20.4K
|
577
$34.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
375+ 2.25% |
$18.3K - $20.3K
|
17K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
371+ 0.72% |
$18.1K - $20.1K
|
52K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
360+ 6.21% |
$17.6K - $19.5K
|
6.16K
$368K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
357New |
$17.4K - $19.3K
|
357
$21.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
355+ 0.21% |
$17.3K - $19.2K
|
167K
$9.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
353+ 3.95% |
$17.2K - $19.1K
|
9.28K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
348New |
$17K - $18.9K
|
348
$20.8K
|