Purchases and Sales Made in Q4 2022 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
53+ 0.46% |
$2.29K - $2.73K
|
11.5K
$657K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
50+ 50.51% |
$2.16K - $2.58K
|
149
$8.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
48+ 0.83% |
$2.08K - $2.47K
|
5.83K
$335K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$1.99K - $2.37K
|
46
$2.64K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
43New |
$1.86K - $2.21K
|
43
$2.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
43+ 0.16% |
$1.86K - $2.21K
|
27.2K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
BUY
|
- |
43+ 0.07% |
$1.86K - $2.21K
|
58.3K
$3.35M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 3.64% |
$1.73K - $2.06K
|
1.14K
$65.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 0.32% |
$1.51K - $1.8K
|
11K
$632K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33New |
$1.43K - $1.7K
|
33
$1.89K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.3K - $1.55K
|
30
$1.72K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
28+ 10.77% |
$1.21K - $1.44K
|
288
$16.5K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26+ 0.02% |
$1.12K - $1.34K
|
136K
$7.81M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
26+ 0.39% |
$1.12K - $1.34K
|
6.61K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
26New |
$1.12K - $1.34K
|
26
$1.49K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24New |
$1.04K - $1.24K
|
24
$1.38K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$1.04K - $1.24K
|
24
$1.38K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
23+ 0.09% |
$995 - $1.18K
|
25.4K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.19% |
$951 - $1.13K
|
11.5K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21New |
$908 - $1.08K
|
21
$1.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
20+ 0.23% |
$865 - $1.03K
|
8.7K
$499K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 2.67% |
$865 - $1.03K
|
770
$44.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
20+ 0.16% |
$865 - $1.03K
|
12.6K
$720K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 1.4% |
$735 - $876
|
1.23K
$70.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 0.3% |
$692 - $824
|
5.28K
$303K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.24% |
$692 - $824
|
6.74K
$386K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$649 - $773
|
15
$861
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 0.61% |
$519 - $618
|
1.97K
$113K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11+ 0.06% |
$476 - $567
|
17.7K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$432 - $515
|
10
$574
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$389 - $464
|
9
$516
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 11.43% |
$346 - $412
|
78
$4.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.4% |
$303 - $361
|
1.77K
$102K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 13.64% |
$259 - $309
|
50
$2.87K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.05% |
$216 - $258
|
10.9K
$627K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$173 - $206
|
6.41K
$368K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 0.58% |
$130 - $155
|
518
$29.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$130 - $155
|
534
$30.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.39% |
$86.5 - $103
|
512
$29.4K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.77% |
$86.5 - $103
|
261
$15K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.02% |
$86.5 - $103
|
11.3K
$647K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.48% |
$86.5 - $103
|
415
$23.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.17% |
$86.5 - $103
|
1.15K
$65.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$86.5 - $103
|
6.41K
$368K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.84% |
$86.5 - $103
|
241
$13.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.4% |
$86.5 - $103
|
506
$29K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.5% |
$43.2 - $51.5
|
201
$11.5K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.02% |
$43.2 - $51.5
|
5.52K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1+ 0.02% |
$43.2 - $51.5
|
5.05K
$290K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|