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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
15.4K+ 52.63% |
$667K - $795K
|
44.7K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15KNew |
$648K - $772K
|
15K
$873K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
14.2KNew |
$612K - $729K
|
14.2K
$825K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.1K+ 14.52% |
$611K - $728K
|
111K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
13.3K+ 42.97% |
$577K - $688K
|
44.4K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12.9KNew |
$557K - $664K
|
12.9K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2K+ 5.42% |
$528K - $629K
|
238K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.3KNew |
$487K - $580K
|
11.3K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10.7K+ 49.44% |
$463K - $552K
|
32.4K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.5K+ 34.58% |
$456K - $543K
|
41.1K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.4KNew |
$448K - $533K
|
10.4K
$603K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.2K+ 128.21% |
$441K - $526K
|
18.2K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.87K+ 15.27% |
$427K - $508K
|
74.5K
$4.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
9.72K+ 46.68% |
$420K - $501K
|
30.6K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.66KNew |
$418K - $498K
|
9.66K
$563K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.66K+ 13.27% |
$418K - $498K
|
82.4K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.59K+ 0.34% |
$414K - $494K
|
2.85M
$166M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.51K+ 21.2% |
$411K - $490K
|
54.3K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.24KNew |
$400K - $476K
|
9.24K
$538K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.18K+ 20.39% |
$397K - $473K
|
54.2K
$3.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
9.14KNew |
$395K - $471K
|
9.14K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
9.01KNew |
$390K - $464K
|
9.01K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.93KNew |
$386K - $460K
|
8.93K
$520K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.65K+ 13301.54% |
$374K - $445K
|
8.71K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.64K+ 2.45% |
$373K - $445K
|
360K
$21M
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
8.64K+ 7.85% |
$373K - $445K
|
119K
$6.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.19KNew |
$354K - $422K
|
8.19K
$477K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
8.15K+ 12.0% |
$352K - $420K
|
76K
$4.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8.01K+ 11.15% |
$346K - $413K
|
79.9K
$4.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.95K+ 20.77% |
$344K - $410K
|
46.2K
$2.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.71K+ 7.63% |
$333K - $397K
|
109K
$6.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.65K+ 1.58% |
$331K - $394K
|
491K
$28.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.41K+ 155.83% |
$320K - $381K
|
12.2K
$708K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.35K+ 19.69% |
$318K - $378K
|
44.6K
$2.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
7.19K+ 1.54% |
$311K - $370K
|
474K
$27.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
7.07KNew |
$306K - $364K
|
7.07K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
7KNew |
$303K - $361K
|
7K
$408K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.89K+ 53.13% |
$298K - $355K
|
19.8K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
BUY
|
- |
6.87K+ 25.52% |
$297K - $354K
|
33.8K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
6.74KNew |
$291K - $347K
|
6.74K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.71K+ 33.64% |
$290K - $346K
|
26.7K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
6.62K+ 15.26% |
$286K - $341K
|
50K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.57KNew |
$284K - $338K
|
6.57K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.38K+ 9.71% |
$276K - $329K
|
72.1K
$4.2M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
6.32KNew |
$273K - $326K
|
6.32K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.22K+ 22.73% |
$269K - $320K
|
33.6K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.21K+ 26.11% |
$269K - $320K
|
30K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
6.21K+ 9.99% |
$269K - $320K
|
68.4K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.2K+ 95.36% |
$268K - $320K
|
12.7K
$741K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
6.02KNew |
$260K - $310K
|
6.02K
$351K
|