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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.02K+ 3.22% |
$44.1K - $52.5K
|
32.7K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
993+ 11.15% |
$42.9K - $51.1K
|
9.9K
$568K
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
981+ 0.12% |
$42.4K - $50.5K
|
834K
$47.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
947+ 12.1% |
$40.9K - $48.8K
|
8.77K
$503K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
941+ 12.4% |
$40.7K - $48.5K
|
8.53K
$489K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
936+ 11.07% |
$40.5K - $48.2K
|
9.39K
$539K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
917+ 4.69% |
$39.7K - $47.2K
|
20.5K
$1.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
904+ 10.84% |
$39.1K - $46.6K
|
9.24K
$530K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
902+ 18.81% |
$39K - $46.5K
|
5.7K
$327K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
900+ 16.46% |
$38.9K - $46.4K
|
6.37K
$365K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
900New |
$38.9K - $46.4K
|
900
$51.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
900+ 10.93% |
$38.9K - $46.4K
|
9.14K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
892+ 16.71% |
$38.6K - $45.9K
|
6.23K
$358K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
886+ 8.68% |
$38.3K - $45.6K
|
11.1K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
882+ 1.31% |
$38.1K - $45.4K
|
68.4K
$3.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
877+ 5.54% |
$37.9K - $45.2K
|
16.7K
$958K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
864+ 2.02% |
$37.4K - $44.5K
|
43.6K
$2.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
851+ 3.33% |
$36.8K - $43.8K
|
26.4K
$1.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
844+ 4.65% |
$36.5K - $43.5K
|
19K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
825+ 3.09% |
$35.7K - $42.5K
|
27.6K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
803+ 16.59% |
$34.7K - $41.4K
|
5.64K
$324K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
791+ 4.52% |
$34.2K - $40.7K
|
18.3K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
769+ 0.89% |
$33.3K - $39.6K
|
87.6K
$5.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
768+ 2.87% |
$33.2K - $39.6K
|
27.5K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
740+ 7.22% |
$32K - $38.1K
|
11K
$630K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
733+ 1.81% |
$31.7K - $37.8K
|
41.3K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
731+ 6.87% |
$31.6K - $37.7K
|
11.4K
$653K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
727+ 5.04% |
$31.4K - $37.4K
|
15.1K
$869K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
701+ 2.82% |
$30.3K - $36.1K
|
25.6K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
660+ 3.72% |
$28.5K - $34K
|
18.4K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
614New |
$26.5K - $31.6K
|
614
$35.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
614New |
$26.5K - $31.6K
|
614
$35.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$25.9K - $30.9K
|
600
$34.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
580+ 6.01% |
$25.1K - $29.9K
|
10.2K
$587K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
579+ 4.89% |
$25K - $29.8K
|
12.4K
$713K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
578New |
$25K - $29.8K
|
578
$33.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
552+ 7.84% |
$23.9K - $28.4K
|
7.59K
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
545New |
$23.6K - $28.1K
|
545
$31.3K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
544+ 10.27% |
$23.5K - $28K
|
5.84K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
543+ 8.28% |
$23.5K - $28K
|
7.1K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
535+ 2.06% |
$23.1K - $27.6K
|
26.5K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
521+ 29.34% |
$22.5K - $26.8K
|
2.3K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
517+ 7.92% |
$22.4K - $26.6K
|
7.04K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
516New |
$22.3K - $26.6K
|
516
$29.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
500+ 3.17% |
$21.6K - $25.8K
|
16.3K
$933K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
500+ 9.27% |
$21.6K - $25.8K
|
5.9K
$338K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
486+ 0.49% |
$21K - $25K
|
99.4K
$5.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
464+ 5.92% |
$20.1K - $23.9K
|
8.3K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
457+ 1.79% |
$19.8K - $23.5K
|
26K
$1.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
455+ 0.7% |
$19.7K - $23.4K
|
65.2K
$3.74M
|