Purchases and Sales Made in Q4 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-92- 5.05% |
$4.26K - $4.5K
|
1.73K
$101K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-95- 1.72% |
$4.39K - $4.65K
|
5.42K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-101- 22.54% |
$4.67K - $4.94K
|
347
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-105Closed |
$4.86K - $5.14K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-106- 4.95% |
$4.9K - $5.19K
|
2.03K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-107- 2.5% |
$4.95K - $5.24K
|
4.18K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-107- 26.95% |
$4.95K - $5.24K
|
290
$17K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-111- 2.23% |
$5.13K - $5.43K
|
4.87K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-116- 0.4% |
$5.37K - $5.68K
|
29.2K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-123- 0.5% |
$5.69K - $6.02K
|
24.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-124- 2.56% |
$5.74K - $6.07K
|
4.73K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-126- 1.33% |
$5.83K - $6.17K
|
9.38K
$550K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-130- 0.95% |
$6.01K - $6.36K
|
13.6K
$795K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-130- 1.33% |
$6.01K - $6.36K
|
9.67K
$567K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-131- 1.08% |
$6.06K - $6.41K
|
12K
$706K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-131- 2.51% |
$6.06K - $6.41K
|
5.09K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-137- 2.88% |
$6.34K - $6.7K
|
4.62K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-140- 12.58% |
$6.48K - $6.85K
|
973
$57K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-147- 1.05% |
$6.8K - $7.19K
|
13.9K
$812K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-147- 17.17% |
$6.8K - $7.19K
|
709
$41.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-154- 56.0% |
$7.12K - $7.54K
|
121
$7.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-163- 1.47% |
$7.54K - $7.98K
|
10.9K
$639K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-167- 1.64% |
$7.73K - $8.17K
|
10K
$586K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-169- 52.32% |
$7.82K - $8.27K
|
154
$9.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-176- 3.72% |
$8.14K - $8.61K
|
4.56K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-179- 0.94% |
$8.28K - $8.76K
|
18.9K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-183- 3.48% |
$8.47K - $8.96K
|
5.08K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183- 1.73% |
$8.47K - $8.96K
|
10.4K
$609K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-185- 2.74% |
$8.56K - $9.05K
|
6.57K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-200- 2.29% |
$9.25K - $9.79K
|
8.52K
$499K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 0.58% |
$9.25K - $9.79K
|
34.6K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-201- 3.44% |
$9.3K - $9.84K
|
5.64K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-202- 5.61% |
$9.34K - $9.89K
|
3.4K
$199K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-204- 1.18% |
$9.44K - $9.98K
|
17.1K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-206- 33.99% |
$9.53K - $10.1K
|
400
$23.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-213- 4.09% |
$9.85K - $10.4K
|
5K
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-217- 1.12% |
$10K - $10.6K
|
19.1K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-218- 4.46% |
$10.1K - $10.7K
|
4.68K
$274K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-225- 0.73% |
$10.4K - $11K
|
30.5K
$1.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
SELL
|
- |
-240- 0.08% |
$11.1K - $11.7K
|
292K
$17.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-250- 4.65% |
$11.6K - $12.2K
|
5.13K
$300K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-258- 0.62% |
$11.9K - $12.6K
|
41.4K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-259- 1.34% |
$12K - $12.7K
|
19.1K
$1.12M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-269- 33.5% |
$12.4K - $13.2K
|
534
$31.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-281- 2.42% |
$13K - $13.8K
|
11.4K
$665K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-285- 4.08% |
$13.2K - $13.9K
|
6.7K
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-296- 0.1% |
$13.7K - $14.5K
|
295K
$17.3M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-297- 0.87% |
$13.7K - $14.5K
|
34K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-300- 4.55% |
$13.9K - $14.7K
|
6.29K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.77% |
$13.9K - $14.7K
|
16.6K
$975K
|