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
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-530- 7.37% |
$24.5K - $25.9K
|
6.66K
$391K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-543- 7.29% |
$25.1K - $26.6K
|
6.9K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-557- 6.11% |
$25.8K - $27.3K
|
8.56K
$501K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-558- 0.97% |
$25.8K - $27.3K
|
57.2K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-560- 6.84% |
$25.9K - $27.4K
|
7.63K
$447K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-560- 46.82% |
$25.9K - $27.4K
|
636
$37.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-567- 12.01% |
$26.2K - $27.7K
|
4.16K
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-569- 5.6% |
$26.3K - $27.8K
|
9.59K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-574- 2.69% |
$26.6K - $28.1K
|
20.8K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-577- 6.87% |
$26.7K - $28.2K
|
7.82K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-580- 1.83% |
$26.8K - $28.4K
|
31.2K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-582- 5.08% |
$26.9K - $28.5K
|
10.9K
$638K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-582- 3.6% |
$26.9K - $28.5K
|
15.6K
$913K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-585- 0.83% |
$27.1K - $28.6K
|
70.2K
$4.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-595- 8.25% |
$27.5K - $29.1K
|
6.62K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-613- 5.94% |
$28.4K - $30K
|
9.7K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-619- 11.3% |
$28.6K - $30.3K
|
4.86K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-620- 11.98% |
$28.7K - $30.3K
|
4.56K
$267K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-629- 1.92% |
$29.1K - $30.8K
|
32.2K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-637- 2.41% |
$29.5K - $31.2K
|
25.8K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-655- 1.5% |
$30.3K - $32.1K
|
43K
$2.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-657- 6.1% |
$30.4K - $32.2K
|
10.1K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-662- 7.3% |
$30.6K - $32.4K
|
8.4K
$493K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-671- 6.9% |
$31K - $32.8K
|
9.06K
$531K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-673- 54.63% |
$31.1K - $32.9K
|
559
$32.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-694- 1.83% |
$32.1K - $34K
|
37.2K
$2.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-695- 12.67% |
$32.2K - $34K
|
4.79K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-700- 15.73% |
$32.4K - $34.3K
|
3.75K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-703- 0.62% |
$32.5K - $34.4K
|
113K
$6.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-705- 0.23% |
$32.6K - $34.5K
|
302K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-711- 4.72% |
$32.9K - $34.8K
|
14.4K
$842K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-711- 7.57% |
$32.9K - $34.8K
|
8.68K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-717- 14.42% |
$33.2K - $35.1K
|
4.26K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-719- 16.07% |
$33.3K - $35.2K
|
3.76K
$220K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-719- 2.98% |
$33.3K - $35.2K
|
23.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-724- 10.45% |
$33.5K - $35.4K
|
6.21K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-738- 9.97% |
$34.1K - $36.1K
|
6.66K
$391K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-740- 4.78% |
$34.2K - $36.2K
|
14.7K
$863K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-742- 6.79% |
$34.3K - $36.3K
|
10.2K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-746- 4.71% |
$34.5K - $36.5K
|
15.1K
$884K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-753- 1.32% |
$34.8K - $36.9K
|
56.3K
$3.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-755- 7.2% |
$34.9K - $36.9K
|
9.73K
$570K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-755- 5.69% |
$34.9K - $36.9K
|
12.5K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-755- 3.21% |
$34.9K - $36.9K
|
22.8K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-760- 12.05% |
$35.2K - $37.2K
|
5.55K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-770- 6.19% |
$35.6K - $37.7K
|
11.7K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-778- 1.97% |
$36K - $38.1K
|
38.6K
$2.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-804- 1.39% |
$37.2K - $39.3K
|
56.9K
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-807- 3.28% |
$37.3K - $39.5K
|
23.8K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-817- 9.27% |
$37.8K - $40K
|
7.99K
$468K
|