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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-821- 7.05% |
$38K - $40.2K
|
10.8K
$635K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-825- 6.3% |
$38.2K - $40.4K
|
12.3K
$720K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-855- 2.35% |
$39.6K - $41.8K
|
35.5K
$2.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-860- 2.62% |
$39.8K - $42.1K
|
32K
$1.88M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-878- 27.19% |
$40.6K - $43K
|
2.35K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-884- 4.51% |
$40.9K - $43.3K
|
18.7K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-885- 5.46% |
$40.9K - $43.3K
|
15.3K
$897K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-887- 2.12% |
$41K - $43.4K
|
41K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-895- 4.68% |
$41.4K - $43.8K
|
18.2K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-933- 11.34% |
$43.2K - $45.7K
|
7.3K
$428K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-938- 7.32% |
$43.4K - $45.9K
|
11.9K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-955- 2.16% |
$44.2K - $46.7K
|
43.3K
$2.54M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-963- 40.75% |
$44.5K - $47.1K
|
1.4K
$82.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-963- 40.75% |
$44.5K - $47.1K
|
1.4K
$82.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-963- 3.22% |
$44.5K - $47.1K
|
28.9K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-964- 6.99% |
$44.6K - $47.2K
|
12.8K
$752K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-966- 15.45% |
$44.7K - $47.3K
|
5.29K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-975- 6.14% |
$45.1K - $47.7K
|
14.9K
$873K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-976- 6.97% |
$45.1K - $47.8K
|
13K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-991- 2.34% |
$45.8K - $48.5K
|
41.3K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-996- 13.06% |
$46.1K - $48.7K
|
6.63K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1K- 4.23% |
$46.3K - $48.9K
|
22.7K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1K- 8.58% |
$46.3K - $48.9K
|
10.7K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-1K- 20.0% |
$46.3K - $48.9K
|
4K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 4.87% |
$47.2K - $50K
|
20K
$1.17M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.05K- 9.23% |
$48.5K - $51.3K
|
10.3K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.05K- 5.82% |
$48.6K - $51.4K
|
17K
$996K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.05K- 7.33% |
$48.6K - $51.4K
|
13.3K
$778K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.06K- 1.14% |
$49.2K - $52.1K
|
92.2K
$5.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-1.09K- 39.78% |
$50.4K - $53.3K
|
1.65K
$96.7K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.12K- 4.8% |
$51.9K - $54.9K
|
22.3K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.12K- 17.52% |
$52K - $55K
|
5.29K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.13K- 5.43% |
$52.1K - $55.2K
|
19.6K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.16K- 6.84% |
$53.8K - $57K
|
15.8K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.17K- 10.13% |
$54.2K - $57.4K
|
10.4K
$609K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.18K- 2.7% |
$54.7K - $57.8K
|
42.7K
$2.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-1.19K- 10.02% |
$55K - $58.2K
|
10.7K
$626K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-1.2K- 46.41% |
$55.7K - $58.9K
|
1.39K
$81.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.22K- 13.79% |
$56.5K - $59.8K
|
7.64K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.25K- 9.9% |
$57.8K - $61.2K
|
11.4K
$667K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 14.47% |
$58K - $61.3K
|
7.41K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.26K- 7.98% |
$58.1K - $61.5K
|
14.5K
$850K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 1.69% |
$60.1K - $63.6K
|
75.6K
$4.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-1.3K- 0.95% |
$60.1K - $63.6K
|
136K
$7.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.35K- 2.39% |
$62.2K - $65.8K
|
54.9K
$3.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.36K- 3.26% |
$63K - $66.7K
|
40.4K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.4K- 6.43% |
$64.5K - $68.3K
|
20.3K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 4.17% |
$64.9K - $68.6K
|
32.2K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.41K- 9.54% |
$65K - $68.8K
|
13.3K
$781K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.41K- 1.32% |
$65.3K - $69.1K
|
105K
$6.17M
|