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 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.46K- 3.32% |
$67.6K - $71.6K
|
42.5K
$2.54M
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-1.46K- 13.93% |
$67.7K - $71.6K
|
9.04K
$540K
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.48K- 21.24% |
$68.3K - $72.3K
|
5.48K
$327K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.48K- 2.24% |
$68.4K - $72.3K
|
64.5K
$3.85M
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.49K- 12.37% |
$68.9K - $72.9K
|
10.5K
$630K
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.49K- 8.72% |
$69.1K - $73.1K
|
15.6K
$934K
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.51K- 8.18% |
$69.6K - $73.7K
|
16.9K
$1.01M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 9.55% |
$71.4K - $75.5K
|
14.6K
$873K
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.54K- 26.17% |
$71.4K - $75.6K
|
4.36K
$260K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.55K- 17.22% |
$71.7K - $75.9K
|
7.45K
$445K
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.57K- 1.39% |
$72.6K - $76.8K
|
112K
$6.66M
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.57K- 1.39% |
$72.6K - $76.8K
|
112K
$6.66M
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.57K- 6.5% |
$72.7K - $76.9K
|
22.6K
$1.35M
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.6K- 6.82% |
$74.1K - $78.4K
|
21.9K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.65K- 6.89% |
$76.3K - $80.8K
|
22.3K
$1.33M
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.67K- 4.74% |
$77.3K - $81.8K
|
33.6K
$2M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.69K- 10.34% |
$78.1K - $82.7K
|
14.6K
$875K
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.69K- 15.0% |
$78.3K - $82.9K
|
9.6K
$573K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.69K- 13.59% |
$78.4K - $82.9K
|
10.8K
$643K
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.7K- 2.46% |
$78.6K - $83.1K
|
67.3K
$4.02M
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.71K- 26.25% |
$79.2K - $83.7K
|
4.81K
$287K
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.73K- 20.32% |
$79.9K - $84.6K
|
6.78K
$405K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.73K- 3.98% |
$80K - $84.7K
|
41.7K
$2.49M
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-1.76K- 17.39% |
$81.3K - $86K
|
8.35K
$499K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.76K- 20.24% |
$81.4K - $86.1K
|
6.94K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.81K- 6.91% |
$83.8K - $88.7K
|
24.4K
$1.46M
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.82K- 1.46% |
$84.4K - $89.3K
|
123K
$7.34M
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.83K- 28.32% |
$84.6K - $89.5K
|
4.63K
$277K
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.83K- 31.58% |
$84.7K - $89.6K
|
3.97K
$237K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.84K- 11.42% |
$85.2K - $90.1K
|
14.3K
$853K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.86K- 2.35% |
$85.8K - $90.8K
|
77.1K
$4.61M
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.88K- 3.62% |
$87.2K - $92.2K
|
50.1K
$3M
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-1.93K- 26.72% |
$89.2K - $94.4K
|
5.29K
$316K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.96K- 16.39% |
$90.7K - $95.9K
|
10K
$597K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.96K- 10.79% |
$90.8K - $96.1K
|
16.2K
$969K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.96K- 3.31% |
$90.9K - $96.1K
|
57.4K
$3.43M
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.98K- 6.82% |
$91.5K - $96.8K
|
27K
$1.62M
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.99K- 17.81% |
$92.1K - $97.5K
|
9.19K
$549K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2K- 2.37% |
$92.5K - $97.9K
|
82.3K
$4.92M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.03K- 22.16% |
$93.7K - $99.2K
|
7.12K
$425K
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-2.05K- 6.6% |
$94.6K - $100K
|
29K
$1.73M
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.1K- 28.98% |
$97.1K - $103K
|
5.15K
$307K
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.13K- 3.66% |
$98.7K - $104K
|
56.1K
$3.35M
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.14K- 17.83% |
$99.1K - $105K
|
9.88K
$590K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.17K- 11.42% |
$100K - $106K
|
16.8K
$1M
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.17K- 9.44% |
$100K - $106K
|
20.8K
$1.24M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.18K- 3.35% |
$101K - $106K
|
62.8K
$3.75M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.19K- 13.22% |
$101K - $107K
|
14.4K
$858K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.2K- 6.53% |
$102K - $108K
|
31.5K
$1.88M
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 1.92% |
$104K - $110K
|
115K
$6.86M
|