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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.29K- 23.19% |
$106K - $112K
|
7.6K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.32K- 1.47% |
$107K - $114K
|
155K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.36K- 1.22% |
$109K - $115K
|
190K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.37K- 1.55% |
$110K - $116K
|
150K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 9.57% |
$111K - $118K
|
22.7K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.4K- 9.57% |
$111K - $118K
|
22.7K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.44K- 7.33% |
$113K - $119K
|
30.8K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.46K- 3.62% |
$114K - $120K
|
65.6K
$3.84M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.47K- 7.29% |
$114K - $121K
|
31.4K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.52K- 20.95% |
$116K - $123K
|
9.5K
$557K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.56K- 3.97% |
$118K - $125K
|
61.9K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2.57K- 1.17% |
$119K - $126K
|
217K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.61K- 13.9% |
$121K - $128K
|
16.2K
$949K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.69K- 21.09% |
$124K - $132K
|
10.1K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.73K- 3.27% |
$126K - $134K
|
80.8K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.77K- 7.05% |
$128K - $136K
|
36.6K
$2.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.8K- 2.59% |
$130K - $137K
|
105K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.81K- 11.18% |
$130K - $138K
|
22.3K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.82K- 6.69% |
$130K - $138K
|
39.3K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.83K- 5.03% |
$131K - $139K
|
53.5K
$3.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.89K- 12.19% |
$134K - $142K
|
20.8K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.89K- 10.5% |
$134K - $142K
|
24.7K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-2.96K- 4.76% |
$137K - $145K
|
59.1K
$3.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.06K- 33.39% |
$142K - $150K
|
6.11K
$358K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.09K- 7.03% |
$143K - $151K
|
40.9K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.15K- 26.4% |
$146K - $154K
|
8.77K
$514K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.22K- 5.41% |
$149K - $157K
|
56.2K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-3.23K- 20.11% |
$149K - $158K
|
12.8K
$752K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.24K- 21.02% |
$150K - $158K
|
12.2K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.26K- 93.4% |
$151K - $159K
|
230
$13.5K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.27K- 2.42% |
$151K - $160K
|
132K
$7.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.27K- 3.78% |
$151K - $160K
|
83.4K
$4.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-3.29K- 14.22% |
$152K - $161K
|
19.8K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.34K- 21.84% |
$154K - $163K
|
11.9K
$699K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.39K- 23.91% |
$157K - $166K
|
10.8K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-3.53K- 0.65% |
$163K - $173K
|
537K
$31.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.53K- 10.11% |
$163K - $173K
|
31.4K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.55K- 2.12% |
$164K - $174K
|
164K
$9.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.55K- 40.96% |
$164K - $174K
|
5.12K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.63K- 22.66% |
$168K - $178K
|
12.4K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.66K- 33.82% |
$169K - $179K
|
7.17K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.74K- 73.13% |
$173K - $183K
|
1.37K
$80.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-3.85K- 0.17% |
$178K - $189K
|
2.32M
$136M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.86K- 8.11% |
$179K - $189K
|
43.7K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.87K- 38.51% |
$179K - $189K
|
6.18K
$362K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.97K- 28.79% |
$184K - $194K
|
9.83K
$576K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.01K- 6.64% |
$185K - $196K
|
56.4K
$3.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-4.08K- 3.87% |
$189K - $200K
|
101K
$5.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-4.09K- 1.27% |
$189K - $200K
|
319K
$18.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.16K- 11.16% |
$192K - $203K
|
33.1K
$1.94M
|