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
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.21K- 86.62% |
$195K - $206K
|
650
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-4.26K- 91.41% |
$197K - $208K
|
400
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.28K- 14.56% |
$198K - $210K
|
25.1K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.4K- 4.98% |
$204K - $215K
|
83.9K
$5.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4.41K- 46.01% |
$204K - $216K
|
5.18K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-4.41K- 7.12% |
$204K - $216K
|
57.5K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4.42K- 8.27% |
$204K - $216K
|
49K
$2.93M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.55K- 15.4% |
$210K - $223K
|
25K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 1.2% |
$216K - $229K
|
383K
$22.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.83K- 17.9% |
$223K - $236K
|
22.1K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.83K- 23.3% |
$224K - $236K
|
15.9K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.89K- 5.8% |
$226K - $239K
|
79.4K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.93K- 43.98% |
$228K - $241K
|
6.28K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.94K- 36.82% |
$229K - $242K
|
8.48K
$506K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-5.02K- 32.81% |
$232K - $245K
|
10.3K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.02K- 26.44% |
$232K - $246K
|
14K
$834K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.06K- 42.39% |
$234K - $247K
|
6.87K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-5.07K- 41.01% |
$235K - $248K
|
7.29K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.1K- 31.91% |
$236K - $249K
|
10.9K
$649K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.11K- 37.8% |
$236K - $250K
|
8.4K
$502K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.21K- 13.92% |
$241K - $255K
|
32.2K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.28K- 52.05% |
$244K - $258K
|
4.86K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.4K- 5.44% |
$250K - $264K
|
93.8K
$5.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-5.44K- 1.16% |
$252K - $266K
|
465K
$27.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.44K- 36.19% |
$252K - $266K
|
9.6K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.54K- 21.79% |
$256K - $271K
|
19.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.54K- 9.15% |
$256K - $271K
|
55K
$3.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-5.71K- 27.42% |
$264K - $279K
|
15.1K
$902K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5.72K- 43.42% |
$265K - $280K
|
7.46K
$445K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.93K- 24.65% |
$274K - $290K
|
18.1K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5.96K- 17.25% |
$276K - $292K
|
28.6K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.96K- 11.57% |
$276K - $292K
|
45.6K
$2.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.1K- 14.57% |
$282K - $298K
|
35.7K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-6.21K- 20.43% |
$287K - $304K
|
24.2K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.38K- 3.59% |
$295K - $312K
|
171K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.43K- 31.79% |
$297K - $314K
|
13.8K
$824K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.44K- 25.93% |
$298K - $315K
|
18.4K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-6.55K- 5.19% |
$303K - $321K
|
120K
$7.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.67K- 58.65% |
$308K - $326K
|
4.7K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-6.68K- 5.35% |
$309K - $327K
|
118K
$7.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.69K- 41.64% |
$309K - $327K
|
9.37K
$560K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.76K- 6.42% |
$313K - $331K
|
98.5K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.76K- 6.18% |
$313K - $331K
|
103K
$6.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.85K- 10.22% |
$317K - $335K
|
60.2K
$3.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6.88K- 40.32% |
$318K - $337K
|
10.2K
$608K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.97K- 1.24% |
$322K - $341K
|
555K
$33.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7.05K- 45.71% |
$326K - $345K
|
8.37K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-7.42K- 3.52% |
$343K - $363K
|
203K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.43K- 0.67% |
$344K - $364K
|
1.1M
$65.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.52K- 8.8% |
$348K - $368K
|
77.9K
$4.65M
|