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 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
49.7KNew |
$2.3M - $2.43M
|
49.7K
$2.73M
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
47.3K+ 1.44% |
$2.19M - $2.31M
|
3.33M
$183M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
46.9KNew |
$2.17M - $2.29M
|
46.9K
$2.57M
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
45.9KNew |
$2.13M - $2.25M
|
45.9K
$2.52M
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
43.2KNew |
$2M - $2.11M
|
43.2K
$2.37M
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
42K+ 700.0% |
$1.94M - $2.06M
|
48K
$2.63M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41.5KNew |
$1.92M - $2.03M
|
41.5K
$2.28M
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
40.1KNew |
$1.85M - $1.96M
|
40.1K
$2.2M
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
38.4K+ 5.88% |
$1.77M - $1.88M
|
691K
$37.9M
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
37.5KNew |
$1.74M - $1.84M
|
37.5K
$2.06M
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
37.3KNew |
$1.72M - $1.82M
|
37.3K
$2.05M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36.7K+ 179.31% |
$1.7M - $1.8M
|
57.2K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 464.41% |
$1.52M - $1.6M
|
39.8K
$2.19M
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
32.7K+ 5.52% |
$1.51M - $1.6M
|
625K
$34.3M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
31.8K+ 62.63% |
$1.47M - $1.56M
|
82.7K
$4.54M
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30.7K+ 456.68% |
$1.42M - $1.5M
|
37.4K
$2.05M
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29.5KNew |
$1.37M - $1.44M
|
29.5K
$1.62M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
26.8K+ 3.89% |
$1.24M - $1.31M
|
717K
$39.4M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.3KNew |
$1.08M - $1.14M
|
23.3K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
22.8K+ 3.93% |
$1.05M - $1.11M
|
602K
$33.1M
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
22.3K+ 121.07% |
$1.03M - $1.09M
|
40.8K
$2.24M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
22.3K+ 4681.51% |
$1.03M - $1.09M
|
22.8K
$1.25M
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
21.5KNew |
$993K - $1.05M
|
21.5K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
21.1K+ 9.52% |
$976K - $1.03M
|
243K
$13.3M
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
19.9K+ 12.87% |
$919K - $972K
|
174K
$9.56M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.6K+ 8.06% |
$908K - $961K
|
263K
$14.4M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
19.2KNew |
$888K - $940K
|
19.2K
$1.05M
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
19K+ 20.28% |
$880K - $931K
|
113K
$6.2M
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18.8KNew |
$870K - $920K
|
18.8K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
18.2K+ 84.72% |
$841K - $890K
|
39.7K
$2.18M
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
18K+ 2.23% |
$834K - $882K
|
824K
$45.3M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.9KNew |
$827K - $875K
|
17.9K
$981K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6K+ 56.9% |
$812K - $860K
|
48.4K
$2.66M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
17KNew |
$789K - $834K
|
17K
$936K
|
|
Feb 08, 2024
Q4 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
16.9K+ 15.57% |
$782K - $827K
|
125K
$6.89M
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
16.3KNew |
$755K - $799K
|
16.3K
$896K
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.3KNew |
$754K - $798K
|
16.3K
$895K
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.9KNew |
$736K - $779K
|
15.9K
$873K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$688K - $728K
|
14.9K
$816K
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
14.5KNew |
$670K - $709K
|
14.5K
$796K
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
14.3KNew |
$662K - $701K
|
14.3K
$786K
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
14.3KNew |
$660K - $698K
|
14.3K
$783K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.7K+ 63.91% |
$635K - $672K
|
35.2K
$1.93M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.2K+ 79.69% |
$612K - $648K
|
29.8K
$1.64M
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13K+ 9.92% |
$603K - $638K
|
145K
$7.93M
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 67.56% |
$594K - $628K
|
31.8K
$1.75M
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12.2KNew |
$565K - $598K
|
12.2K
$670K
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.7K+ 42.74% |
$542K - $574K
|
39.2K
$2.15M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.7K+ 7.92% |
$541K - $573K
|
160K
$8.76M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.5K+ 32.61% |
$531K - $562K
|
46.7K
$2.56M
|