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 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.2KNew |
$516K - $546K
|
11.2K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11K+ 36.14% |
$510K - $540K
|
41.6K
$2.44M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10.6K+ 151.55% |
$489K - $517K
|
17.5K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
10.3KNew |
$476K - $503K
|
10.3K
$603K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10.2KNew |
$470K - $497K
|
10.2K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
9.87K+ 6.52% |
$457K - $483K
|
161K
$9.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
9.68K+ 11.37% |
$448K - $474K
|
94.8K
$5.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
9.47K+ 67.22% |
$438K - $464K
|
23.6K
$1.38M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
9.25KNew |
$428K - $452K
|
9.25K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.24KNew |
$427K - $452K
|
9.24K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.04K+ 16.11% |
$418K - $442K
|
65.2K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.79KNew |
$407K - $430K
|
8.79K
$515K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
8.78KNew |
$406K - $430K
|
8.78K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.7KNew |
$402K - $426K
|
8.7K
$510K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.65KNew |
$400K - $423K
|
8.65K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
7.99KNew |
$370K - $391K
|
7.99K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.96KNew |
$368K - $390K
|
7.96K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.91KNew |
$366K - $387K
|
7.91K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.59K+ 3.29% |
$351K - $371K
|
238K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.54K+ 8.49% |
$349K - $369K
|
96.4K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.34K+ 3.55% |
$340K - $359K
|
214K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.07K+ 102.57% |
$327K - $346K
|
14K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.9K+ 164.54% |
$319K - $338K
|
11.1K
$651K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.67KNew |
$308K - $326K
|
6.67K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.66K+ 4.84% |
$308K - $326K
|
144K
$8.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.59KNew |
$305K - $323K
|
6.59K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
6.58KNew |
$304K - $322K
|
6.58K
$386K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
6.57KNew |
$304K - $322K
|
6.57K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.39K+ 1.06% |
$295K - $313K
|
608K
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.38K+ 14.05% |
$295K - $312K
|
51.8K
$3.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
6.31K+ 12.38% |
$292K - $309K
|
57.2K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.15KNew |
$285K - $301K
|
6.15K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
6.11KNew |
$282K - $299K
|
6.11K
$358K
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
5.96K+ 1.65% |
$275K - $291K
|
366K
$21.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
5.8KNew |
$268K - $284K
|
5.8K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.67K+ 18910.0% |
$262K - $278K
|
5.7K
$334K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.57KNew |
$258K - $273K
|
5.57K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55K+ 1370.12% |
$257K - $272K
|
5.95K
$349K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.53KNew |
$256K - $270K
|
5.53K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.47KNew |
$253K - $268K
|
5.47K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.41KNew |
$250K - $265K
|
5.41K
$317K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.35KNew |
$247K - $262K
|
5.35K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
5.28KNew |
$244K - $258K
|
5.28K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.04K+ 42.85% |
$233K - $247K
|
16.8K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.04K+ 9.66% |
$233K - $247K
|
57.2K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
5KNew |
$231K - $245K
|
5K
$293K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.87KNew |
$225K - $238K
|
4.87K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.87KNew |
$225K - $238K
|
4.87K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
4.8KNew |
$222K - $235K
|
4.8K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 4717.82% |
$220K - $233K
|
4.87K
$285K
|