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
|
Bell Bank
|
BUY
|
- |
2.07K+ 5.17% |
$95.9K - $102K
|
42.2K
$2.47M
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.07K+ 23.15% |
$95.9K - $101K
|
11K
$646K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2K+ 27.83% |
$92.5K - $97.9K
|
9.19K
$538K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.99K+ 4.14% |
$92K - $97.3K
|
50K
$2.93M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.92K+ 11.98% |
$88.7K - $93.8K
|
17.9K
$1.05M
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.86K+ 3.12% |
$86K - $91K
|
61.4K
$3.6M
|
|
Feb 09, 2024
Q4 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.85K+ 41.76% |
$85.6K - $90.5K
|
6.28K
$368K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.84K+ 6.64% |
$85K - $89.9K
|
29.5K
$1.73M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.77K+ 3.45% |
$82K - $86.8K
|
53.1K
$3.11M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 10.42% |
$80.8K - $85.4K
|
18.5K
$1.08M
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.71K+ 12.1% |
$79.2K - $83.8K
|
15.9K
$930K
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.65K+ 0.1% |
$76.5K - $80.9K
|
1.69M
$99.3M
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.63K+ 6.46% |
$75.4K - $79.8K
|
26.9K
$1.57M
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.62K+ 14.56% |
$75K - $79.4K
|
12.8K
$748K
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
1.61K+ 2.4% |
$74.6K - $78.9K
|
68.9K
$4.04M
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.61KNew |
$74.4K - $78.7K
|
1.61K
$94.2K
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.6K+ 7.08% |
$74K - $78.3K
|
24.2K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.6K+ 2.65% |
$73.9K - $78.2K
|
62K
$3.63M
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.59K+ 5.22% |
$73.7K - $78K
|
32.1K
$1.88M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.55K+ 29.57% |
$71.7K - $75.9K
|
6.8K
$398K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.55K+ 32.36% |
$71.5K - $75.7K
|
6.32K
$371K
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.54K+ 2.7% |
$71.3K - $75.4K
|
58.5K
$3.43M
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.53K+ 3.69% |
$70.5K - $74.6K
|
42.9K
$2.51M
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.5KNew |
$69.4K - $73.4K
|
1.5K
$87.9K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.49K+ 67.32% |
$68.7K - $72.7K
|
3.69K
$216K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.48K+ 11.35% |
$68.5K - $72.4K
|
14.5K
$851K
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.43K+ 5.03% |
$66.1K - $69.9K
|
29.8K
$1.75M
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 1.26% |
$65.3K - $69.1K
|
113K
$6.64M
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.39KNew |
$64.4K - $68.1K
|
1.39K
$81.6K
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.36K+ 2.78% |
$63K - $66.7K
|
50.4K
$2.95M
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 28.28% |
$62.5K - $66.1K
|
6.12K
$359K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.34K+ 22.94% |
$61.8K - $65.4K
|
7.16K
$420K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.28K+ 2.29% |
$59.1K - $62.5K
|
57.1K
$3.34M
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1.27K+ 2.17% |
$58.6K - $62K
|
59.5K
$3.49M
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.19K+ 13.9% |
$54.8K - $58K
|
9.71K
$569K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.16K+ 2.23% |
$53.8K - $56.9K
|
53.3K
$3.12M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.13K+ 1.27% |
$52.4K - $55.4K
|
90.6K
$5.31M
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.12K+ 7.31% |
$51.6K - $54.6K
|
16.4K
$960K
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
1.07K+ 1.02% |
$49.6K - $52.5K
|
106K
$6.24M
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.06KNew |
$48.8K - $51.6K
|
1.06K
$61.8K
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 18.55% |
$46.8K - $49.5K
|
6.47K
$379K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.01K+ 2.96% |
$46.8K - $49.5K
|
35.2K
$2.06M
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1KNew |
$46.3K - $48.9K
|
1K
$58.6K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
999+ 19.58% |
$46.2K - $48.9K
|
6.1K
$358K
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
955+ 12.67% |
$44.2K - $46.7K
|
8.49K
$498K
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
953+ 0.46% |
$44.1K - $46.6K
|
209K
$12.3M
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
950+ 16.25% |
$43.9K - $46.5K
|
6.8K
$398K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
946+ 4.08% |
$43.8K - $46.3K
|
24.1K
$1.41M
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
908+ 8.53% |
$42K - $44.4K
|
11.6K
$677K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
903+ 7.64% |
$41.8K - $44.2K
|
12.7K
$746K
|