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 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
900New |
$41.6K - $44K
|
900
$52.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
866+ 7.11% |
$40.1K - $42.4K
|
13K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
852+ 1.99% |
$39.4K - $41.7K
|
43.8K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
842+ 13.18% |
$39K - $41.2K
|
7.23K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
825New |
$38.2K - $40.4K
|
825
$48.4K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
814+ 9.8% |
$37.7K - $39.8K
|
9.12K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
785+ 299.62% |
$36.3K - $38.4K
|
1.05K
$61.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
775+ 13.22% |
$35.9K - $37.9K
|
6.64K
$389K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
754+ 1.55% |
$34.9K - $36.9K
|
49.3K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
723+ 2.67% |
$33.4K - $35.4K
|
27.8K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
722+ 17.67% |
$33.4K - $35.3K
|
4.81K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
718+ 15.96% |
$33.2K - $35.1K
|
5.22K
$306K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
710+ 14.88% |
$32.8K - $34.7K
|
5.48K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
706+ 4.67% |
$32.7K - $34.6K
|
15.8K
$928K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
700New |
$32.4K - $34.3K
|
700
$41K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
698+ 2.57% |
$32.3K - $34.2K
|
27.8K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
690+ 10.73% |
$31.9K - $33.8K
|
7.12K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
666+ 120.65% |
$30.8K - $32.6K
|
1.22K
$71.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
642New |
$29.7K - $31.4K
|
642
$37.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
620+ 12.68% |
$28.7K - $30.3K
|
5.51K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
605+ 9.59% |
$28K - $29.6K
|
6.92K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
600+ 0.26% |
$27.8K - $29.4K
|
236K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
595New |
$27.5K - $29.1K
|
595
$34.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
595+ 1.0% |
$27.5K - $29.1K
|
59.8K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
567+ 4.03% |
$26.2K - $27.7K
|
14.6K
$858K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
562+ 24.92% |
$26K - $27.5K
|
2.82K
$165K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
561+ 0.89% |
$26K - $27.5K
|
63.7K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
542+ 9.06% |
$25.1K - $26.5K
|
6.52K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
541+ 6.4% |
$25K - $26.5K
|
9K
$527K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
525+ 8.44% |
$24.3K - $25.7K
|
6.75K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
525+ 2.72% |
$24.3K - $25.7K
|
19.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
518+ 6.62% |
$24K - $25.4K
|
8.35K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
517+ 3.65% |
$23.9K - $25.3K
|
14.7K
$860K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
500+ 7.14% |
$23.1K - $24.5K
|
7.5K
$440K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
486+ 8.4% |
$22.5K - $23.8K
|
6.28K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
479+ 10.97% |
$22.2K - $23.4K
|
4.85K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
473+ 0.77% |
$21.9K - $23.1K
|
61.9K
$3.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
470+ 22.83% |
$21.7K - $23K
|
2.53K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
466+ 45.91% |
$21.6K - $22.8K
|
1.48K
$86.8K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
453+ 3.43% |
$21K - $22.2K
|
13.7K
$801K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
453+ 5.88% |
$21K - $22.2K
|
8.15K
$478K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
447+ 0.31% |
$20.7K - $21.9K
|
147K
$8.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
418+ 7.54% |
$19.3K - $20.5K
|
5.96K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
416+ 1.97% |
$19.2K - $20.4K
|
21.5K
$1.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
410+ 9.17% |
$19K - $20.1K
|
4.88K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
405+ 4.66% |
$18.7K - $19.8K
|
9.09K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
400New |
$18.5K - $19.6K
|
400
$23.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
400+ 1.27% |
$18.5K - $19.6K
|
32K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
392+ 6.35% |
$18.1K - $19.2K
|
6.57K
$385K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
374+ 1.79% |
$17.3K - $18.3K
|
21.2K
$1.24M
|