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 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
374+ 1.79% |
$17.3K - $18.3K
|
21.2K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
365New |
$16.9K - $17.9K
|
365
$21.4K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
360+ 13.85% |
$16.7K - $17.6K
|
2.96K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
351+ 4.07% |
$16.2K - $17.2K
|
8.98K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
351New |
$16.2K - $17.2K
|
351
$20.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
350+ 1.12% |
$16.2K - $17.1K
|
31.7K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
344New |
$15.9K - $16.8K
|
344
$20.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
325+ 0.51% |
$15K - $15.9K
|
63.6K
$3.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
323New |
$14.9K - $15.8K
|
323
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
322+ 0.44% |
$14.9K - $15.8K
|
73.3K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
320+ 2.54% |
$14.8K - $15.7K
|
12.9K
$756K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
308+ 240.63% |
$14.2K - $15.1K
|
436
$25.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
301+ 3.14% |
$13.9K - $14.7K
|
9.87K
$579K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
287+ 1.49% |
$13.3K - $14K
|
19.5K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
284New |
$13.1K - $13.9K
|
284
$16.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
275+ 1.03% |
$12.7K - $13.5K
|
26.9K
$1.58M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
274+ 5.17% |
$12.7K - $13.4K
|
5.57K
$327K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
271+ 0.36% |
$12.5K - $13.3K
|
75.3K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
270+ 1.71% |
$12.5K - $13.2K
|
16K
$940K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
259New |
$12K - $12.7K
|
259
$15.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
250+ 1.04% |
$11.6K - $12.2K
|
24.3K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
249+ 1.67% |
$11.5K - $12.2K
|
15.2K
$890K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
247+ 0.73% |
$11.4K - $12.1K
|
34.3K
$2.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
247+ 0.73% |
$11.4K - $12.1K
|
34.3K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
238+ 0.96% |
$11K - $11.6K
|
25.1K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
234+ 0.34% |
$10.8K - $11.5K
|
68.9K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
232+ 6.67% |
$10.7K - $11.4K
|
3.71K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
223New |
$10.3K - $10.9K
|
223
$13.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
218New |
$10.1K - $10.7K
|
218
$12.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
218+ 29.86% |
$10.1K - $10.7K
|
948
$55.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
216+ 1.01% |
$9.99K - $10.6K
|
21.6K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
216+ 3.65% |
$9.99K - $10.6K
|
6.13K
$359K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
215+ 2.21% |
$9.95K - $10.5K
|
9.96K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
209New |
$9.67K - $10.2K
|
209
$12.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
202+ 0.21% |
$9.34K - $9.89K
|
96.7K
$5.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
200+ 4.23% |
$9.25K - $9.79K
|
4.93K
$289K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
194New |
$8.97K - $9.49K
|
194
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
187New |
$8.65K - $9.15K
|
187
$11K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
183+ 2.68% |
$8.47K - $8.96K
|
7.02K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
181New |
$8.37K - $8.86K
|
181
$10.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
178+ 2.72% |
$8.23K - $8.71K
|
6.71K
$394K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
176New |
$8.14K - $8.61K
|
176
$10.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
175+ 0.31% |
$8.1K - $8.56K
|
56K
$3.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
174+ 2.3% |
$8.05K - $8.52K
|
7.73K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
164+ 0.83% |
$7.59K - $8.03K
|
19.8K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
157New |
$7.26K - $7.68K
|
157
$9.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
153+ 0.05% |
$7.08K - $7.49K
|
331K
$19.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
151+ 1.46% |
$6.99K - $7.39K
|
10.5K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
150+ 2.35% |
$6.94K - $7.34K
|
6.53K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
149+ 0.28% |
$6.89K - $7.29K
|
54.1K
$3.17M
|