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
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
149+ 0.28% |
$6.89K - $7.29K
|
54.1K
$3.3M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
148New |
$6.85K - $7.24K
|
148
$9.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
145+ 2.36% |
$6.71K - $7.1K
|
6.29K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
142New |
$6.57K - $6.95K
|
142
$8.67K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
117+ 3.55% |
$5.41K - $5.73K
|
3.41K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
113New |
$5.23K - $5.53K
|
113
$6.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
94+ 313.33% |
$4.35K - $4.6K
|
124
$7.57K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
81+ 1.36% |
$3.75K - $3.96K
|
6.03K
$368K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
80+ 1.31% |
$3.7K - $3.92K
|
6.19K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
78New |
$3.61K - $3.82K
|
78
$4.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 1.32% |
$3.61K - $3.82K
|
5.99K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68+ 453.33% |
$3.15K - $3.33K
|
83
$5.07K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 16.06% |
$3.05K - $3.23K
|
477
$29.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
65+ 1.6% |
$3.01K - $3.18K
|
4.14K
$253K
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
65New |
$3.01K - $3.18K
|
65
$3.97K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
63+ 11.19% |
$2.91K - $3.08K
|
626
$38.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
61+ 0.05% |
$2.82K - $2.99K
|
120K
$7.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
58New |
$2.68K - $2.84K
|
58
$3.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
57+ 0.79% |
$2.64K - $2.79K
|
7.29K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
57New |
$2.64K - $2.79K
|
57
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
55+ 3.18% |
$2.54K - $2.69K
|
1.79K
$109K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
55+ 17.46% |
$2.54K - $2.69K
|
370
$22.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
54+ 0.35% |
$2.5K - $2.64K
|
15.5K
$946K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45New |
$2.08K - $2.2K
|
45
$2.75K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
43+ 0.16% |
$1.99K - $2.1K
|
26.7K
$1.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
43+ 0.88% |
$1.99K - $2.1K
|
4.95K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42+ 0.98% |
$1.94K - $2.06K
|
4.35K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
41+ 1.51% |
$1.9K - $2.01K
|
2.76K
$168K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
37+ 7.71% |
$1.71K - $1.81K
|
517
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
37+ 0.03% |
$1.71K - $1.81K
|
129K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35New |
$1.62K - $1.71K
|
35
$2.14K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34New |
$1.57K - $1.66K
|
34
$2.08K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
33+ 0.51% |
$1.53K - $1.62K
|
6.53K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
29+ 0.06% |
$1.34K - $1.42K
|
47.8K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$1.3K - $1.37K
|
28
$1.71K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26New |
$1.2K - $1.27K
|
26
$1.59K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
26+ 30.95% |
$1.2K - $1.27K
|
110
$6.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
26+ 0.46% |
$1.2K - $1.27K
|
5.63K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
25New |
$1.16K - $1.22K
|
25
$1.53K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
24+ 0.08% |
$1.11K - $1.17K
|
30.5K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 20.35% |
$1.06K - $1.13K
|
136
$8.31K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$1.02K - $1.08K
|
5.27K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
22+ 0.23% |
$1.02K - $1.08K
|
9.49K
$580K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
16+ 0.17% |
$740 - $783
|
9.3K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11+ 0.27% |
$509 - $538
|
4.11K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$416 - $440
|
9
$550
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
9New |
$416 - $440
|
9
$550
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.29% |
$416 - $440
|
3.1K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8+ 0.16% |
$370 - $392
|
5.07K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.67% |
$185 - $196
|
601
$36.7K
|