Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,205 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
15,400
shares
|
$944,944
0.27% of portfolio
|
Q3 2023
Added 2.34%
|
|
Drw Securities, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
15,353
shares
|
$942,060
0.04% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 13, 2024 Q2 2024 |
15,323
shares
|
$940,219
1.74% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
15,313
shares
|
$939,605
0.01% of portfolio
|
Q2 2024
Added 90.84%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
15,179
shares
|
$931,383
0.02% of portfolio
|
Q2 2024
Added 10.17%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
15,150
shares
|
$929,604
0.01% of portfolio
|
Q2 2024
Added 2.25%
|
|
Murphy Pohlad Asset Management LLC
|
Jul 17, 2024 Q2 2024 |
15,082
shares
|
$925,431
0.36% of portfolio
|
Q1 2023
Reduced 1.31%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
15,050
shares
|
$923,468
0.05% of portfolio
|
Q2 2024
Added 13.89%
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,045
shares
|
$923,161
0.02% of portfolio
|
Q2 2024
Added 62.86%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
15,044
shares
|
$923,099
0.02% of portfolio
|
Q2 2024
Added 8.9%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
15,014
shares
|
$921,259
0.02% of portfolio
|
Q2 2024
Added 1.21%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
14,937
shares
|
$916,534
0.02% of portfolio
|
Q2 2024
Added 161.36%
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Aug 14, 2024 Q2 2024 |
14,797
shares
|
$907,943
0.22% of portfolio
|
Q2 2024
New holding
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
14,723
shares
|
$903,403
0.04% of portfolio
|
Q2 2024
Added 17.59%
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
14,544
shares
|
$892,419
0.24% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
River Street Advisors LLC
Aurora, IL |
Aug 13, 2024 Q2 2024 |
14,494
shares
|
$889,351
0.49% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
14,493
shares
|
$889,290
0.09% of portfolio
|
Q2 2024
Added 236.5%
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
14,426
shares
|
$885,179
0.54% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
14,421
shares
|
$884,872
0.06% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
14,407
shares
|
$884,013
1.18% of portfolio
|
Q2 2022
Reduced 3.97%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
14,348
shares
|
$880,393
0.21% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
14,266
shares
|
$875,361
0.01% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
Raelipskie Partnership
Waterloo, A6 |
Jul 18, 2024 Q2 2024 |
14,257
shares
|
$874,809
0.42% of portfolio
|
Q2 2024
Added 6.58%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
14,134
shares
|
$867,262
0.04% of portfolio
|
Q2 2024
Added 3.97%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
14,123
shares
|
$866,587
0.12% of portfolio
|
Q2 2024
Added 9.46%
|