Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,185 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
6,344
shares
|
$365,477
0.02% of portfolio
|
Q1 2024
Added 24.64%
|
|
Mane Global Capital Management LP
New York, NY |
May 15, 2024 Q1 2024 |
6,314
shares
|
$363,749
0.03% of portfolio
|
Q1 2024
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
6,263
shares
|
$360,811
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 15, 2024 Q1 2024 |
6,231
shares
|
$358,967
0.01% of portfolio
|
Q1 2024
Reduced 13.83%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
6,226
shares
|
$358,679
0.19% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
May 08, 2024 Q1 2024 |
6,195
shares
|
$356,893
0.19% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
6,186
shares
|
$356,375
0.07% of portfolio
|
Q2 2024
Reduced 28.97%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
6,166
shares
|
$355,223
0.01% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
Schrum Private Wealth Management LLC
|
May 02, 2024 Q1 2024 |
6,161
shares
|
$354,935
0.28% of portfolio
|
Q1 2024
New holding
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
6,146
shares
|
$354,071
0.01% of portfolio
|
Q1 2024
New holding
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 15, 2024 Q1 2024 |
6,130
shares
|
$353,149
0.33% of portfolio
|
Q1 2024
Added 0.41%
|
|
Platform Technology Partners
|
Feb 13, 2024 Q4 2023 |
6,111
shares
|
$352,054
0.12% of portfolio
|
Q3 2023
Reduced 7.56%
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 08, 2024 Q1 2024 |
6,102
shares
|
$351,536
0.23% of portfolio
|
Q1 2024
Added 10.44%
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 02, 2024 Q1 2024 |
6,096
shares
|
$351,190
0.18% of portfolio
|
Q1 2024
Reduced 14.41%
|
|
Wambolt & Associates, LLC
|
Apr 30, 2024 Q1 2024 |
6,081
shares
|
$350,326
0.09% of portfolio
|
Q1 2024
Reduced 50.91%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,019
shares
|
$346,754
0.09% of portfolio
|
Q4 2022
New holding
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2024 Q1 2024 |
6,015
shares
|
$346,524
0.02% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
6,013
shares
|
$346,408
0.09% of portfolio
|
Q1 2024
Reduced 20.87%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 14, 2024 Q1 2024 |
6,002
shares
|
$345,775
0.01% of portfolio
|
Q1 2024
Reduced 23.13%
|
|
Birch Hill Investment Advisors LLC
|
May 13, 2024 Q1 2024 |
6,000
shares
|
$345,660
0.01% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
Phocas Financial Corp.
Alameda, CA |
Apr 30, 2024 Q1 2024 |
6,000
shares
|
$345,660
1.24% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
5,973
shares
|
$344,104
0.06% of portfolio
|
Q2 2023
Reduced 4.78%
|
|
Mezzasalma Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
5,945
shares
|
$342,491
0.14% of portfolio
|
Q1 2024
New holding
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2024 Q1 2024 |
5,941
shares
|
$342,261
0.09% of portfolio
|
Q4 2022
Reduced 25.19%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
5,921
shares
|
$341,108
0.06% of portfolio
|
Q2 2024
Reduced 0.47%
|