Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,276 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
6,529
shares
|
$383,774
0.12% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
6,501
shares
|
$382,128
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$382,070
0.02% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,481
shares
|
$380,953
0.03% of portfolio
|
Q3 2024
Added 55.94%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
6,479
shares
|
$380,835
0.14% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
6,473
shares
|
$380,482
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,471
shares
|
$380,365
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
6,412
shares
|
$376,897
0.08% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,406
shares
|
$376,544
0.01% of portfolio
|
Q3 2024
Reduced 57.42%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
6,396
shares
|
$375,956
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,396
shares
|
$375,956
0.16% of portfolio
|
Q2 2023
Added 7.42%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
6,385
shares
|
$375,310
0.09% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
6,371
shares
|
$374,487
0.03% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,359
shares
|
$373,782
0.02% of portfolio
|
Q3 2022
Added 6.09%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
6,331
shares
|
$372,136
0.34% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Mane Global Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,314
shares
|
$371,136
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,299
shares
|
$370,255
0.01% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,264
shares
|
$368,197
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
6,245
shares
|
$367,081
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,241
shares
|
$366,845
0.05% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
6,233
shares
|
$366,375
0.01% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,219
shares
|
$365,552
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
6,195
shares
|
$364,142
0.25% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,162
shares
|
$362,202
0.01% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,158
shares
|
$361,967
0.06% of portfolio
|
Q3 2024
Added 1.28%
|