Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,178 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 $13.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Newman Dignan & Sheerar, Inc.
|
Apr 26, 2024 Q1 2024 |
4,200
shares
|
$233,058
0.06% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
S.A. Mason LLC
|
Apr 15, 2024 Q1 2024 |
4,183
shares
|
$232,114
0.13% of portfolio
|
Q4 2023
Reduced 6.9%
|
|
Mitchell Sinkler & Starr
|
Apr 30, 2024 Q1 2024 |
4,114
shares
|
$228,285
0.05% of portfolio
|
Q1 2024
Reduced 82.54%
|
|
Private Wealth Partners, LLC
|
May 08, 2024 Q1 2024 |
4,100
shares
|
$227,509
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sepio Capital, LP
|
May 14, 2024 Q1 2024 |
4,096
shares
|
$227,287
0.02% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2024 Q1 2024 |
4,090
shares
|
$226,954
0.01% of portfolio
|
Q1 2024
Reduced 18.85%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,066
shares
|
$225,622
0.03% of portfolio
|
Q2 2023
Added 1.68%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,065
shares
|
$225,566
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2024 Q1 2024 |
4,065
shares
|
$225,566
0.01% of portfolio
|
Q1 2024
New holding
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
4,062
shares
|
$225,400
0.03% of portfolio
|
Q1 2024
New holding
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
4,050
shares
|
$224,734
0.02% of portfolio
|
Q1 2024
New holding
|
|
Carret Asset Management, LLC
|
Apr 18, 2024 Q1 2024 |
4,044
shares
|
$224,401
0.02% of portfolio
|
Q1 2024
New holding
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
4,026
shares
|
$223,402
0.02% of portfolio
|
Q1 2024
New holding
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
4,018
shares
|
$222,958
0.12% of portfolio
|
Q1 2023
New holding
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
4,015
shares
|
$222,792
0.0% of portfolio
|
Q2 2023
Reduced 5.31%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
4,013
shares
|
$222,681
0.02% of portfolio
|
Q1 2024
Reduced 22.32%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2024 Q1 2024 |
4,002
shares
|
$222,070
0.05% of portfolio
|
Q1 2024
New holding
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
4,000
shares
|
$221,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
Credit Agricole S A
|
May 14, 2024 Q1 2024 |
4,000
shares
|
$221,960
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
Spears Abacus Advisors LLC
|
May 10, 2024 Q1 2024 |
3,987
shares
|
$221,238
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
3,974
shares
|
$220,517
0.04% of portfolio
|
Q1 2024
Added 7.17%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,924
shares
|
$217,742
0.05% of portfolio
|
Q2 2022
Added 17.94%
|
|
Riverview Trust CO
|
Apr 12, 2024 Q1 2024 |
3,849
shares
|
$213,581
0.15% of portfolio
|
Q1 2024
Reduced 13.89%
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2024 Q1 2024 |
3,800
shares
|
$210,862
0.0% of portfolio
|
Q1 2023
Reduced 63.16%
|
|
Avalon Trust CO
Santa Fe, NM |
May 07, 2024 Q1 2024 |
3,750
shares
|
$208,087
0.02% of portfolio
|
Q4 2023
Reduced 15.73%
|