Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,278 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 |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,622
shares
|
$212,901
0.07% of portfolio
|
Q3 2024
Reduced 33.6%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
3,604
shares
|
$211,843
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
3,593
shares
|
$211,196
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,592
shares
|
$211,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,592
shares
|
$211,137
0.11% of portfolio
|
Q3 2024
Reduced 61.31%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,589
shares
|
$210,961
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
3,587
shares
|
$210,843
0.07% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,576
shares
|
$210,197
0.03% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
3,542
shares
|
$208,198
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,533
shares
|
$207,669
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
3,529
shares
|
$207,434
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
3,524
shares
|
$207,140
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
3,515
shares
|
$206,611
0.09% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,512
shares
|
$206,435
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,511
shares
|
$206,376
0.02% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,511
shares
|
$206,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$205,730
0.16% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$205,730
0.02% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,492
shares
|
$205,259
0.02% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,479
shares
|
$204,495
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,473
shares
|
$204,142
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,461
shares
|
$203,437
0.01% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
3,427
shares
|
$201,439
0.02% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,400
shares
|
$199,852
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,400
shares
|
$199,852
0.08% of portfolio
|
Q3 2024
New holding
|