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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,139
shares
|
$66,950
0.01% of portfolio
|
Q2 2023
Added 13.9%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,123
shares
|
$66,009
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,117
shares
|
$65,657
0.01% of portfolio
|
Q3 2022
Added 5.28%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,100
shares
|
$64,658
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,076
shares
|
$63,247
0.03% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,063
shares
|
$62,483
0.03% of portfolio
|
Q2 2024
Reduced 53.03%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,050
shares
|
$61,719
0.0% of portfolio
|
Q1 2021
Reduced 8.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,001
shares
|
$58,838
0.01% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,000
shares
|
$58,780
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$58,780
0.02% of portfolio
|
Q2 2023
Added 986.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$58,780
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
999
shares
|
$58,721
0.04% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
956
shares
|
$56,193
0.0% of portfolio
|
Q2 2024
Added 4.94%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
950
shares
|
$55,841
0.01% of portfolio
|
Q1 2022
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
948
shares
|
$55,723
0.0% of portfolio
|
Q4 2023
Added 29.86%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
939
shares
|
$55,194
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
900
shares
|
$52,902
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
861
shares
|
$50,609
0.0% of portfolio
|
Q3 2024
Added 62.76%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
846
shares
|
$49,727
0.01% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
828
shares
|
$48,669
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
825
shares
|
$48,493
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
809
shares
|
$47,553
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
802
shares
|
$47,141
0.01% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
768
shares
|
$45,143
0.01% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
740
shares
|
$43,497
0.01% of portfolio
|
Q3 2024
New holding
|