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 |
---|---|---|---|---|---|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
293
shares
|
$17,222
0.0% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
290
shares
|
$17,046
0.0% of portfolio
|
Q4 2023
Reduced 26.95%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
288
shares
|
$16,928
0.01% of portfolio
|
Q3 2023
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
285
shares
|
$16,752
0.0% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
280
shares
|
$16,458
0.01% of portfolio
|
Q3 2017
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
277
shares
|
$16,282
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
275
shares
|
$16,164
0.0% of portfolio
|
Q3 2024
Added 47.06%
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
275
shares
|
$16,164
0.01% of portfolio
|
Q2 2024
Reduced 89.32%
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
267
shares
|
$15,694
0.01% of portfolio
|
Q3 2023
Reduced 12.17%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
267
shares
|
$15,694
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
264
shares
|
$15,517
0.0% of portfolio
|
Q3 2024
Reduced 99.2%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
260
shares
|
$15,282
0.01% of portfolio
|
Q1 2023
New holding
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$14,695
0.0% of portfolio
|
Q4 2020
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
246
shares
|
$14,459
0.01% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
246
shares
|
$14,459
0.0% of portfolio
|
Q3 2024
Reduced 95.29%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
235
shares
|
$13,813
0.02% of portfolio
|
Q1 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
232
shares
|
$13,636
0.01% of portfolio
|
Q2 2022
Reduced 52.16%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
228
shares
|
$13,401
0.01% of portfolio
|
Q2 2023
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
222
shares
|
$13,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
221
shares
|
$12,990
0.0% of portfolio
|
Q3 2024
Added 426.19%
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
217
shares
|
$12,755
0.0% of portfolio
|
Q3 2024
Reduced 47.96%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
211
shares
|
$12,402
0.01% of portfolio
|
Q3 2024
Reduced 58.13%
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
206
shares
|
$12,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
204
shares
|
$11,991
0.0% of portfolio
|
Q3 2024
New holding
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
200
shares
|
$11,756
0.01% of portfolio
|
Q3 2024
New holding
|