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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$11,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
200
shares
|
$11,948
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
194
shares
|
$11,589
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
183
shares
|
$10,932
0.0% of portfolio
|
Q2 2024
Reduced 88.62%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
175
shares
|
$10,454
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
175
shares
|
$10,454
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
172
shares
|
$10,275
0.01% of portfolio
|
Q3 2023
Reduced 43.97%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
170
shares
|
$10,155
0.0% of portfolio
|
Q2 2022
Reduced 17.07%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
167
shares
|
$9,976
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
159
shares
|
$9,498
0.0% of portfolio
|
Q3 2024
Reduced 99.01%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
155
shares
|
$9,259
0.01% of portfolio
|
Q3 2024
Reduced 58.56%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$8,961
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
150
shares
|
$8,961
0.0% of portfolio
|
Q2 2024
Reduced 26.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
145
shares
|
$8,662
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
136
shares
|
$8,124
0.0% of portfolio
|
Q4 2023
Added 20.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
135
shares
|
$8,064
0.0% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
133
shares
|
$7,945
0.0% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
133
shares
|
$7,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
131
shares
|
$7,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
129
shares
|
$7,706
0.0% of portfolio
|
Q3 2024
Added 37.23%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
128
shares
|
$7,646
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
128
shares
|
$7,646
0.0% of portfolio
|
Q1 2024
Reduced 70.64%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
128
shares
|
$7,646
0.0% of portfolio
|
Q1 2024
Added 132.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
125
shares
|
$7,467
0.0% of portfolio
|
Q4 2023
Reduced 80.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
124
shares
|
$7,407
0.0% of portfolio
|
Q4 2023
Added 313.33%
|