Purchases and Sales Made in Q1 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q1 2023. The information is specifically focused on institutions that hold shares of UNILEVER PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
93+ 0.84% |
$4.53K - $4.83K
|
11.1K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
92New |
$4.48K - $4.78K
|
92
$5.26K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
92+ 0.53% |
$4.48K - $4.78K
|
17.4K
$995K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
90+ 0.46% |
$4.38K - $4.68K
|
19.8K
$1.13M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
85+ 0.1% |
$4.14K - $4.42K
|
83.3K
$4.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
84+ 3.84% |
$4.09K - $4.37K
|
2.27K
$130K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
81+ 0.25% |
$3.94K - $4.21K
|
32.1K
$1.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
69New |
$3.36K - $3.59K
|
69
$3.94K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
67New |
$3.26K - $3.48K
|
67
$3.83K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
65New |
$3.16K - $3.38K
|
65
$3.72K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
64+ 0.33% |
$3.12K - $3.33K
|
19.7K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
63+ 0.03% |
$3.07K - $3.27K
|
227K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
60New |
$2.92K - $3.12K
|
60
$3.43K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
52New |
$2.53K - $2.7K
|
52
$2.97K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
51New |
$2.48K - $2.65K
|
51
$2.92K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
51+ 0.56% |
$2.48K - $2.65K
|
9.19K
$525K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 7.2% |
$2.48K - $2.65K
|
759
$43.4K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.15% |
$2.43K - $2.6K
|
34.5K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 2.6% |
$2.43K - $2.6K
|
1.97K
$113K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
48+ 3.32% |
$2.34K - $2.5K
|
1.49K
$85.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
46+ 0.08% |
$2.24K - $2.39K
|
60.9K
$3.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
42+ 0.76% |
$2.04K - $2.18K
|
5.56K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40+ 0.09% |
$1.95K - $2.08K
|
43.8K
$2.5M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
40New |
$1.95K - $2.08K
|
40
$2.29K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
40New |
$1.95K - $2.08K
|
40
$2.29K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
37+ 0.7% |
$1.8K - $1.92K
|
5.36K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37+ 12.8% |
$1.8K - $1.92K
|
326
$18.6K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32New |
$1.56K - $1.66K
|
32
$1.83K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
30New |
$1.46K - $1.56K
|
30
$1.71K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
21+ 0.14% |
$1.02K - $1.09K
|
15.3K
$877K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 1.03% |
$1.02K - $1.09K
|
2.06K
$118K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 20.0% |
$925 - $988
|
114
$6.52K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
13+ 0.1% |
$633 - $676
|
13.5K
$772K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 0.23% |
$584 - $624
|
5.3K
$303K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$584 - $624
|
12
$686
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 4.05% |
$584 - $624
|
308
$17.6K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
12+ 0.15% |
$584 - $624
|
8.07K
$462K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9+ 0.19% |
$438 - $468
|
4.82K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9+ 0.69% |
$438 - $468
|
1.32K
$75.2K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 1.74% |
$438 - $468
|
527
$30.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8+ 0.07% |
$389 - $416
|
11.9K
$683K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.05% |
$292 - $312
|
10.9K
$625K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.15% |
$292 - $312
|
4.01K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 0.46% |
$292 - $312
|
1.32K
$75.5K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 0.04% |
$292 - $312
|
16.3K
$929K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
5+ 0.04% |
$243 - $260
|
12.5K
$713K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
4+ 0.08% |
$195 - $208
|
5.03K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$195 - $208
|
6.42K
$367K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.75% |
$195 - $208
|
538
$30.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.59% |
$146 - $156
|
509
$29.1K
|