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 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.5K- 43.76% |
$122K - $130K
|
3.21K
$184K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.54K- 3.98% |
$123K - $132K
|
61.2K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.55K- 3.42% |
$124K - $132K
|
72K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2.61K- 1.15% |
$127K - $136K
|
223K
$12.8M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.67K- 3.52% |
$130K - $139K
|
73.2K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.69K- 11.7% |
$131K - $140K
|
20.3K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-2.69K- 9.43% |
$131K - $140K
|
25.8K
$1.48M
|
|
|
Sep 20, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.8K- 77.77% |
$136K - $145K
|
800
$45.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.87K- 4.2% |
$140K - $149K
|
65.5K
$3.74M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.01K- 53.71% |
$146K - $156K
|
2.59K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.01K- 2.12% |
$147K - $156K
|
139K
$7.94M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.01K- 2.95% |
$147K - $157K
|
99K
$5.66M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 97.35% |
$148K - $158K
|
83
$4.74K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.05K- 18.75% |
$148K - $159K
|
13.2K
$755K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-3.07K- 22.61% |
$150K - $160K
|
10.5K
$601K
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
SELL
|
- |
-3.17K- 12.34% |
$154K - $165K
|
22.5K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.18K- 21.2% |
$155K - $165K
|
11.8K
$675K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.25K- 2.7% |
$158K - $169K
|
117K
$6.69M
|
|
|
May 09, 2023
Q1 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-3.27K- 23.06% |
$159K - $170K
|
10.9K
$624K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.36K- 2.82% |
$164K - $175K
|
116K
$6.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.36K- 11.21% |
$164K - $175K
|
26.6K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3.38K- 35.3% |
$165K - $176K
|
6.2K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.4K- 11.32% |
$165K - $177K
|
26.6K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.51K- 4.37% |
$171K - $183K
|
76.8K
$4.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.57K- 41.78% |
$174K - $185K
|
4.97K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.73K- 32.68% |
$181K - $194K
|
7.68K
$439K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.75K- 45.31% |
$183K - $195K
|
4.53K
$259K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.75K- 17.57% |
$183K - $195K
|
17.6K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-3.78K- 3.38% |
$184K - $196K
|
108K
$6.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.87K- 3.9% |
$189K - $201K
|
95.5K
$5.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.91K- 7.16% |
$190K - $203K
|
50.7K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3.97K- 99.9% |
$193K - $206K
|
4
$229
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-4K- 20.71% |
$195K - $208K
|
15.3K
$875K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.01K- 36.8% |
$195K - $209K
|
6.89K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.06K- 1.71% |
$198K - $211K
|
234K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.13K- 45.6% |
$201K - $214K
|
4.92K
$281K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.28K- 29.7% |
$208K - $222K
|
10.1K
$579K
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
SELL
|
- |
-4.43K- 40.51% |
$215K - $230K
|
6.5K
$371K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.44K- 19.61% |
$216K - $231K
|
18.2K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.51K- 50.08% |
$220K - $235K
|
4.5K
$257K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.54K- 4.77% |
$221K - $236K
|
90.6K
$5.18M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.64K- 3.01% |
$226K - $241K
|
149K
$8.53M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.69K- 38.39% |
$229K - $244K
|
7.53K
$431K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-4.83K- 9.89% |
$235K - $251K
|
44K
$2.52M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.23K- 33.94% |
$254K - $272K
|
10.2K
$582K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.34K- 18.62% |
$260K - $278K
|
23.3K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.55K- 7.69% |
$270K - $289K
|
66.7K
$3.81M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.63K- 16.26% |
$274K - $292K
|
29K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 42.64% |
$281K - $300K
|
7.76K
$444K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5.83K- 32.11% |
$284K - $303K
|
12.3K
$705K
|