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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
228+ 3.75% |
$11.1K - $11.9K
|
6.31K
$361K
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
227+ 0.67% |
$11.1K - $11.8K
|
34K
$1.94M
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
226+ 3.23% |
$11K - $11.7K
|
7.23K
$413K
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
218+ 1.11% |
$10.6K - $11.3K
|
19.9K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
204+ 1.24% |
$9.93K - $10.6K
|
16.6K
$951K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$9.74K - $10.4K
|
200
$11.4K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
200New |
$9.74K - $10.4K
|
200
$11.4K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
198+ 1.79% |
$9.64K - $10.3K
|
11.3K
$645K
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
192+ 0.41% |
$9.35K - $9.98K
|
46.6K
$2.67M
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
190+ 1.34% |
$9.25K - $9.88K
|
14.4K
$820K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
189+ 0.71% |
$9.2K - $9.82K
|
26.9K
$1.54M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
186+ 13.0% |
$9.05K - $9.67K
|
1.62K
$92.4K
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
175+ 2.97% |
$8.52K - $9.1K
|
6.07K
$347K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
174+ 1.69% |
$8.47K - $9.04K
|
10.5K
$598K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
168+ 1.77% |
$8.18K - $8.73K
|
9.65K
$551K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
167New |
$8.13K - $8.68K
|
167
$9.55K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
154+ 3.88% |
$7.5K - $8K
|
4.13K
$236K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
154+ 127.27% |
$7.5K - $8K
|
275
$15.7K
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
153+ 2.95% |
$7.45K - $7.95K
|
5.34K
$305K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
153+ 3.44% |
$7.45K - $7.95K
|
4.6K
$263K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
150+ 12.5% |
$7.3K - $7.8K
|
1.35K
$77.2K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
150+ 0.35% |
$7.3K - $7.8K
|
42.8K
$2.45M
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
150+ 0.52% |
$7.3K - $7.8K
|
28.7K
$1.64M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
146New |
$7.11K - $7.59K
|
146
$8.35K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
146+ 3.02% |
$7.11K - $7.59K
|
4.98K
$285K
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
139+ 1.71% |
$6.77K - $7.23K
|
8.28K
$473K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
137+ 6.95% |
$6.67K - $7.12K
|
2.11K
$120K
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
137+ 2.32% |
$6.67K - $7.12K
|
6.04K
$345K
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
135+ 2.17% |
$6.57K - $7.02K
|
6.34K
$363K
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
135+ 0.08% |
$6.57K - $7.02K
|
180K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
133+ 0.24% |
$6.47K - $6.91K
|
55.5K
$3.17M
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
BUY
|
- |
130+ 0.7% |
$6.33K - $6.76K
|
18.8K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
130+ 0.5% |
$6.33K - $6.76K
|
26K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
129+ 3.05% |
$6.28K - $6.71K
|
4.36K
$249K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
129+ 195.45% |
$6.28K - $6.71K
|
195
$11.1K
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
129+ 2.31% |
$6.28K - $6.71K
|
5.72K
$327K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
127+ 1.08% |
$6.18K - $6.6K
|
11.9K
$681K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
127+ 1.08% |
$6.18K - $6.6K
|
11.9K
$681K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
122+ 0.56% |
$5.94K - $6.34K
|
21.8K
$1.25M
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
122+ 0.25% |
$5.94K - $6.34K
|
49.4K
$2.82M
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
115+ 1.26% |
$5.6K - $5.98K
|
9.26K
$529K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
111+ 0.4% |
$5.4K - $5.77K
|
27.7K
$1.58M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
111+ 0.84% |
$5.4K - $5.77K
|
13.3K
$758K
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
105+ 1.9% |
$5.11K - $5.46K
|
5.63K
$322K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
100+ 1.59% |
$4.87K - $5.2K
|
6.39K
$365K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
100New |
$4.87K - $5.2K
|
100
$5.72K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
96New |
$4.67K - $4.99K
|
96
$5.49K
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
95+ 0.63% |
$4.62K - $4.94K
|
15.2K
$871K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
95+ 0.92% |
$4.62K - $4.94K
|
10.4K
$594K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93+ 4.35% |
$4.53K - $4.83K
|
2.23K
$128K
|