Purchases and Sales Made in Q2 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-335- 0.16% |
$16.7K - $18.6K
|
211K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-338- 0.27% |
$16.8K - $18.8K
|
125K
$6.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-350- 0.82% |
$17.4K - $19.4K
|
42.4K
$2.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-350- 1.16% |
$17.4K - $19.4K
|
29.9K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-356- 2.01% |
$17.7K - $19.8K
|
17.3K
$965K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-364- 7.74% |
$18.1K - $20.2K
|
4.34K
$242K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-367- 0.84% |
$18.3K - $20.4K
|
43.5K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-371- 1.53% |
$18.5K - $20.6K
|
23.9K
$1.33M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-377- 5.94% |
$18.8K - $20.9K
|
5.97K
$332K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-380- 2.82% |
$18.9K - $21.1K
|
13.1K
$730K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-380- 3.8% |
$18.9K - $21.1K
|
9.61K
$535K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-394- 3.46% |
$19.6K - $21.9K
|
11K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-400- 7.35% |
$19.9K - $22.2K
|
5.04K
$281K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-400- 35.09% |
$19.9K - $22.2K
|
740
$41.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-403- 8.6% |
$20.1K - $22.4K
|
4.29K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-405- 0.49% |
$20.2K - $22.5K
|
82.9K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-410- 0.67% |
$20.4K - $22.8K
|
60.5K
$3.36M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-420- 0.94% |
$20.9K - $23.3K
|
44.1K
$2.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-430- 5.66% |
$21.4K - $23.9K
|
7.17K
$399K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-435- 1.18% |
$21.7K - $24.2K
|
36.5K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-450- 1.74% |
$22.4K - $25K
|
25.4K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-470- 1.47% |
$23.4K - $26.1K
|
31.5K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-471- 4.8% |
$23.5K - $26.2K
|
9.33K
$519K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-472- 1.1% |
$23.5K - $26.2K
|
42.4K
$2.36M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-472- 3.29% |
$23.5K - $26.2K
|
13.9K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-477- 8.9% |
$23.8K - $26.5K
|
4.88K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-481- 2.23% |
$24K - $26.7K
|
21.1K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 11.11% |
$24.9K - $27.8K
|
4K
$223K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-503- 0.78% |
$25.1K - $27.9K
|
64K
$3.56M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-506- 7.0% |
$25.2K - $28.1K
|
6.72K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-532- 5.76% |
$26.5K - $29.6K
|
8.7K
$484K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-545- 0.75% |
$27.2K - $30.3K
|
71.9K
$4M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-545- 4.93% |
$27.2K - $30.3K
|
10.5K
$586K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-550- 1.08% |
$27.4K - $30.6K
|
50.1K
$2.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-550- 10.49% |
$27.4K - $30.6K
|
4.69K
$261K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-580- 9.42% |
$28.9K - $32.2K
|
5.58K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-600- 4.82% |
$29.9K - $33.3K
|
11.8K
$659K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-614- 6.17% |
$30.6K - $34.1K
|
9.33K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-622- 1.93% |
$31K - $34.6K
|
31.6K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-625- 6.83% |
$31.2K - $34.7K
|
8.52K
$474K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-648- 3.41% |
$32.3K - $36K
|
18.4K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-649- 5.42% |
$32.3K - $36.1K
|
11.3K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-650- 10.02% |
$32.4K - $36.1K
|
5.84K
$325K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-652- 1.46% |
$32.5K - $36.2K
|
44.1K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-660- 4.82% |
$32.9K - $36.7K
|
13K
$726K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-661- 1.44% |
$32.9K - $36.7K
|
45.3K
$2.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-664- 59.71% |
$33.1K - $36.9K
|
448
$24.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-685- 3.14% |
$34.1K - $38.1K
|
21.1K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-698- 1.57% |
$34.8K - $38.8K
|
43.8K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-714- 0.37% |
$35.6K - $39.7K
|
193K
$10.7M
|