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
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-725- 2.67% |
$36.1K - $40.3K
|
26.4K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-741- 4.18% |
$36.9K - $41.2K
|
17K
$946K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-764- 0.98% |
$38.1K - $42.4K
|
77.2K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-771- 9.16% |
$38.4K - $42.8K
|
7.64K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-793- 0.48% |
$39.5K - $44.1K
|
165K
$9.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-794- 0.7% |
$39.6K - $44.1K
|
113K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-802- 6.28% |
$40K - $44.6K
|
12K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-828- 1.26% |
$41.3K - $46K
|
64.8K
$3.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-846- 8.02% |
$42.2K - $47K
|
9.7K
$540K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-847- 2.56% |
$42.2K - $47.1K
|
32.2K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-863- 0.59% |
$43K - $47.9K
|
146K
$8.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-863- 0.93% |
$43K - $47.9K
|
92.1K
$5.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-866- 3.22% |
$43.2K - $48.1K
|
26K
$1.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-888- 10.01% |
$44.3K - $49.3K
|
7.99K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-900- 13.85% |
$44.9K - $50K
|
5.6K
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-940- 11.28% |
$46.8K - $52.2K
|
7.39K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-964- 5.25% |
$48K - $53.6K
|
17.4K
$969K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-967- 3.03% |
$48.2K - $53.7K
|
30.9K
$1.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-971- 1.42% |
$48.4K - $53.9K
|
67.4K
$3.75M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-978- 0.72% |
$48.7K - $54.3K
|
134K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-980- 3.38% |
$48.8K - $54.4K
|
28K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-987- 10.01% |
$49.2K - $54.8K
|
8.87K
$494K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-992- 4.85% |
$49.4K - $55.1K
|
19.5K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-993- 4.03% |
$49.5K - $55.2K
|
23.6K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-999- 15.77% |
$49.8K - $55.5K
|
5.34K
$297K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-999- 10.7% |
$49.8K - $55.5K
|
8.34K
$464K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-999- 5.41% |
$49.8K - $55.5K
|
17.5K
$972K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1K- 11.23% |
$49.8K - $55.6K
|
7.9K
$440K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-1K- 20.0% |
$49.8K - $55.6K
|
4K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.01K- 17.03% |
$50.2K - $56K
|
4.91K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.02K- 1.63% |
$50.7K - $56.6K
|
61.6K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-1.02K- 15.76% |
$51K - $56.9K
|
5.48K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.04K- 2.1% |
$51.8K - $57.7K
|
48.5K
$2.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.05K- 7.51% |
$52.2K - $58.2K
|
12.9K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.08K- 21.84% |
$53.6K - $59.7K
|
3.85K
$214K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.09K- 16.12% |
$54.1K - $60.3K
|
5.65K
$315K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.1K- 3.09% |
$54.9K - $61.2K
|
34.5K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.11K- 16.73% |
$55.4K - $61.7K
|
5.53K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.13K- 21.4% |
$56.5K - $62.9K
|
4.16K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 32.9% |
$57K - $63.6K
|
2.33K
$130K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.15K- 2.26% |
$57.5K - $64.1K
|
50K
$2.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.16K- 1.78% |
$57.7K - $64.3K
|
63.7K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 6.52% |
$58.4K - $65.1K
|
16.8K
$935K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.18K- 14.65% |
$58.6K - $65.3K
|
6.85K
$381K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-1.21K- 0.15% |
$60.5K - $67.4K
|
805K
$44.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22K- 8.77% |
$60.6K - $67.5K
|
12.6K
$704K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.23K- 3.38% |
$61.2K - $68.2K
|
35.1K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-1.25K- 20.67% |
$62.2K - $69.3K
|
4.79K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 5.01% |
$64.4K - $71.8K
|
24.5K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.3K- 8.84% |
$64.8K - $72.2K
|
13.4K
$746K
|