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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-6.76K- 6.84% |
$337K - $375K
|
92.1K
$5.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6.91K- 9.43% |
$344K - $384K
|
66.3K
$3.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-6.96K- 32.12% |
$347K - $387K
|
14.7K
$831K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-6.98K- 1.89% |
$348K - $388K
|
362K
$20.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-7K- 1.94% |
$349K - $389K
|
354K
$20M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-7.05K- 28.44% |
$351K - $392K
|
17.7K
$1M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7.06K- 53.39% |
$352K - $392K
|
6.16K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-7.26K- 2.4% |
$362K - $403K
|
296K
$16.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-7.41K- 0.34% |
$369K - $412K
|
2.18M
$123M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.71K- 8.35% |
$384K - $428K
|
84.7K
$4.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.75K- 72.48% |
$386K - $431K
|
2.94K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-7.92K- 39.05% |
$395K - $440K
|
12.4K
$699K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8K- 79.59% |
$399K - $444K
|
2.05K
$116K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-8.17K- 51.01% |
$407K - $454K
|
7.84K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.31K- 1.65% |
$414K - $462K
|
496K
$28M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.54K- 28.17% |
$426K - $475K
|
21.8K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.56K- 9.52% |
$427K - $476K
|
81.3K
$4.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-8.69K- 73.21% |
$433K - $483K
|
3.18K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-8.9K- 44.47% |
$444K - $494K
|
11.1K
$628K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.22K- 73.36% |
$460K - $512K
|
3.35K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-9.83K- 22.62% |
$490K - $546K
|
33.6K
$1.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$498K - $556K
|
30K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-10.1K- 3.0% |
$502K - $560K
|
326K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-11.1K- 2.91% |
$553K - $617K
|
371K
$20.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-11.1K- 36.1% |
$556K - $619K
|
19.7K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.6K- 7.51% |
$578K - $644K
|
143K
$8.07M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 2.42% |
$578K - $645K
|
468K
$26.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 3.26% |
$582K - $649K
|
347K
$19.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11.9K- 37.83% |
$594K - $662K
|
19.6K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11.9K- 61.51% |
$595K - $663K
|
7.47K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12.1K- 97.61% |
$601K - $670K
|
295
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-12.7K- 2.02% |
$635K - $708K
|
619K
$35M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-13K- 66.67% |
$646K - $720K
|
6.48K
$366K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13.5K- 4.18% |
$671K - $748K
|
308K
$17.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-13.8K- 50.9% |
$689K - $768K
|
13.3K
$753K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14K- 73.33% |
$696K - $776K
|
5.08K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-14.4K- 29.51% |
$719K - $802K
|
34.5K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
SELL
|
- |
-14.8K- 65.65% |
$738K - $822K
|
7.74K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-15K- 71.45% |
$748K - $834K
|
6K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-16.6K- 34.36% |
$826K - $921K
|
31.7K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-17K- 30.19% |
$848K - $945K
|
39.3K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.3K- 18.5% |
$913K - $1.02M
|
80.7K
$4.56M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.3K- 28.81% |
$963K - $1.07M
|
47.7K
$2.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-20.6K- 4.55% |
$1.02M - $1.14M
|
432K
$24.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-21.5K- 12.08% |
$1.07M - $1.19M
|
156K
$8.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.5K- 9.2% |
$1.07M - $1.19M
|
212K
$12M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-22.4K- 0.67% |
$1.12M - $1.25M
|
3.31M
$187M
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-23K- 3.38% |
$1.15M - $1.28M
|
659K
$37.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.5K- 0.72% |
$1.22M - $1.36M
|
3.38M
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.6K- 6.65% |
$1.28M - $1.42M
|
359K
$20.3M
|