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 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.81K+ 128.76% |
$439K - $489K
|
15.7K
$871K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.8KNew |
$439K - $489K
|
8.8K
$490K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.67K+ 5.31% |
$432K - $482K
|
172K
$9.57M
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
8.45K+ 1.72% |
$421K - $469K
|
499K
$27.8M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.27K+ 79.44% |
$412K - $460K
|
18.7K
$1.04M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
8.21K+ 13.43% |
$409K - $456K
|
69.4K
$3.86M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.01K+ 2.53% |
$399K - $445K
|
325K
$18.1M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.91K+ 8.78% |
$394K - $439K
|
98K
$5.45M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.88K+ 7.21% |
$393K - $438K
|
117K
$6.52M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$387K - $431K
|
7.76K
$432K
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.57K+ 15.79% |
$377K - $420K
|
55.5K
$3.09M
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
7.5K+ 18.24% |
$374K - $417K
|
48.6K
$2.71M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.47K+ 16.74% |
$372K - $415K
|
52.1K
$2.9M
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
7.46KNew |
$372K - $414K
|
7.46K
$415K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.38K+ 9.18% |
$368K - $410K
|
87.7K
$4.88M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7.18KNew |
$358K - $399K
|
7.18K
$399K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
6.91K+ 12.7% |
$345K - $384K
|
61.3K
$3.41M
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.75K+ 12.32% |
$336K - $375K
|
61.5K
$3.42M
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
6.74KNew |
$336K - $375K
|
6.74K
$375K
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
6.67K+ 25.69% |
$332K - $371K
|
32.6K
$1.82M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.65K+ 8.22% |
$331K - $369K
|
87.6K
$4.87M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.6K+ 6.36% |
$329K - $366K
|
110K
$6.13M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.56K+ 17.39% |
$327K - $365K
|
44.3K
$2.47M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.55K+ 37.11% |
$327K - $364K
|
24.2K
$1.35M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.54K+ 16.42% |
$326K - $363K
|
46.4K
$2.58M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.54K+ 30.85% |
$326K - $363K
|
27.7K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.25K+ 6.01% |
$312K - $347K
|
110K
$6.14M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.12KNew |
$305K - $340K
|
6.12K
$341K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.91K+ 6.17% |
$295K - $328K
|
102K
$5.66M
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
5.81K+ 2.56% |
$290K - $323K
|
233K
$13M
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
5.8K+ 34.22% |
$289K - $322K
|
22.7K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.75K+ 3.05% |
$287K - $320K
|
194K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.56KNew |
$277K - $309K
|
5.56K
$309K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.53K+ 13.86% |
$276K - $307K
|
45.4K
$2.53M
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
5.5K+ 3.0% |
$274K - $305K
|
189K
$10.5M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.28KNew |
$263K - $293K
|
5.28K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.09K+ 45.91% |
$254K - $283K
|
16.2K
$901K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.09KNew |
$254K - $283K
|
5.09K
$283K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.09K+ 33.77% |
$254K - $283K
|
20.2K
$1.12M
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.07KNew |
$252K - $281K
|
5.07K
$282K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.06K+ 129.81% |
$252K - $281K
|
8.95K
$498K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.05KNew |
$252K - $280K
|
5.05K
$281K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.97K+ 4.07% |
$248K - $276K
|
127K
$7.08M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.8KNew |
$239K - $267K
|
4.8K
$267K
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.76KNew |
$237K - $264K
|
4.76K
$265K
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.73KNew |
$236K - $263K
|
4.73K
$263K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.73KNew |
$235K - $263K
|
4.73K
$263K
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.68KNew |
$233K - $260K
|
4.68K
$260K
|
|
Aug 11, 2023
Q2 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.61K+ 1.2% |
$230K - $256K
|
390K
$21.7M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.53K+ 25.48% |
$226K - $252K
|
22.3K
$1.24M
|