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 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.3K+ 1.56% |
$64.6K - $72.1K
|
84.6K
$4.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
1.28K+ 22.99% |
$63.6K - $71K
|
6.83K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.26K+ 8.7% |
$62.7K - $69.9K
|
15.7K
$888K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.26K+ 1.8% |
$62.6K - $69.8K
|
71.2K
$4.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.24K+ 4.3% |
$61.9K - $68.9K
|
30.1K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.24K+ 15.86% |
$61.9K - $68.9K
|
9.07K
$512K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.24K+ 24.93% |
$61.8K - $68.8K
|
6.21K
$351K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.24K+ 76.62% |
$61.8K - $68.8K
|
2.86K
$161K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.23K+ 3.89% |
$61.3K - $68.3K
|
32.8K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.22K+ 16.41% |
$60.7K - $67.7K
|
8.64K
$488K
|
|
|
Aug 07, 2023
Q2 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1.2K+ 3.98% |
$59.8K - $66.7K
|
31.4K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.2K+ 63.42% |
$59.8K - $66.7K
|
3.09K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.2K+ 27.07% |
$59.7K - $66.5K
|
5.62K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.16K+ 4.6% |
$57.7K - $64.3K
|
26.3K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.15K+ 1.35% |
$57.1K - $63.7K
|
85.8K
$4.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
1.15K+ 2.46% |
$57.1K - $63.7K
|
47.8K
$2.7M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.11K+ 4.17% |
$55.3K - $61.7K
|
27.7K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.11K+ 4.43% |
$55.3K - $61.6K
|
26.1K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.1K+ 2.42% |
$55K - $61.3K
|
46.6K
$2.64M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.1K+ 0.75% |
$54.7K - $60.9K
|
148K
$8.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.09K+ 11.01% |
$54.5K - $60.7K
|
11K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.08K+ 4.46% |
$53.8K - $59.9K
|
25.3K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 12.87% |
$52.1K - $58.1K
|
9.17K
$518K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.04K+ 3.3% |
$51.7K - $57.7K
|
32.5K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 3.52% |
$50.8K - $56.7K
|
30K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1K+ 15.65% |
$50K - $55.8K
|
7.42K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
997+ 11.77% |
$49.7K - $55.4K
|
9.47K
$535K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
957+ 19.59% |
$47.7K - $53.2K
|
5.84K
$330K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
943+ 41.52% |
$47K - $52.4K
|
3.21K
$182K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
939+ 7.99% |
$46.8K - $52.2K
|
12.7K
$717K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
926+ 22.58% |
$46.2K - $51.4K
|
5.03K
$284K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
924+ 6.78% |
$46.1K - $51.3K
|
14.6K
$823K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
908+ 986.96% |
$45.3K - $50.4K
|
1K
$56.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
892+ 4.9% |
$44.5K - $49.6K
|
19.1K
$1.08M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
892+ 4.9% |
$44.5K - $49.6K
|
19.1K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
889+ 6.82% |
$44.3K - $49.4K
|
13.9K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
885+ 7.56% |
$44.1K - $49.2K
|
12.6K
$712K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
875+ 0.56% |
$43.6K - $48.6K
|
157K
$8.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
873+ 1.49% |
$43.5K - $48.5K
|
59.5K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
867+ 7.77% |
$43.2K - $48.2K
|
12K
$680K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
863+ 6.51% |
$43K - $47.9K
|
14.1K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
856+ 3.39% |
$42.7K - $47.6K
|
26.1K
$1.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
833+ 0.16% |
$41.5K - $46.3K
|
529K
$29.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
821+ 4.52% |
$40.9K - $45.6K
|
19K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
814+ 7.54% |
$40.6K - $45.2K
|
11.6K
$656K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
801+ 1.62% |
$39.9K - $44.5K
|
50.2K
$2.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
791+ 17.66% |
$39.4K - $43.9K
|
5.27K
$298K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
759+ 1.72% |
$37.8K - $42.2K
|
44.8K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
757+ 2.23% |
$37.7K - $42.1K
|
34.7K
$1.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
752+ 9.6% |
$37.5K - $41.8K
|
8.59K
$485K
|