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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
744+ 1.64% |
$37.1K - $41.3K
|
46.2K
$2.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
744+ 17.52% |
$37.1K - $41.3K
|
4.99K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
733+ 4.93% |
$36.5K - $40.7K
|
15.6K
$881K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
728+ 2.06% |
$36.3K - $40.4K
|
36.1K
$2.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
693+ 10.93% |
$34.5K - $38.5K
|
7.04K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
685+ 0.58% |
$34.1K - $38.1K
|
119K
$6.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
685+ 1.26% |
$34.1K - $38.1K
|
55.3K
$3.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
642+ 15.88% |
$32K - $35.7K
|
4.69K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
633+ 0.46% |
$31.5K - $35.2K
|
140K
$7.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
626+ 1.42% |
$31.2K - $34.8K
|
44.7K
$2.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
624+ 15.7% |
$31.1K - $34.7K
|
4.6K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
611+ 4.95% |
$30.5K - $33.9K
|
12.9K
$731K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
601+ 9.52% |
$30K - $33.4K
|
6.91K
$391K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
592+ 405.48% |
$29.5K - $32.9K
|
738
$41.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
587+ 3.0% |
$29.3K - $32.6K
|
20.2K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
578+ 8.55% |
$28.8K - $32.1K
|
7.34K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
559+ 10.92% |
$27.9K - $31.1K
|
5.68K
$321K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
550+ 1.91% |
$27.4K - $30.6K
|
29.3K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
544+ 1.88% |
$27.1K - $30.2K
|
29.5K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
535+ 3.49% |
$26.7K - $29.7K
|
15.9K
$897K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
512+ 38.79% |
$25.5K - $28.4K
|
1.83K
$104K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
512+ 38.79% |
$25.5K - $28.4K
|
1.83K
$104K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
493+ 39.5% |
$24.6K - $27.4K
|
1.74K
$98.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
488+ 5.03% |
$24.3K - $27.1K
|
10.2K
$576K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
488+ 0.97% |
$24.3K - $27.1K
|
50.7K
$2.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
482+ 1.93% |
$24K - $26.8K
|
25.4K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
463+ 0.94% |
$23.1K - $25.7K
|
49.8K
$2.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
456+ 3.25% |
$22.7K - $25.3K
|
14.5K
$819K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
443+ 3.72% |
$22.1K - $24.6K
|
12.4K
$699K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
443+ 3.72% |
$22.1K - $24.6K
|
12.4K
$699K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
442+ 7.42% |
$22K - $24.6K
|
6.4K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
430+ 5.51% |
$21.4K - $23.9K
|
8.24K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
414+ 21.8% |
$20.6K - $23K
|
2.31K
$131K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
410+ 10.64% |
$20.4K - $22.8K
|
4.27K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
397+ 8.07% |
$19.8K - $22.1K
|
5.32K
$301K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
395+ 4.89% |
$19.7K - $21.9K
|
8.47K
$479K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
395+ 3.44% |
$19.7K - $21.9K
|
11.9K
$671K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
395+ 0.5% |
$19.7K - $21.9K
|
79.9K
$4.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
392+ 7.07% |
$19.5K - $21.8K
|
5.94K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
389+ 0.36% |
$19.4K - $21.6K
|
109K
$6.13M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
385+ 7.82% |
$19.2K - $21.4K
|
5.31K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
384+ 5.97% |
$19.1K - $21.3K
|
6.82K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
383+ 8.84% |
$19.1K - $21.3K
|
4.72K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
381+ 7.04% |
$19K - $21.2K
|
5.79K
$327K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
373New |
$18.6K - $20.7K
|
373
$21.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
362+ 0.82% |
$18K - $20.1K
|
44.7K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
356+ 3.4% |
$17.7K - $19.8K
|
10.8K
$611K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
350+ 3.09% |
$17.4K - $19.4K
|
11.7K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
345+ 0.3% |
$17.2K - $19.2K
|
116K
$6.58M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
341+ 4.68% |
$17K - $18.9K
|
7.63K
$431K
|