Purchases and Sales Made in Q3 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.23K+ 11.41% |
$59.8K - $66.4K
|
12K
$685K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.21K+ 6.58% |
$59.1K - $65.6K
|
19.6K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21K+ 2.4% |
$59K - $65.6K
|
51.5K
$2.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.18K+ 1.29% |
$57.7K - $64.1K
|
93.2K
$5.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.18K+ 2.55% |
$57.7K - $64.1K
|
47.6K
$2.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.16K+ 8.23% |
$56.7K - $63K
|
15.3K
$875K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.14K+ 3.49% |
$55.6K - $61.8K
|
33.8K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.1K+ 6.04% |
$53.7K - $59.6K
|
19.3K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.07K+ 7.48% |
$52.4K - $58.1K
|
15.4K
$883K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.07K+ 17.53% |
$52.4K - $58.1K
|
7.19K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.05K+ 24.48% |
$51.3K - $57K
|
5.35K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 3.94% |
$50.1K - $55.7K
|
27.1K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 9.4% |
$48.8K - $54.2K
|
11.6K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1K+ 25.0% |
$48.8K - $54.2K
|
5K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
996+ 3.38% |
$48.6K - $54K
|
30.5K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
975+ 7.8% |
$47.6K - $52.8K
|
13.5K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
971+ 0.72% |
$47.4K - $52.6K
|
135K
$7.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
968+ 1.54% |
$47.2K - $52.5K
|
63.9K
$3.66M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
963+ 68.79% |
$47K - $52.2K
|
2.36K
$135K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
952+ 1.9% |
$46.5K - $51.6K
|
50.9K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
937+ 0.74% |
$45.7K - $50.8K
|
128K
$7.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
930+ 4.61% |
$45.4K - $50.4K
|
21.1K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
923+ 9.49% |
$45K - $50K
|
10.6K
$610K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
919+ 17.04% |
$44.8K - $49.8K
|
6.31K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
908+ 3.99% |
$44.3K - $49.2K
|
23.7K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
908+ 3.06% |
$44.3K - $49.2K
|
30.5K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
905+ 6.22% |
$44.2K - $49K
|
15.5K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
900+ 4.26% |
$43.9K - $48.8K
|
22K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
855+ 0.55% |
$41.7K - $46.3K
|
158K
$9.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
845+ 0.58% |
$41.2K - $45.8K
|
147K
$8.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
839+ 1.36% |
$40.9K - $45.5K
|
62.4K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
802+ 7.59% |
$39.1K - $43.5K
|
11.4K
$651K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
796+ 6.15% |
$38.8K - $43.1K
|
13.7K
$787K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
792+ 2.63% |
$38.6K - $42.9K
|
30.9K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
769+ 1.77% |
$37.5K - $41.7K
|
44.2K
$2.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
768+ 15.28% |
$37.5K - $41.6K
|
5.8K
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
749+ 1.57% |
$36.6K - $40.6K
|
48.5K
$2.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
698+ 13.51% |
$34.1K - $37.8K
|
5.86K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
695+ 0.66% |
$33.9K - $37.7K
|
107K
$6.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
685+ 3.4% |
$33.4K - $37.1K
|
20.8K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
671+ 7.95% |
$32.7K - $36.4K
|
9.11K
$522K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
661+ 2.5% |
$32.3K - $35.8K
|
27.1K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
656+ 17.18% |
$32K - $35.5K
|
4.47K
$256K
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
649+ 1.94% |
$31.7K - $35.2K
|
34K
$1.95M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
649+ 1.94% |
$31.7K - $35.2K
|
34K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
632+ 1.06% |
$30.8K - $34.2K
|
60.4K
$3.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
631+ 1.56% |
$30.8K - $34.2K
|
41K
$2.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
613+ 1.35% |
$29.9K - $33.2K
|
45.9K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
610+ 14.64% |
$29.8K - $33.1K
|
4.78K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
606+ 1.5% |
$29.6K - $32.8K
|
41K
$2.35M
|