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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
346+ 7.28% |
$16.9K - $18.7K
|
5.1K
$292K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
344New |
$16.8K - $18.6K
|
344
$19.7K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
334+ 1.68% |
$16.3K - $18.1K
|
20.2K
$1.16M
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
327+ 1.78% |
$16K - $17.7K
|
18.7K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
303+ 1.62% |
$14.8K - $16.4K
|
19K
$1.09M
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
301+ 0.54% |
$14.7K - $16.3K
|
55.8K
$3.2M
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
300+ 0.87% |
$14.6K - $16.3K
|
34.8K
$1.99M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
291+ 111.49% |
$14.2K - $15.8K
|
552
$31.6K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
288New |
$14.1K - $15.6K
|
288
$16.5K
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
280+ 2.02% |
$13.7K - $15.2K
|
14.2K
$811K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
263+ 6.77% |
$12.8K - $14.3K
|
4.15K
$237K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
263+ 0.41% |
$12.8K - $14.3K
|
65K
$3.72M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
262New |
$12.8K - $14.2K
|
262
$15K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
261+ 5.53% |
$12.7K - $14.1K
|
4.98K
$285K
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
260+ 4.91% |
$12.7K - $14.1K
|
5.56K
$318K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
253+ 0.38% |
$12.3K - $13.7K
|
67K
$3.84M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
248+ 4.45% |
$12.1K - $13.4K
|
5.83K
$334K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
247+ 2.34% |
$12.1K - $13.4K
|
10.8K
$617K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
229+ 0.93% |
$11.2K - $12.4K
|
24.8K
$1.42M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
229+ 1.88% |
$11.2K - $12.4K
|
12.4K
$712K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
229+ 2.99% |
$11.2K - $12.4K
|
7.89K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
227+ 5.9% |
$11.1K - $12.3K
|
4.08K
$233K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
226+ 4.55% |
$11K - $12.2K
|
5.2K
$298K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
225+ 0.4% |
$11K - $12.2K
|
56.2K
$3.22M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
221+ 1.12% |
$10.8K - $12K
|
19.9K
$1.14M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
221+ 0.38% |
$10.8K - $12K
|
57.8K
$3.31M
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
220+ 0.18% |
$10.7K - $11.9K
|
125K
$7.14M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
215+ 0.76% |
$10.5K - $11.7K
|
28.6K
$1.64M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
215+ 2.43% |
$10.5K - $11.7K
|
9.07K
$519K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
212+ 4.0% |
$10.3K - $11.5K
|
5.52K
$316K
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
210+ 5.46% |
$10.2K - $11.4K
|
4.06K
$232K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
206+ 51.5% |
$10.1K - $11.2K
|
606
$34.7K
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
205+ 2.76% |
$10K - $11.1K
|
7.62K
$437K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
200New |
$9.76K - $10.8K
|
200
$11.5K
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
200+ 3.24% |
$9.76K - $10.8K
|
6.38K
$365K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
196+ 0.83% |
$9.56K - $10.6K
|
23.7K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
191+ 0.45% |
$9.32K - $10.4K
|
42.3K
$2.42M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
189+ 0.81% |
$9.22K - $10.2K
|
23.6K
$1.35M
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
186+ 3.53% |
$9.08K - $10.1K
|
5.46K
$312K
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
183+ 0.36% |
$8.93K - $9.92K
|
50.4K
$2.89M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
177+ 6.2% |
$8.64K - $9.59K
|
3.03K
$174K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
168+ 3.56% |
$8.2K - $9.1K
|
4.89K
$280K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
165New |
$8.05K - $8.94K
|
165
$9.45K
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
162+ 2.75% |
$7.91K - $8.78K
|
6.05K
$346K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
160+ 7.82% |
$7.81K - $8.67K
|
2.21K
$126K
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
150+ 0.48% |
$7.32K - $8.13K
|
31.6K
$1.81M
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
150+ 0.34% |
$7.32K - $8.13K
|
44.7K
$2.56M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
147+ 14.01% |
$7.17K - $7.97K
|
1.2K
$68.5K
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
144+ 1.45% |
$7.03K - $7.8K
|
10.1K
$579K
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
142+ 1.47% |
$6.93K - $7.69K
|
9.8K
$561K
|