Purchases and Sales Made in Q4 2021 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q4 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
8.56K+ 3.35% |
$433K - $464K
|
264K
$15.1M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.47K+ 23.21% |
$429K - $459K
|
45K
$2.58M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8.38KNew |
$424K - $454K
|
8.38K
$480K
|
|
Feb 09, 2022
Q4 2021
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
8.04K+ 13.38% |
$407K - $436K
|
68.2K
$3.9M
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.02KNew |
$406K - $434K
|
8.02K
$459K
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.83K+ 80.29% |
$396K - $424K
|
17.6K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
7.8KNew |
$395K - $423K
|
7.8K
$447K
|
|
Feb 14, 2022
Q4 2021
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
7.74KNew |
$392K - $419K
|
7.74K
$443K
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7.73KNew |
$391K - $419K
|
7.73K
$442K
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
7.57K+ 6.0% |
$383K - $410K
|
134K
$7.66M
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.55K+ 9.88% |
$382K - $409K
|
84K
$4.81M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.03K+ 4.61% |
$356K - $381K
|
160K
$9.15M
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
7.02K+ 13.77% |
$355K - $380K
|
58K
$3.32M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.87K+ 33.46% |
$348K - $373K
|
27.4K
$1.57M
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
6.81KNew |
$344K - $369K
|
6.81K
$390K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.78KNew |
$343K - $367K
|
6.78K
$388K
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
6.69K+ 112.9% |
$338K - $363K
|
12.6K
$722K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.68K+ 39.46% |
$338K - $362K
|
23.6K
$1.35M
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
6.35KNew |
$321K - $344K
|
6.35K
$364K
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.34KNew |
$321K - $344K
|
6.34K
$363K
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.3KNew |
$319K - $341K
|
6.3K
$361K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.24K+ 0.94% |
$316K - $338K
|
674K
$38.6M
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
6.21KNew |
$314K - $337K
|
6.21K
$356K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.1K+ 13.09% |
$309K - $331K
|
52.7K
$3.02M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.05KNew |
$306K - $328K
|
6.05K
$346K
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
6.05K+ 7.46% |
$306K - $328K
|
87.1K
$4.99M
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
6.04KNew |
$305K - $327K
|
6.04K
$346K
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
5.88K+ 28.52% |
$298K - $319K
|
26.5K
$1.52M
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
5.87KNew |
$297K - $318K
|
5.87K
$336K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.82KNew |
$294K - $315K
|
5.82K
$333K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.82K+ 42.82% |
$294K - $315K
|
19.4K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
5.74KNew |
$290K - $311K
|
5.74K
$328K
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
5.72KNew |
$289K - $310K
|
5.72K
$327K
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.58KNew |
$283K - $303K
|
5.58K
$320K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.43K+ 16.45% |
$275K - $295K
|
38.5K
$2.2M
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
5.42K+ 8.34% |
$274K - $294K
|
70.3K
$4.03M
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.22K+ 4.81% |
$264K - $283K
|
114K
$6.51M
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
5.2KNew |
$263K - $282K
|
5.2K
$298K
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
5.11K+ 6.48% |
$259K - $277K
|
83.9K
$4.81M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.06KNew |
$256K - $274K
|
5.06K
$290K
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.02KNew |
$254K - $272K
|
5.02K
$288K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.02K+ 12.95% |
$254K - $272K
|
43.8K
$2.51M
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
5.01KNew |
$254K - $272K
|
5.01K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.98KNew |
$252K - $270K
|
4.98K
$285K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.94K+ 14.91% |
$250K - $268K
|
38.1K
$2.18M
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.9KNew |
$248K - $265K
|
4.9K
$280K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.82K+ 7.88% |
$244K - $261K
|
66K
$3.78M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.73K+ 22.43% |
$240K - $257K
|
25.8K
$1.48M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.71K+ 3.14% |
$238K - $255K
|
154K
$8.85M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.68KNew |
$237K - $254K
|
4.68K
$268K
|