Purchases and Sales Made in Q4 2022 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200New |
$8.65K - $10.3K
|
200
$11.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
196+ 42.89% |
$8.48K - $10.1K
|
653
$37.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
196+ 1.52% |
$8.48K - $10.1K
|
13.1K
$758K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
195+ 2.07% |
$8.43K - $10K
|
9.6K
$558K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
195+ 0.27% |
$8.43K - $10K
|
73.1K
$4.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
175+ 3.61% |
$7.57K - $9.01K
|
5.03K
$292K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
172+ 0.24% |
$7.44K - $8.86K
|
71.7K
$4.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
170+ 3.35% |
$7.35K - $8.76K
|
5.24K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
168+ 1.69% |
$7.26K - $8.65K
|
10.1K
$587K
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
165+ 0.24% |
$7.13K - $8.5K
|
70.3K
$4.08M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
154+ 4.5% |
$6.66K - $7.93K
|
3.58K
$208K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
153+ 2.64% |
$6.62K - $7.88K
|
5.95K
$346K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
150+ 0.53% |
$6.49K - $7.73K
|
28.6K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
147+ 0.46% |
$6.36K - $7.57K
|
32.3K
$1.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 6.95% |
$6.01K - $7.16K
|
2.14K
$124K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
139+ 2.81% |
$6.01K - $7.16K
|
5.08K
$295K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
135+ 0.24% |
$5.84K - $6.95K
|
55.7K
$3.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
128New |
$5.53K - $6.59K
|
128
$7.43K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
127+ 1.58% |
$5.49K - $6.54K
|
8.14K
$473K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
127+ 2.13% |
$5.49K - $6.54K
|
6.08K
$353K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
125+ 0.2% |
$5.41K - $6.44K
|
64.1K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
125+ 2.52% |
$5.41K - $6.44K
|
5.09K
$295K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
121+ 0.91% |
$5.23K - $6.23K
|
13.5K
$783K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
120+ 1.27% |
$5.19K - $6.18K
|
9.59K
$557K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
117+ 4.5% |
$5.06K - $6.03K
|
2.72K
$158K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
115+ 14.78% |
$4.97K - $5.92K
|
893
$51.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
111New |
$4.8K - $5.72K
|
111
$6.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
105+ 3.08% |
$4.54K - $5.41K
|
3.51K
$204K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
105+ 1.46% |
$4.54K - $5.41K
|
7.32K
$425K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
104New |
$4.5K - $5.36K
|
104
$6.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 0.15% |
$4.5K - $5.36K
|
70.5K
$4.1M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
101New |
$4.37K - $5.2K
|
101
$5.87K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
100+ 1.11% |
$4.32K - $5.15K
|
9.15K
$531K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
100New |
$4.32K - $5.15K
|
100
$5.81K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
96+ 0.27% |
$4.15K - $4.94K
|
35.9K
$2.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
96+ 0.08% |
$4.15K - $4.94K
|
113K
$6.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
93+ 0.17% |
$4.02K - $4.79K
|
53.8K
$3.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
87+ 0.87% |
$3.76K - $4.48K
|
10.1K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
80+ 0.26% |
$3.46K - $4.12K
|
30.4K
$1.76M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
79+ 9.4% |
$3.42K - $4.07K
|
919
$53.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
74+ 0.68% |
$3.2K - $3.81K
|
10.9K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.41% |
$3.07K - $3.66K
|
17.3K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
70+ 0.43% |
$3.03K - $3.61K
|
16.4K
$952K
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
70+ 0.2% |
$3.03K - $3.61K
|
34.6K
$2.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 2.39% |
$2.81K - $3.35K
|
2.79K
$162K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
63+ 1.57% |
$2.72K - $3.25K
|
4.07K
$236K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
58+ 1.33% |
$2.51K - $2.99K
|
4.43K
$257K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
57New |
$2.46K - $2.94K
|
57
$3.31K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
55+ 0.29% |
$2.38K - $2.83K
|
19.3K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
53New |
$2.29K - $2.73K
|
53
$3.08K
|