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
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.73K+ 8.12% |
$74.6K - $88.9K
|
23K
$1.31M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.71K+ 8.55% |
$73.8K - $87.9K
|
21.7K
$1.24M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.7K+ 200.0% |
$73.4K - $87.5K
|
2.55K
$146K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.69K+ 24.04% |
$73K - $86.9K
|
8.71K
$499K
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.69K+ 0.75% |
$72.9K - $86.8K
|
227K
$13M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 1.59% |
$72.7K - $86.6K
|
107K
$6.14M
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.64K+ 2.21% |
$70.8K - $84.4K
|
75.9K
$4.35M
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.61K+ 8.44% |
$69.6K - $82.9K
|
20.7K
$1.18M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.6K+ 29.35% |
$69.2K - $82.4K
|
7.05K
$404K
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.6K+ 5.01% |
$69.1K - $82.4K
|
33.5K
$1.92M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.58K+ 37.49% |
$68.4K - $81.5K
|
5.81K
$333K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.57K+ 3.69% |
$67.8K - $80.8K
|
44.1K
$2.53M
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.55K+ 5.22% |
$66.9K - $79.7K
|
31.2K
$1.79M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.53K+ 21.84% |
$66.2K - $78.8K
|
8.54K
$489K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.53K+ 28.88% |
$65.9K - $78.6K
|
6.81K
$390K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.43KNew |
$61.9K - $73.7K
|
1.43K
$82K
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
1.4K+ 14.7% |
$60.7K - $72.3K
|
11K
$627K
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.39K+ 1.47% |
$60.1K - $71.6K
|
96.1K
$5.5M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34KNew |
$58K - $69.1K
|
1.34K
$76.9K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.32K+ 1.68% |
$57.2K - $68.2K
|
80.1K
$4.59M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.32K+ 8.43% |
$57.1K - $68K
|
17K
$973K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.32K+ 19.04% |
$56.9K - $67.8K
|
8.23K
$472K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.32KNew |
$56.9K - $67.7K
|
1.32K
$75.3K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.32K+ 4.16% |
$56.9K - $67.7K
|
32.9K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.31K+ 3.34% |
$56.4K - $67.2K
|
40.4K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.3K+ 25.85% |
$56.3K - $67K
|
6.33K
$363K
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
1.3K+ 19.22% |
$56.3K - $67K
|
8.07K
$462K
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 26.27% |
$56.2K - $66.9K
|
6.24K
$358K
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.3K+ 2.7% |
$56K - $66.7K
|
49.3K
$2.82M
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.29K+ 2.83% |
$55.7K - $66.3K
|
46.7K
$2.68M
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.29K+ 1.35% |
$55.6K - $66.2K
|
96.5K
$5.53M
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.27K+ 12.13% |
$54.7K - $65.2K
|
11.7K
$670K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.21K+ 26.05% |
$52.3K - $62.3K
|
5.86K
$335K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
1.2K+ 0.67% |
$52.1K - $62K
|
180K
$10.3M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.2K+ 7.96% |
$51.8K - $61.8K
|
16.3K
$931K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$51.2K - $61K
|
1.19K
$67.9K
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.16K+ 2.61% |
$50.1K - $59.7K
|
45.6K
$2.61M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16KNew |
$50K - $59.6K
|
1.16K
$66.3K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 24.17% |
$49.9K - $59.4K
|
5.92K
$339K
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.15K+ 0.71% |
$49.7K - $59.2K
|
162K
$9.29M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 13.78% |
$49.6K - $59.1K
|
9.48K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$49.5K - $59K
|
1.15K
$65.6K
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
1.14K+ 21.95% |
$49.2K - $58.6K
|
6.32K
$362K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12KNew |
$48.6K - $57.8K
|
1.12K
$64.3K
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.12K+ 8.76% |
$48.6K - $57.8K
|
13.9K
$799K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.11K+ 1.87% |
$48.2K - $57.4K
|
60.7K
$3.48M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.11K+ 1.83% |
$47.8K - $57K
|
61.6K
$3.53M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.09K+ 22.97% |
$47K - $55.9K
|
5.81K
$333K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.05K+ 2.2% |
$45.3K - $53.9K
|
48.6K
$2.78M
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.05K+ 10.92% |
$45.3K - $53.9K
|
10.6K
$609K
|