Purchases and Sales Made in Q4 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-300- 4.55% |
$13.9K - $14.7K
|
6.29K
$365K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-305- 0.68% |
$14.1K - $14.9K
|
44.4K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-310- 6.9% |
$14.3K - $15.2K
|
4.18K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-316- 4.49% |
$14.6K - $15.5K
|
6.73K
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-319- 1.83% |
$14.8K - $15.6K
|
17.1K
$992K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-325- 0.4% |
$15K - $15.9K
|
81.5K
$4.74M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-332- 0.05% |
$15.4K - $16.2K
|
658K
$38.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-343- 3.39% |
$15.9K - $16.8K
|
9.76K
$567K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-353- 8.51% |
$16.3K - $17.3K
|
3.79K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-369- 4.51% |
$17.1K - $18.1K
|
7.81K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-371- 3.6% |
$17.2K - $18.2K
|
9.92K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-372- 6.04% |
$17.2K - $18.2K
|
5.79K
$336K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-374- 0.91% |
$17.3K - $18.3K
|
40.6K
$2.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-376- 0.82% |
$17.4K - $18.4K
|
45.5K
$2.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-378- 1.87% |
$17.5K - $18.5K
|
19.9K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-389- 1.98% |
$18K - $19K
|
19.3K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-392- 8.51% |
$18.1K - $19.2K
|
4.22K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-397- 1.68% |
$18.4K - $19.4K
|
23.2K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-397- 2.45% |
$18.4K - $19.4K
|
15.8K
$919K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-399- 68.09% |
$18.5K - $19.5K
|
187
$10.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-400- 7.84% |
$18.5K - $19.6K
|
4.7K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-403- 1.7% |
$18.6K - $19.7K
|
23.4K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-406- 6.21% |
$18.8K - $19.9K
|
6.14K
$356K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-438- 3.98% |
$20.3K - $21.4K
|
10.6K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-444- 3.45% |
$20.5K - $21.7K
|
12.4K
$722K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-446- 1.51% |
$20.6K - $21.8K
|
29.1K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-447- 0.03% |
$20.7K - $21.9K
|
1.41M
$81.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-448- 0.64% |
$20.7K - $21.9K
|
69.1K
$4.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-450- 0.8% |
$20.8K - $22K
|
55.7K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-460- 96.44% |
$21.3K - $22.5K
|
17
$987
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-462- 7.73% |
$21.4K - $22.6K
|
5.51K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-462- 12.84% |
$21.4K - $22.6K
|
3.14K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-471- 5.06% |
$21.8K - $23.1K
|
8.83K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-471- 2.86% |
$21.8K - $23.1K
|
16K
$930K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-475- 1.16% |
$22K - $23.2K
|
40.5K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-478- 6.06% |
$22.1K - $23.4K
|
7.41K
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-495- 7.34% |
$22.9K - $24.2K
|
6.25K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 2.15% |
$23.1K - $24.5K
|
22.8K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-500- 0.3% |
$23.1K - $24.5K
|
167K
$9.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-500- 7.11% |
$23.1K - $24.5K
|
6.54K
$380K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-500- 0.47% |
$23.1K - $24.5K
|
105K
$6.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 6.24% |
$23.1K - $24.5K
|
7.52K
$436K
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-500- 0.78% |
$23.1K - $24.5K
|
63.4K
$3.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 9.78% |
$23.1K - $24.5K
|
4.61K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-510- 3.08% |
$23.6K - $25K
|
16K
$930K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-513- 5.28% |
$23.7K - $25.1K
|
9.21K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-523- 4.77% |
$24.2K - $25.6K
|
10.4K
$606K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-524- 26.87% |
$24.2K - $25.6K
|
1.43K
$82.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-525- 1.02% |
$24.3K - $25.7K
|
50.8K
$2.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-526- 4.86% |
$24.3K - $25.7K
|
10.3K
$598K
|