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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 4717.82% |
$220K - $233K
|
4.87K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.72KNew |
$218K - $231K
|
4.72K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.64KNew |
$215K - $227K
|
4.64K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.61K+ 17.05% |
$213K - $225K
|
31.6K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.6KNew |
$213K - $225K
|
4.6K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
4.47KNew |
$207K - $219K
|
4.47K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 52.33% |
$206K - $218K
|
13K
$742K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.42KNew |
$204K - $216K
|
4.42K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.39KNew |
$203K - $215K
|
4.39K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
4.37KNew |
$202K - $214K
|
4.37K
$250K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.35KNew |
$201K - $213K
|
4.35K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$199K - $210K
|
4.3K
$246K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
4.18K+ 13.73% |
$193K - $205K
|
34.6K
$1.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
4.16KNew |
$192K - $204K
|
4.16K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.12K+ 55.68% |
$190K - $201K
|
11.5K
$659K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.98K+ 6.88% |
$184K - $195K
|
61.8K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.72K+ 46.5% |
$172K - $182K
|
11.7K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.58KNew |
$166K - $175K
|
3.58K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.37K+ 2.63% |
$156K - $165K
|
131K
$7.53M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.26K+ 5.9% |
$151K - $160K
|
58.5K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.25K+ 51.37% |
$150K - $159K
|
9.56K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.21KNew |
$149K - $157K
|
3.21K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.17K+ 1.06% |
$147K - $155K
|
303K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.03K+ 14.03% |
$140K - $148K
|
24.6K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
2.97K+ 1.68% |
$137K - $145K
|
180K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.95K+ 7.67% |
$136K - $144K
|
41.4K
$2.37M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
2.93K+ 9.58% |
$135K - $143K
|
33.5K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
2.88K+ 13.5% |
$133K - $141K
|
24.2K
$1.39M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.79K+ 53.46% |
$129K - $136K
|
8K
$458K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.75K+ 20.03% |
$127K - $135K
|
16.5K
$944K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.73K+ 5.88% |
$126K - $134K
|
49.1K
$2.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.7K+ 10.95% |
$125K - $132K
|
27.3K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.67K+ 33.01% |
$123K - $130K
|
10.7K
$615K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.63K+ 5.83% |
$122K - $129K
|
47.8K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.63K+ 6.36% |
$122K - $129K
|
44K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.54K+ 18.88% |
$118K - $125K
|
16K
$918K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.53K+ 106.61% |
$117K - $124K
|
4.91K
$281K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.52KNew |
$116K - $123K
|
2.52K
$144K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.46K+ 2.72% |
$114K - $120K
|
92.8K
$5.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.46K+ 7.06% |
$114K - $120K
|
37.2K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.43KNew |
$112K - $119K
|
2.43K
$139K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.39K+ 21.34% |
$111K - $117K
|
13.6K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.36K+ 3.39% |
$109K - $115K
|
71.9K
$4.12M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
2.34K+ 58.92% |
$108K - $114K
|
6.3K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.28K+ 32.17% |
$106K - $112K
|
9.38K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.28K+ 2.23% |
$105K - $111K
|
104K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.26K+ 9.23% |
$105K - $111K
|
26.7K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.24K+ 3.73% |
$104K - $110K
|
62.4K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.24K+ 11.62% |
$104K - $110K
|
21.5K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 11.52% |
$102K - $108K
|
21.4K
$1.22M
|