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 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 1.26% |
$139 - $147
|
241
$14K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 1.13% |
$139 - $147
|
269
$15.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.81% |
$92.5 - $97.9
|
250
$14.5K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.78% |
$92.5 - $97.9
|
258
$15K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$92.5 - $97.9
|
6.42K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.48% |
$92.5 - $97.9
|
422
$24.5K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.07% |
$92.5 - $97.9
|
2.72K
$158K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2+ 0.04% |
$92.5 - $97.9
|
4.49K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.22% |
$46.3 - $48.9
|
83
$4.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.01% |
$46.3 - $48.9
|
8.87K
$515K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.3 - $48.9
|
6.43K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.96% |
$46.3 - $48.9
|
105
$6.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2- 0.37% |
$92.5 - $97.9
|
532
$30.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4- 0.04% |
$185 - $196
|
9.37K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-6- 0.12% |
$278 - $294
|
5.05K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6- 0.05% |
$278 - $294
|
11.8K
$688K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.54% |
$324 - $343
|
1.28K
$74.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.76% |
$324 - $343
|
912
$53K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 66.67% |
$370 - $392
|
4
$232
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-11- 0.01% |
$509 - $538
|
197K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-12- 1.9% |
$555 - $587
|
618
$35.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 0.75% |
$879 - $930
|
2.51K
$146K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21- 0.61% |
$971 - $1.03K
|
3.44K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-22- 1.29% |
$1.02K - $1.08K
|
1.69K
$98.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-24- 1.63% |
$1.11K - $1.17K
|
1.45K
$84.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-27- 1.13% |
$1.25K - $1.32K
|
2.36K
$137K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 0.25% |
$1.3K - $1.37K
|
11.3K
$658K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-30- 0.17% |
$1.39K - $1.47K
|
17.4K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-34- 0.47% |
$1.57K - $1.66K
|
7.21K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-40- 0.66% |
$1.85K - $1.96K
|
6.02K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-41- 0.26% |
$1.9K - $2.01K
|
16K
$926K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-44- 1.01% |
$2.04K - $2.15K
|
4.32K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-50- 1.09% |
$2.31K - $2.45K
|
4.52K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-54- 9.78% |
$2.5K - $2.64K
|
498
$28.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-55- 0.35% |
$2.54K - $2.69K
|
15.7K
$912K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-56- 9.66% |
$2.59K - $2.74K
|
524
$30.4K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-56- 0.32% |
$2.59K - $2.74K
|
17.2K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-57- 0.27% |
$2.64K - $2.79K
|
21K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-57- 44.53% |
$2.64K - $2.79K
|
71
$4.12K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-59- 4.7% |
$2.73K - $2.89K
|
1.2K
$69.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-60- 0.27% |
$2.78K - $2.94K
|
22.3K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-60- 52.17% |
$2.78K - $2.94K
|
55
$3.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-62- 0.52% |
$2.87K - $3.03K
|
11.9K
$691K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-63- 18.86% |
$2.91K - $3.08K
|
271
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-63- 0.82% |
$2.91K - $3.08K
|
7.63K
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-71- 0.14% |
$3.28K - $3.47K
|
50.3K
$2.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 2.23% |
$3.47K - $3.67K
|
3.29K
$191K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-79- 1.31% |
$3.65K - $3.87K
|
5.97K
$347K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-82- 0.14% |
$3.79K - $4.01K
|
59.2K
$3.44M
|