Purchases and Sales Made in Q1 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-147- 5.74% |
$7.16K - $7.64K
|
2.42K
$136K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-148- 1.23% |
$7.2K - $7.69K
|
11.9K
$668K
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-150- 1.95% |
$7.3K - $7.8K
|
7.56K
$424K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-150- 36.41% |
$7.3K - $7.8K
|
262
$14.7K
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-150- 2.78% |
$7.3K - $7.8K
|
5.25K
$295K
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-151- 1.51% |
$7.35K - $7.85K
|
9.86K
$553K
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-151- 7.02% |
$7.35K - $7.85K
|
2K
$112K
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-152- 1.52% |
$7.4K - $7.9K
|
9.87K
$554K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-159- 1.57% |
$7.74K - $8.26K
|
9.94K
$558K
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-159- 0.64% |
$7.74K - $8.26K
|
24.5K
$1.38M
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-160- 0.45% |
$7.79K - $8.32K
|
35.5K
$1.99M
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-160- 2.74% |
$7.79K - $8.32K
|
5.68K
$319K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-164- 14.21% |
$7.98K - $8.52K
|
990
$55.6K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-170- 6.1% |
$8.28K - $8.84K
|
2.62K
$147K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-170- 2.32% |
$8.28K - $8.84K
|
7.15K
$401K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-170- 3.35% |
$8.28K - $8.84K
|
4.91K
$275K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-180- 0.92% |
$8.76K - $9.36K
|
19.4K
$1.09M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-183- 1.78% |
$8.91K - $9.51K
|
10.1K
$567K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-184- 2.62% |
$8.96K - $9.56K
|
6.84K
$384K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-186- 1.61% |
$9.05K - $9.67K
|
11.4K
$639K
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-186- 0.43% |
$9.05K - $9.67K
|
42.9K
$2.41M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-189- 4.52% |
$9.2K - $9.82K
|
3.99K
$224K
|
|
May 12, 2023
Q1 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-190- 4.11% |
$9.25K - $9.88K
|
4.43K
$249K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-195- 2.16% |
$9.49K - $10.1K
|
8.84K
$496K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-195- 1.69% |
$9.49K - $10.1K
|
11.3K
$636K
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-196- 4.74% |
$9.54K - $10.2K
|
3.94K
$221K
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 1.31% |
$9.74K - $10.4K
|
15.1K
$847K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-200- 17.86% |
$9.74K - $10.4K
|
920
$51.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-202- 1.34% |
$9.83K - $10.5K
|
14.9K
$835K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-209- 3.54% |
$10.2K - $10.9K
|
5.7K
$320K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-210- 2.3% |
$10.2K - $10.9K
|
8.93K
$501K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-210- 7.44% |
$10.2K - $10.9K
|
2.61K
$147K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-212- 3.46% |
$10.3K - $11K
|
5.92K
$332K
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-215- 0.44% |
$10.5K - $11.2K
|
48.6K
$2.73M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-220- 3.46% |
$10.7K - $11.4K
|
6.15K
$345K
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-222- 2.12% |
$10.8K - $11.5K
|
10.2K
$575K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-225- 22.06% |
$11K - $11.7K
|
795
$44.6K
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233- 2.32% |
$11.3K - $12.1K
|
9.82K
$551K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-242- 0.47% |
$11.8K - $12.6K
|
51.6K
$2.9M
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-251- 1.07% |
$12.2K - $13K
|
23.3K
$1.31M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-252- 2.33% |
$12.3K - $13.1K
|
10.5K
$592K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-259- 0.18% |
$12.6K - $13.5K
|
145K
$8.15M
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-261- 5.55% |
$12.7K - $13.6K
|
4.45K
$249K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-272- 5.79% |
$13.2K - $14.1K
|
4.43K
$249K
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-280- 5.34% |
$13.6K - $14.6K
|
4.96K
$278K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-281- 1.28% |
$13.7K - $14.6K
|
21.6K
$1.21M
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-297- 0.82% |
$14.5K - $15.4K
|
36.1K
$2.02M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-299- 5.69% |
$14.6K - $15.5K
|
4.96K
$278K
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-300- 4.28% |
$14.6K - $15.6K
|
6.7K
$376K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-307- 0.16% |
$14.9K - $16K
|
186K
$10.4M
|