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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
526+ 0.78% |
$25.6K - $27.3K
|
68.3K
$3.84M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
525+ 4.13% |
$25.6K - $27.3K
|
13.2K
$743K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
524New |
$25.5K - $27.2K
|
524
$29.4K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
521+ 11.34% |
$25.4K - $27.1K
|
5.12K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
500+ 0.99% |
$24.3K - $26K
|
51.1K
$2.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
493+ 1.49% |
$24K - $25.6K
|
33.5K
$1.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
492+ 0.77% |
$24K - $25.6K
|
64.6K
$3.62M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
485+ 7.13% |
$23.6K - $25.2K
|
7.29K
$409K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
481+ 1.49% |
$23.4K - $25K
|
32.8K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
476New |
$23.2K - $24.7K
|
476
$26.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
473+ 7.98% |
$23K - $24.6K
|
6.4K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
472+ 1.08% |
$23K - $24.5K
|
44.1K
$2.47M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
462+ 0.42% |
$22.5K - $24K
|
109K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
456+ 6.47% |
$22.2K - $23.7K
|
7.51K
$421K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
450+ 7.66% |
$21.9K - $23.4K
|
6.32K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
449+ 9.89% |
$21.9K - $23.3K
|
4.99K
$280K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
435+ 8.76% |
$21.2K - $22.6K
|
5.4K
$303K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
431New |
$21K - $22.4K
|
431
$24.2K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
424+ 8.87% |
$20.6K - $22K
|
5.2K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
400+ 1.22% |
$19.5K - $20.8K
|
33.1K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$19.5K - $20.8K
|
400
$22.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
396+ 4.13% |
$19.3K - $20.6K
|
9.99K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
394+ 2.14% |
$19.2K - $20.5K
|
18.8K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
382+ 4.6% |
$18.6K - $19.9K
|
8.68K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
375New |
$18.3K - $19.5K
|
375
$21K
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
371+ 1.14% |
$18.1K - $19.3K
|
32.9K
$1.85M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
361+ 2.53% |
$17.6K - $18.8K
|
14.6K
$820K
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
358+ 0.22% |
$17.4K - $18.6K
|
166K
$9.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
351+ 6.05% |
$17.1K - $18.2K
|
6.16K
$346K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
344+ 1.25% |
$16.7K - $17.9K
|
27.9K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
341+ 2.74% |
$16.6K - $17.7K
|
12.8K
$718K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
340+ 3.88% |
$16.6K - $17.7K
|
9.11K
$511K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
328+ 0.36% |
$16K - $17K
|
92.4K
$5.18M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
318+ 739.53% |
$15.5K - $16.5K
|
361
$20.3K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
315+ 1.06% |
$15.3K - $16.4K
|
30K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
314+ 0.54% |
$15.3K - $16.3K
|
58.6K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
312+ 3.81% |
$15.2K - $16.2K
|
8.51K
$477K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
311+ 0.7% |
$15.1K - $16.2K
|
44.7K
$2.51M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
311+ 0.7% |
$15.1K - $16.2K
|
44.7K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
300+ 1.73% |
$14.6K - $15.6K
|
17.6K
$988K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
297+ 0.36% |
$14.5K - $15.4K
|
83.9K
$4.71M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
286+ 1.76% |
$13.9K - $14.9K
|
16.5K
$929K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
281+ 1.13% |
$13.7K - $14.6K
|
25.2K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
276+ 424.62% |
$13.4K - $14.3K
|
341
$19.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
260New |
$12.7K - $13.5K
|
260
$14.6K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
260+ 3.16% |
$12.7K - $13.5K
|
8.49K
$477K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
255New |
$12.4K - $13.3K
|
255
$14.3K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
252+ 0.86% |
$12.3K - $13.1K
|
29.6K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
250+ 5.1% |
$12.2K - $13K
|
5.15K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
247+ 3.48% |
$12K - $12.8K
|
7.35K
$413K
|