Purchases and Sales Made in Q3 2023 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
141+ 1.47% |
$6.88K - $7.64K
|
9.75K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
138+ 0.55% |
$6.73K - $7.48K
|
25.4K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
129New |
$6.3K - $6.99K
|
129
$7.24K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
126+ 0.32% |
$6.15K - $6.83K
|
40.1K
$2.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
124New |
$6.05K - $6.72K
|
124
$6.96K
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
123+ 2.62% |
$6K - $6.67K
|
4.83K
$271K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
123+ 0.2% |
$6K - $6.67K
|
60.4K
$3.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
122+ 1.79% |
$5.95K - $6.61K
|
6.95K
$390K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
121+ 0.28% |
$5.9K - $6.56K
|
44K
$2.47M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
119+ 86.86% |
$5.81K - $6.45K
|
256
$14.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
116+ 1.99% |
$5.66K - $6.29K
|
5.95K
$334K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
112+ 0.94% |
$5.47K - $6.07K
|
12K
$676K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
110+ 1.0% |
$5.37K - $5.96K
|
11.1K
$625K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
104New |
$5.08K - $5.64K
|
104
$5.84K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
100+ 0.34% |
$4.88K - $5.42K
|
29.4K
$1.65M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
100+ 454.55% |
$4.88K - $5.42K
|
122
$6.85K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 0.78% |
$4.88K - $5.42K
|
12.9K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
100+ 1.17% |
$4.88K - $5.42K
|
8.62K
$484K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98+ 2.23% |
$4.78K - $5.31K
|
4.5K
$252K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
96New |
$4.68K - $5.2K
|
96
$5.39K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
88+ 58.67% |
$4.29K - $4.77K
|
238
$13.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
81+ 1.89% |
$3.95K - $4.39K
|
4.37K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
81+ 4.65% |
$3.95K - $4.39K
|
1.82K
$102K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
78New |
$3.81K - $4.23K
|
78
$4.38K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 2.43% |
$3.81K - $4.23K
|
3.29K
$185K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
77+ 150.98% |
$3.76K - $4.17K
|
128
$7.18K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 0.53% |
$3.42K - $3.79K
|
13.3K
$745K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
68+ 25.56% |
$3.32K - $3.68K
|
334
$18.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
65+ 3.49% |
$3.17K - $3.52K
|
1.93K
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
63+ 0.37% |
$3.07K - $3.41K
|
17.1K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
60+ 0.78% |
$2.93K - $3.25K
|
7.8K
$438K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
59New |
$2.88K - $3.2K
|
59
$3.31K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56+ 1.11% |
$2.73K - $3.03K
|
5.1K
$286K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
56+ 0.15% |
$2.73K - $3.03K
|
37.4K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
56+ 0.18% |
$2.73K - $3.03K
|
30.4K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
55+ 0.77% |
$2.68K - $2.98K
|
7.23K
$406K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
50+ 1.11% |
$2.44K - $2.71K
|
4.57K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
49+ 0.02% |
$2.39K - $2.66K
|
211K
$11.8M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
48New |
$2.34K - $2.6K
|
48
$2.69K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
47+ 0.49% |
$2.29K - $2.55K
|
9.57K
$537K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
47+ 8.82% |
$2.29K - $2.55K
|
580
$32.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.85% |
$2.29K - $2.55K
|
5.61K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45+ 0.48% |
$2.2K - $2.44K
|
9.38K
$526K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 0.72% |
$2.2K - $2.44K
|
6.25K
$351K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.69% |
$2.05K - $2.28K
|
6.11K
$343K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
42+ 100.0% |
$2.05K - $2.28K
|
84
$4.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 68.33% |
$2K - $2.22K
|
101
$5.67K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
37New |
$1.81K - $2.01K
|
37
$2.08K
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
BUY
|
- |
37+ 0.01% |
$1.81K - $2.01K
|
293K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
34New |
$1.66K - $1.84K
|
34
$1.91K
|