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 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
12.1K+ 7.63% |
$589K - $629K
|
171K
$9.64M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
12K+ 17.52% |
$583K - $623K
|
80.4K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
11.8K+ 26.39% |
$573K - $611K
|
56.3K
$3.18M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$572K - $611K
|
11.8K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7K+ 122.76% |
$570K - $609K
|
21.2K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11.7K+ 44.72% |
$568K - $606K
|
37.7K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.5K+ 3.39% |
$513K - $548K
|
322K
$18.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
10.3K+ 1.3% |
$502K - $536K
|
806K
$45.5M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
10.1K+ 3250.0% |
$494K - $527K
|
10.5K
$590K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10KNew |
$487K - $520K
|
10K
$565K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
9.99K+ 152.06% |
$486K - $519K
|
16.6K
$935K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
9.87K+ 8.32% |
$480K - $513K
|
129K
$7.26M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.79K+ 94.56% |
$476K - $509K
|
20.1K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
9.75KNew |
$474K - $507K
|
9.75K
$550K
|
|
|
May 12, 2023
Q1 2023
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
9.7KNew |
$472K - $504K
|
9.7K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.5KNew |
$462K - $494K
|
9.5K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.49KNew |
$462K - $493K
|
9.49K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
9.45K+ 9.84% |
$460K - $491K
|
106K
$5.96M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
9.36K+ 43.56% |
$456K - $487K
|
30.9K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
9.34KNew |
$455K - $485K
|
9.34K
$527K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
9.33KNew |
$454K - $485K
|
9.33K
$527K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9.13K+ 100.33% |
$444K - $474K
|
18.2K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.07K+ 4.59% |
$441K - $471K
|
207K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
9.03K+ 1.41% |
$440K - $469K
|
651K
$36.7M
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
8.91K+ 110.93% |
$434K - $463K
|
16.9K
$957K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.74K+ 54.46% |
$425K - $454K
|
24.8K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8.69K+ 3.82% |
$423K - $452K
|
236K
$13.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.07K+ 16.31% |
$393K - $419K
|
57.5K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
8.03KNew |
$391K - $417K
|
8.03K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8K+ 5.15% |
$389K - $416K
|
163K
$9.22M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.99K+ 82.7% |
$389K - $415K
|
17.7K
$997K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
7.9K+ 36.74% |
$385K - $411K
|
29.4K
$1.66M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.85K+ 43.51% |
$382K - $408K
|
25.9K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
7.7K+ 1.59% |
$375K - $400K
|
491K
$27.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.5K+ 4.22% |
$365K - $390K
|
185K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.44KNew |
$362K - $386K
|
7.44K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.42KNew |
$361K - $386K
|
7.42K
$419K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.31KNew |
$356K - $380K
|
7.31K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.04K+ 1.43% |
$343K - $366K
|
498K
$28.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7K+ 9.65% |
$341K - $364K
|
79.5K
$4.49M
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
6.93K+ 2.29% |
$337K - $360K
|
310K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.9KNew |
$336K - $359K
|
6.9K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.88K+ 3.41% |
$335K - $358K
|
209K
$11.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.79K+ 266.67% |
$331K - $353K
|
9.34K
$527K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.76KNew |
$329K - $351K
|
6.76K
$382K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.69KNew |
$326K - $348K
|
6.69K
$378K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.69K+ 6.87% |
$326K - $348K
|
104K
$5.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6.65K+ 14.16% |
$323K - $345K
|
53.6K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.52K+ 29.21% |
$317K - $339K
|
28.8K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6.5KNew |
$316K - $338K
|
6.5K
$367K
|