Purchases and Sales Made in Q4 2022 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 2022. 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 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
53+ 0.46% |
$2.29K - $2.73K
|
11.5K
$647K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
53New |
$2.29K - $2.73K
|
53
$2.99K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
50+ 50.51% |
$2.16K - $2.58K
|
149
$8.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
48+ 0.83% |
$2.08K - $2.47K
|
5.83K
$329K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$1.99K - $2.37K
|
46
$2.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
BUY
|
- |
43+ 0.07% |
$1.86K - $2.21K
|
58.3K
$3.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
43+ 0.16% |
$1.86K - $2.21K
|
27.2K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
43New |
$1.86K - $2.21K
|
43
$2.43K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 3.64% |
$1.73K - $2.06K
|
1.14K
$64.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 0.32% |
$1.51K - $1.8K
|
11K
$622K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33New |
$1.43K - $1.7K
|
33
$1.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.3K - $1.55K
|
30
$1.69K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
28+ 10.77% |
$1.21K - $1.44K
|
288
$16.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
26+ 0.39% |
$1.12K - $1.34K
|
6.61K
$373K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26+ 0.02% |
$1.12K - $1.34K
|
136K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
26New |
$1.12K - $1.34K
|
26
$1.47K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24New |
$1.04K - $1.24K
|
24
$1.36K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$1.04K - $1.24K
|
24
$1.36K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
23+ 0.09% |
$995 - $1.18K
|
25.4K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.19% |
$951 - $1.13K
|
11.5K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21New |
$908 - $1.08K
|
21
$1.19K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 2.67% |
$865 - $1.03K
|
770
$43.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
20+ 0.23% |
$865 - $1.03K
|
8.7K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
20+ 0.16% |
$865 - $1.03K
|
12.6K
$709K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 1.4% |
$735 - $876
|
1.23K
$69.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 0.3% |
$692 - $824
|
5.28K
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.24% |
$692 - $824
|
6.74K
$380K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$649 - $773
|
15
$847
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 0.61% |
$519 - $618
|
1.97K
$111K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11+ 0.06% |
$476 - $567
|
17.7K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$432 - $515
|
10
$565
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$389 - $464
|
9
$508
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 11.43% |
$346 - $412
|
78
$4.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.4% |
$303 - $361
|
1.77K
$100K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 13.64% |
$259 - $309
|
50
$2.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.05% |
$216 - $258
|
10.9K
$617K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$173 - $206
|
6.41K
$362K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$130 - $155
|
534
$30.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 0.58% |
$130 - $155
|
518
$29.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.17% |
$86.5 - $103
|
1.15K
$64.7K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.77% |
$86.5 - $103
|
261
$14.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.02% |
$86.5 - $103
|
11.3K
$637K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.48% |
$86.5 - $103
|
415
$23.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.84% |
$86.5 - $103
|
241
$13.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.39% |
$86.5 - $103
|
512
$28.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$86.5 - $103
|
6.41K
$362K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.4% |
$86.5 - $103
|
506
$28.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.02% |
$43.2 - $51.5
|
5.52K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.5% |
$43.2 - $51.5
|
201
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1+ 0.02% |
$43.2 - $51.5
|
5.05K
$285K
|