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Also trades as: UL (NYSE) · $vol 237M · ULVR.L (LSE) · $vol 237M · UNA.AS (AMS) · $vol 66M · UNVB.DE (XETRA) · $vol 1M · UNV0.DE (XETRA) · $vol 1M · UNLYD (OTC) · $vol 0M · UNI2.DE (XETRA)

UNLYF Institutional Ownership

Unilever PLC
1W: -3.1% 1M: -6.9% 3M: -1.8% YTD: -7.7% 1Y: -1.6% 3Y: +30.4% 5Y: +21.3%
$59.50
+0.03 (+0.04%)
 
Weekly Expected Move ±3.6%
$55 $57 $60 $62 $64
OTC · Consumer Defensive · Household & Personal Products · Tech Score Sell · Power 41 · $128.1B mcap · 2.09B float · 0.0002% daily turnover · Short 38% of daily vol

Institutional Ownership — UNLYF

23
Institutional Holders
-21 vs prior quarter
0.0%
Ownership
+0.00pp
$12M
Total Invested
1
New Positions
2
Increased
12
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 KEATING INVESTMENT COUNSELORS INC 88,375 $5M -647 -0.7% 18Q SEC ↗
2 Eley Financial Management, Inc 18,804 $1M +198 +1.1% 12Q SEC ↗
3 First Affirmative Financial Network NEW 18,249 $1M — +0.0% 1Q SEC ↗
4 Fayez Sarofim & Co 11,766 $700K — +0.0% 43Q SEC ↗
5 Boit C F David 11,555 $688K — +0.0% 9Q SEC ↗
6 FERGUSON WELLMAN CAPITAL MANAGEMENT, I 10,130 $603K — +0.0% 2Q SEC ↗
7 Mengis Capital Management, Inc. 9,231 $549K -44 -0.5% 16Q SEC ↗
8 PHYSICIANS FINANCIAL SERVICES, INC. 8,444 $502K — +0.0% 43Q SEC ↗
9 Wealth Group, Ltd. NEW 8,444 $502K — +0.0% 1Q SEC ↗
10 KING LUTHER CAPITAL MANAGEMENT CORP 5,896 $351K -420 -6.6% 17Q SEC ↗
11 Byrne Asset Management LLC 5,560 $331K -254 -4.4% 14Q SEC ↗
12 JACOBS & CO/CA 5,333 $317K -59,218 -91.7% 19Q SEC ↗
13 NORTH STAR ASSET MANAGEMENT INC 4,619 $275K -48 -1.0% 5Q SEC ↗
14 Lummis Asset Management, LP 4,444 $264K -16 -0.4% 6Q SEC ↗
15 AUGUSTINE ASSET MANAGEMENT INC 3,804 $226K — +0.0% 23Q SEC ↗
16 Sterling Investment Advisors, Ltd. 3,465 $206K -732 -17.4% 39Q SEC ↗
17 CX Institutional 2,672 $159K +48 +1.8% 6Q SEC ↗
18 Pacifica Partners Inc. 275 $16K — +0.0% 14Q SEC ↗
19 Investment Research & Advisory Group, 43 $3K — +0.0% 4Q SEC ↗
20 HUNTINGTON NATIONAL BANK 1 $0K — +0.0% 70Q SEC ↗
21 Joseph Group Capital Management 0 $0K -152 -100.0% 2Q SEC ↗
22 Financial Avengers, Inc. 0 $0K -603 -100.0% 21Q SEC ↗
23 HighPoint Advisor Group LLC 0 $0K -12,461 -100.0% 9Q SEC ↗
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0 $0K -28,348 -100.0% 22Q SEC ↗
25 Fulcrum Capital LLC 0 $0K -4,686 -100.0% 12Q SEC ↗
26 IFP Advisors, Inc 0 $0K -59,984 -100.0% 26Q SEC ↗
27 Beutel, Goodman & Co Ltd. 0 $0K -7,298 -100.0% 17Q SEC ↗
28 Russell Investments Group, Ltd. 0 $0K -1 -100.0% 21Q SEC ↗
29 Tevis Investment Management 0 $0K -98,076 -100.0% 17Q SEC ↗
30 Tripletail Wealth Management, LLC 0 $0K -117 -100.0% 2Q SEC ↗
31 Arete Wealth Advisors, LLC 0 $0K -3,944 -100.0% 7Q SEC ↗
32 Hanson & Doremus Investment Management 0 $0K -11,809 -100.0% 56Q SEC ↗
33 IHT Wealth Management, LLC 0 $0K -11,432 -100.0% 38Q SEC ↗
34 Roble, Belko & Company, Inc 0 $0K -470 -100.0% 34Q SEC ↗
35 Callahan Advisors, LLC 0 $0K -32,651 -100.0% 18Q SEC ↗
36 Corient Private Wealth LLC 0 $0K -5,712 -100.0% 13Q SEC ↗
37 MERCER GLOBAL ADVISORS INC /ADV 0 $0K -107,819 -100.0% 28Q SEC ↗
38 RAELIPSKIE PARTNERSHIP 0 $0K -8,085 -100.0% 9Q SEC ↗
39 FOUNDERS FINANCIAL SECURITIES LLC 0 $0K -54,541 -100.0% 24Q SEC ↗
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -19,903 -100.0% 62Q SEC ↗
41 Value Investment Professionals, LLC 0 $0K -7,196 -100.0% 1Q SEC ↗
42 Matthew Goff Investment Advisor, LLC 0 $0K -166,234 -100.0% 36Q SEC ↗
43 OAK HARBOR WEALTH PARTNERS, LLC 0 $0K -5,006 -100.0% 4Q SEC ↗
44 MATHER GROUP, LLC. 0 $0K -6,657 -100.0% 14Q SEC ↗
45 LOWE BROCKENBROUGH & CO INC 0 $0K -555 -100.0% 12Q SEC ↗
Biggest Increases (2)
HolderAddedChange %Total Shares
Eley Financial Management, Inc +198 +1.1% 18,804
CX Institutional +48 +1.8% 2,672
Biggest Decreases (8)
HolderReducedChange %Total Shares
JACOBS & CO/CA -59,218 -91.7% 5,333
Sterling Investment Advisors, Ltd. -732 -17.4% 3,465
KEATING INVESTMENT COUNSELORS INC -647 -0.7% 88,375
KING LUTHER CAPITAL MANAGEMENT CORP -420 -6.6% 5,896
Byrne Asset Management LLC -254 -4.4% 5,560
NORTH STAR ASSET MANAGEMENT INC -48 -1.0% 4,619
Mengis Capital Management, Inc. -44 -0.5% 9,231
Lummis Asset Management, LP -16 -0.4% 4,444

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms