INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - UNILEVER PLC ownership

UNILEVER PLC's ticker is UL and the CUSIP is 904767704. A total of 673 filers reported holding UNILEVER PLC in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of UNILEVER PLC
ValueSharesWeighting
Q1 2023$11,113
+0.8%
214
-2.3%
0.00%0.0%
Q4 2022$11,027
+10.3%
2190.0%0.00%0.0%
Q3 2022$10,0000.0%2190.0%0.00%0.0%
Q2 2022$10,0000.0%2190.0%0.00%0.0%
Q1 2022$10,000
-16.7%
2190.0%0.00%0.0%
Q4 2021$12,000
-20.0%
219
-21.2%
0.00%0.0%
Q3 2021$15,000
-6.2%
2780.0%0.00%
-33.3%
Q2 2021$16,0000.0%2780.0%0.00%0.0%
Q1 2021$16,000
-5.9%
2780.0%0.00%
-25.0%
Q4 2020$17,000
-32.0%
278
-31.4%
0.00%
-33.3%
Q3 2020$25,000
+13.6%
4050.0%0.01%
+20.0%
Q2 2020$22,0000.0%405
-6.5%
0.01%0.0%
Q1 2020$22,0000.0%433
+13.1%
0.01%0.0%
Q4 2019$22,000
-4.3%
3830.0%0.01%0.0%
Q3 2019$23,0000.0%383
+3.8%
0.01%0.0%
Q2 2019$23,000
+21.1%
369
+10.1%
0.01%
+25.0%
Q1 2019$19,000
+5.6%
3350.0%0.00%0.0%
Q4 2018$18,000
-56.1%
335
-54.5%
0.00%
-50.0%
Q3 2018$41,0000.0%7370.0%0.01%
-11.1%
Q2 2018$41,000
+115.8%
737
+114.2%
0.01%
+125.0%
Q1 2018$19,0003440.00%
Other shareholders
UNILEVER PLC shareholders Q3 2020
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 104,550$6,116,0007.45%
Gabalex Capital Management LLC 200,000$11,700,0005.50%
Gardner Russo & Gardner 9,734,425$569,464,0004.81%
America First Investment Advisors, LLC 270,135$15,803,0004.63%
Sather Financial Group Inc 703,162$41,135,0004.32%
St. James Investment Company, LLC 559,910$32,755,0003.90%
NORTHSTAR ASSET MANAGEMENT INC 235,577$13,781,2553.68%
Saratoga Research & Investment Management 1,277,417$74,729,0003.52%
EASTERLY INVESTMENT PARTNERS LLC 503,718$29,468,0003.46%
ZEVIN ASSET MANAGEMENT LLC 293,230$17,154,0003.41%
View complete list of UNILEVER PLC shareholders