LIBERTY WEALTH MANAGEMENT LLC - UNILEVER PLC ownership

UNILEVER PLC's ticker is UL and the CUSIP is 904767704. A total of 1,047 filers reported holding UNILEVER PLC in Q3 2023. The put-call ratio across all filers is 0.98 and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of UNILEVER PLC
ValueSharesWeighting
Q3 2021$151,000
+98.7%
3,095
+137.7%
0.05%
+80.0%
Q2 2021$76,000
-38.2%
1,302
-38.6%
0.03%
-50.0%
Q1 2021$123,0000.0%2,1200.0%0.06%0.0%
Q4 2020$123,000
+339.3%
2,120
+362.9%
0.06%
+252.9%
Q3 2020$28,000
-17.6%
458
-25.4%
0.02%
-29.2%
Q2 2020$34,000
+70.0%
614
+58.7%
0.02%
+41.2%
Q1 2020$20,000
+122.2%
387
+146.5%
0.02%
+142.9%
Q4 2019$9,000
+12.5%
157
+11.3%
0.01%
-12.5%
Q3 2019$8,000
+100.0%
141
+101.4%
0.01%
+100.0%
Q2 2019$4,0000.0%700.0%0.00%
+33.3%
Q1 2019$4,000
+33.3%
700.0%0.00%
+50.0%
Q4 2018$3,000700.00%
Other shareholders
UNILEVER PLC shareholders Q3 2023
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